There are few companies from the above list which will still make money…
Power transmission companies (powergrid)
Private freight train operators(concor)
Other than these 2 I agree with most of the above points. We have to ignore any business which have price sensitivity. Government control the final price at which it’s sold to general public…
Let’s say oil and Electricity companies have 3 division…
Producing
Transmission or refining
Distribution to public…
From the above 3. First and last company will always have price pressure. But the transmission or refinery business will have good cashflow… Example reliance… When most of the companies were going after oil drilling and petrol pumps. Ambani decided to stay in refinery because he know where he can make money…
Above are just my view. Correct me if am wrong
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