FREE Investing Workshop GIFT 🎁 (worth INR 999): technofunda.co/webinar FREE WATER THEME CHEATSHEET PPT of this Video GIFT 🎁 (worth INR 999) technofunda.co/water
Water Treatment and its importance understood at 360 degree level. Right from scarcity of water through out India and the total market cap of the companies are less than the total current investments yet to be made by government was mind blown
Good Summary of Water Sector - Seeing Water cleaning as a challenge and Govt fund flowing in this sector. Leading to sales growth of this small companies
Water Treatment Theme, Excellent Sector Analysis, This sector is emerging Sector with a Sector Tailwind, still in a small fish in big Pond with Excellent Growth potential, with excellent Order books for next few years
Very good analysis of 'water treatment' theme and sector. Also gave a nice data points on listed cos. which will help deciding on which cos. to invest.
Key learnings: 1. Market size vs the listed companies utilization of that share very skewed 2. Govt investment vs listed company share 3. Key demand in this sector 4. Ripple effect into the value chain 5. The good companies have great order book 6. Stock price has shown a very strong uptrend for last many quarters
GREAT ANALYSIS ON WATER INDUSTRY . GREAT OPPORTUNITY . EXCELLENT VIDEOS. PLAYERS IN WATER INDUSTRY . JASH , WAGAS AND MANY OTHERS REVENUE/EARNING INCREASING .
Great analysis. I live in Pune and I am always fascinated about this topic especially absolute essential subject to be taken forward. There is one company thermax which does water purification for our apartment. It picks the water from mula Mutha river and processes it. And I get amazed because I know the source of water is so bad. This company must be doing fantastic job.
Thanks for an excellent presentation. An important theme for a populated country like India. Had been in your Technofunda community for the last 7 months and it has been a crazy journey of learning and investment
1. Do a SWOT analysis of the industry - identify all drivers 2. Once the sector is identified, look for key players, with significant market share 3. Anayse each company fundamentally - sales growth, profit leverage , etc
* Huge potential in India in the Water sector * Several growth drivers - esp. with the public sector driving the investments * Small fishes in big pond with huge growth potential * Mega trend and tailwinds in the sector
water management is the priority sector as of now. with almost 61% of the sector not addresed property. with government concentrating more on the water management we can see more and more growth in this sector
Key learnings: 1. Water themes recycling and treatment is the need of the hour 2. Huge goverment capex - mega opportunity size 3. Attractive opportunities available even now
It was a deep Dive Analysis of a new upcoming sector-Waste Water Treatment. The opportunity is large as there is a key push and spending by the Govt. Huge Sector tailwinds and sector expansion.
Water recycling is a crucial need for India - growing population, industrialization, agriculture, BUT with very limited water resources. Therefore, there is a long runway for companies that are involved in, and helping in water purification and recycling. Our government has understood this critical need and has allocated a very substantial budget for water recycling. Companies in this sector will likely benefit from these strong tail winds.
1.Big opportunity in India n outside in water treatments area 2. Supporting fields like pumps, pipes 3. Drivers are industry, urbanisation, agriculture, government programmes
1.water treatment is a massive global opp 2. Indian cos well poised 3. no major player in dominating the market showing clear runway for all 4. very strong sales growth
Need to check what is the total addressable market and what the company is doing before investing Understand the framework and look at the opportunity in the value section We need to consider: the value chain, sector trigger, interesting stock, technical analysis before investing in these water stocks. What is the profitability very important aspect
this Theme looks interesting with great growth drivers going forward. Defintelly need to look into this sector into depth. Vivek Thanks for sharing this video
FREE Investing Workshop GIFT 🎁 (worth INR 999): technofunda.co/webinar
FREE WATER THEME CHEATSHEET PPT of this Video GIFT 🎁 (worth INR 999) technofunda.co/water
Analyzed water sector at 360 degrees, Government allocation, New policies, major players, required equipment's and total market size
Thanks for information regarding
Ion Exchange, Va Tech Wabag, EMS, Jash Engineering, Shakti Pumps, Welspun Corp
Best of luck
Very informative really helpful
Great analysis Vivek sir once again
Great session Vivekji
Excellent everything
Water Treatment and its importance understood at 360 degree level. Right from scarcity of water through out India and the total market cap of the companies are less than the total current investments yet to be made by government was mind blown
Simple way to analyse a sector... Market size, Stock growth, scope foe growth explained nicely
Glad you liked it
Excellent analysis.. thanks Vivek Mashrani
Thanks and welcome
Thanks so so much for the analysing water sector. It is really helpful 🙏🙏🙏🙏🙏
Glad it was helpful!
