Spot government spending trends to position your portfolio: Gurmeet Chadha

 10 Jul 2025 08:11 AM

Gurmeet Chadha of Complete Circle Consultants suggests aligning investment portfolios with government spending trends, particularly in electronics and defense, which have benefited companies like Dixon and Kaynes. Despite geopolitical issues and FII selling, the market shows resilience. Chadha advises resetting return expectations to 10-12%, focusing on sectors like banking, consumption, and chemicals.

Shrinking profit margins unwind popular ‘Make in India’ trade in electronics

 03 Jul 2025 12:01 PM

Investor confidence in India's electronics manufacturing sector is waning after a period of rapid growth. Shrinking margins, slowing growth, and rich valuations are contributing to the decline. Shares of key players like Dixon Technologies and Kaynes Technology have significantly underperformed, signaling a turning point for the "Make in India" trade.

EMS has huge growth prospects for next five years; 5 direct & ancillary plays to bet on: Narendra Solanki

 01 Jul 2025 08:11 AM

India's Electronic Manufacturing Services (EMS) sector is set for substantial growth, driven by increasing consumption and government support. Narendra Solanki highlights companies like Kaynes, Dixon Technologies, and CG Power as direct plays, with PG Electroplast and Epack Durable as ancillary options. While margins are currently low, a shift towards high-margin products is expected in the coming years, justifying current valuations.

Kaynes & Avalon Poised for Strong CAGR Through FY27 on Scale; Motilal Oswal sees over 20% upside each

 28 Jun 2025 11:32 AM

India's Electronics Manufacturing Services sector is experiencing rapid expansion, fueled by strong orders and increasing global relevance. Government initiatives and rising domestic demand across sectors like EVs and infrastructure are key drivers. Companies are scaling up operations, supported by export growth and improved margins. Kaynes Technologies and Avalon Technologies are highlighted as promising investments, with significant growth projections.

Kaynes Technology shares surge 4% as QIP launch aims to raise ₹1,600 crore

 20 Jun 2025 09:52 AM

Kaynes Technology's shares rose 4% after launching a QIP to raise up to ₹1,600 crore. The company aims for ₹4,525 crore revenue in FY26, backed by a strong order book and export growth opportunities in aerospace and automotive sectors.

Kaynes Technology shares rise 4% after launching Rs 1,600-crore QIP

 20 Jun 2025 08:13 AM

Kaynes Technology's shares saw an initial rise following the launch of its QIP issue aiming to raise ₹1,600 crore, with a floor price set at ₹5,625.75 per share. The company anticipates strong revenue growth and improved EBITDA margins, driven by exports and new orders from US and European companies. Despite positive projections, the stock closed lower, reflecting year-to-date declines.

Kaynes Technology shares in focus after launching Rs 1,600-crore QIP

 20 Jun 2025 08:13 AM

Kaynes Technology initiated a QIP to raise up to ₹1,600 crore, setting a floor price of ₹5,625.75 per share. The company projects revenue of ₹4,525 crore for FY26, driven by export growth and contributions from its OSAT and PCB divisions. Additionally, Kaynes acquired production lines from Fujitsu to enhance its power module capabilities.

These 4 F&O stocks saw a high increase in futures open interest

 18 Jun 2025 12:07 PM

On June 17, the NSE F&O pack experienced a significant rise in futures open interest across four stocks. Kaynes Technology India led with a 37.29% increase, followed by Piramal Pharma, Biocon, and Hindustan Zinc. This surge indicates a substantial growth in active futures contracts, reflecting increased market participation and position expansion.

Stock Picks: Sagar Doshi suggests Kaynes Technology, Mahanagar Gas, Hero MotoCorp shares to buy today - 18 June

 18 Jun 2025 10:00 AM

Stock Picks: Sagar Doshi of Nuvama Professional Clients Group recommends these three stocks today - Kaynes Technology, Mahanagar Gas, and Hero MotoCorp shares. 

These 6 F&O stocks saw a high increase in futures open interest

 17 Jun 2025 11:29 AM

On June 16, futures open interest saw a significant rise in seven stocks within the NSE F&O segment. The total open interest increased by over 7% compared to the previous trading session. Kaynes Technology India, Oil & Natural Gas Corporation, and Max Financial Services experienced substantial gains.