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#tatapower

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If you are seeing the raging bull market for the first time, then first thing you need to understand is, who you are

If you are holding #tatapower or any power stocks or commodity stocks in your long term portfolio then you are playing MOMENTUM

+
For any time frame, momentum investing, a stop-loss is a must,

you cant become a Buffett bhatija and later on become Buy-hold investor when such stock start going down
Power and utility companies all over world, cant expand their operations and topline as fast as a bank or an ecom company like Amazon or FB

They cant leverage their balance sheet beyond a point because of the law,

Most of their sale is through long term PPA (20-25 yrs)
Read 9 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
Now let's take a look at what does technicals have to say about #Tatapower ( Thread 🧵)

Made ATH of 160 back in 2008, since then has been in a downtrend which ended in march 2020.

Since then has risen almost vertically with out any correction or consolidation.

(Continued)
140-160 is a very strong supply zone and will take a break before crossing this level. ( According to me)

If we apply Fibonacci from 2008 high to march 2020 low.

Target comes around at 240 level. But for that need to cross 160.

Will take a look again once it crosses 160.
Read 3 tweets
Can you take an #EV on a long road trip? Well, of course, you can! But how convenient/comfortable/logical is it to drive a high-end electric SUV long distance with virtually no EV infra around? That's what we're here to answer today with the @JaguarIndia #Ipace. ImageImageImage
Truth be told, we're trying our best not to...but then this thing does reach take-off speeds pretty quickly! @JaguarIndia Image
We're doing Delhi-Chandigarh today, which is claimed to be the country's first EV-friendly highway, featuring solar-powered charging stations at multiple locations. Right now, we're at Karna Lake EV charging station, which is the midpoint of the journey. Image
Read 12 tweets
If you can’t buy #Ola or #Tesla shares, these are six stocks to track if you are looking to play the EV revolution in India

businessinsider.in/stock-market/n…

By @Bhaktimakwana18

#WorldEVDay #WorldEVDay2021
@Bhaktimakwana18 With the recent launch of Ola’s electric scooters, and buzz around existing #ElectricVehicle (EV) models by Tata Motors, MG Motor, Mahindra and Mahindra (M&M), Audi and others, electric vehicles are increasingly becoming the flavour of our times.

#WorldEVDay #WorldEVDay2021
@Bhaktimakwana18 On the occasion of #WorldEVDay, let us get to know about some of the companies that seem to be celebrating the #ElectricVehicle revolution.

#WorldEVDay2021
Read 10 tweets
.@fpjindia in association with SIES is organising a discussion on "The emerging challenges for the power sector in India" today at 3 pm with Praveer Sinha, CEO & Managing director, @TataPower.

#power #energy #ceo #solarenergy #cleanenergy #renewables

Praveer Sinha, CEO & Managing director, #TataPower says for the last ten years Tata Power has been worked a lot in the renewable energy space.

Watch the session here:
Praveer Sinha, CEO & Managing director, #TataPower says Tata Power has shown leadership, both in thought and action, to become the first one in the country to meet the net-zero carbon targets.

Watch the session here:
Read 7 tweets
Having your own conviction in #investing is important.

Would like to share views of an #opportunistic #investor ,that me.

I bought #divislab when I found a small fish in a big pond: added more #DIVIS after now when they transferred themselves as a big fish in a big ocean (1/n)
Bought #lauruslab when I found #laurusbio a small fish in a big ocean.

Bought #deepaknitrite when #china announced #bluesky policy .

Added more #deepakntr when covid19 #disrupted China dependence and formulation of china+1 policy.

Added more #deepaknitrate when they (2/n)
Transferred themselves into a big ocean proving to be big fish recently.

Bought #saregama when there was a #turnaround story.

Bought #tatamotors when their management changed.

Bought #jubiliantingrevia when #demerger took place.

Added #tatapower when they are transferring (3/
Read 5 tweets
🌟Top 3( high growth +strong business) companies of my favorite😍 sectors for long term.

1⃣chemical sector - #deepaknr #balajiamines #tatachemical

2⃣power - #adanitransmissons #tatapower #adanipower

3⃣Fmcg - #ltfoods #hindustanfoods #hatsun
4⃣cement - #jklakshmi #birlacement #prism

5⃣ packaging - #polyplex #jindalpoly #cosmofilms

6⃣textiles - #luxind #srf #welspun

7⃣ fertilizers - #fact #gnfc #rcf
1⃣ sugar sector -#renukasugar #dalmiabharat #Uttamsugar

2⃣ agrochemical - #piind #upl #paushak

3⃣ beverage sector - #radico #globus #ifbagro

If you love ❤ & like 💞 ,then share more sectors companies.
Read 4 tweets
Multi-year breakouts

Thread// 👇
#SAIL

🔨 SAIL ( Steel authority of India)

Stock will give a decade long multi-year breakout above 100

First potential targets will be 150/200+ ImageImage
#Jagsonalpharma

💊 Jagsonal pharma is poised for a 20y long multi-year breakout

Stock first came out from base at 45-48 levels

Now once it closes above 100 the breakout would be confirmed

Technically the stock may reach 200+ levels and more

Mcap is only 200cr Image
Read 16 tweets
Critics have asked,wrt #Budget2021, how will @narendramodi govt manage finances

Well,for every rupee in govt coffers, 53paise will come from direct& indirect taxes,36p from borrowings &other liabilities,6p from non-tax revenue like disinvestment&5p from non-debt capital receipts
GST will contribute 15paise in every rupee revenue,corporate tax will contribute 13paise to each rupee earned;8paise for every rupee,will come from union excise duty,3paise from customs duty&income tax will yield 14paise to every rupee collected

Fiscal math has been worked out💪
On #Expenditure side,biggest outlay is for interest payments at 20paise for every rupee,followed by States' share of taxes&duties@16paise

Allocation for #Defence is 8paise &Expense on Central schemes is 14p, while allocation for Central schemes is 9paise

#Budget2021 #Modinomics
Read 6 tweets
Thread on #TataPower, Friends, This stock can move like #TataMotors slow and steady upmove!! Very good stock for long term portfolio!! Branded play on #renewables, #powersector!!
No one is talking or Interested abt it now , but once market realises its value can be Huge!! 1/n
-It had debt of 48k cr and now reduced to 36k odd,Target of reducing debt below 25k cr by end of 2021!!
-It is planning to raise Renewables Invit fund worth of 12k cr by Q4, which is planned to be used in reducing debt!!
-Planning to divest it’s non core assets to reduce debt.2/n
-Present Solar capacity of 2.6GW ,1.5GW( under construction),
Planning to increase it to 20 GW in next 5 years !!
-Planning to merge and consolidate few of its group businesses
- Won one of the largest Solar project in Gujarat !!3/n
Read 9 tweets
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
Read 22 tweets
A small Technical thread on the stocks of the most admirable person in India..😇🙏
@RNTata2000
#TataGroup

17 companies..almost 50 charts

#Daily #Weekly & #Monthly

Companies detail
tata.com/investors/stoc…

Views for study purpose..🙏

Will start from the Tech Giant..

1) #TCS
3) #TATAMOTORS..
After bad results don't how much this view is Valid.. but let's see..🙏
Read 18 tweets
#TATAPOWER....

A case study for finding the reversal with the help of Price, Volume, Futures open interest( COI), Option Chain.

*** Weekly chart with prices going down as equally to the year 2005 prices.
However, the catch is volume kept decreasing ....... Alarm.
COI come to the annul low level.......

Alarm... Smart money covering their short positions.
Read 9 tweets

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