Investor | Mentor | SEBI RA: INH000012351 (Partner) Equity4Life IH Analytics Pvt Ltd.
Jaipur, India
Joined September 2018
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India’s energy transition won’t be decided at the power plant. It will be decided on the grid.
A solar park can be built in few months but the lines that carries its power to a city takes years longer.
That gap is why transmission & distribution is quietly becoming one of the biggest build-outs in the power sector.
How it works, what it needs, who builds it.....a detailed thread on India's Power T&D sector🧵
Good one from Akash Prakash in todays edition of BS.
His view in short :
This much gloom is usually a contrarian buy signal & he expects the cycle to turn.
Still, he says India must act to stay attractive so it doesn’t drop off global investors’ radar.
#IndianStockMarket #EmergingMarkets #FinTwit
InVed® Research retweeted
PANIC OR OPPORTUNITY ??? 🧵
NIFTY, RELIANCE and multiple sectoral & major indices are approaching crucial MONTHLY support zones.
Let's study all the monthly charts.
🧵👇
🤖 Made with AI
InVed® Research retweeted
To succeed in the Stock Market 💰,
You need NAZAR (vision) to spot the right stock,
JIGAR (courage/risk appetite) to buy it with conviction,
SABAR (patience) to hold it long-term
While ignoring KHABAR (hot tips/rumours), so you do not dig your own KABAR (grave).
InVed® Research retweeted
Must read for every trader & investor.
Understanding market cycles is crucial to navigating the markets.
The better you understand the cycle, the better you prepare for what comes next.
This article will help you understand:
🔹 Time vs. Price Correction
🔹 Different Phases of a Bull Market
🔹 How market cycles evolve over time
👇
InVed® Research retweeted
Now this number is 7% - stocks trading above their 20D EMA.
Short term bottom is most likely done but we should not be very happy with this - market is going to be very stock specific.
Track businesses, their numbers & CRUDE!
InVed® Research retweeted
₹2,46,805 Crores
This is the amount blocked in JIO IPO so far.
Today is the last day to apply - Allotment on Monday and refunds on Tuesday.
Next week should give some relief as the liquidity situation will improve.
Let's see, stay positive :)
Jio Platforms IPO size = ₹30,213 crore ($3.2 billion)
IPO price band is set at ₹1,065 to ₹1,119 per share
Grey market premium (GMP) = ₹250 to ₹275 per share
Shares bid today so far = 58.54 Cr worth ~ ₹65,506 Cr
This is one of the reasons for weakness in markets. People will chase 20-30% quick returns in JIO IPO during listing.
Once JIO is listed, liquidity situation will likely improve.
BATTERY ECOSYSTEM: Powering India's Next Big Industrial Revolution! 🇮🇳⚡
instagram.com/p/Dey2zgVExQE/…
From Lithium Mining to Battery Manufacturing, EVs to Energy Storage — India's battery ecosystem is entering a massive growth phase.
🤖 Made with AI
InVed® Research retweeted
🇮🇳 India’s geopolitical leverage? Refining.
The US wants Reliance to process more Venezuelan heavy, sulphur-rich crude.
⚙️ Jamnagar NCI: 21.1
⚙️ Rajasthan NCI: 17.0 (design)
⚙️ Vadinar NCI: 12.60
India’s edge: upgrading difficult barrels into valuable fuels.
Just as truth triumphs over evil, may knowledge triumph over ignorance and discipline lead us towards success.
Wishing you and your family a very Happy Dussehra 🏹🪔✨
🤖 Made with AI
India's largest caffeine maker is quietly building a CDMO engine and an API mix which is shifting toward oncology and diabetes.🧪
One platform, three growth engines. The next 6–8 quarters are all about execution. Full story 👇
invedresearch1.substack.com/…
InVed® Research retweeted
Only 26% of stocks are trading above their 20D EMA
This number was last seen during March-April.
Is it a healthy correction or market breadth will weaken further?
IMO, Q2 earnings will decide and so far either they are not very exciting or market is expecting better.
InVed® Research retweeted
Consistent numbers by Paushak - PBT up 64% YoY
Q2 - ebitda of 26.36cr on 89.32cr revenue (29.51% margins)
D - no reco. do your own research before taking any action.
Solara Turning Around in Q2FY27
Ibuprofen Losses have narrowed down but Gross margins are same YoY.
#solara
Disclosures:
• EQUITY4LIFE IH ANALYTICS PRIVATE LIMITED
• SEBI Registered Research Analyst
• Registration No. INH000012351
• Research Analyst or his associates or his dependent family members may hold or may not hold financial interest or actual/ beneficial ownership in the financial products/ securities advised herein.
Disclaimers: Investment in the securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
@ash_lodha
Players
Finally, who’s who. Each layer lives a different life. Asset owners earn long-term tariff income. EPC firms live on execution and working capital. Manufacturers live on capacity and qualifications.
Same boom, very different businesses.
That’s the map of India’s power T&D sector. Next, we’ll go one layer at a time: who makes the equipment, who builds the lines, and what separates the leaders from the rest.
Follow us so that you don’t miss anything, and repost if this helped 🔁
Content is for Educational purpose only, not an investment advice.
Data Source: NEP (Oct 2024), CEA, company disclosures.
To see our earlier detailed coverage on T&D sector:Kindly visit
youtube.com/watch?v=QOgbitdP…
