Voltage surge in power stocks? Rupesh Sankhe of Elara Capital to ET NOW
Video description:
Rupesh D Sankhe of Irala Capital analyses the utilization and voltage surge in stocks of power. He says power stocks are at a deep discount to intrinsic value. Power generators had an overhang of DISCOM repayment, this concern of repayment, however, is getting addressed and DISCOMs now have penalized for late payment after due. The coal sector in India is addressing coal woes, streets are looking at utilities with renewed interests. Sankhe also talks about the change in super-cycle demand and supply chain that occurred between 2003 and 2008 and whether these reforms bring in good revenue or not. Listen in! Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com
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