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HVDC OPPORTUNITY
Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunitiesDipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...
GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong...
Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buyIndian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok...
Adani Energy Solutions surges 63% in 3 months fueled by seasonality, outlook. But why brokerages are cautious?With the onset of summer, shares of Adani Energy Solutions have attracted strong investor interest, rallying over 63% in just three months....
Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
India's power transmission sector to see INR 9 trillion capex push by 2032: ReportIndia's T&D sector is poised for sustained growth, driven by an estimated INR 9 trillion capex through 2032. Despite temporary ordering slo...
Sector rotation underway: 3 themes to watch for your portfolio, says Devang MehtaIndia's stock markets are experiencing a sector rotation, with consumption stocks like tobacco and alcobev surging after years of quiet. In...
Renewable surge fuels multi-year boom to India's power equipment industry: ReportThe report highlights that high-voltage (HV) equipment manufacturers are "in the midst of a decadal upcycle as the grid keeps up with a ste...
IT and Power sectors offer strategic opportunities: Pankaj PandeyInvestors are eyeing IT, FMCG, and power sectors for opportunities. IT stocks offer a contra play after corrections. FMCG requires selectiv...
Adani Energy Solutions acquires KPS III HVDC Transmission LtdAdani Energy Solutions Ltd has acquired KPS III HVDC Transmission Ltd. This move strengthens AESL's strategy for shareholder value. The pro...
Powering India’s energy future: In conversation with N Venu, MD & CEO, India and South Asia, Hitachi EnergyHitachi Energy is strategically expanding its capabilities to meet India's growing energy demands, investing significantly in capacity expa...
Semiconductor shortage will continue: N Venu, MD, Hitachi Energy IndiaHitachi Energy India's robust order book at Rs 7009 crore gives it revenue visibility for the coming quarters but in the it continues to fa...