Dear @hitesh2710 ji,
I have been following value pickr since Dec 2021 and this is my first comment. Before I startwith, I would like to thank all the members of this community for their valuable contribution.
In the last three trading days, I see a sudden uptick in the momentum with NTPC with the firm came out with decent set of numbers.
I am not clear whether this rally is driven by optimism or by fundamentals, as the stock now at its multi year high?
On the fundamentals, I only see the regular capex, plans to divest stake in Green energy and the recent one to hive off its coal mining into a separate entity.
Does the power manufacturing companies have any chances of re-rating with more focus turning towards Green energy ?
I would like to hear your views about the future of this power production companies.
Thank you once again.
Disclosure: 15% of my portfolio (Invested from 90 levels).
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