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positive
Moneycontrol NaNd ago
Weekly Tactical Pick: What’s the underlying power of this energy exchange?
Strong volume momentum, diversified growth engines, and easing valuations position the stock for re-rating despite regulatory overhang
DPELENERGYGKENERGYGVPILIEXKPELMOMENTUMCapital GoodsConstruction
positive
Moneycontrol NaNd ago
Suzlon is making a timely transition to full stack business model
Improving cost competitiveness of solar and battery energy storage systems pose risks to growth of wind power sector
BGRENERGYDPELENERGYGKENERGYGVPILKPELRSYSTEMSSMARTENSOLARINDSSUZLONSWELECTESTDPOWERSYSUTLSOLARCapital GoodsChemicals
positive
Moneycontrol NaNd ago
Power push recharges growth visibility for Hitachi Energy
Strong execution, record order book, and capacity expansion keep growth momentum intact
DPELENERGYGKENERGYGVPILKPELMOMENTUMPOWERINDIACapital GoodsConstruction
positive
Moneycontrol NaNd ago
Hitachi Energy, GE Vernova T&D, CG Power stocks rally as Citi initiates with bullish calls on transmission boom
Citi cited estimates from BloombergNEF that global transmission and distribution capex could reach about $15 trillion between 2025 and 2050, and that India is uniquely positioned to benefit from this trend. It said that transmission infrastructure is emerging as a key bottleneck in the global energy transition.
DPELENERGYGKENERGYGLOBALGVPILGVT&DKPELOMPOWERPOWERINDIACapital GoodsConstruction