Being 3rd largest producer and consumer of Power, India will witness best decade in power sector with rising demand + capex! ⚡🔌

A Thread🧵
Rising Power Demand 📈
Industry Outlook
Value Chain & Companies

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Disc: Personal blog. Not a buy/sell reco 1/n

Rising Power Demand

The Central Electricity Authority est India’s power requirement to grow to 817 GW by 2030

In National Infrastructure Pipeline 2019-25, energy sector has highest share ~24%

India is witnessing a deficit in meeting the peak demand over the last 2 yrs

Bullish or Bearish on small cap banks ? IDFC First vs Federal vs CSB.

Let's do quick comparison. Let's go 🧵

Discl: Please don't take this as recommendation in any form. Kindly consult your financial advisor. Views can be biased and may go wrong

Follow:@janak_lotwala for more (1/N) - Advances Q3 FY'23

Funded Assets or Advances grew by following % this Quarter
IDFC First:25%
Federal: 19%
CSB: 26%

Pretty healthy numbers growing well around 20%+ for IDFC First & CSB. Banking is a structural story. Interesting to see for how many quarters this one goes

Concall snippets with Janak ! #VGuard

Consumption demand is bit muted with slowness in market.

Cont..
🧵 High Interest and Inflation sucks liquidity out of the market.

Larger takeaway for us as investors. Muted in current scenario. What about 2-3 Quarters away ?
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15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect

Disc: Not a reco 1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)

2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)

Sunday Stocks catch up with Janak.. Let's go 🧵

Disc: Not a reco (1/N) Auto industries focused, #KPIT Technologies’ Q2 profits surged 28%. The Company has guided for yearly profits to be higher by around 32%.

M&M - Will this Juggernaut Continue ? Let's look at growth engines from their Annual Report FY 22

7 Key Takeaways !!! Thread🧵Let's go...

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Disclaimer: Personal blog and not a reco. Kindly consult your financial advisor before any investment decisions (1/N) - Reigniting value creation:
The company’s financial performance had taken a hit in the last few years because of the losses in the international subsidiaries resulting in the ROE of the consolidated entity going down to 4.4% in F21. THEY EXITED These BUSINESSES.

5 kind of stocks that I avoid, Indian adaptation from "One up on wall street" - Peter Lynch. Thread🧵 Let's go... (1/n) - Stock is in hot industry. While I am a believer in thematic investing. I prefer pick and shovel strategy. Not doubt EV is a hot theme. But rather than buying EV Car makers, I'll rather go for component makers

fortuneindia.com/enterprise/can…

#tatapower - Technical Analysis thread🧵3 Takeaways ? #1. Price Action - This stock is making lower high and lower lows and will be in bearish territory till the time the diagonal trend line is broken

#Reliance - Biggest Heavyweight of the market.. Tanking today.. What happened.. Shall we find out ?
🧵 (1/n) Govt today announced an increase in taxes on the export of petrol, diesel, and aviation turbine fuel (ATF).
It introduced 6/L tax on petrol exports, 13/L on diesel exports. This will dent Reliance profits, of which the Oil refining business was roughly 40% in Q4.

What are the key growth triggers for Bharti Airtel ? Shall we do a thread ?? 🧵 #airtel

Let's go...
#bhartiairtel (1/n) You would have observed in general, you telecom bills have gone up ?
They have taken price hikes and passed on the pressure to customer. While you may think, there is low cost of switching.. but what are the alternatives ?