Sectors to Focus – Decadal Themes (Capex Upto 2030) 💰💰💰
🤝Collaboration: @Jagadeesh0203
As per MOFS, the sectors with major capex and the key beneficiary players are as follows;
🏷️Green Energy (Capex – 22 TN Rs)
🟣ABB
🟣Cummins Ind
🟣Genus Power
🟣Hitachi Energy
🟣NTPC
🟣Praj Industries
🟣Siemens
🟣Tata Power
🟣Thermax
🏷️Railways (Capex – 16.9 TN Rs)
🟣ABB
🟣CG Power
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣RVNL
🟣TD Power
🟣Titagarh Wagons
🟣Jupiter Wagons
🏷️Power Transmi (Capex – 2.4 TN Rs)
🟣ABB
🟣Bharat Bijlee
🟣CG Power
🟣GE T&D
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣Siemens
🟣TRIL
🟣Voltamp
🏷️Water Theme (Capex – 2.2 TN Rs)
🟣KEC
🟣KNR
🟣Kalpataru
🟣L&T
🟣NCC
🟣PNC Infra
🟣Va Tech
🏷️Defense Theme (Capex – 2.0 TN Rs)
🟣BDL
🟣BEL
🟣BEML
🟣Bharat Forge
🟣Data Patterns
🟣Garden Reach ship
🟣HAL
🟣L&T
🟣Mazagaon Dock
🟣MTAR
🏷️PLI Led Capex (Capex – 2.0 TN Rs)
🟣ABB
🟣Amber
🟣Dixon
🟣Isgec Heavy
🟣KEC
🟣Kalpataru
🟣L&T
🟣PG Electroplast
🟣Siemens
🟣Thermax
🏷️Data Centres (Capex – 415 BN Rs)
🟣ABB
🟣Amber
🟣Blue star
🟣Cummins India
🟣Hitachi Energy
🟣KEC
🟣KOEL
🟣Kalpataru
🟣L&T
🟣Schneider
🟣Siemens
🟣Voltas
🏷️Common Key Players
The common key beneficiaries among the above mentioned Sectors are as follows:
🟢ABB
🟢CG Power
🟢Cummins Ind
🟢Hitachi Energy
🟢KEC
🟢Kalpataru
🟢L&T
🟢Siemens
🟢Thermax
📚Source: MOFSL
—————————
@VikasgoelCeo @ishmohit1 @Sharad9Dubey @MohiniWealth @AimInvestments @sahilbhadviya @LearningEleven @ArindamPramnk @MrTalkStock @ankitbahuguna84 @pankajladha_ @gaurav28jain @Panks_Arora @KommawarSwapnil @cavarunagl @sabarish091282 @BeatTheStreet10 @pngstockadvisor @IPOACADEMY01 @SnehaSSR @equialpha @EquityFraise @STOCKBAGGER1 @WealthEnrich @Curious_Shubh @T_Investor_ @vivbajaj @DeskTijori @TradeBrainsGrp @ProfitPunch @bullish_india @SejalSud @dhirendra_vr @suru27 @themukulagrawal @Moneypurseadv @ValueEducator @Stocktwits @StocktwitsIndia