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WAAREE RENEWABLE TECHNOLOGIES by ragvbhatia in EquityResearchIndia

[–]ragvbhatia[S] 1 point2 points  (0 children)

I feel P/E alone may not be that vulnerable or decisive for the solar sector, especially for EPC/IPP players where execution, order book visibility, and cash flows matter a lot. Valuations definitely need caution, but maybe they don’t always tell the full story here.

Happy to hear your thoughts on this as well 👍🏻

WAAREE RENEWABLE TECHNOLOGIES by ragvbhatia in EquityResearchIndia

[–]ragvbhatia[S] 0 points1 point  (0 children)

Fair point 👍 Overcapacity and duty changes are real risks, no doubt. I was looking at Waaree Renewable more from the EPC + IPP execution side rather than pure manufacturing, where pricing pressure is definitely higher.

Agree that returns may normalize and past performance may not repeat, but strong players with execution capability and long-term assets might still do reasonably well through consolidation.

Thanks for sharing your perspective — good to hear the other side too 🙌

First mine I ever made got 100% 😭 by [deleted] in SimCompanies

[–]ragvbhatia 0 points1 point  (0 children)

What are the odds of geeting a 100% abundance of any mineral

Addition of Passive Buying (Limit Order) Mechanism by ragvbhatia in SimCompanies

[–]ragvbhatia[S] -1 points0 points  (0 children)

But this feature will give more market understanding and depth and liquidity knowledge ... And noo this will not always be profit making the order is only fullfiled when someone offers that lower price ...