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Sohum Asset CIO stays positive on telecom, renewables and data centres
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CNBC TV18 - Markets 30d ago

Sohum Asset CIO stays positive on telecom, renewables and data centres

Sanjay Parekh of Sohum Asset Managers sees potential in CarTrade Tech, large private banks and select infrastructure plays. While he remains constructive on India's manufacturing story, he believes valuations in the EMS sector are demanding and warrant caution. He also sees value-unlocking potential from Vedanta's demerger.

CARTRADEEMSLIMITEDESGHPTLMAHKTECHMAKEINDIASELECTIPOTECHVALUEVEDLZTECHConsumer ServicesFinancial Services
Buzzing Stocks: Manappuram, KEI, Jindal Stainless fall post-Q4 results; EMS jumps 6% on order win
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Moneycontrol NaNd ago

Buzzing Stocks: Manappuram, KEI, Jindal Stainless fall post-Q4 results; EMS jumps 6% on order win

EMS share price gained 6 percent after company secured a new order worth ₹143.79 crore from Uttar Pradesh Jal Nigam, Varanasi.

EMSLIMITEDJSLKEIMANAPPURAMWEWINCapital GoodsFinancial Services
Stocks to Watch Today: Creative Newtech, HG Infra, Merritronix, EMS, Alembic Pharma, Adani Enterprises, Adani Energy in focus on 08 June
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Moneycontrol NaNd ago

Stocks to Watch Today: Creative Newtech, HG Infra, Merritronix, EMS, Alembic Pharma, Adani Enterprises, Adani Energy in focus on 08 June

Stocks to Watch, 08 Jun: Stocks like Creative Newtech, HG Infra, Merritronix, EMS, Alembic Pharma, Adani Enterprises, and Adani Energy Solutios will aso be in focus on June 8.

ADANIENSOLADANIENTADANIGREENALEMBICLTDCNLEMSLIMITEDENERGYFOCUSGKENERGYINFRAKPELConstructionConsumer Durables