My Top Bets in EMS Space 🔥🔥🔥

➡️Dixon Tech – Scalable play

Dixon Tech is best CDMO in EMS space and has strong presence in consumer electronics, lighting, mobile phones, and other segments.

Dixon Tech is a strong play on India’s EMS boom with government incentives, diversified product mix, and partnerships with top brands (Samsung, Xiaomi, Philips, and Reliance Jio).

Dixon Tech am more positive since 3 years when it was around 1500.

People criticized about its valuations and margins, but Dixon Tech always surprised with its performance and growth (35%+ revenue CAGR).

Dixon is focusing on scaling up production, and exports and it has still potential to grow.

Though Dixon market cap is 85,000 Cr but still I believe Dixon can grow from here with its scalability, new clients acquisitions and expansion into new products segments

➡️Kayne’s Tech – High-end play

Kaynes Tech is not just an EMS company but it is a high-tech solutions provider with a stronghold in defense, auto, IoT, and semiconductors (JV with Tessolve for chip assembly & testing)

Kaynes Tech is unique play in India’s EMS growth story with diversified clientele (HAL, ISRO, Tata, Bosch, and Siemens), in-house design capabilities, and expansion into chips, EVs and Railways

Kaynes Tech another smart play in EMS space and am positive since its IPO price of 587.

People criticized about its valuations, but Kaynes Tech always surprised with its performance.

➡️Amber Enterprises – Expansion Play

Amber Enterprises is leading integrated EMS and ODM Company in air conditioning (AC) and consumer durables industry.

Amber Enterprises is not just an AC manufacturer but an integrated solutions provider with stronghold in smart appliances, thermal management, EVs, railways.

Amber Enterprises has advantage of its vertical integration, PLI benefits, and partnerships with almost all top AC brands (Daikin, Voltas, LG, and Blue Star etc)

Amber Enterprises expanding into high-growth segments (PCB, sheet metal, heat exchangers, IoT-enabled ACs)

Am more positive since 3 years when it was around 2000 Plus.

People criticized about its valuations and margins, but Amber Enterprises always surprised with its performance.

➡️PGEL – Fast growing play

PG Electroplast is a fast-growing EMS and ODM company with strong exposure to consumer durables appliances (ACs, washing machines, LED TVs, routers), and telecom products.

PGEL has advantage of its vertical integration, PLI benefits, and partnerships with top brands (Lloyd, Godrej, and Panasonic)

Am more positive since 3 years when it was around 100 Plus.

People criticized about its valuations and margins, but PGEL always surprised with its performance.

#EMS #vismaya x.com/vismaya9999/st… x.com/vismaya9999/st…

x.com/i/article/1850… x.com/sonu__tj/statu… x.com/sonu__tj/statu…

🧵 1/7

☢ 𝐍𝐮𝐜𝐥𝐞𝐚𝐫 𝐏𝐨𝐰𝐞𝐫 𝐕𝐚𝐥𝐮𝐞 𝐂𝐡𝐚𝐢𝐧

✍️Work Done:

✨@Vismaya9999 Special 26 Squad✨

🔖 𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐒𝐭𝐚𝐭𝐮𝐬

Currently India has 22 nuclear power reactor plants and planning to add 18 nuclear power reactors with a capacity of 22,480 MW by 2031

🔖 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐅𝐨𝐜𝐮𝐬

The budget for India's Nuclear Energy has significantly increased to ₹2228 crore from ₹422 crore.

☢ 𝐍𝐮𝐜𝐥𝐞𝐚𝐫 𝐏𝐨𝐰𝐞𝐫 𝐏𝐫𝐨𝐝𝐮𝐜𝐞𝐫𝐬

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗣𝗼𝘄𝗲𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 (𝗣𝗦𝗨)

💠NTPC Ltd
💠NALCO Ltd (Forays)

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗣𝗼𝘄𝗲𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 (𝗝𝗩)

💠Larson & Toubro (L&T)
💠Tata Power Company Ltd

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗣𝗼𝘄𝗲𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 – 𝗢𝘁𝗵𝗲𝗿𝘀

💠Prime Industries Ltd (Forays)

@Jagadeesh0203 @_Sandeep09

#Nuclearpower 🧵 2/7

☢ 𝐍𝐮𝐜𝐥𝐞𝐚𝐫 𝐏𝐨𝐰𝐞𝐫 𝐑𝐞𝐚𝐜𝐭𝐨𝐫𝐬

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗥𝗲𝗮𝗰𝘁𝗼𝗿 𝗩𝗲𝘀𝘀𝗲𝗹

💠Larson & Toubro (L&T)
💠Bharat Heavy Electricals Ltd (BHEL)

