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Showing posts from November, 2014

Power Transmission and distribution-An Opportunity

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So the reforms from Modi Government are kicking in across all sectors and the last week it touched Power Distribution and Transmission sector which is stuck between supply and demand disparity among Eastern and southern part of India and its own problems of  AT&C losses (Aggregate Technical and Commercial) are for long time. The big push on investment in this sector we certainly create new opportunity for some and remove AT&C (partially) from others. News from ET: http://economictimes.indiatimes.com/industry/energy/power/cabinet-approves-rs-32600-crore-power-scheme/articleshow/45223800.cms http://economictimes.indiatimes.com/industry/energy/power/union-cabinet-clears-rs-5111-crore-power-system-improvement-project-for-north-east/articleshow/45232998.cms Here is some analysis on the stocks in this sector who have competitive edge among all and can capitalise this opportunity to the fullest. BS Limited had 16.78% increase in revenue for year ending...