https://www.alphainvesco.com/blog/wp-content/uploads/2019/03/Coal-In-India.cms_.jpeg 339 509 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2019-03-20 17:05:132019-03-22 15:11:26Short Notes From Brookings Report On Coal And Thermal Power In India
Currently the PLFs of the domestic coal based power plants in India are low, which implies lower profits, this has happened because India witnessed growth in supply of power plants at an unprecedented level between 2011 and 2016, the supply of power grew at 14.5% in the period. The PLFs dropped further due to the push of the 2014 elected government to increase power generation via Renewable Energy. More power dispatches started to happen from the RE sources which displaced conventional coal based power. Currently India has ~40 GW of idle power it has no PPAs signed with the DISCOMs or it is in the IBC-NCLT. These newer plants were built mostly by the private companies which are now stuck because they don’t have PPAs or FSA (Fuel Supply Agreements) from Coal India.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/03/REITs_Indiaproperty31102013.jpg 366 409 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2019-03-13 15:01:472019-03-14 12:14:19Can Real Estate Investment Trust (REITs) In India Generate Sufficient Returns For Its Investors ?
Real Estate is one of favorite asset classes for Indians to park their saving. To give a context, the average Indian household has more than 80% of its wealth in Real Estate and other physical assets. A REIT can be viewed as a closed ended mutual fund for real estate with a structure similar to mutual funds i.e. Sponsor-Manager-Trustee. A REIT is funded by its sponsors and managed by its managers with key underlying investment instrument as real estate assets.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/03/Fertilizer-Industry-Featured-Image.jpg 675 1200 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2019-03-07 10:54:232019-03-11 12:27:11Indian Fertilizer Industry - Current Landscape, Subsidies & Government Policies
Urea production dominates the fertilizer production in the country. While India is the second largest consumer of urea, GOI is working towards increasing the production of urea so as to end all urea imports in 2022. DAP is the second most used fertilizer after urea and after the recent fall in the prices of key raw material used in making DAP, India has started to manufacture DAP also which is used to import previously. GOI is also encouraging the use of SSP which is considered a substitute of DAP, which we largely import and is costlier vis-à-vis to SSP.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/02/VSAT-Industry-India.jpg 609 1024 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2019-02-28 12:37:392019-02-28 18:09:07VSAT In India - Can It Break Out From The Regulatory Cobwebs
VSAT Stands for Very Small Aperture Terminal. VSATs are hardware’s devices used by business and home users. Usage of VSAT requires a box that interfaces between the user’s computer and the antenna outside, the antenna outside has a Trans receiver. The Trans receiver receives or sends a signal to the satellite transponder in the sky.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/02/word-image.jpeg 1467 1920 Raman Sah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Raman Sah2019-02-20 12:38:082019-02-21 16:37:18Technology - Understanding Cloud & Its Ancillary Businesses
The term cloud has now become synonymous with Internet. On similar grounds, Cloud Computing is the idea of utilizing resources spread over a network to achieve a collective goal. The vertical has evolved over time and created three major buckets under which a company falls. Typically, the grouping depends on the type of service provided by the firm. These are also known as delivery models of cloud computing.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/02/From-Graham-to-Buffet-and-Beyond.jpg 275 183 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2019-02-13 12:50:302019-02-13 18:10:24From Graham To Buffet And Beyond- Calculating Reproduction Cost Of A Company
This article is an excerpt from the well-known book ‘From Graham to Buffett and Beyond’. The 4th Chapter of the book explains in detail how can we calculate the Reproduction cost (i.e. Replacement cost) of a company, i.e. the cost for setting up a new similar company. The following is a summary of the same.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/02/Cold-Chain-Logistics.jpg 534 534 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2019-02-06 10:20:582019-02-06 12:11:06India's Cold Chain Logistics - The Sunrise Sector ?
The Indian cold chain involves transportation of temperature-sensitive products. It is a supply chain which takes place through thermal and refrigerated packaging methods to protect the integrity of the products in shipments. The cold chain sector is a combination of surface storage and refrigerated transport. Indian cold chain is still at a nascent stage. Although, there is large production of perishables but still the cold chain potential remains untapped due to multiple reasons like high share of single commodity cold storage.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/How-does-the-Shipping-Industry-work.jpg 174 289 Chetan Phalke https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Chetan Phalke2019-01-30 10:55:292019-01-31 13:49:08Overview - How The Shipping Industry Works & Key Catalysts
The international shipping industry is responsible for the carriage of around 90% of world trade. Without shipping, intercontinental trade, the bulk transport of raw materials, and the import/export of affordable food and manufactured goods would simply not be possible. Seaborne trade continues to expand, bringing benefits for consumers across the world through competitive freight costs.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/coal-2.jpg 440 660 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2019-01-23 12:31:342019-01-23 17:44:44Coal India - Can It Step Up The Production & Plug The Hole In India's Import Bill ?
Coal India is the largest coal manufacturer in the world with total production of 567 MT in FY2018. Coal India produces 84% of the coal produced in India with a market share of 60% to 65%. The estimated geological resource of India coal stood at ~315 Billion tons as of 1st April 2017. Coal India has total coal reserves of ~88.4 Billion tons (68.6 BT resources + 19.8 BT reserves) as of 1st April 2013. Coal India operates 369 mines via 8 coal producing subsidiaries.