Among all the channels I have followed, including those I have vociferously criticized, this X account stands as the quintessential exemplar. He is a luminary, unequivocally the paramount source for acquiring technical expertise in charts.
#waaree
#kpigreen
#sensex
#nifty50
KPI Green
Had a 10% Nearly Position size yesterday and doubled it today when it broke out
Mentioned before 2 days about the possibility of this counter starting the move as the Split is very near and circuit change can happen any time as it's a long time in 5%
@MrTalkStock
#waaree
Holding both Oriana & Waaree since 2023
⚡️ One thing is that Waaree is executing larger projects hence a QoQ play is not the right indicator.
✅ Waaree has its own solar products. Gives them much bigger advantage while executing larger projects.
@ankitatIIMA
⏩How someone earns or losses money shouldn't have to do anything with the government as long as it is not harming someone or illegal.
⏩Its my risk and my money. Already as a salaried employ we are paying 30% direct tax & upto 40% through indirect taxes.
⏩If we try to create
@SureshKBN
Scheider electric and hitachi are more than a transformer company. They are world class equipment manufactures in MV and HV domain. Tril and shilchar doesn't stand a chance.
#shilchar
#ireda
#tril
#pfc
#adani
☀️Waaree you have been the pioneer of this renewable energy bull run.
📌We need you back.
💚With all my heart I am vouching for waareeRT to give a blockbuster result tonight.
#waaree
#waareeRT
#JyotiStructures
Another average T&D company with P/E close to 80 and OPM 5% being circulated as gold by few twitter handles. When correction hits they will be reduced to ashes. Be careful.
@sans112
@utkarsh_pandey3
Waaree is not a Pan selling company. It is one of the largest in the solar business. Will bounce back real strong. See these stocks in near future. I am also disappointed seeing the manipulation but it is fundamentally good company.
👑ABB is the Godzilla of the power electronics industry in India poised to be a major player in the 500GW/2030 vision through renewables.
✈️Portfolio:- Power Converter, Solar Drives, Power Conditioning & MV Products, Generator, Motor, inverter, PLC, UPS etc
📈ROCE:-30.7 % ;
@MrTalkStock
Yes Sir. Renewable sector can create generational wealth if we invest smartly. I think it's a once in a lifetime opportunity. So much momentum.
#GoGreen
#Waaree
@AdityaSingh4375
☀️Why Waaree can possibly be the Nvidia of the solar industry?
Capacity:- 12GW plant in Gujrat Product Portfolio:- PV Modules(BIPV, Flexible, Bifacial, Mono Perc, Poly) Solar Inverter(On Grid & Off Grid), Solar Street Light, Solar Mobile Charger, Solar Bag Solution Provider:-
@sans112
#waaree
#WareeRTL
From CFO:-Dilip Panjwani
⏩Order book for waaree is 2.3GW for 2025.
⏩ If you translate that into 18months.
⏩Then the order book is roughly INR 2500 crores to INR 3200 crores for 12-18months
@MrTalkStock
Being from this background let me tell you their is no competition of ABB, Hitachi(owned by ABB) and Schneider Electric on the field. They are much better positioned in this industry. Their brand value and execution speaks for themselves.
#Apar
#Hitachi
#Shilchar
@xvi_harley
#waaree
#shilchar
☀️Don't compare a solar business with a transformer business.
☀️Solar industry is cutting edge, while transformer designs has not changed for the past 100 years.
☀️ Many small players are their in transformer industry.
☀️Tell how many players are Solar EPC
@SpangleAdvisors
☀️Solar companies that offer product-based solutions typically enjoy a higher profit margin. With Waaree and Tata Power taking the lead, the other small and mid-cap companies listed below are positioned for significant growth. Benefiting from favorable sectoral tailwind and
#SME
artificial volume creators beware
The exchange will monitor transactions on an intraday basis between a pair of PANs (PANs will be replaced with CP Codes wherever applicable).
As a new trade takes place between a pair of PANs, the quantity of the trade will get
☀️BATTERY STOCKS
Solar, EV and wind energy sectors require batteries to store energy. India's solar energy market is no longer a rising star, it's a full-blown supernova! With a projected 40% compound annual growth rate (CAGR), it's expected to reach a staggering $238 billion by
@MrTalkStock
@PPFAS
@npparikh6
@MrTalkStock
Had enjoyed the renewable party. Made huge returns. But now I am sensing insane euphoria. Please see the charts of nifty mid and small. They are destined to correct badly. I had entered the markets last year March,2023 based on technical. This will not end well.
@Dutta_Souravd
Average irradiance in India is much higher than europe making it apt for solar applications like DC microgrid, solar water pumping and grid tie.
☀️Solar Pumping Solution:- Shakti Pump🌊
☀️Shakti Pump stands out as a robust company, boasting solar pumps with superior efficiency.
☀️These pumps, powered by 3-phase electric drives, demonstrate varying efficiencies depending on their design.
☀️ For instance, when comparing
📈Given the significance of sectors like semiconductors, data centers, solar energy, and electric vehicles in the future, we need skilled engineers for their research and development. If students seek advice on which streams to pursue, please recommend the following:-
I call a probable TOP for this Bull Run!
Expecting a significant correction. After the dust settles we could see new Sectors / Industries emerge.
Prudent to book some profits. Accordingly, will move 60-70% of InvestIn10 into safer assets.
Rebalance tomorrow morning!
☀️Solar Pumping Solution:- Shakti Pump🌊
☀️Shakti Pump stands out as a robust company, boasting solar pumps with superior efficiency.
