Hi ValuePickr Family, My Name is Chanti Malla and working as Small techie. interested in equity research. I am a beginner and writing 1st topic in ValuePickr. Hope you will like my work.
Disclaimer : Not a SEBI register and Views are my personal. Don’t take Buy or Sell Calls on below Info and Sharing only for education or information purpose.
How Opportunity Created?
- Increasing Power demand.
- Central Government introduced Revamped Distribution Sector Scheme (RDSS)-3L+Crs for 2021 to 2026
- States upgrading Power Infra(State Discoms).
- China reduced Transformers Production.
- Not only India other countries also investing in power infra(Export Opportunity-Net Zero Emission Agreement)
List of companies are in this sector : (Source : MoneyPurse YTC Sector Video)
- Siemens
- A B B
- CG Power & Indu.
- BHEL
- Apar Inds
- Hitachi Energy
- GE T&D India
- Schneider Elect
- Volt amp Transform
- TRIL
- Bharat Bijlee
- Shilchar Tech
- Kirloskar Electric
- Indo Tech Transformers
- RTS Power Corp
- Amba Enterprise
- Star Delta Transformers
- Salzer Electronics Ltd
1st 14 Companies knows everybody and explained in different areas(YT, Forums etc)
But last 4 companies are non companies which are less then 200crs M.Cap except Salzer are came to my Rader. Seems to be long so will provide my thesis regarding these 4 companies on next my topic. Stay tune. Thank you 