Focus on domestic plays: 5 stocks related to power transmission & grid modernization, with upside potential of up to 45%

A sector that continues to see a strong policy focus both at the central and state levels, and also an improvement in its operating matrix, is the power sector. However, given the diverse nature of companies which operate in the power sector, it would be worthwhile to make a distinction between segments. Where should you take higher exposure, and where lower? Transmission is literally a monopoly business. Once a transmission line is built, revenue is stable. Should it be given more valuation than a coal power producer?