Whenever Saori heard her husband and Kensuke's father, Shuichi Kajita, joyfully talking about Kensuke and Shino, she could not help feeling it was unconvincing. Kensuke started seeing an older woman, Shino, immediately after he entered the company. CHAPTER 24: Evidence of Foul PlayĬontinuing from Chapter 23: Did her nephew Kensuke have the makings of the president of the company her husband built, Saori once asked her husband. Honestly, I have not looked at those couple of names which are listed but in general the space is quite promising.ĭon’t miss out on ET Prime stories! Get your daily dose of business updates on WhatsApp.Book cover, "Minority Shareholders" by Shin Ushijima. So, smart metering is one such way to play the whole power sector theme. Either you own the traditional utilities or you end up owning these suppliers or the vendor base which initially benefit disproportionately out of the capex that the utilities are doing. These are very small stocks but in terms of the investor interest, is it peaking?Īgain, the whole power story can be played in multiple ways.
Have you looked at the smart metering play? There is Genus Power. The market cap may not be as big as NTPC or the liquidity may not be as enticing as that of Power Grid but if somebody is looking for a midcap exposure, that is a name that stands out amongst all the private sector names that we cover.
Torrent Power is one name that we are extremely upbeat on in the private sector segment for the simple reason this company has grown the financials without diluting equity and they have managed to balance growth as well as return ratios to the overall shareholders. But if one is not too mindful of the valuation, it is still a good stock to own. The way stock has outperformed the broader markets in the last one month, we will be more comfortable buying it slightly cheaper. But one has to be mindful of the valuations in the near term. Do NTPC, Power Grid remain your top picks as well? What is the pecking order in the rest of the private sector names?
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