Thank you so much Sir🙏🙏👍
Most welcome
an eye opener vedio on this theme.so much to be done in India in this sector.
Excellent outlook on water management… thanks a lot Vivek ji
Vivek Ji U always stand apart from regular themes Which Worked reallly well
Classic case of Demand Supply Gap.... Great Oppportunity with Governement also spending
high potential .....Key learning 1. Sales growth and the industrial margin , oppurtunity
Good analysis.👍🏾
Glad you enjoyed
Very nice information.Thank you very much sir
Most welcome
Thanks for teaching How to deep dive into emerging Businesses
Glad it was helpful!
Thanks you are real water analyst
Thanks and welcome
Amazing research and Insights
Thanks for sharing
Glad you enjoyed it!
Excellent 👌
Thank you! Cheers!
Good Summary on Water sector. Key takeaway: Current demand supply ratio, different segments in water sector, Potential opportunities
Sector analysis done in great way
Great sector analysis
Excellent Analysis of Waste water treatment, stocks in in this field and what they are doing, and how profitable they are, as of today.
Excellent everything Sirji please Recycling stocks
best way to provide knowledge on sector which willl be making impact
A good and prominent opportunity in this sector. Nice explained. Thank you Vivek ji.
Excellent analysis of the sector with basics to why we should invest in the sector. Sales growth, other financial parameters explained
Great Opportunity to invest in companies in water treatment
good order book
This is the theme.
Huge potential.
A big big Thank you for this video Vivek ji.
My pleasure
Super analysis for investors 💎🫵🫵👌👌👌👌
Glad you liked it
Good Summary of Water Sector - Seeing Water cleaning as a challenge and Govt fund flowing in this sector. Leading to sales growth of this small companies
Well said!
Thanks bro 🙏
Great analysis of the water sector. Deep dive information. very useful
Glad it was helpful!
Water Treatment Theme,
Excellent Sector Analysis, This sector is emerging Sector with a Sector Tailwind, still in a small fish in big Pond with Excellent Growth potential,
with excellent Order books for next few years
Very good analysis of 'water treatment' theme and sector. Also gave a nice data points on listed cos. which will help deciding on which cos. to invest.
It can be a mega trend for a coutry like India.
Key learnings:
1. Market size vs the listed companies utilization of that share very skewed
2. Govt investment vs listed company share
3. Key demand in this sector
4. Ripple effect into the value chain
5. The good companies have great order book
6. Stock price has shown a very strong uptrend for last many quarters
WHAHHAAA
The new theme for me to analyse further
Look for growing sector and try to find small fish in big pond., so that growth will be big in long term...
GREAT ANALYSIS ON WATER INDUSTRY . GREAT OPPORTUNITY . EXCELLENT VIDEOS. PLAYERS IN WATER INDUSTRY . JASH , WAGAS AND MANY OTHERS REVENUE/EARNING INCREASING .
A must sector in our Direct Equity Portfolio. Growth is given.
Excellent learning whatever we have learnt exactly showing the same thing and they are growing faster
Great analysis. I live in Pune and I am always fascinated about this topic especially absolute essential subject to be taken forward. There is one company thermax which does water purification for our apartment. It picks the water from mula Mutha river and processes it. And I get amazed because I know the source of water is so bad. This company must be doing fantastic job.
Thanks for an excellent presentation. An important theme for a populated country like India. Had been in your Technofunda community for the last 7 months and it has been a crazy journey of learning and investment
Wonderful!
Huge potential
grow with the industry growth
informative video
Thanks
Deep video on how to analyse the sector and companies.....
