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Ask Ep-176: This Investor Built Rs 936 Cr Corpus from Rs 2500
Original: Ask Ep-176 ఈ INVESTOR ₹2500 తో ₹936 కోట్లు Corpus
Takeaway
Hitachi Energy/Siemens benefit from a regulatory-protected 800kV power transformer duopoly, while EPL offers a cash-rich FMCG-proxy at depressed valuations.
Summary
- Hitachi Energy and Siemens (+GE India) are the only three Indian companies with 800kV+ power transformer tech - GE India is restricted by US parent to supply US market, leaving Hitachi/Siemens as duopoly for India's upcoming high-capacity power orders
- Explains why these expensive-looking stocks keep running: HNIs/PMS funds anticipate massive 4-5 year order flow from 800kV+ Indian capacity additions
- EPL Ltd (Blackstone group): global leader in laminated tubes for FMCG/Pharma (Colgate, etc), 20%+ revenue from Europe, 20-30% from US, oral care 50%+
- EPL margin tailwind: shifting expensive German plant to Poland (1-yr process), Brazil capex done with confirmed orders from local + MNC clients
- Dr Reddy's vs Divi's valuation gap exists because they have completely different pharma business models - cannot compare just because both are 'pharma'
Hitachi EnergyEPLpower infrastructure
Original description
To support our channel use the link below IDFC free Credit Card (Free) - https://wee.bnking.in/ZTFkZTc1 AU Credit Card (Free) https://wee.bnking.in/NmZkNGQ4 You can compare Term Insurance here 👉https://bit.ly/46hsSJA You can compare Health Insurance here 👉 https://tinyurl.com/pgc9dcxc TELEGRAM: https://telegram.openinapp.co/money-purse Do check out out Reviewed Channel 👉 : https://youtu.be/s3vNK3tcQrI Ask Money Purse Show EP - 176 Date - 22-06-2024 Welcome to the Ask Money Purse Show, your ultimate destination for all things personal finance! If you're looking to get insightful answers to your burning questions about personal finance, stock markets, insurance, mutual funds, taxation, and more, you're in the right place. Hosted by a finance enthusiast dedicated to helping you navigate the complex world of money management, the Ask Money Purse Show covers a wide range of topics to empower you with the knowledge you need to make informed financial decisions. Whether you're a beginner trying to understand the basics or an experienced investor looking for advanced strategies, our show has something for everyone. Each episode, we pick questions from our YouTube comments section and provide detailed, easy-to-understand answers. No question is too big or small – we believe every financial query deserves attention. From the intricacies of tax planning to the nuances of stock market investing, we aim to break down complex concepts into simple, actionable advice. Join our growing community of finance-savvy individuals by subscribing to the Money purse. Don't forget to drop your questions in the comments section with the tag #AskMoneyPurse. Your question might be featured in our next episode! Stay tuned for regular updates and deep dives into the financial topics that matter most to you. Let’s embark on this financial journey together and make your money work for you! Topic Covered - Stock Related to Kalki 2898 Movie - Infra stocks - How to create Crores corpus of Crores from 2500 SIP - Azad Engineering #personalfinance #stockmarket #insurance #mutualfunds #taxation #financialplanning #investing #MoneyManagement #finance #Askmoneypurse Stay In Touch👇 Also connect with us on👇 📷Instagram: https://www.instagram.com/moneypurseadv/ 🕊Twitter: https://twitter.com/Moneypurseadv 📱Facebook: https://www.facebook.com/moneypurseadv/ Thanks for watching.. Team Money Purse 00:00 My New Learning on these Stocks! 02:41 Proxy Stock to FMCG Sector 06:16 Why there is valuation gap between Dr.Reddys & Divis? 10:21 Common question to all would be NRIs? 12:49 ₹932 Crs corpus with just ₹2500 SIP strategy! 16:11 Sunday Funday 16:39 Can I exit from Azad Engineering? 18:15 Is this the time to invest in this ₹2 Infra stock? 19:45 New SIP strategy 21:52 Stocks to be benefited from the Kalki movie