Discover and read the best of Twitter Threads about #iex

Most recents (14)

Moving Averages is a common indicator which most of us (novice/professional) use in the stock market for trading and investment.

This learning thread would be on
"𝙐𝙨𝙚𝙨 𝙤𝙛 𝙈𝙤𝙫𝙞𝙣𝙜 𝘼𝙫𝙚𝙧𝙖𝙜𝙚"

Like👍 & Retweet🔄 for wider reach and more such learning thread.

1/10
Basics of the moving average:

It takes average of the price for the duration we want.

So 10 days moving average means an average price of 10 days closing price.

Common types of Moving Average:
Simple, Exponential, Weighted.

Use only one type in your trading setup.

2/10
Different uses:

1⃣ Moving Average Crossovers:

Common strategy used by positional traders and investor in finding multibagger or good returns stocks.

Common crossover used is for 50 & 200 Moving Average.

Also, this is called as "𝗚𝗼𝗹𝗱𝗲𝗻 𝗖𝗿𝗼𝘀𝘀𝗼𝘃𝗲𝗿"

3/10
Read 10 tweets
#Thread

"इलेक्ट्रिसिटी बिल (अमेंडमेंट) 2021, 1991च्या आर्थिक सुधारणा क्रांतीपेक्षाही मोठी सुधारणा क्रांती"

आत्ताच काही दिवसांपूर्व उदयन मुखर्जी यांना दिलेल्या मुलाखतीत बिग-बूल नावाने प्रसिद्ध असलेले राकेश झुनझुनवाला यांनी खूप मोठे विधान केले.
ते असे होते - "मला वाटते की, कोणीही इलेक्ट्रिसिटी बिल (अमेंडमेंट) वाचलेले नसावे, एकदा हे बिल पास झाले की ही 1991च्या आर्थिक सुधारणा क्रांतीपेक्षाही मोठी सुधारणा क्रांती असेल."

कोणत्या असतील या सुधारणा? याबद्दल प्रकाश टाकणारा हा थ्रेड आहे.🧵

अमेंडमेंट बिल 2021 चा सारांश असा आहे की,

➡️राज्याची एकाधिकारशाही संपवून सर्वांसाठी स्पर्धा खुली करायची.

➡️ग्राहक त्यांच्या आवडीच्या कंपनीकडून सुविधा घेऊ शकतील, जसे मोबाइल नेटवर्क सर्विसच्या बाबतीत घेऊ शकतात

➡️विद्युत गळती/चोरीचे प्रमाण कमी करण्यासाठी स्मार्ट मीटर लावल्या जाईल
Read 27 tweets
In a recent interview with Udayan Mukherjee, the big bull Rakesh Jhunjhunwala made an interesting bold statement - "I think nobody has read the Electricity (Amendment) Bill. Once it passes, it will be bigger than 1991 reforms."

A thread🧵dissecting the ongoing Power reforms 👇
2/17
In summary, the Amendment Bill 2021 says:
⚡️ Delicensing of state monopoly- open to competition
⚡️ Consumers can choose discoms (like telcos)
⚡️ Smart meters to plug leakages
⚡️ Easy resolution of disputes
⚡️ Right to 24x7 electricity
⚡️ Rewarding consumers shifting to solar
3/17
We'll discuss these in detail. But first, some context.

India's is the 3rd largest consumer of electricity. But also one of the most inefficient (measured via AT&C losses - electricity that is generated but does not reach intended customers)
AT&C: 22% vs 8% global. Chart 👇
Read 21 tweets
STRONG #MONOPOLIES

#IRCTC > 100% Market share in Rail Network.

#IEX >90% market share in power trading.

#Zyduswellness >90% market share in sugar free product.

#Eichermotors >85% market share in 250cc bikes category.

#MCX >85% market share in commodity trading.

1/n
#Coalindia >80% market share in coal production in India.

#ITC >75% market share in cigarettes.

#HondaSiel >75% in portable power generators.

