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Avalon Technologies Gets Bullish Initiation From Nomura — Check Target Price
Nomura expects trends such as nearshoring, clean energy and battery energy storage systems to create meaningful opportunities for outsourced industrial EMS companies.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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.