JM Financial prefers Siemens over ABB India, given relatively stronger ordering trends and scope for margin improvement in FY27.
Equirus Securities reports Indian equities have eased from peak valuations after a market correction, narrowing the gap with global peers.
The move towards cleaner energy, with little greenhouse gas emission, is likely to benefit a number of companies from the capital goods, energy and aerospace sector.
According to the data from Ace Equity, 250 stocks of the BSE500 index are in the bear grip, which means they are down 20 per cent or more from their recent 52-week highs.
On Thermax, Nuvama said the worst phase may be over but prefers to wait for clearer traction. Its preferred picks are BHEL, Hitachi Energy, GE Vernova T&D India and CG Power.
Shannon K. O’Neil, Senior Vice President, Director of Studies & Maurice R. Greenberg Chair, Council on Foreign Relations; Author, The Globalization Myth: Why Regions Matter; Raj Subramaniam, President & CEO, FedEx Corporation and Peter Voser, Chairman of the Board of Directors, ABB Ltd. discuss building smarter, more adaptive networks to power economies and safeguard global commerce with Bloomberg's Haslinda Amin at the 2025 Bloomberg New Economy Forum in Singapore. They explored how disruptions like the COVID-19 pandemic, trade wars, and inflation have reshaped supply chain dynamics, and emphasized the need for a balance between efficiency and resilience. The conversation also highlighted the importance of integrating technology and physical networks to safeguard global commerce.
Stocks including Studds Accessories, Bharti Airtel, Maruti Suzuki, ABB India, TVS Motor Company, RVNL, Lupin, NHPC and more will be in the spotlight on Friday, November 07.
At the Business Today AI Summit 2025 in Bengaluru, the panel discussion “The AI-Driven Factory: Reimagining Manufacturing” dives deep into how artificial intelligence is transforming industrial operations and supply chains. The session features S Sathish, Partner & National Leader - Industrial Manufacturing, KPMG in India, Deepak NG, MD India, Dassault Systemes, and Saju SR, Sr VP - Smart Power Division, ABB India, moderated by Aabha Bakaya from Business Today TV. The speakers explore the rise of smart factories, predictive maintenance, robotics, and data-driven manufacturing practices that enhance agility, productivity, and sustainability. This session highlights real-world AI applications and offers a roadmap for reimagining India’s manufacturing future.
Cummins India and Bharat Electronics Ltd (BEL) are Citi's preferred picks. It also has 'Buy' rating on Larsen & Toubro (L&T), Hindustan Aeronautics Ltd (HAL), 'Neutral' rating on Siemens Ltd and 'Sell' on ABB India.
Ambit Capital set Rs 2,900 as target price for Siemens, Rs 3,300 for Siemens Energy India and Rs 650 for CG Power & Industrial, hinting at 6-18 per cent potential downsides.
An analyst from Arihant Capital said that BHEL shows strong accumulation in the Rs 210-215 range on the daily charts, with the RSI momentum indicator positively poised.





