Piped gas is convenient for majorly towers / building . Where there are individual apartments / bunglows the spread is too big and viability of installation cost is higher. So remote places tier 3 and remoet town you will see cylinder as a mode of storage.
There are many companies like where over a very long term business is dead but thats few decades away and new avenues open up for business.
Biased and Invested recently
Posts in category Value Pickr
Time technoplast (16-04-2024)
Va Tech Wabag (16-04-2024)
as envisaged on 1st march
finally being nabbed — stage set
AA – Abhishek’s Attic (place to store stuff to clear my head)! (16-04-2024)
Actually very difficult to comment on any strategy without knowing the details. Using a single dma, that too a 200 dma may not be a very good idea. Of course a lot would depend on the time frame for your strategy. But in general 200 dma is far too long for meaningful exits for a momentum portfolio. If you are picking momentum stocks, it can get 50-100% above the 200dma and if you are waiting till that point to exit, it means in a bad market you will give back most or all of your gains or worst case even make losses.
I can’t think of any immediate book which deals with this topic but you should definitely try out other mechanisms of trend identification.
Dreamfolks services limited( DFS) (16-04-2024)
Recently, there has been a devaluation of credit card incentives. Credit cards and banks provide significant revenue to DFS.
To access lounges, banks are asking its customers to spend a certain amount. Like customers will have to spend a minimum of 10k/month to access the quarterly lounge benefit.
These have been on most issued entry level cards which i think will have a short term impact on dreamfolks revenue. I intend to quiz the management about it in the next concall.
Olectra Greentech – Electric Bus Opportunity (16-04-2024)
Only JBM is leading in bus category.
Interestingly PMI numbers also down by 37%.
I hope this year Olectra numbers will be good as 1st phase of expansion is about to complete and 2nd phase will also get completed in the Q2FY25
Amara Raja Energy & Mobility Limited: Powering Ahead (16-04-2024)
I agree with you but in march only promoter has increased the stake by 4.8 % that can increase promoter holding over period of time
The strange case of Infra Bees (16-04-2024)
Right, i thought etfs are safe. Apparently they are not.
Dreamfolks services limited( DFS) (16-04-2024)
As long as they are limited to indian market then there will not be any exponential growth revenues, growth from increase in air traffic and lounge foot fall only drive the business.
Deals with the lounges in foreign countries only add some minimal contribution because these deals will allow indian card holders to utilize the lounge access in those countries, but what i am looking since listing is winning a single deal to offer lounge services to banks/card network providers of foreign countries in their homeland and abroad for their customers. This is not happening since listing, management keep on saying that this kind of deals will take time to close.
The strange case of Infra Bees (16-04-2024)
Low Volumes/Liquidity can make it easier to manipulate prices. Be wary of trading such instruments.
Salzer Electronics (16-04-2024)
This smart meter theme is very well explained in the below video.
Now its confirmed that single phase smart meter costs 3000/- and revenue potential of 4M smart meters would be 1200 Cr, which is ~ FY24 revenues.
10 Cr meters order was already placed, approx 15cr order is yet to place. Most of the orders will be released in 6-8 month time.
Govt target is convert all meters to smart meters by FY25 end (Dead line seems to be impossible, it would be completed by FY26/27)
Supply, installation and Maintenance for 8-10 years will cost around 10000/- per smart meter. Life of smart meter is 10 years
Question 1) if salzer can get 1cr capacity on stream then this could be sustainable for 3-4 years based on capacities from the competitors after that time capacities would be with no orders and waiting for replacement orders of smart meters.
-
whether they can able to get orders to utilize the capacity of 1 cr smart meters fully or not, there are lot of capacities coming from big corporate and small players also.
-
If they can get order directly from DISCOM’s (at least few) then it would be margin lucrative rather than supplying to AMISPs with minimal margin.
Push For Smart Meters, Will They Be Affordable & Sustainable? | Sanjay Banga | Climate Clock Podcast