Daily Brief Thematic (Sector/Industry): Thematic Report: India’s Nuclear Power Boom: A 2.7x Growth Story and more

• India’s nuclear power capacity is projected to surge 2.7 times by 2031, reaching 22.3 GW and creating a lucrative investment landscape. 
• This expansion will unlock opportunities for companies like Bharat Heavy Electricals (BHEL IN), Walchandnagar Industries (WI IN), and Hindustan Construction Co (HCC IN) in manufacturing, construction, and auxiliary services. 
• The rollout of 50 Bharat Small Reactors (BSRs) presents a particularly enticing prospect with a projected investment of Rs. 2,00,000 Crore.

• Stocks climbed Monday to kick off a holiday-shortened week, buoyed by strong gains in technology
• Trading remained light and is expected to stay muted with early closure Tuesday and markets closed Christmas Day.
• Honda Motor plans to conduct a large-scale share buyback of up to ¥1.1 trillion (24% of issued shares) over the next one year.

• OCBC lowers SingPost fair value following departures of CEO and CFO, indicating concerns about company’s leadership stability.
• DBS supports CDLHT’s expansion into long-stay lodging by acquiring Liverpool PBSA, highlighting growth potential in this sector.
• DBS applauds OUE REIT’s sale of Shanghai property, considering it a strategic move to optimize portfolio and maximize returns.

• Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competition
• Analysis of the potential impact of custom ASICs on Nvidia’s market dominance and revenue growth
• Consideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.

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• Karnataka’s proposed mineral tax will significantly impact iron ore miners and the steel industry, potentially raising production costs and impacting profitability. 
• Larsen & Toubro’s (L&T) recent ₹10,000 crore order for K9 Vajra-T artillery platforms signifies the company’s strength in the defense sector. 
• Waaree Energies (0656504D IN) is accelerating India’s renewable energy goals with strategic investments in electrolyzer, lithium-ion storage, and inverter solutions.