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗥𝗲𝗮𝗰𝘁𝗼𝗿 𝗰𝗼𝗿𝗲

💠ATV Infra Ltd – Reactor & Testing Kits
💠BHEL Ltd – Fuel Rods, Moderators & Coolant

🏷 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗥𝗲𝗮𝗰𝘁𝗼𝗿 𝗮𝗻𝗰𝗶𝗹𝗹𝗮𝗿𝗶𝗲𝘀

💠Amic Forging Ltd – Reactor Trunnion
💠Azad Eng Ltd – Critical Rotating Air foils
💠Larson & Toubro (L&T) – End Shields
💠MTAR Tech Ltd – Fuel Machining Heads

@Paryan_Sharma @anurag4568 @thiru_gowda @BNuthan

#Nuclearpower

🧵1/7

💰Budget 2024 - Stock Market💰

📚Good (Budget Increase)

🔖Solar Power (From ₹4,970 to ₹10,000 Cr)

🟢Adani Green Energy
🟢Gensol Engineering
🟢Sterling & Wilson
🟢Tata Power Solar Systems
🟢Waaree Renewable Technologies

🔖Nuclear Energy (From ₹442 Cr to ₹2,228 Cr)

🟢HCC
🟢NTPC
🟢MTAR Tech
🟢Larsen & Toubro
🟢Power Mech Projects

🔖Power (To develop 2,400 MW thermal power plants)

🟢Adani Power
🟢JSW Energy
🟢Tata Power
🟢NTPC

🔖Semiconductors (From ₹3,000 Cr to ₹10,000 Cr)

🟢CG Power
🟢Kaynes Technology
🟢Syrma SGS
🟢Tata Elxsi

🔖Tourism (From ₹818 Cr to ₹1,750 Cr)

🟢Indian Hotels
🟢EIH (Oberoi)
🟢Lemon Tree Hotels
🟢Mahindra Holidays

🏷️Others

🟢Ease My Trip
🟢Indigo
🟢IRCTC

🔖Auto Components (From ₹604 Cr to ₹3,500 Cr)

🟢Bosch
🟢Bharat Forge
🟢Motherson Sumi
🟢Sona BLW

🔖Pharmaceuticals (from ₹265 Cr to ₹1,300 Cr) & Reduced BCD

🟢Cipla
🟢Dr Reddy's
🟢Natco Pharma
🟢Sun Pharma

🤝Contribution: @realstocknewbie

#Budget2024 🧵2/7

🔖Agriculture & Rural Development

🏷️Schemes

🟣Krishionnati Yojana
🟣Rashtriya Krishi Vikas Yojna

🏷️Stocks

🟢M&M (Agri division)
🟢Escorts (Agri division)
🟢Bayer Crop Science
🟢PI Industries
🟢Kaveri Seeds
🟢Godgrej Agrovet

🔖Education

🏷️Schemes

🟣Samagra Shiksha
🟣PM Schools for Rising India (PM SHRI)

🏷️Stocks

🟢Educomp Solutions
🟢NIIT
🟢Navneet Education

🔖Health Care

🏷️Schemes

🟣Ayushman Bharat
🟣Pradhan Mantri Jan Arogya Yojana (PMJAY)

🏷️Stocks

🟢Apollo Hospitals
🟢Fortis Healthcare
🟢HCG Hospitals
🟢Narayana Hrudayalaya

🔖Infrastructure

🏷️Schemes

🟣AMRUT
🟣Smart Cities Mission
🟣Pradhan Mantri Awas Yojna (Urban & Rural)

🏷️Stocks

🟢Larsen & Toubro
🟢Ultratech Cement

🔖Water and Sanitation

🏷️Schemes

🟣Jal Jeevan Mission
🟣Swachh Bharat Mission (Urban & Rural)

🏷️Stocks

🟢EMS
🟢Ion Exchange
🟢VA Tech Wabag

🔖PLI Scheme for Telecom (increased by 1000 Cr)

🟢Tejas Networks

🔖AI Mission (allocation of 550 Cr)

🟢DSSL
🟢Netweb

🔖Andhra Pradesh Focused (Budget Allocation of ₹15,000 Cr)

🟢Amara Raja Batteries
🟢Heritage Foods
🟢KNR Constructions
🟢NCC Ltd

#Budget2024

🧵1/8

𝐕𝐚𝐥𝐮𝐞 𝐂𝐡𝐚𝐢𝐧 𝐨𝐟 𝐌𝐚𝐫𝐢𝐧𝐞 𝐒𝐡𝐢𝐩𝐬 & 𝐏𝐨𝐫𝐭𝐬 🚢🛳️⛴️

🤝Collaboration: @Jagadeesh0203

🚢 𝐒𝐡𝐢𝐩 𝐁𝐮𝐢𝐥𝐝𝐞𝐫𝐬

⛴ 𝗪𝗮𝗿 𝘀𝗵𝗶𝗽𝘀

💠Mazagon Dock Shipbuilders Ltd (MDL)
💠Garden Reach Shipbuilders & Engineers (GRSE)
💠Cochin Shipyard Ltd (CSL)

