ValuEthics

🚨 PLI 2.0 for Mobile Phones may turn up the volume on India's manufacturing ambitions.

Key focus areas:
• Higher domestic value addition
• Local sourcing of components
• Reduced import dependency
• Stronger electronics supply chain

📱 India's smartphone manufacturing story continues to evolve.

📊 ON 29 MAY | Stocks On Radar

Not a buy/sell recommendation

• Asian Paints
• InterGlobe Aviation
• NMDC
• Glenmark Pharma
• Ipca Laboratories
• IREDA
• Gujarat Gas
• Aegis Logistics
• Natco Pharma
• Inox Wind
• BEML
• Jyoti CNC Automation
• Olectra Greentech
• Mishra Dhatu Nigam
• Triveni Engineering
• KNR Constructions
• Premier Explosives
• JM Financial
• Concord Biotech
• Tega Industries

👀 Market participants will be tracking management commentary and future outlook closely.

🚀 India’s AI & Data Centre Boom Is Here!

$23B investment may flow into India’s data centre infra by 2030 as AI, cloud & digital adoption accelerate. ⚡🏗️

⚠️ Not a buy/sell recommendation

👀 Stocks To Watch:
• Anant Raj
• Techno Electric & Engineering
• Black Box
• Sterlite Technologies
• Netweb Technologies

🚀 India’s Flex Space Boom Is Just Getting Started!
Strong demand, premium office upgrades & rising enterprise adoption are fueling the next growth wave in the flexible workspace sector.📈

🏢Key listed players showing momentum:

• WeWork India Management
• Smartworks Coworking Spaces
• IndiQube Spaces
• Awfis Space Solutions👀

Beneficiary Stocks To Watch:
• DLF
• Embassy Office Parks REIT
• Mindspace Business Parks REIT
• Brookfield India REIT
• Prestige Estates Projects
• Phoenix Mills
• Brigade Enterprises
• Sunteck Realty

💡 Trends Supporting The Sector:

✅ GCC expansion in India
✅ Hybrid work adoption
✅ Rising premium office demand
✅ Startup & enterprise leasing growth
✅ Higher occupancy + operating leverage