Appreciate your Good Analysis... Water Stocks to be included in your Podcast are... 1. Thermax Ltd & Triveni Engg and Industries Ltd in the Water and Wastewater treatment capital Goods sector. 2.Welspun Enterprises; NCC Ltd; Kalpataru Projects International Ltd & Ramky Infrastructures Ltd in Water & Wastewater EPC/Infrastructure sector. 3. JTL Industries; Skipper Ltd & Hi-Tech Pipes in the Steel Pipes sector.
Vishnu Prakash R Punglia Limited Water Supply Projects (WSP)** - The company has 36 years experience in executing WSPs comprising of construction and development of pipelines, water tanks, reservoirs, tunnels, overhead tanks, water treatment plants, and irrigation projects. It has executed 75+ WSPs and is one of the prominent cos in Rajasthan in water supply projects.
As you spoke about water to be used in agriculture in us is 30 % and India is 80 % what about companies mahindra irrigation would benefit from the same plus in the pipe segment electro steel, which is producing dipipes and involved in jal Shakti mission would also benefit.😊
Jash has been holding from IPO level and your video on Jash boost confidence to hold for long term…!! U been identified stock at much early level when no one talks about..!! Great work..!! Been really benefited from your work & study…!! Proud member…!!
I was under allocated on this sector just because I did not know the level of detail on scarcity and how industry will play a role in making water available to people. I have a good conviction on the sector now, will buy more Shakti pumps
Hi Amitabh sir ... I am big follower of you , love your content and good long term sadhan member as well. With your valuable content, You have true potential to become like akshat srivastava or ankur warikoo with a good concentration on presentation skills and voice modulation, would recommend to spare sometime in attending an YT workshop (may be aevy tv, or think school or similar options ) since youtube is one of your interests . I holded this telling you many times as i am not in a level to comment on you bcz you are a true genius, but i really want you to grow to very high levels in your YT career as well sir. From Your True Admirer
Agree and one more point , i observed comments on your videos majority are in english which partially indicates your viewers are can understand english well, may english videos will be more helpful.
Sorry , my intention is not to compare on content, only intent is i feel this man deserves a lot of popularity/appreciation with the intellect work he is doing. Would like to reiterate i am true admirer of amitabh. Since I named those ppl I don't mean they are more knowledgeable than Amitabh, but they are popular in terms of subscriber count, what I am saying is Amitabh should be more popular with his knowledge Please note this is Not to hurt anyone, just a well wisher feedback.
Absolutely insightful video and perspective on water theme. Really appreciate the data backed analysis you do. Would love to have your deep dive analysis on some water theme companies such as SPML Infra (also turnaround candidate), EMS limited and Atam Valves
Nice video sirji . I'm willing to join your community ❤ I am sitting in cash, since Market is in panic due to budget. I want to invest bulk or in SIP please suggest
I was holding SPML at very cheap valuation 8 years ago, and exited due to non performance... I wonder why it wasn't doing well even in such a business!! Sane period i exited Ion exchange at 2X...
Hi, Tried getting membership on youtube but money is deducted twice but could not subscribe. Not sure if money will be returned but I will not try to join again.
Appreciate your Good Analysis...
Water Stocks to be included in your Podcast are...
1. Thermax Ltd & Triveni Engg and Industries Ltd in the Water and Wastewater treatment capital Goods sector.
2.Welspun Enterprises; NCC Ltd; Kalpataru Projects International Ltd & Ramky Infrastructures Ltd in Water & Wastewater EPC/Infrastructure sector.
3. JTL Industries; Skipper Ltd & Hi-Tech Pipes in the Steel Pipes sector.
Jash and Shakti pump I got from you and are multibagger for me .Thanks
Sir EMS AND va tech wabag mujhe achhi co.lagti hai....nice video please be continued this type of knowledgeable video..
I will try my best
Great and simple explanation. Thank you for making this video. 😊
Also, want such analysis in plastic recycling sector. ♻️
One of the best content you have created. Ultra Sharp. Thanks
Please make updated video on Bharat Wire Rope.
Will Vishnuprakash Punglia benefit from this scheme ?
Vishnu Prakash R Punglia Limited
Water Supply Projects (WSP)** - The company has 36 years experience in executing WSPs comprising of construction and development of pipelines, water tanks, reservoirs, tunnels, overhead tanks, water treatment plants, and irrigation projects. It has executed 75+ WSPs and is one of the prominent cos in Rajasthan in water supply projects.
As you spoke about water to be used in agriculture in us is 30 % and India is 80 % what about companies mahindra irrigation would benefit from the same plus in the pipe segment electro steel, which is producing dipipes and involved in jal Shakti mission would also benefit.😊
Any company providing software for all these Engineering Projects ???
Please also include SME companies too.. thank you..
Hi . Any idea why WPIL has PE of 9 versus its peers. Anything cyclical about the company? Thanks
Kirloskar brother, PCBL ,Triveni Eng, welspun Ent,Jai balaji too are beneficial apart from wpil, Ion exchange, Va tech, EMS,Shakti ,Roto
Very Good Work Sir 🎉🎉🎉🎉🎉
Wabag , Jindal Saw, welspun , Kirloskar Were known companies
Got to know a Lot more thanks to ur videos :)
Jash has been holding from IPO level and your video on Jash boost confidence to hold for long term…!! U been identified stock at much early level when no one talks about..!! Great work..!! Been really benefited from your work & study…!! Proud member…!!