⛴ 𝗣𝗮𝘀𝘀𝗲𝗻𝗴𝗲𝗿 𝘀𝗵𝗶𝗽𝘀

💠Cochin Shipyard Ltd (CSL)

⛴ 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝘃𝗲𝘀𝘀𝗲𝗹𝘀

💠Cochin Shipyard Ltd (CSL)
💠L&T Shipbuilding Ltd (Subsidiary)
💠Reliance Naval & Engineering Ltd

⛴️ 𝗦𝗵𝗶𝗽 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀

💠BHEL
💠Container Corporation of India

⛴ 𝗢𝘁𝗵𝗲𝗿𝘀

💠Global Offshore Services Ltd

✍️Contribution - ✨Special 26 Students ✨

@anurag4568 @Purnimasingh199 @jyotiBangalore @rtrgiri @Paryan_Sharma @dhruv_dhrumil @milandeheavan @satishbanker @BNuthan

#Shipping #Defence #StockMarketindia 🧵2/8

🚢 𝐒𝐡𝐢𝐩 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬

⛴ 𝗦𝗵𝗶𝗽 𝗛𝘂𝗹𝗹 – 𝗕𝘂𝗹𝗸 𝗘𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁

💠Cochin Shipyard Ltd (CSL)
💠Garden Reach Shipbuilders & Engineers (GRSE)
💠L&T Shipbuilding Ltd (Subsidiary of L&T)
💠Mazagon Dock Shipbuilders Ltd (MDL)

⛴️ 𝗦𝗵𝗶𝗽 𝗛𝘂𝗹𝗹 – 𝗕𝗼𝘄 & 𝗦𝘁𝗲𝗿𝗻𝘀

💠Cochin Shipyard Ltd (CSL)
💠Garden Reach Shipbuilders & Engineers (GRSE)
💠L&T Shipbuilding Ltd (Subsidiary of L&T)
💠Mazagon Dock Shipbuilders Ltd (MDL)

⛴️ 𝗦𝗵𝗶𝗽 𝗛𝘂𝗹𝗹 – 𝗙𝗿𝗮𝗺𝗲𝘀 & 𝗽𝗹𝗮𝘁𝗶𝗻𝗴

💠Jindal Steel & Power Ltd
💠Lloyds Metals and Energy Ltd
💠JSW Steel Ltd
💠Tata Steel Ltd
💠Steel Authority of India Ltd (SAIL)

✍️𝐒𝐡𝐢𝐯𝐚𝐥𝐢𝐜 𝐏𝐨𝐰𝐞𝐫 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐋𝐢𝐦𝐢𝐭𝐞𝐝

Shivalic Power Control Limited from Haryana, is an ISO-certified high-quality electric panels (LT & HT) manufacturing company with 20 years of experience serving 1500+ clients globally in more than 15 countries.

💠𝗥𝗼𝗹𝗲 𝗼𝗳 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗮𝗹 𝗽𝗮𝗻𝗲𝗹𝘀

Electrical panels (distribution boards or breaker panels) plays crucial role to manage and distribute electrical power within the residential, commercial, and industrial settings.

Electrical panels used for Commercial Establishments, Industrial Power Management, Renewable Energy Integration, Emergency Power Systems. Residential Power Distribution, Smart Home Integration, Fire Safety Systems, Circuit Control and Protection etc

@Aditya_joshi12 @nikeshyadva @sovrennofficial @thefinvestor @Tanmay_31_ @VivekChadha1996 @investor_sr33 @ankitbahuguna84 @ChintanParikh10 @_Sandeep09

#Shivalicpower #SME 🔖𝐒𝐡𝐢𝐯𝐚𝐥𝐢𝐜 𝐏𝐨𝐰𝐞𝐫 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐄𝐥𝐞𝐜𝐭𝐫𝐢𝐜𝐚𝐥 𝐏𝐚𝐧𝐞𝐥𝐬

Shivalic Power Control Ltd manufactures and supplies high-quality electric panels (LT & HT) with customized solutions such as Smart Panels, PCC Panels, IMCC Panels, MCC Panels, DG synchronization panels, VFD Panels, Outdoor panels, Power Distribution Boards, Wall Mounted Distribution boards, and Automatic Power Factor Correction Panels etc

💠𝗘𝗱𝗴𝗲

Shivalic Power Control Ltd specializes in advanced designs to enable the production of Techno Modular Design - Fully Bolted Panels with Aluminium and Copper Bus Bar; that distinguishes from traditional welding panel manufacturers.

