Whalesbook
Ab asli kahani suno! India mein garmi itni tez ho gayi hai ki bijli ki demand ekdum badh gayi hai. JM Financial ne ek report nikali hai jismein unhone bataya hai ki kaunsi companies is 'summer crunch' ka fayda uthaengi. Data toh aisa hai ki March 10 ko shaam 7:00 PM baje hi bijli ki demand 224.6 GW tak pahunch gayi thi, jo pichhle saal se 7% zyada hai! Is shortage ki wajah se power exchanges par rates bhi badh gaye, ek din toh ₹1.00/kWh ka jump aaya, jo pehle ke average se 21.7% zyada tha.
Is situation mein, JM Financial ne kuch top stocks bhi batae hain. Adani Power toh unki favorite list mein sabse upar hai. Uske baad, Tata Power ko 'Buy' rating mili hai aur target price ₹429 diya hai, matlab lagbhag 6% ka upside. NTPC ka target ₹420 hai, jismein 10% tak ka gain ho sakta hai. Aur haan, JSW Energy ka target ₹614 hai, jo lagbhag 20% ka upside de sakta hai. Adani Green Energy ke liye bhi rating 'Buy' hai aur target ₹1,204 hai, matlab mast 39% tak ka upside milne ki umeed hai.
Agar hum grid ki baat karein, toh sabhi sources full capacity par chal rahe hain. Hydro plants 67%, Gas 28%, Nuclear 87%, aur Coal plants toh lagbhag 95% capacity par chal rahe hain. Yeh dikhata hai ki grid par pressure kaafi hai. Brokerage ko lagta hai ki aane wale samay mein volumes aur prices aur badhenge, jisse un utilities ko fayda hoga jinke paas supply dene ke liye capacity hai. Wahi, Coal India ko 'Reduce' rating mili hai aur 10% tak ka downside dikha rahe hain.