Boss Wpil why valuation is on 10pe ? It is right time to buy ?
I was under allocated on this sector just because I did not know the level of detail on scarcity and how industry will play a role in making water available to people. I have a good conviction on the sector now, will buy more Shakti pumps
Felix,atam,man,jash, spml I got from you ,thank you for your elaborate discussion on future growth stocks
Sir I watch your vedio fast time and you explain very good. Sir vedio on semiconductor sec make as soon as possible. Than u.
Hi Amitabh sir ...
I am big follower of you , love your content and good long term sadhan member as well.
With your valuable content, You have true potential to become like akshat srivastava or ankur warikoo with a good concentration on presentation skills and voice modulation, would recommend to spare sometime in attending an YT workshop (may be aevy tv, or think school or similar options ) since youtube is one of your interests .
I holded this telling you many times as i am not in a level to comment on you bcz you are a true genius, but i really want you to grow to very high levels in your YT career as well sir.
From
Your True Admirer
Agree and one more point , i observed comments on your videos majority are in english which partially indicates your viewers are can understand english well, may english videos will be more helpful.
Pls don't compare Amitabh with those shitty creator, this man needs proper respect.
Pls don't compare people unreasonably.
Sorry , my intention is not to compare on content, only intent is i feel this man deserves a lot of popularity/appreciation with the intellect work he is doing.
Would like to reiterate i am true admirer of amitabh.
Since I named those ppl I don't mean they are more knowledgeable than Amitabh, but they are popular in terms of subscriber count, what I am saying is Amitabh should be more popular with his knowledge
Please note this is Not to hurt anyone, just a well wisher feedback.
Superb analysis! 😊
Super good analysis, Elecrosteel casting is leaders in ductile pipes, why did you not considered in your list?
Sir what about Thermax I believe it also has role in water industry.
Thanks for sharing the knowledge sir. And also thanks the backend people's ❤
Our pleasure!
Thanks for the video. Please improve sound quality. There is slight echo and lack of stereo sound.
Working on it
I knew all of them. 😊
Thank you sir for providing such valuable insights ,,,,you are doing a great work
Thanks and welcome
Absolutely insightful video and perspective on water theme. Really appreciate the data backed analysis you do. Would love to have your deep dive analysis on some water theme companies such as SPML Infra (also turnaround candidate), EMS limited and Atam Valves
@@vikskukreja EMS is a ticking time bomb , dint like the management
Very informative indeed! Thanks for sharing. I currently hold couple of listed entities in this sector and have seen 5x and 6x gains so far.
Excellent!
Electrosteel castings also good bet to consider
Appreciated your good analysis. Love from Abu Dhabi
Thanks!
Thanks a lot
Thanks always 😊
You missed Electorsteel in DI pipes.
Sir is it right time to enter in Felix and EMS ltd
Very Informative.......
Very nice analysis sir, as always 🎉
Great video sir ..Please consider in analyzing a new company whose ipo gonna come next week vvip infratech which comes under water treatment thank you
I hold ems and welspun enterprises... Can we add more?
Great analysis
Electrosteel castings seems good on this theame
Ems ✅ sir ji
amazing as always.
Nice video sirji . I'm willing to join your community ❤
I am sitting in cash, since Market is in panic due to budget.
I want to invest bulk or in SIP please suggest
Sir, i am having MAN industries and EMS LTD, Prakash Pipes....
I like Taylormsde Renewable. Coca cola project could be a game changer for the compny.
Thanks
Ems, felix and taylormade❤
Jain irrigation and pipes
Corporate Governance has been a struggle
Indian hume pipe from pipe industry please cover
Great content as always
Glad you enjoyed it
Very informative ❤❤
Holding shakti pumps, Wabag, advait. Used to hold welspun.
I was holding SPML at very cheap valuation 8 years ago, and exited due to non performance... I wonder why it wasn't doing well even in such a business!!
Sane period i exited Ion exchange at 2X...
For green hydrogen we need green source of power Solar cell can be a game changer
Vatech wabag is best,, ion exchange is better, EMS is good, WPIL is aso better.
How about welspun enterprises. Can someone through some light please
Great analysis 👏👏.. excited for part 2 holding shakti pump from 700avg price 92qty
Very soon ! Please share this video :)
Bhai dhang ka mic lelo, bhut hi ajeeb aawaj aa rhi h
Sorry for the trouble..voice got compressed in multiple layers of video editing. Pls ignore it's one of case .
10 of them
Wabag
Spml
Shakti pump
Ems will be good company
Ems 100 qty at 425rs for long term
Advait infratech 100 qty at 1100 rs fir long term
Great News ! Please share this video to help us grow, Thanks in Advance !!
Va Tech Wabag know for a longtime but never invested but Taylormade Renewables..looks very promising...know EMS toou...
Ems ❤ next multibagger
Va tech and ion are name we know..
Hi, Tried getting membership on youtube but money is deducted twice but could not subscribe. Not sure if money will be returned but I will not try to join again.
It will be returned , If you dont get then please contact TH-cam !
Jash engineering
Chem bond chemical company
5 stocks
Thank you
Ems
U forgot thermax
Will be covering in part 3
500th like on this video. Mujhe koi Nobel Prize de do. Thank you in advance 😂
Thank you so much 😀
Praj inds
This is general gyan, nothing concrete that we can use....
🎉
Please share this video :) Thanks in Advance !!
Ems