#Shivalic #SME

✍️𝐒𝐭𝐨𝐜𝐤 𝐜𝐫𝐢𝐬𝐢𝐬 𝐚𝐧𝐝 𝐅𝐫𝐚𝐦𝐢𝐧𝐠 𝐨𝐟 𝐨𝐩𝐢𝐧𝐢𝐨𝐧𝐬 & 𝐯𝐢𝐞𝐰𝐬

Whenever any crisis happens in any stock first consider 🔴SUBSTANCE OF DAMAGE🔴 and then start analysing the issue.

I mentioned my views in the past when the stock crisis has happened and I was reviewing my opinions and views and I am feeling good today.

More than Quantitative analysis I was inclined towards Qualitative analysis by factoring crisis and Negative shades (may be many people may not accept as it’s beyond fundamental analysis)

I don’t know my views are so strong but in most of the cases I have seen the success.

It was great learnings for me so let’s see the important cases I mentioned during my 3+ years of stock market journey;

🎯Adani & Hindenburg issues

During Adani and Hindenburg Crisis, all Adani Group stocks hammered too much in the history of Adani Group.

I was more optimistic that Adani Will come back as Adani is Too Big to Fail and mentioned to buy the stocks

Now all Adani Stocks gained more than losses during Hindenburg case and towards All Time highs 🚀

🎯Gensol & Zenith Hawala issues

During Gensol & Zenith Hawala issue, Stock fell so much and I clearly said Zenith is a passive investor and not into stock rigging like other penny stocks manipulated by Zenith Group and mentioned to buy the stocks

Now Gensol is towards All Time highs 🚀

🎯Polycab IT raids cases

During Polycab IT raids, when stock was hammering I mentioned as its good opportunity in a good company in trending theme of Cable business and mentioned to buy the stocks

Now Polycab is At All Time highs 🚀

🎯Dixon IT raids & ED cases

During Dixon IT raids, ED issues and money laundering due to Chines companies brands manufacturing stock fell so much and I was positive on Dixon as there are rumours and mentioned to buy the stocks

Now Dixon is at All Time Highs 🚀

🎯GR Infra bribing & CBI cases

There was allegations on GR Infra bribing and CBI has booked case against GR Infra and stock fell so much and went to consolidation.

I was positive on GR Infra business as Infra Theme is playing good and mentioned to buy the stocks

Now GR Infra is back to form 🚀

@ishmohit1 @Jagadeesh0203

#stockmarketcrash 🎯Zomato & Blinkit acquisition issue

Market was not positive on Zomato & Blinkit acquisition and stock hammered so much as market was in the opinion that one loss making company acquiring another loss making company

I was positive on Zomato Business and Blinkit Quick Commerce and I said its time to accumulate

Now Zomato made All Time Highs 🚀

🎯Coforge & Cignit acquisition issue

Market was not positive on Coforge & Cignit acquisition and stock tumbled to 10% but I was positive on Coforge Business and I said its time to accumulate

Now Coforge is towards All Time Highs 🚀

🎯CG Power acquisition by Murugappa group

CG Power business was in crisis and when Murugappa group acquired I felt it’s a good turnaround.

I couldn’t get a chance to buy the stock at lower levels and stock was continuously hitting upper circuits

Now CG Power at All Time Highs 🚀

🎯Minda & Pricol acquisition issue

When Minda Ind trying to acquire Pricol and increasing stake in Pricol, people worried about Pricol.

I was positive on both Pricol and Minda Industries businesses and EV theme play

Now Minda Ind & Pricol both made All Time Highs 🚀

@SnehaSSR @MrTalkStock @VikasgoelCeo

#stockmarketcrash

🧵1/4

🏛️𝐓𝐫𝐮𝐬𝐭 𝐅𝐢𝐧𝐭𝐞𝐜𝐡 𝐋𝐢𝐦𝐢𝐭𝐞𝐝

Trust Fintech Limited is a Nagpur based SaaS (software as a service) Product based company with asset light model.

With 25 years of experience in Fintech arena, their footprint extends beyond India, serving more than 200 customers across over 25 countries. This global reach demonstrates the adaptability and scalability of their solutions.

It provides Core Banking Software (CBS), IT Solutions, ERP Implementation and Customized Software Development Solutions, and Offshore IT services for the BFSI sector such as district central cooperative banks, urban cooperative banks, rural banks, commercial banks, credit cooperative societies, and NBFCs

🔖𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬

🏷️Core Banking Software (TrustBank CBS)

Core banking services includes all the bank transactions (UPI, RTGS, and NEFT etc) are posted in real time across all the branches in the ledger.

