India Power Sector: Sharp Decline in Prices and Volumes in Spot Market, Why that Is Not Too Bad?
Spot market for electricity is showing signs of cool offIn our previous insight on this subject released end-October, we had spoken about a sharp...
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Moody's Rating Upgrade and How Does This Benefit Power Grid and NTPC?
After rating upgrade for India, the ratings for some PSUs have also been upgradedAfter upgrading India's sovereign rating to Baa2 stable from Baa3...
318 Views
Power Grid: Sharp Decline in Ordering Activity = Capex Growth at Risk = Negative for the Stock
From April to August this year, Power Grid Corporation Of India Limited (PWGR IN) ordering has declined 76% yoy and YTD, FY18 ordering is lowest in...
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Power Grid: FY13-17 Was a Great Phase for Capex, Can This Pace Sustain?
Power Grid: Rs1,127 bn capex during FY13-17The capex plan of Power Grid Corporation Of India Limited (PWGR IN) has been largely driven by the...
292 Views
CESC: Why the Restructuring Plan Does Not Address the Basic Issues on the Stock
CESC will be split into four businessesLast Thursday, RP-Sanjiv Goenka Group announced a four-way split of its flagship firm, Cesc Ltd (CESC IN)....
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