Print Page | Close Window

NHPC

Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2648
Printed Date: 20/Apr/2025 at 8:18am


Topic: NHPC
Posted By: atulbull
Subject: NHPC
Date Posted: 30/Jan/2010 at 5:09pm
NHPC reported net profit of Rs 581.61 crore in the quarter ended December 2009 as against net loss of Rs 53.94 crore during the previous quarter ended December 2008. Sales rose 182.30% to Rs 1213.47 crore inthe quarter ended December 2009 as against Rs 429.85 crore during the previous quarter ended December 2008.
ParticularsQuarter Ended
 Dec. 2009Dec. 2008% Var.
Sales1213.47429.85 182
OPM %78.2645.65 71
PBDT984.60131.42 649
PBT709.020.11 644464
NP581.61-53.94 LP


-------------
Price is what you pay.Value is what you get.



Replies:
Posted By: TCSer
Date Posted: 30/Jan/2010 at 9:05pm
These good results are mainly due to onetime adjustment of old expenses on Old dulhasti project.Is it sustainable? 


Posted By: Kautilya
Date Posted: 08/May/2010 at 2:24pm
MF's and Power Stocks



Conclusions:
-MF Holdings in all the 4 stocks have dropped by atleast 50%
-IB Power has the least fund participation and NTPC the most
-NHPC and IB Power had the most price correction while JSW Energy and NTPC the least
-MF's have sold 90% of their holdings in NHPC



Posted By: TCSer
Date Posted: 08/May/2010 at 8:16pm
Still I feel that with slow but steady commissioning of hydro project over next 1-2-3 years NHPC is a good stock to own specially now when its coming down with 1-2 year perspective.


Posted By: subu76
Date Posted: 08/May/2010 at 8:36pm
Also from the graphs posted by Kautilva should i conclude that the MFs bought IB Power mainly for listing gains


Posted By: TCSer
Date Posted: 08/May/2010 at 12:39pm
ANY IDEA when  NHPC results are being announced.

NHPC shud move up after SJVN listing as its good listing shud lead to  the sector rerating.


Posted By: Kautilya
Date Posted: 08/May/2010 at 7:48am
Originally posted by TCSer

Still I feel that with slow but steady commissioning of hydro project over next 1-2-3 years NHPC is a good stock to own specially now when its coming down with 1-2 year perspective.


I agree. Have been buying in small chunks over the last few months. I do not expect it to cross 36 levels any time soon, also it is unlikely that it is going to correct in a big way from the current levels.

Originally posted by subu76

Also from the graphs posted by Kautilva should i conclude that the MFs bought IB Power mainly for listing gains


Possible. Also in IB Power only one fund bought most of the holdings and started selling them within weeks of listing.

Among the given power stocks, I like NHPC (I could be biased since I am invested here). Now even more, since the MF ownership has reduced by 90%. I look at this as a lot of potential to appreciate as and when the MF's come back to this stock.


Posted By: bihisello
Date Posted: 08/May/2010 at 9:47am
Originally posted by TCSer

ANY IDEA when  NHPC results are being announced.

NHPC shud move up after SJVN listing as its good listing shud lead to  the sector rerating.


Wishful thought. Opposite may also happen see Greece and PIGS.


Posted By: master
Date Posted: 23/Dec/2011 at 12:23pm
What a beautiful business to be in - you've customers for your product but those customers don't pay.
 
http://www.moneycontrol.com/news/business/problem-notpower-offtake-butseb-payment-nhpc_637861.html -


Posted By: TCSer
Date Posted: 23/Dec/2011 at 11:46pm
What a bunch of morons we have as CMDs.Idiots CMD,Idiot Minister & Idiot UPA.

Just compare NDA regime Suresh prabhu(Foreced to quit by Corrupt Shivsena & Thakre)& RV Shahi first engineer to be appointed as Power Secy,APDRP,Tripartite between RBI .Seems to be an era long bygone .

-------------
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays


Posted By: vaib
Date Posted: 23/Dec/2011 at 5:47am
Whatever be the status quo for the time, but if govt pulls up money from these companies it will be a path to Zimbabway. Instead of investing in future they want to suck all money today.

"Udhaar lo aur Ghee piyo"...


Posted By: wiseowl
Date Posted: 24/Dec/2011 at 8:51pm
Originally posted by master

What a beautiful business to be in - you've customers for your product but those customers don't pay.
 


Many PSUs -- NPTC, BSNL, Air India, etc -- are in similar situations. Some have sunk deeper than others .




-------------
You alone are responsible for your actions.



Print Page | Close Window