Ducon Infra

Discussion in 'Stock Picks Of Wizards' started by deepvalueinvestor, Jun 6, 2018.

  1. deepvalueinvestor

    deepvalueinvestor New Member

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    I came to know about this stock from moneycontrol forums. I have been tracking this quite closely and I believe it presents a promising opportunity. The company is primarily into emission control systems . After some research I understood that emission control industry can soon attract a lot of big fishes due to a recent government order making it compulsory for coal power plants to install FGD (Flue-gas desulfurization) to limit sulfur emissions by 2022. This is expected to result in orders worth Rs1.3tn over the next 4-5 years.
    Big wigs like MOSL and IIFL have reported this and mentioned Ducon as a key player. BHEL, L&T and Thermax are major competitors however Ducon being a much smaller company (Mcap : 240cr) is expected to see a huge impact of these orders. I have pasted the links for MOSL and IIFL articles below, More info to follow...
    https://www.motilaloswal.com/site/rreports/HTML/636511724176842223/index.htm
    https://www.indiainfoline.com/artic...den-days-of-capital-goods-118042700045_1.html
     
    Mr Yogi likes this.
  2. WealthItGlobal

    WealthItGlobal New Member

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    BUY UJJIVANFINANCIAL ABOVE 406 TG1 411 TG2 416 SL 401
     
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