#HindustanZinc >75% market share in primary zinc industry.

#AsahiIndiaGlass >70% market share in automotive glass.

2/n
#NRBBearings >70% market share in needle roller bearings.

#Pidilite >65% market share in adhesives.

#CAMS >65% market share in RTA within mutual fund industry.

#TimeTechnoplast >65% market share in polymer based industrial packaging.

3/n
Read 10 tweets
#ZOMATO 🍅

Target Achieved 132.25 🎯- and going for more 💰💰 Image
#TATAMOTORS - Melting like ice cream 🍨 Image
Read 4 tweets
With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a 🧵🧵 on discussing, analyzing & understanding platform businesses. Read on to learn more.
Quick question before we begin. Would you rather :
I hope your answer was the 1st one because I am not a fish seller. Please don't expect my threads to **always** contain investment ideas. My broader goal is to empower each person learn to see reality a little bit clearly. To enable you to learn to fish.
Read 121 tweets
STRONG MONOPOLIES :

#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
Read 11 tweets
#IEX Thread⚡️

IEX - First and Largest Energy exchange in India (98% Market Share - Monopoly!!)

Automated trading platform for physical delivery of electricity, renewable power, energy certificates.

@Atulsingh_asan @caniravkaria @Coolfundoo @saketreddy @Jitendra_stock
#IEX (2/n)

ROCE 5Yr - 63.9 %; ROE 5Yr - 45.0%

Zero Debt, Consistent FCF Generation

FII Holding - 5% in 2017 to 30% in 2020

Electricity CAGR 32% [CERC]

Revenue Breakup : 80% - Transaction Charges; 6% - Annual Subscription

Customer Base: 4000+ Industries

@vetris_stocks
#IEX (3/n)

Contracts in Indian Power Market: Long Term and Short Term

Long Term via Power Purchase Agreements-  90% of Total Power Market

The target for IEX - Short Term Contracts: 10.3% of the total power market!

50.2% of Short Term Exchange via platforms

@ThetaVegaCap
Read 12 tweets
👉 Introduced 2 new contracts to the Green Market - Daily & Weekly Contracts
👉 Signed a licensing agreement with MCX to launch electricity derivatives market using IEX clearing price, revenue sharing agreement with transaction based fees. Pending regulatory and govt approvals
👉 IGX (Gas exchange) secured authorisation from PNGRB as first regulated gas exchange of India
👉 Divested stake of 5% each to Adani Total Gas and Torrent Gas and in discussion with further strategic partners.
Read 8 tweets
A thread on my understanding of #IEX Indian Energy Exchange
IEX - The Power Exchange Platform
Debt Free, Monopolistic Business, High ROE, High ROCE business with Asset Light business model available at a Mcap of 7000Cr.
IEX is India’s leading power exchange – Nation wide, Automated and Transparent platform for physical delivery of electricity
Commenced operations in 2008
Market Share: 95% (DAM & RTM >99%)
Record day volume : 187000 MW
Read 22 tweets
@IndianEnergyXch
Transformation drivers
1) Decarbonization - use of solar & wind ,RE (renewable energy)
2) Decentralisation - RE a threat to centralized energy productn
3) Digitization
4) Democratization- peer 2 peer energy trading
Changing energy mix
2020/ 2022 /2030 % of contribution
Thermal 62 /53 /35
Wind 10 /12 /17
Solar 9 / 20/ 36
Hydro 12 / 10 /8

Electricity value chain 4 parts
Generation - Transmission - Distribution - Consumption

Power sector construct
Long term 90%
Short term 10%
Power markets in developed countries are in range 30 - 80% of total power demand ,India 5%

Share of exchange in total generation
2016 - 2.9 %
2021 - 5.2%
Share of ST market in total generation
2016 - 9.9%
2021 - 10.3%
Exchange mkt & ST MKT as % of total gen
2016 29.9
2021 50.2
Read 12 tweets

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