Hydro power - simple snapshot based on December quarter

sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

First Guy wrote:

sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

True. But but I feel more can be expected of it in coming quarters. Click the pic to take you to the financials snapshot to see the trends in all these companies. Interesting that QoQ VPEL revenues and profit have dipped. All of these counters have unique points.

VPEL - strong dividend
VLL - adding capacity/buying stakes in other companies (PAP) etc., and starting to pay some good dividend
HPFL - just getting started and more to come perhaps
PAP - rather steady earnings compared to others.

Take March 2014 where most reported losses except PAP. Although Mar 2015 may not be the same, I expect some dip in earnings for Hydros this quarter QoQ.

Backstage wrote:I see two variables in this sector that are risky. 1. The weather patterns .2. Tariff changes.
If not for that, I would have thrown the kitchen sink into VPEL.

First Guy wrote:This is based on Dec quarter numbers (including the ratios) and only FYI. Click on the pic to see trailing 12 month analysis.

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Please do your own research before making your investment decision.

Crystal2008 wrote:i bought some VLL shares and holding for almost 1 year.
I bought this share at that time, because it was trading its lowest price and always saw director buying at least 2-3 times per month. So i thought, there would be some future potential for this share
Later, I did not sell even i saw few times, share went to 6.00 - 6.30 range.
I saw their earnings are growing for time to time
Their yearly EPS was .34 in 2014 and for this year it's .75 already for 3Q, That is earnings increase of more than 100%
Currently i'm happy with my 78% unrealized profit
Currently Share is trading in large volumes for last few weeks even before releasing their Dec accounts
After releasing Dec accounts, and considering their growth, i feel this share worth 7.00 - 7.50 range. I doubt that do i wait little bit more time to sell it
Hope to hear others opinion

My predictions about Hydro Power companies:

Trading prices in 12-15  months: Max to Min

HPWR > HPFL > VPEL > VLL > PAP