Great❤
1. Do a SWOT analysis of the industry - identify all drivers 2. Once the sector is identified, look for key players, with significant market share 3. Anayse each company fundamentally - sales growth, profit leverage , etc
Keep compounding
* Huge potential in India in the Water sector
* Several growth drivers - esp. with the public sector driving the investments
* Small fishes in big pond with huge growth potential
* Mega trend and tailwinds in the sector
Very informative video Vivek
Thanks
Can you guide on way ahead in defence and railway sector as stocks have corrected significantly
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Please make a video on contract manufacturer's in pharma theme
Good info
Thanks
water management is the priority sector as of now. with almost 61% of the sector not addresed property. with government concentrating more on the water management we can see more and more growth in this sector
Key learnings:
1. Water themes recycling and treatment is the need of the hour
2. Huge goverment capex - mega opportunity size
3. Attractive opportunities available even now
sector selection, Sector Tailwind, Trend identification,Sales growth
It was a deep Dive Analysis of a new upcoming sector-Waste Water Treatment.
The opportunity is large as there is a key push and spending by the Govt. Huge Sector tailwinds and sector expansion.
iden problem areas, iden companies providing solutions, find the supply chain and companies involved
Market is big but players are few and small. So opportunities are plenty.
amazing!!! eye opening
Water treatment sector is in mega trend. Big opportunity due to Govt. focus on water treatment.
Great video. Although you could have added WELSPUN ENT too as it's into development of Water Treatment Plants
True
key learning : Industry growth both domestic and international
long term sales groth with increaing population and water shortage
Hello , excellent video , how can i get your research reports to study further ?
Technofunda.co/showcase
1. Opportunity Size
2. Crazy Sales Growth
3. Phneomenal Profit growth
Awesome 👌
Thanks 🤗
Water recycling is a crucial need for India - growing population, industrialization, agriculture, BUT with very limited water resources. Therefore, there is a long runway for companies that are involved in, and helping in water purification and recycling. Our government has understood this critical need and has allocated a very substantial budget for water recycling. Companies in this sector will likely benefit from these strong tail winds.
1.Big opportunity in India n outside in water treatments area
2. Supporting fields like pumps, pipes
3. Drivers are industry, urbanisation, agriculture, government programmes
1.water treatment is a massive global opp 2. Indian cos well poised 3. no major player in dominating the market showing clear runway for all 4. very strong sales growth
Chemical sector the same amazing review U have done here
Thanks 🙏
Sir, please analyze VPRPL too in water recycling theme...
Tremendous govt impetus directing for major megatrend, huge opportunity size and longer runway, market cap vs order booked
Tail Wind and is in line with ESG which has become the flavor of most nations
1 how important to analysis Market cap vs order booked.
1.Identify Megatrends
2.water sector has Megatrends now
3.Sales and revenue growth to be looked at
Find the area where scarcity will arise in future & industry which helps to reduce
Key learnings - Explore new sector - Water management, Explore new markets, Goverment promotion for waste water management
EMS ltd?
Liked 👍 subscribed sir
Thanks and welcome
@mashranivivek 🙏
Plz make vdo on renewable power stocks..as well as infra sector involving in renewable power ..
Sure
Which company is giving end to end solution ?
Covered in value chain segment
Good and potential sector to invest
But problem ye hain ki sab water stocks already bht aage badh chuka hain...toh kya abhi lena sahi rehega??
If the sector is performing and the company is growing and there is a huge runway then the price must expand
EYE OPENING ANALYSIS TO SELECT A SECTOR 1) VERY LARGE DEMAND 2) MEGA TAILWIND 3)REVENUE GROWTH IS VERY GOOD
Your take on semi conductoŕs
How to analyse a company along with sector its linked with. with growth in sector , company also have scope for growth.
Mega trend + Value chain + Total Addressable market + Beneficiary companies Deep dive in those companies
Need to check what is the total addressable market and what the company is doing before investing
Understand the framework and look at the opportunity in the value section
We need to consider: the value chain, sector trigger, interesting stock, technical analysis before investing in these water stocks.
What is the profitability very important aspect
this Theme looks interesting with great growth drivers going forward. Defintelly need to look into this sector into depth. Vivek Thanks for sharing this video
Totally agree!
Order book seems greater than current Sales figures
The key learnings are - Good opportunity to grow, decent order books, theme will be valid for 25-30 years, good long term investment arena
looks like next megatrend
How to know more about the recycling industry, not just water?
Technofunda.co/session
bulb on analysis on water sector. Huge opportunity.