(3/3)
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Borosil Renewables: Biggest solar glass manufacturer outside China, stands to benefit if China’s dumping is stopped in India/US/EU.
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Netweb Technologies: India’s only company having exp. in setting up supercomputers. Has massive opportunity in creating infra for upcoming AI wave.
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RIR Power Electronics: Setting up new-tech SiC plant in Odhisa with state incentives, diversifying to provide solutions to various industries.
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RPSG Ventures: Holding co of Firstsource Solutions IT company, owns “Too Yumm” brand, also owner of IPL team LSG and ISL team ATK MB, owns a luxury mall in Kolkata. Massively undervalued at the time of writing.
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Shivalik Bimetals: Creates shunt resistors, which go in EV chargers, smart meters, basically every upcoming sector. See SOIC’s YT video on this stock for better understanding.
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Tube Investments: Has presence in commercial EVs through TI Mobility. It’s subsidiary CG Power doing extremely good, also setting up Semiconductor fab.
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NIBE Ltd: Recent player in defence sector, seems to have some political links, hence getting major orders without prior expertise. Has set up a new SOTA facility inaugurated by Naval chief. Should have good runway for future since currently only a small-cap.
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