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Deven Choksey prefers mid-tier IT, Mumbai luxury real estate
Deven Choksey, MD, DRChoksey Finserv, prefers mid-tier IT companies for their potential to deliver 15-20% growth over the next three years, outperforming larger peers. In real estate, he favours select luxury and ultra-luxury developers, especially Mumbai-focused players with stronger realisations and higher revenue per square foot. While he remains positive on the long-term prospects of EMS companies due to strong order inflows and expansion plans, he advises caution because of elevated valuations and recommends investing only in select companies with reasonable earnings multiples. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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.
Kaynes Tech Management Names One Segment Causing All The Cash Flow Concerns
Narayanaswamy went on to explain that the metering acquisition was designed to migrate Kaynes from an EMS supplier to a product company.
Moody’s says India ranks among most resilient EMs to weather global shocks. Here’s why
Moody's highlights India's strong market resilience against global shocks, attributing it to stable monetary policy, anchored inflation expectations, and adjustable exchange rates. The firm notes India's limited credit spread widening and contained currency depreciation, distinguishing it from more vulnerable emerging markets. While debt levels are a constraint, India's reforms and buffers position it well for future shocks.
Subex wins multi-year deal from a leading North African Telecom operator
The Operator, who is part of the largest multi-country telecom group selected Subex for its flexible, governance-first EAM approach, which integrates seamlessly with Enterprise Resource Planning (ERP), Geographic Information System (GIS), and Network Management System / Element Management System (NMS/EMS) systems. Powered by Subex HyperSense, the solution enables centralized 360 asset visibility, Fixed Asset Registry (FAR) reconciliation and workflow automation.
Stocks to Watch Today: Orchid Pharma, HCL Tech, EMS, Silver Touch, Knack Packaging, Ganesh Infraworld, IdeaForge, Embassy Developments in focus on 8 July
Stocks to Watch, 8 July: Stocks like Embassy Developments, InterGlobe Aviation, SpiceJet, Ganesh Infraworld, IdeaForge Technology, HCL Technologies, Silver Touch Technologies, EMS, 3i Infotech, Restaurant Brands Asia, IOL Chemicals and Pharmaceuticals, Cochin Shipyard, and Knack Packaging will be in focus on July 8.
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.
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.
Buzzing Stocks: EMS, Creative Newtech rally on order wins; ZEE gains ahead of board meeting
Shares of EMS added 13 percent after company received the lowest bidder (L-1) status awarded by UP Jal Nigam (Urban), Varanasi for construction work. The estimated order value is approximately Rs 102.8 crore.