TrustBank CBS is the flagship product and it provides AI Based Core Banking Software solutions for small banks & Co-operative banks.

Trust Fintech helps small banks and co-operative banks for digital transformation through TrustBank CBS.

🏷️𝐌𝐢𝐜𝐫𝐨 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐌𝐢𝐜𝐫𝐨𝐅𝐢𝐧𝐒)

MicroFinS is a Cloud Based CBS for small & growing Co-operative Societies, Saccos, Credit Unions, and Microfinance Institutions.

🏷️𝐍𝐁𝐅𝐂𝐬 / 𝐋𝐨𝐚𝐧𝐬 (𝐓𝐫𝐮𝐬𝐭𝐋𝐎𝐒)

TrustLOS Solution empowers BFSI with an easy to use, web-based interface to facilitate the acquisition of Loan Applications.

🏷️𝐄𝐑𝐏 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬

They extends to implementing and customizing ERP (Enterprise Resource Planning) systems, ensuring seamless integration of various business processes within BFSI organizations.

🏷️𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬

It provides additional tools such as TrustFAB for accounting & billing system, TrustLOS for Loans, SoftGST for GST Compliance, SAP B1 for add-on solutions & support, ATM Reconciliation, and Anti Money Laundering etc.

🏷️𝐎𝐟𝐟𝐬𝐡𝐨𝐫𝐞 𝐈𝐓 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬

The company leverages its talent pool to provide IT support and services to clients in the BFSI sector, potentially offering cost-effective solutions.

✍️Dis:

For my learnings and sharing of business analysis

No buy or sell recommendations 👍

💐Thanks:

@preet2419 and @RajStockWatch for the key details you mentioned in your Tweets

@sovrennofficial for covering in Sovrenn

#Trustfintech #SME

————————————————

@ankitbahuguna84 @Aditya_joshi12 @nikeshyadva @ChintanParikh10 @AI_Feb21 @Finstor85 @Jagadeesh0203 @SnehaSSR @thefinvestor @ManishK46113331 @sahilbhadviya 🧵2/4

🔖𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐚𝐧𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬

Trust Fintech’s solutions, particularly mobile banking and loan origination software, can empower financial institutions to reach a wider audience, including those in underbanked or unbanked segments. This fosters financial inclusion, a key objective within the Indian financial landscape.

🏷️𝐒𝐜𝐨𝐩𝐞 𝐭𝐨 𝐬𝐞𝐫𝐯𝐞 𝐍𝐁𝐅𝐂𝐬

Company can grow by starting development of CBS tailor-made software solutions for NBFCs. As per the RHP, RBI has mandated all NBFCs to implement CBS by 30th Sept 2025.

🏷️𝐒𝐜𝐨𝐩𝐞 𝐭𝐨 𝐬𝐞𝐫𝐯𝐞 𝐬𝐦𝐚𝐥𝐥 𝐛𝐚𝐧𝐤𝐬

Trust Fintech mainly help Tier-2, Tier-3 and Tier-4 banks which resist to afford expensive software solutions to upgrade their digital services.

🏷️𝐒𝐜𝐨𝐩𝐞 𝐭𝐨 𝐬𝐞𝐫𝐯𝐞 𝐥𝐚𝐫𝐠𝐞 𝐛𝐚𝐧𝐤𝐬

They have API integration and adopters for large banks and provided solution (CKYC, GST, TDS etc) to multiple commercial banks.

They developed PFMS software in which the commercial bank can send money to infinite number of beneficiaries with one click. They are also coming with reporting system.

Their customers include Canara bank, Bank of Maharashtra, Bank of India, Bank of Baroda, Cosmos bank etc

🏷️𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭 𝐫𝐞𝐭𝐚𝐢𝐧𝐬

The tenure of Contracts is mainly 5 years and are extendable with appropriate services by the company with 4-5% price increment every year of renewal.

🔖𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧𝐬

🏷️𝐆𝐥𝐨𝐛𝐚𝐥 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧

Company currently present in 25 Countries and serving more than 200 customers. They are present in Asian content (Sri Lanka and Nepal), African content (Gambia, Ghana, Liberia, Nigeria, Tanzania, Zimbabwe), and South America

Company providing solution in Africa and recently entered Canada and USA.

The primary business could be slow to grow since most small banks and credit societies are already digital with many small software companies.

Management is confident to turn the company into a successful Fintech enterprise with modern software which can get new business in USA and with NBFC focus.

