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MYSTERIOUS: Cg power - What They Never Told You

Hitachi Energy, GE Vernova, Siemens rise up to 6% as Nomura calls recent correction an ‘overreaction’. 4 reasons why

Indian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an "overreaction." Nomura highlighted that Chinese firms, granted a two-year tender exemption, historically secured minimal market share. They also noted capacity constraints among these firms, suggesting the exemption is a temporary measure, not…

The Economic Times

Ahead of Market: 10 things that will decide stock market action on Monday

Indian stock markets surged on Friday, with Sensex and Nifty posting gains exceeding 0.3%. This upward trend was fueled by a calmer Middle East situation, reduced expectations of US Federal Reserve rate hikes, and positive domestic factors like the India-Japan Summit and IT sector recovery.

The Economic Times

CG Power targets 16 million chips a day as India ships first semiconductors: Executive VC

India's semiconductor sector is rapidly advancing, with CG Power dispatching its first chips from Sanand, marking a significant step towards global competitiveness. The company aims to produce 16 million chips daily within two years, supported by a joint venture with Japanese and Thai partners. This development signifies India's growing presence…

The Economic Times

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India's hidden semiconductor advantage: What's next in the chip journey?

As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positioned to evolve from a global chip design hub into a full-stack semiconductor ecosystem. However, it cautions that execution challenges remain and maintains a cautious stance on select semiconductor-related stocks.

The Economic Times

Banking, capital goods and midcaps seen driving market's next rally: Ashish Chaturmohta

Indian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufacturing. Ashish Chaturmohta highlights banking, capital goods, and manufacturing stocks as key drivers, with midcaps and smallcaps expected to outperform. Promising themes include EMS, defence, and contract drug manufacturing, with specific stock…

The Economic Times

CG Power's growth momentum strong, but valuation comfort missing: Sandip Sabharwal

CG Power expands its switchgear production, signaling strong demand in the power equipment sector. However, market expert Sandip Sabharwal warns that valuations for companies like CG Power, Hitachi Energy, and GE Vernova have surged significantly. He advises existing investors to hold but suggests new investors wait for corrections. Wockhardt's Zaynich…

The Economic Times

Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?

Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating HVDC adoption as key growth drivers. The firm issued 'Buy' ratings on Hitachi Energy India, GE Vernova T&D India, and CG Power and Industrial Solutions, with a 'Neutral' call on Siemens Energy, citing…

The Economic Times

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AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?

India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in companies linked to data centre infrastructure, power, and hardware, with analysts suggesting the rally has further room to run.

The Economic Times

Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunity

India's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura. The brokerage sees strong opportunities for industrial equipment makers supplying critical infrastructure, with GE Vernova T&D India and CG Power emerging as key beneficiaries of expanding data centre investments…

The Economic Times

BSE 100 rejig: Paytm, Ashok Leyland and CG Power enter index; Adani Group-owned Ambuja, 2 more exit

Paytm, Ashok Leyland, and CG Power were added to the BSE 100, replacing Ambuja Cements, Tube Investments, and Colgate-Palmolive, effective today. TVS Motor entered the BSE Sensex 50, dislodging Adani Enterprises.

The Economic Times

India Ready To Rev Up Chipmaking, Industry Pioneer Says

When Prime Minister Narendra Modi declared India's "late entry" into the global semiconductor race, he pinned hopes on pioneers such as Vellayan Subbiah to create a chip innovation hub.

International Business Times

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