☀️These pumps, powered by 3-phase electric drives, demonstrate varying efficiencies depending on their design.
☀️ For instance, when comparing
"You'll never sell at the exact top, so don't kick yourself if a stock goes still higher after you sell. The secret is to hop off the elevator on one of the top floors on the way up and not ride it back down again." - William J. O'Neil
@KYourhope57689
Coal India, ONGC, SJVN, NHPC, India Oil and NLC India are all lining up IPOs in this solar energy sector. These are large companies and will take significant chunks of India's 500GW plan. As much as I love SW Solar to win, its financials are a bit dicey. One positive news is the
Took over the charge as the Minister of New & Renewable Energy. It will be our resolve to work towards India's energy independence by 2047. We will proceed with a vision to make India a Global Manufacturing Hub in Renewable Energy.
@ManishK46113331
#waaree
Solar MW project execution needs to be judged on YoY basis. It's not a quarterly phenomenon. The growth is phenomenal of this company.
@mayank66333
Whenever I buy a stock I don't think about 2x, 5x or 10x. Your investment should be a in a good company with good tailwind where your money can compound healthily. Waaree is great company and it will provide good returns over the years.
@MrTalkStock
☀️Why Waaree can possibly be the Nvidia of the solar industry?📷
Capacity:- 12GW plant in Gujrat
Product Portfolio:- PV Modules(BIPV, Flexible, Bifacial, Mono Perc, Poly) Solar Inverter(On Grid & Off Grid), Solar Street Light, Solar Mobile Charger, Solar Bag Solution Provider:-
@ankitbahuguna84
Big companies having being training them behind the scenes from the last decade. Renewable Sector is the biggest theme of the decade.
#Waaree
#WaareeRTL
@Vismaya9999
For the umpteenth time Nvidia and datacentre business in India are not the same.
Amazon, Meta Platforms, Microsoft, OpenAI are the biggest customers of Nvidia who use their chips to train their AI models.
Datacenter is albeit a booming business.
But thumping your chest for
Solar agriculture pump sector
✍️Pm kusum yojna three compents
•10,000 MW solar power unit
•2 million agricultural pump
•solarisation of 1.5 million Agricultural pumps
Few share in PUMPS sector
Wpil
Shakti pumps
Roto pump
KSB
#PUMP
,
#RE
#Solar
☀️SOLAR INVERTER PORTFOLIO TILL 2030
☀️Inverters are the most complex engineering challenges when coming to the renewable sector.
☀️These companies also provide MPPT controllers a critical power electronic equipment to extract maximum power from the available irradiance.
🌞They
@ankitatIIMA
There is no rule that forbids feeding street animals and Indian Citizens who choose to do are actually carrying out a constitutionally mandated obligation. Criminal intimidation and the offence outlined in the Indian Penal Code may be committed by people who try to obstruct their
Founder of possibly the most famous Mutual Fund house in India
@PPFAS
suggesting investors to redeem money from MFs
Wow, we must really be near the top of the bull market
@npparikh6
@invest_in_10
Really love your content. Amongst so many sectors its hard to track which are consolidating, which are breaking down and which are on the rise. Some summary table table will help the investors. But goog job.
@invest_in_10
#JyotiStructures
Another average T&D company with P/E close to 80 and OPM 5% being circulated as gold by few twitter handles. When correction hits they will be reduced to ashes. Be careful.
🌞🇮🇳🌎Investing in Renewable Sector for a Viksit Bharat (Sattvic Stocks)
🌱During this market correction, it's imperative to position yourself on the right side of history. With deteriorating air quality and a significant uptick in energy demand, India is at a pivotal moment
@ItsVinay01
Please add solar inverter companies. It's a very complex design only perfected by few top players like ABB, Hitachi and Schneider.
#abb
#waaree
@Dutta_Souravd
There was no such tailwind in India for renewables during that time. Energy was primarily thermal. Even waaree at that time would be a loss company. Times have changed. Still solar is better compared to wind energy.
@VivekChadha1996
@VivekChadha1996
Nice post. One correction is that these pumps are three phase induction motor AC pumps. They requires DC-AC conversion from the solar panels through 3-phase drives. These drives are generally provided by schneider, ABB, siemens etc.
@inv_vin8
Brother energy sector valuations are way beyond the imagination of a healthy investor. Look at Hitachi Energy, ABB. They are great companies but big players are now starting to become cautious in these sector.
Dynamic Services is a cutting edge security guard company venturing into solar.
Who knows they might venture out into Rocket Propulsion business next.
Almost a 1000 % return in one year.
2min silence for those who are in this stock.
#Waaree
#alpex
#kpigreen
#oriana
#bondada
👎Weak UC in Oriana Power even after winning orders.
📉Times have changed.
📉Good Companies trading at premium valuations wont have legroom to move.
👎H1 will results will be dull
📌Wait till H2.
#OrianaPower
#Oriana
@ManishK46113331
#waaree
Its a premium company enjoying higher PE
☀️Look at Hitachi Energy( a fully owned subsidiary of ABB ) it has a PE of 410, because the large PSU offers most of their electrical work to them.
☀️We dont know what is a good PE for an sector that is on a supernova path.
@Dutta_Souravd
I guess your post was about the downfall of Suzlon and how it can happen to Waaree. Suzlon was overvalued when it had no sectoral wind and in the middle of a looming financial crisis.
Lot of bad things can happen in a lot of stocks. Hypotheticals are not considered statistics.