🏷️𝐎𝐫𝐝𝐞𝐫 𝐛𝐨𝐨𝐤 𝐟𝐫𝐨𝐦 𝐔𝐒𝐀

Company won an order of $1.5 Million USD from USA bank. Out of $750K for the installation of software so there will be no further expense over it and it will contribute to bottom line numbers with improved margins (30-40%)

🏷️𝐋𝐨𝐜𝐚𝐥 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧

They are planning to increase the work force to 600 people with office space of 80000 Square feet land for building new premises.

They are planning to upgrade IT Products and digital infrastructure to cater more customers and they are developing Universal Digital Reconciliation System.

In next 6 months they will have Universal Digital Reconciliation System module which can integrate and reconcile any transaction in any CBS.

🏷️𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬

Collaboration with other Fintech players, financial institutions, and technology companies can unlock new opportunities and accelerate Trust Fintech’s growth

#Trustfintech

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 𝐒𝐭𝐨𝐜𝐤𝐬

🤝Collaboration: @Jagadeesh0203

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫

A data center is an IT infrastructure for storing and managing the data associated with the applications and services.

🔖𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐅𝐨𝐜𝐮𝐬

The government of India is focusing stable data center infrastructure to ensure uninterrupted internet access, data security, and cloud computing.

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞𝐬

🏷️Listed Private Players

💠Adani Enterprises Ltd
💠Bharathi Airtel Ltd
💠Tata Communications Ltd

🏷️Listed PSU Players

💠ITI Ltd
💠Railtel Ltd

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐈𝐓 𝐈𝐧𝐟𝐫𝐚

🏷️Servers & computers

💠Netweb Technologies India Ltd
💠Redington India Ltd (suppliers)

🏷️Storage systems

💠Netweb Technologies India Ltd
💠Redington India Ltd (suppliers)

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐈𝐧𝐟𝐫𝐚

🏷️Fiber Networks

💠ADC India Communications Ltd
💠Black Box Ltd

🏷️Others

💠Tejas Networks Ltd

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐌𝐞𝐜𝐡𝐚𝐧𝐢𝐜𝐚𝐥 𝐈𝐧𝐟𝐫𝐚

🏷️Rack cabinets

💠Black Box Ltd
💠Craftsman automation Ltd
💠Schneider Electric Infrastructure Ltd

🏷️Cooling systems

💠Blue star Ltd
💠Voltas Ltd
💠Schneider Electric Infrastructure Ltd

🏷️Chillers

💠Ingersol Rand India Ltd
💠Kirloskar Pneumatic company Ltd

🏷️Heat Exchangers

💠GMM PFaudlers Ltd
💠Thermax India Ltd

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐄𝐥𝐞𝐜𝐭𝐫𝐢𝐜𝐚𝐥 𝐢𝐧𝐟𝐫𝐚

🏷️High voltage cables

💠Apar Industries Ltd
💠KEI Industries Ltd
💠Polycab India Ltd

🏷️Switches & switchgears

💠ABB India Ltd
💠RMC Switchgears Ltd
💠Siemens India Ltd

🏷️Batteries

💠HBL Power Systems Ltd

🏷️UPS systems

💠Genus Power Infrastructure Ltd
💠Marine Electrical India Ltd

🏷️Generators

💠Cummins India Ltd
💠Kirloskar Oil Engines Limited

🏷️Motors

💠ABB India Ltd
💠Siemens India Ltd

🔖 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐏𝐨𝐰𝐞𝐫 𝐢𝐧𝐟𝐫𝐚

🏷️LV / MV Substations

💠ABB India Ltd
💠GE & TD Ltd
💠Siemens India Ltd

🏷️LV / MV Transformers

💠Schneider Electric Infra Ltd
💠Voltamp Transformers Ltd

🏷️Grid Automation

💠Hitachi Energy India Ltd

🏷️ESS

💠Exicom Tele-systems Ltd
💠JSW Energy Ltd

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐈𝐧𝐟𝐫𝐚

🏷️Biometric access controls

💠Siemens India Ltd

🏷️Fire detection & suppression systems

💠Honeywell Automation India Ltd
💠Siemens India Ltd

🔖 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐄𝐏𝐂

💠Aurinopro solutions Ltd
💠Larson & Toubro Ltd
💠Sterling & Wilson Ltd
💠Techno Electric & Engineering Ltd

🔖𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐈𝐧𝐟𝐫𝐚 𝐩𝐥𝐚𝐲𝐞𝐫𝐬

💠Anant Raj Ltd
💠Ahluwalia contracts India Ltd

🔖 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐫𝐞 – 𝐎𝐭𝐡𝐞𝐫𝐬 (𝐌𝐢𝐧𝐨𝐫)

💠Nirmitee Robotics India Ltd
💠Silicon Rental Solutions Ltd

✍️Note:

Folks who copy this tweet, you can give credits atleast 🙏🏻

✍️Note:

I tried my best to mention the stocks names, if you come across any stocks names, please mention to update the list

✍️Note:

I try to mention the stock names in the value chain of Data centres for understanding purpose

It is most important to choose the stock that has major role in Data centres value chain.

