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DOMESTIC EMS PLAYERS
India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...- The safe keepers: Inside India's booming locker economyIndia’s locker economy is booming amid rising gold prices and household wealth. While banks remain the preferred repository, private vault ...
- Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- Competition heats up in India’s smartphone manufacturing sector as PLI winds downIndia's Android smartphone manufacturing is heating up. As a key government scheme concludes, companies are competing fiercely on price. Br...
- Tata Electronics aims to be $30 billion business with fab play: CEO & MD Randhir ThakurTata Electronics is rapidly expanding its semiconductor and electronics manufacturing operations. The company has achieved significant reve...
- Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
- ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
- One in four smartphones made in India comes from homegrown manufacturers as exports power growthIndian companies are now making over a quarter of smartphones sold in the country. Dixon Technologies leads this surge, becoming India's la...
- Cement, steel, aluminium & EMS: CLSA's Indrajit Agarwal breaks down sector winners and risksCement demand and pricing trends surprised positively in Q2, supported by consolidation and broad-based recovery across housing, rural dema...
- Electronics cos charged up for big revenue boost, set to double revenues to $55 billion by FY2027India's EMS industry revenues are projected to double to $55 billion by FY27, driven by local component sourcing. Apple, Samsung, Lenovo, a...
- Top stocks to buy: 4 electronics manufacturing services stocks with one-year upside potential of up to 29%Strong demand, government support and export opportunities are key drivers.
- Kaynes Technology, Syrma from EMS space could rally 15-30% in 1 year: Siddhartha KhemkaThe 3QFY24 performance was characterized by a strong revenue growth, but margins were adversely impacted by a change in product mix for mul...
- Amber Group acquires 60% stake in Ascent CircuitsAmber Group has acquired 60% stake in Ascent Circuits Pvt. Ltd to boost its electronic manufacturing services (EMS) portfolio by increasing...
- Hot Stocks: Brokerage view on IndusInd Bank, Paytm, Kaynes Technology and ICICI Prudential LifeMacquarie has maintained its outperform rating on IndusInd Bank with a target price of Rs 1510, as the bank aims to strengthen its balance ...
- Indian contract handset makers may miss FY23 PLI targetsThe two who met the FY22 targets were Padget Electronics, a Dixon Technologies subsidiary, and UTL Neolyncs, which makes the JioPhone serie...
- What to expect when other markets have become so cheap compared to IndiaIndia is forecasted to grow by 6% in FY24, compared to 6.8% and 8.7% in FY23 and FY22. Foreign investors will have the option to deploy and...
- Electronic contract manufacturing in India to grow over 6-fold to $152 bn by 2025The electronic contract manufacturing sector in the country is projected to grow by over six-fold to USD 152 billion by 2025, industry body...
- US-China trade spat could lead to dumping of Chinese goods in emerging markets: India RatingsAny slowdown in Chinese exports to the US on account of the recent imposition of tariffs on Chinese goods could result in a corresponding r...
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