Hitesh portfolio

Hi @hitesh2710 sir!

The electric vehicles seem to be getting their traction and govt planning to implement the following amendments to improve the EV infra.


source: Press Information Bureau

Although some of these are very ambitious, to be practical 5yrs down the line, at least we can expect to see charging stations in 50-100KMs range in highways. This should benefit the power companies, some companies like Adani power, Adani transmission, Torrent power, power grid are trading at their near 5yrs high even in this carnage, but most of other PSUs like NTPC, NHPC, SJVN, PTC are languishing, even other beneficiaries like BHEL are languishing (Guess, the market doesn’t want to touch the PSUs, not even with bargepole :slight_smile: ).

  • Generally, your opinion on ICE to EV transition?
  • What’s your view on the private companies like Adni group, Torrent, Tata and Powergrid, IEX, REC from PSU pack?

Thanks!

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