✍️Note:

Please do your own research and check the valuations of any stock before making any investment decisions.

@sahilbhadviya @SnehaSSR @amitabhvatsya @RupakRoyC @caniravkaria @pngstockadvisor @thefinvestor @ArindamPramnk @AI_Feb21 @Finstor85

#Datacenters

🏛️Business analysis of Hitachi Energy Ltd

🤝Collaboration: @Jagadeesh0203

Hitachi Energy, Bridging between Power Generation and Power Consumption.

Proxy play for Power, Renewable Energy (solar & wind), Railways, EV charging, Data Canters and Cybersecurity, semiconductors, Industrial IOT platforms (Energy connect)

🏛️Hitachi Energy India Ltd

Hitachi Energy India Ltd; formerly known as ABB Power Products and Systems India Ltd. was formed as a Joint Venture between Hitachi and ABB's Power Grids in 2019 in Bengaluru

🔖Manufacturing Facilities

The Co. has 19 manufacturing units located in Mysore, Bangalore, and Maneja. It also has 17 sales offices located across the country.

🔖Business Verticals

💠Grid Automation

Grid automation technology includes Smart power distribution solutions to improve operational efficiency and the quality of the power network and safety for the personnel.

Hitachi Energy has strong comprehensive portfolio of solution for Grid Automation hardware, software and services to connect the energy system including generation, transmission distribution, industries, transportation and infrastructure sectors.

Hitachi Energy's Grid Automation business unit supports 50% of the top 250 global electric utilities.

💠Grid Integration

Grid integration is the process of developing efficient ways to deliver variable renewable energy (RE) to the power grid.

Hitachi Energy's Grid Integration business unit has delivered more than 4,000 projects over the last 15 years.

In the grid value chain, it provides wide range of transmission and substation applications such as HVDC products (High voltage direct current 50% market share), FACTS (flexible alternating current transmission system).

💠High voltage products

Hitachi Energy is a leader in high-voltage technology power products.

They offers power quality products such as battery energy storage, instrument transformers, eco-efficient switchgears (hybrid & integrated), circuit-breakers (digital generator circuit-breakers), disconnectors, flexible smart grids, surge arresters, and high-voltage services.

💠Power transformers

Hitachi Energy is a leader in high-voltage technology transformers.

It offers complete range of power transformers (Electricity), traction transformers (Railways), digital sensors and transformer services

They have global sales of network in 100 countries to serve the industries like power generation & transmission, oil & gas and metals & mining sector.

#Hitachienergy 🔖Business Services

Power Technology and Power Consulting solutions for key segments such as renewable energy, power transmission & distribution, e-transportation solutions and serves industries such as cement, glass, chemicals, metals, mining, oil and gas, Hydrogen etc.

💠Power transmission

In the power value chain, Hitachi Energy has its role in power transformers, substations package, and other power equipment such switch gears, insulators, capacitors, cable accessories etc

Company's Greenfield manufacturing facility for High Voltage Power Quality products was inaugurated in Karnataka (2022)

Advanced power system factory specializing in HVDC systems, STATCOM, and MACH control and protection system was launched in Chennai (2023)

💠Renew bale Energy

More than 800 power projects connect renewable energy sources for the grid and hold 75% stake

It introduced rooftop solar for the electrification of four project site offices and added 938kW of permanent solar panel installations at its largest manufacturing location.

💠Railways

It provides Electrical Charging Traction Transformers to Railways

It provides Traction Transformers to most of the Shatabdi and Rajadhani trains

💠Metro

9 out of 10 Metro stations uses Hitachi Energy Technologies

Hitachi Energy installed end-to-end power solutions for Delhi Metro and SCADA (Supervisory Control and Data Acquisition) to monitor and control the power network (in 2015)

💠Data Centres

Provides grind integration services to most of the Data centres

Doubling the capacity expansion to serve the data centres needs

💠EV charging

Company signed MOU for TOSA electric-bus flash-charging technology with Ashok Leyland (2020)

💠Other areas

It provides Grid and Power Quality solutions such as offshore wind connections, and Semiconductors.

