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Amber To Dixon: Motilal Oswal Lists Six Stocks To Buy In EMS Pack — Full List Inside
Motilal Oswal believes that EMS industry is poised to maintain its uptrend.
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comeback - MSN
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comebackMSN
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comeback - Moneycontrol.com
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comebackMoneycontrol.com
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.
Why BofA takes a contrarian call cutting India’s earnings estimates for second time in a row?
All other EMs are offering much better growth than India, and at cheaper valuations as well, says Amish Shah, head of India research at BofA Global Research
JPMorgan recommends this stock to play the EMS theme and its not Dixon Tech
Barring Dixon, JPMorgan expects every stock within this sector to deliver 20% revenue growth over financial year 2026-2028.
Enviro Infra Engineers shares gain 10% after winning order worth ₹411 crore in Bihar
Stocks like Enviro Infra, Shakti Pumps, EMS, and their peers have been in focus since Wednesday, after the Union Cabinet extended the duration of the Jal Jeevan Mission till 2028, and also increased the allocation towards the scheme.
Explained — How the US-Iran war in West Asia can impact the auto and EMS companies
Shares of Syrma SGS are down up to 8%, while those of Dixon Tech are at a multi-year low, falling below the ₹10,000 per share mark yet again with today's 3.5% fall.
EMS sector at risk amid memory price surge; CLSA cuts Dixon Tech to Hold
CLSA downgraded Dixon Technologies to 'Hold' from 'Outperform', cutting its target price to ₹12,100 from ₹15,880 per share
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.
Dixon Technologies: Moving beyond assembly to deep electronics manufacturing
Component localization and new growth engines position Dixon for the next phase of EMS opportuni-ty
Weekly Tactical Pick: Does the correction in this EMS stock open up an opportunity?
Margin concerns trigger sell-off, but cooling demand recovery and electronics momentum keep the structural story intact