Co had payment issues due to its Telangana dues write off . So it issued equity & Rakesh jhunjhunwala was the investor . He had invested at 160 levels & still holding stake . Equity dilution is due to that equity sale . Junjunwala is still invested in wabag & that shows the story is still intact .
Clean water will be a priority for any govt which is in power . So wabag is insulated from govt policies. Semiconductor needs huge qty of clean water ; green hydrogen will need water ; wabag had also entered into bio fuel from waste water . Cos in these sectors get funding from sovereign funds ( they have billions & billions of $) as water is a priority commodity. Wabag had acquired loan from ADB ( less intrest ) that's why it's capital segment has improved . Also it's now indulging into projects which are backed by sovereign funds ; & its going for more high tech projects & less for construction projects . So capex requirements are less .
Sir, what's your view on ion exchange. Though WABAG nd ion exchange have same kind of business, ion exchange has chemical business too. So for investing which will be the better option .
Thank you for valuable insights. There's almost no sales growth in this company. Ems and Ion exchange is way better than va tech but this is just my analysis. Maybe my analysis wrong also.
Sir, Goodmorning. Water stock is good but promoter holding is 29.13 and public holding is 62 percent. Is it ok. I am waiting for yr valuable advise pls. Thanks.
Thank you for the video and detailed analysis, During contribution b/w domestic vs international comparison you mentioned wrong number may be some confusion, just highlighting.
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Thanks for information regarding
Va Tech Wabag
if the company is undervaluerd then why is the promoter holding only 19%? please clarify
Co had payment issues due to its Telangana dues write off . So it issued equity & Rakesh jhunjhunwala was the investor . He had invested at 160 levels & still holding stake . Equity dilution is due to that equity sale . Junjunwala is still invested in wabag & that shows the story is still intact .
Clean water will be a priority for any govt which is in power . So wabag is insulated from govt policies. Semiconductor needs huge qty of clean water ; green hydrogen will need water ; wabag had also entered into bio fuel from waste water . Cos in these sectors get funding from sovereign funds ( they have billions & billions of $) as water is a priority commodity. Wabag had acquired loan from ADB ( less intrest ) that's why it's capital segment has improved . Also it's now indulging into projects which are backed by sovereign funds ; & its going for more high tech projects & less for construction projects . So capex requirements are less .
Sir, what's your view on ion exchange. Though WABAG nd ion exchange have same kind of business, ion exchange has chemical business too. So for investing which will be the better option .
Please make a detailed analysis video of ION EXCHANGE
Thank you for valuable insights. There's almost no sales growth in this company. Ems and Ion exchange is way better than va tech but this is just my analysis. Maybe my analysis wrong also.
what about Thermax?
Sir, Goodmorning. Water stock is good but promoter holding is 29.13 and public holding is 62 percent. Is it ok. I am waiting for yr valuable advise pls. Thanks.
In public holding also some big hnis are there
Agree it's issue but can other hnis cant be looked at😊
Thanks again Sir.
Please make a video on monopoly business in quartz kitchen sinks Carysil ltd
How can you say that this company is undervalued?
Thank you for the video and detailed analysis,
During contribution b/w domestic vs international comparison you mentioned wrong number may be some confusion, just highlighting.
You always give the latest thing, very different from others.
Sir, Thank your for good analysis again. Promotor holding is very low, 19%. What is your view on this ? Management will stay long ?
This video was good, what abt Aquaguard brand eureka Forbes? Please make a compare
Your videos have motivated me and invested accordingly 🎉
What benefits one gets after joining micro cap club. Please explain.
Excellent details and appreciate your efforts . It’s next step in future .
Thanks for watching the video
Wabag promoter holding 19.
Good or bad
Reason for this.......
It's due to management buyout with icici ventures. Nothing wrong with it
Company ka sales growth itna low q hai?
Sir please create video on KPEL
Thank You for a wonderful presentation.
aap stocks tab hi kyu find karte ho jab vo bhaag chuke hote hain?
Good sound quality...
Pramotors Holding is only 19% WHAT IS THIS????
VA-Tech Wabag
I like your video lessons. ❤
Valueable video..
Good luck
I am already invested in ion exchange at Rs 550 for 200 share.should i continue
Thank you🙏🙏🙏 so much sir very good topic
Thank you for watching the video
How is EMS Limited in this regard?
I will create separate video on EMS
High margins business
No discussion on water stocks can be complete without talking about Ion exchange. By the way I have EMS in my portfolio
Please cover ems ltd company
Sure I will create a separate video on it
@@ValueEducator Holding Its since it was at 270 .....went 599 but didn't sell a penny. Bought more on 4th June at 420
Very well presented bhai
Thanks for watching the video
Sir, Kindly make a analysis video on Waaree Renewables stock for long term perspective
Sure I will create the video on it
There will never be water scarcity if we have energy surplus which seems plausible.
Improve illumination also
The revenue for this company is not growing. I do not see why their revenue will start growing now.
Sir please make a video on Danlaw technology 😊😊😊😊😊😊😊😊😊😊😊😊
1600 viewers and only 200 likes so unfair
Sir you must charge premium to all ❤
Filtra Consultants & Engineering
Microcap
अभी तो ये लाइफ टाइम हाई पे है कब लेना ठीक रहेगा 🤔
Good video
Amazing
Thanks for watching the video
Not a good time to buy..stock already 2× from bottom in less than year
Will face heat soon
if stock got 2X return in less than year doesn't mean it will go down. check the charts of voltamp and tata elxsi
लक्षद्वीप में जरूरत है I
Sir, what exactly is engineering and procurement?
@@Krunal3227 Asking questions is also a part of padhai
Mtlab hota hai purchase krna bade projects mai infra industrial etc
Thank you sir
Thanks for watching the video
Best emerging stock in this sector is e..
🙏
What about ion exchange
I will create the video on it