In today’s briefing:
- Indian Energy Exchange (IEX IN): Immense Value at Current Levels
- Weekly Wrap – 30 Sep 2022
Indian Energy Exchange (IEX IN): Immense Value at Current Levels
- IEX is a play on digital infrastructure (hedge against inflation), electricity reforms, decarbonisation and energy transition
- An opportunity that offers virtuous growth, minimalistic capital needs and presents a scalable business model (addressing INR 8trn electricity market)
- India will see an average power consumption growth of 5% over the foreseeable period. Power Exchanges should outgrow this meaningfully
Weekly Wrap – 30 Sep 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
- China Jinmao Holdings
- Guangzhou R&F Properties
- Sunac China Holdings
- Evergrande
- Central China Real Estate
and more…
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars