External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Looking at the government and private capex spending plans, Hitachi Energy India (HEI) seems to be one of the biggest beneficiaries of a large surge in power sector capex due to EVs, metro/high-speed rails, etc</li><li>HEI is one of the top technical players in the electrical engineering space having four business units namely, grid automation, grid integration, high voltage products and transformers</li><li>Its revenue is expected to expand through (1) grid automation and modernisation (2) rail electrification (3) expansion in the metro network (4) rise of e-mobility and (5) hyper growth in data centres</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Looking at the government and private capex spending plans, Hitachi Energy India (HEI) seems to be one of the biggest beneficiaries of a large surge in power sector capex due to EVs, metro/high-speed rails, etcHEI is one of the top technical players in the electrical engineering space having four business units namely, grid automation, grid integration, high voltage products and transformersIts revenue is expected to expand through (1) grid automation and modernisation (2) rail electrification (3) expansion in the metro network (4) rise of e-mobility and (5) hyper growth in data centresContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hitachi Energy (Initiating Coverage): Building on electrification. ADD