Power Crisis across the globe - Time to look at Power stocks?

Things are looking gloomy as the power costs across the globe are surging to unprecedented levels.

The same can be seen in china forcing factory shutdowns.

Summary : Keep an eye on Power stocks (I’m personally bullish on this theme) :face_with_monocle:

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some stocks in energy sector are forming really good positional structure

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Most of the potential breakouts are monthly or yearly which as u rightly mentioned bodes well for positional setups

yes keeping eyes on this sector

along with infra & realty as well

I’m afraid now. World without electricity. :new_moon_with_face::see_no_evil: I was trading adani per at 130 in jan. Now it’s 300 nearly.

In terms of availability, we may be better off then others - but, finances of the discoms are extremely bad at present.

Guess 6 out of 13 states have restarted today. But, I feel some solution is around the corner for power sector in general.

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PFC up more than 25% in a month

REC nearly 15%

Silently going up without any buzz

That too after ex-div date. Super strong!

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NTPC, NHPC, Powergrid

All these heavyweights are looking good as well as positional delivery setups.

Dividends, profits and reasonable valuations

My current unpledged holdings :innocent:

:laughing: :laughing: :laughing: :laughing: :laughing: :laughing: :laughing: :laughing: :laughing: :laughing: :laughing:

Long all PSE’s.
Except for PTC which is going to shits thanks to poor governance.

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This portfolio most likely may outperform most of the experts pf

on the way to make one crore
that is a outperforming most fund portfolio. We need Jash Jacob fund.

Thank you for sharing :smile: