FREE Investing Workshop GIFT 🎁 (worth INR 999): technofunda.co/webinar FREE WATER THEME CHEATSHEET PPT of this Video GIFT 🎁 (worth INR 999) technofunda.co/water
Water Treatment Theme, Excellent Sector Analysis, This sector is emerging Sector with a Sector Tailwind, still in a small fish in big Pond with Excellent Growth potential, with excellent Order books for next few years
Water Treatment and its importance understood at 360 degree level. Right from scarcity of water through out India and the total market cap of the companies are less than the total current investments yet to be made by government was mind blown
Good Summary of Water Sector - Seeing Water cleaning as a challenge and Govt fund flowing in this sector. Leading to sales growth of this small companies
1. Do a SWOT analysis of the industry - identify all drivers 2. Once the sector is identified, look for key players, with significant market share 3. Anayse each company fundamentally - sales growth, profit leverage , etc
GREAT ANALYSIS ON WATER INDUSTRY . GREAT OPPORTUNITY . EXCELLENT VIDEOS. PLAYERS IN WATER INDUSTRY . JASH , WAGAS AND MANY OTHERS REVENUE/EARNING INCREASING .
Key learnings: 1. Market size vs the listed companies utilization of that share very skewed 2. Govt investment vs listed company share 3. Key demand in this sector 4. Ripple effect into the value chain 5. The good companies have great order book 6. Stock price has shown a very strong uptrend for last many quarters
1.Big opportunity in India n outside in water treatments area 2. Supporting fields like pumps, pipes 3. Drivers are industry, urbanisation, agriculture, government programmes
Key learnings: 1. Water themes recycling and treatment is the need of the hour 2. Huge goverment capex - mega opportunity size 3. Attractive opportunities available even now
* Huge potential in India in the Water sector * Several growth drivers - esp. with the public sector driving the investments * Small fishes in big pond with huge growth potential * Mega trend and tailwinds in the sector
Thanks for an excellent presentation. An important theme for a populated country like India. Had been in your Technofunda community for the last 7 months and it has been a crazy journey of learning and investment
1.water treatment is a massive global opp 2. Indian cos well poised 3. no major player in dominating the market showing clear runway for all 4. very strong sales growth
Very good analysis of 'water treatment' theme and sector. Also gave a nice data points on listed cos. which will help deciding on which cos. to invest.
water management is the priority sector as of now. with almost 61% of the sector not addresed property. with government concentrating more on the water management we can see more and more growth in this sector
Need to check what is the total addressable market and what the company is doing before investing Understand the framework and look at the opportunity in the value section We need to consider: the value chain, sector trigger, interesting stock, technical analysis before investing in these water stocks. What is the profitability very important aspect
Water recycling is a crucial need for India - growing population, industrialization, agriculture, BUT with very limited water resources. Therefore, there is a long runway for companies that are involved in, and helping in water purification and recycling. Our government has understood this critical need and has allocated a very substantial budget for water recycling. Companies in this sector will likely benefit from these strong tail winds.
Emerging trend with great opportunities. Understand value chain of the sector Monitor players edge, technical innovation, sales growth, Roce, pat growth
this Theme looks interesting with great growth drivers going forward. Defintelly need to look into this sector into depth. Vivek Thanks for sharing this video
The population is growing and less availability of water. Sales growth of company is growing . 20% increase in the Budgetary allocation for 2024-25. Growth in Chemical, Equipment, Pipes constructions and Consumables
EMERGING SECTOR WASTE WATER TREATMENT,as we know scarsity of drinking water, in comperision of CMP great order book(oppertunity size), huge demand supply gap, great future in the sector
It was a deep Dive Analysis of a new upcoming sector-Waste Water Treatment. The opportunity is large as there is a key push and spending by the Govt. Huge Sector tailwinds and sector expansion.
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FREE Investing Workshop GIFT 🎁 (worth INR 999): technofunda.co/webinar
FREE WATER THEME CHEATSHEET PPT of this Video GIFT 🎁 (worth INR 999) technofunda.co/water
Analyzed water sector at 360 degrees, Government allocation, New policies, major players, required equipment's and total market size
Thanks for information regarding
Ion Exchange, Va Tech Wabag, EMS, Jash Engineering, Shakti Pumps, Welspun Corp
Best of luck
Excellent outlook on water management… thanks a lot Vivek ji
high potential .....Key learning 1. Sales growth and the industrial margin , oppurtunity
Simple way to analyse a sector... Market size, Stock growth, scope foe growth explained nicely
Glad you liked it
Excellent Analysis of Waste water treatment, stocks in in this field and what they are doing, and how profitable they are, as of today.
Water Treatment Theme,
Excellent Sector Analysis, This sector is emerging Sector with a Sector Tailwind, still in a small fish in big Pond with Excellent Growth potential,
with excellent Order books for next few years
Good Summary on Water sector. Key takeaway: Current demand supply ratio, different segments in water sector, Potential opportunities
Water Treatment and its importance understood at 360 degree level. Right from scarcity of water through out India and the total market cap of the companies are less than the total current investments yet to be made by government was mind blown
Classic case of Demand Supply Gap.... Great Oppportunity with Governement also spending
A must sector in our Direct Equity Portfolio. Growth is given.
Good Summary of Water Sector - Seeing Water cleaning as a challenge and Govt fund flowing in this sector. Leading to sales growth of this small companies
Well said!
A good and prominent opportunity in this sector. Nice explained. Thank you Vivek ji.
Excellent analysis of the sector with basics to why we should invest in the sector. Sales growth, other financial parameters explained
This is the theme.
Huge potential.
A big big Thank you for this video Vivek ji.
My pleasure
Great analysis Vivek sir once again
1. Do a SWOT analysis of the industry - identify all drivers 2. Once the sector is identified, look for key players, with significant market share 3. Anayse each company fundamentally - sales growth, profit leverage , etc
GREAT ANALYSIS ON WATER INDUSTRY . GREAT OPPORTUNITY . EXCELLENT VIDEOS. PLAYERS IN WATER INDUSTRY . JASH , WAGAS AND MANY OTHERS REVENUE/EARNING INCREASING .
Sector analysis done in great way
an eye opener vedio on this theme.so much to be done in India in this sector.
best way to provide knowledge on sector which willl be making impact
Key learnings:
1. Market size vs the listed companies utilization of that share very skewed
2. Govt investment vs listed company share
3. Key demand in this sector
4. Ripple effect into the value chain
5. The good companies have great order book
6. Stock price has shown a very strong uptrend for last many quarters
1.Big opportunity in India n outside in water treatments area
2. Supporting fields like pumps, pipes
3. Drivers are industry, urbanisation, agriculture, government programmes
Key learnings:
1. Water themes recycling and treatment is the need of the hour
2. Huge goverment capex - mega opportunity size
3. Attractive opportunities available even now
Great Opportunity to invest in companies in water treatment
good order book
sector selection, Sector Tailwind, Trend identification,Sales growth
* Huge potential in India in the Water sector
* Several growth drivers - esp. with the public sector driving the investments
* Small fishes in big pond with huge growth potential
* Mega trend and tailwinds in the sector
Thanks for teaching How to deep dive into emerging Businesses
Glad it was helpful!
Huge potential
grow with the industry growth
Massive shortage, quality issues
Difference between govt budget (3x) and companies revenue in the sector
Huge order books
Great session Vivekji
Thanks for an excellent presentation. An important theme for a populated country like India. Had been in your Technofunda community for the last 7 months and it has been a crazy journey of learning and investment
Wonderful!
1.water treatment is a massive global opp 2. Indian cos well poised 3. no major player in dominating the market showing clear runway for all 4. very strong sales growth
EYE OPENING ANALYSIS TO SELECT A SECTOR 1) VERY LARGE DEMAND 2) MEGA TAILWIND 3)REVENUE GROWTH IS VERY GOOD
1. Opportunity Size
2. Crazy Sales Growth
3. Phneomenal Profit growth
Very good analysis of 'water treatment' theme and sector. Also gave a nice data points on listed cos. which will help deciding on which cos. to invest.
Great analysis of the water sector. Deep dive information. very useful
Glad it was helpful!
It can be a mega trend for a coutry like India.
Water treatment sector is in mega trend. Big opportunity due to Govt. focus on water treatment.
Key learnings - Explore new sector - Water management, Explore new markets, Goverment promotion for waste water management
Excellent learning whatever we have learnt exactly showing the same thing and they are growing faster
Good market
Big market opportunity
Govt investing increase
Big pool and small players with good sales and profit growth
Tremendous govt impetus directing for major megatrend, huge opportunity size and longer runway, market cap vs order booked
key learning : Industry growth both domestic and international
long term sales groth with increaing population and water shortage
1.Identify Megatrends
2.water sector has Megatrends now
3.Sales and revenue growth to be looked at
Mega trend + Value chain + Total Addressable market + Beneficiary companies Deep dive in those companies
Tail Wind and is in line with ESG which has become the flavor of most nations
water management is the priority sector as of now. with almost 61% of the sector not addresed property. with government concentrating more on the water management we can see more and more growth in this sector
Market is big but players are few and small. So opportunities are plenty.
Need to check what is the total addressable market and what the company is doing before investing
Understand the framework and look at the opportunity in the value section
We need to consider: the value chain, sector trigger, interesting stock, technical analysis before investing in these water stocks.
What is the profitability very important aspect
The key learnings are - Good opportunity to grow, decent order books, theme will be valid for 25-30 years, good long term investment arena
Look for growing sector and try to find small fish in big pond., so that growth will be big in long term...
Deep video on how to analyse the sector and companies.....
Learnings: A small fish in a pig pond (Opportunity size is huge)
Very good companies are available at discount
Huge demand supply gap
key Leanings: 1.)Usable water
Water recycling is a crucial need for India - growing population, industrialization, agriculture, BUT with very limited water resources. Therefore, there is a long runway for companies that are involved in, and helping in water purification and recycling. Our government has understood this critical need and has allocated a very substantial budget for water recycling. Companies in this sector will likely benefit from these strong tail winds.
Emerging trend with great opportunities.
Understand value chain of the sector
Monitor players edge, technical innovation, sales growth, Roce, pat growth
Great sector analysis
WHAHHAAA
The new theme for me to analyse further
Great video. Although you could have added WELSPUN ENT too as it's into development of Water Treatment Plants
True
Order Book indicates demand for the product.
Drving force. Need of the hour Environmentt preservation
EFFFICIENCY OF OPERATIONS
Find the area where scarcity will arise in future & industry which helps to reduce
Super analysis for investors 💎🫵🫵👌👌👌👌
Glad you liked it
If the sector is performing and the company is growing and there is a huge runway then the price must expand
Huge opportunity size
Next Mega trend
iden problem areas, iden companies providing solutions, find the supply chain and companies involved
1. Huge Government spend and capex
2. Entire Sector capex is small compared to the opportunity
Sector Tailwind, Company Earnings Growth, Profit Growth, Margin Growth & Order books help to find a good company to invest
Please make a video on contract manufacturer's in pharma theme
Good analysis.👍🏾
Glad you enjoyed
this Theme looks interesting with great growth drivers going forward. Defintelly need to look into this sector into depth. Vivek Thanks for sharing this video
Totally agree!
looks like next megatrend
Good and potential sector to invest
Waste water treatment is expanding fast and provide good oppurtunity for investment;
India is rightly focussing on WWT schemes.
Potential market in next 10 years across globe
Order book seems greater than current Sales figures
The population is growing and less availability of water. Sales growth of company is growing . 20% increase in the Budgetary allocation for 2024-25. Growth in Chemical, Equipment, Pipes constructions and Consumables
(1) increase need for water treatment demand, (2) tail winds w.r.t to govt spending, (3)
Excellent 👌
Thank you! Cheers!
bulb on analysis on water sector. Huge opportunity.
Spotted big trend earlier.
Thanks bro 🙏
Sir, please analyze VPRPL too in water recycling theme...
Look for ROE and growth rate when choosing a company
Both Sector and Value Chain are benefitted because of Sector tailwinds
*Growth scope
* Future requirements
* Potential & Opportunities
Keep compounding
Amazing..
Water is Mega Trend
Find the opportunity
See the sector then companies and further do the technofunda research of thr companies to find out the trigger.
Upcoming Sector - Industry growth - company growth
Great 👍
Thank you! Cheers!
EMERGING SECTOR WASTE WATER TREATMENT,as we know scarsity of drinking water, in comperision of CMP great order book(oppertunity size), huge demand supply gap, great future in the sector
Good info
Thanks
Plz make vdo on renewable power stocks..as well as infra sector involving in renewable power ..
Sure
Water is mega trend sector
It was a deep Dive Analysis of a new upcoming sector-Waste Water Treatment.
The opportunity is large as there is a key push and spending by the Govt. Huge Sector tailwinds and sector expansion.
amazing!!! eye opening
Your take on semi conductoŕs