Diwali stocks Recommendations by various securities (November 2023)

Collaboration: @Jagadeesh0203

🏷️Axis Securities Diwali Picks (2023 November)

🪔TVS Motors
🪔HDFC Bank
🪔SBI Life Insurance
🪔KPIT Technology
🪔Bharti Airtel
🪔Jyothy Labs
🪔Astral Ltd
🪔APL Apollo Tubes
🪔Ahluwalia Contracts

🏷️HDFC Securities Diwali Picks

🪔Equitas Small Finance Bank
🪔Gujarat Alkalies & Chemicals
🪔Dr Roddy’s Labs
🪔United Spirits
🪔GAIL Ind
🪔Godrej Industries
🪔Grasim Industries
🪔Reliance Ind
🪔Indian Oil Corporation
🪔Kalpataru Projects Int Ltd

🏷️SBI Securities Diwali Picks

🪔Maruthi Suzuki
🪔ICICI Bank
🪔Mrs Bector Foods
🪔Kalyan Jewelleries
🪔Poly Cab Ind
🪔Good Luck India
🪔Ultra Tech Cement
🪔Kolte Patil Developers
🪔Praj Industries
🪔Titagar Rail

🏷️IDBI Capital Diwali Picks

🪔Union Bank of India
🪔Birla Soft
🪔Kajaria Ceramics
🪔Macrotech Developers
🪔Tata Power

🏷️Share Khan Diwali Picks

🪔Tata Motors
🪔Bharat Forge
🪔Bank of India
🪔Indus Ind Bank
🪔DLF
🪔Birla Soft
🪔BSE Ind
🪔Sanofi Ind
🪔Gokaldas Exports
🪔Garware Hi-Tech Films
🪔Kirloskar Oil Engines
🪔Larson & Toubro
🪔Kolte Patil Developers
🪔Hindustan Aeronautics
🪔Wonderla Holidays

🏷️Motilal Oswal Diwali Picks

🪔Tata Motors
🪔Maruthi Suzuki
🪔Vedant Fashion
🪔Titan Company
🪔Asian Paints

🏷️Angel One Diwali Picks

🪔Bikaji Foods
🪔Titan
🪔Kalyan Jewellers
🪔Vedant Fashion
🪔Indian Hotels Company
🪔Indigo Aviation

🏷️Anand Rathi Diwali Picks

🪔TVS Motors
🪔Mahindra & Mahindra
🪔IDFC First Bank
🪔DLF
🪔Syrma SGS
🪔MTAR Tech

🏷️JM Financials Diwali Picks

🪔Tata Motors
🪔ICICI Bank
🪔Bajaj Finance
🪔Canara Bank
🪔TCS
🪔DLF
🪔Larson & Toubro
🪔GAIL Ind
🪔NTPC
🪔Coal India

🏷️Chola Mandalam Securities Diwali Picks

🪔JBM Auto
🪔Axis Bank
🪔DLF
🪔Godrej Properties
🪔Power Grid

🏷️Geojit Diwali Picks

🪔Amara Raja Energy & Mobility
🪔HDFC Bank
🪔PI Industries
🪔TTK Prestige
🪔Biocon
🪔Asian Paints
🪔Crompton & Greaves
🪔Zee Entertainment
🪔PVR Inox
🪔Reliance Ind

🏷️Groww Diwali Picks

🪔Bajaj Finance
🪔Vedant Fashion
🪔VIP Ind
🪔Whirlpool Ind
🪔Asian Paints

🏷️Nirmal Bang Diwali Picks

🪔Five star Business Finance
🪔Fusion Micro Finance
🪔SRF Ltd
🪔Archean Chemical Ind
🪔Vishnu Chemicals
🪔Sai Silks (Kala Mandir)
🪔Venus Pipes & Tubes
🪔Sanghvi Movers
🪔Elecon Engineering
🪔Vishnu Prakash R Pungalia

🏷️Prabhudas Liladhar Diwali Picks

🪔Tata Motors
🪔Ashoka Leyland
🪔Exide Ind
🪔CDSL
🪔SRF
🪔BHEL
🪔Tata Power
🪔Larson & Toubro

🏷️ACMIL Diwali Picks

🪔Minda Corporation
🪔Caplin Point Labs
🪔United Spirits
🪔ABB Ind
🪔Dixon Tech
🪔Timken India
🪔Triveni Engineering
🪔ISEG Heavy Engineering

🏷️Ajmera X-Change Diwali Picks

🪔TVS Motors
🪔HDFC Bank
🪔Muthoot Finance
🪔Infosys
🪔Marico
🪔United Spirits
🪔Havells India
🪔Hindalco
🪔IOC
🪔Reliance Ind

🏷️Zee Business Experts Diwali Picks

🪔Paytm
🪔Airtel
🪔Railtel
🪔Cipla
🪔Tilaknagar Ind
🪔Trent
🪔APL Apollo
🪔Grindwell Norton
🪔Ramco Cements
🪔Kirloskar oil Engines
🪔Coal Ind
🪔Reliance Ind

Credits: @LearningEleven

————

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