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Ask Ep-155 Investment in Business Park Next to Airport?

Original: Ask Ep-155 Airport పక్కన business Park లో Investment?

73.8K views · Jan 28, 2024 · 23:36 min · Watch on YouTube ↗
Takeaway

Pumped Storage Hydro is the next emerging theme - Tata Power, JSW and Greenko are positioning; identify these early before consensus catches on.

Summary

  • Emerging theme: Pumped Storage Hydro Projects - thousands of MW of power capacity for industrial/manufacturing use; expect huge capital deployment.
  • Government moving fast - Andhra Pradesh's Srisailam project got approval in a record 70 days vs typical multi-year approval times.
  • Beneficiaries flagged: Tata Power, JSW Group, Greenko Group are all entering this space.
  • Warning: many retail investors blindly buying railway and PSU stocks without checking basics (they're using PE instead of P/BV for NBFCs/banks) - bubble risk.
  • Best to identify themes 6-12 months early before mainstream coverage to make real money.
Pumped StorageTata PowerJSWGreenkoEmerging Themes
Original description
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