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Motilal Oswal has initiated coverage on T&D equipment stocks with 'Buy' ratings on CG Power, GE Vernova T&D, and Siemens Energy, citing a capex-driven surge in transformer and HVDC project demand. The call signals a sector-level thesis on India's accelerating power grid buildout.
Jim Cramer declared comfort with GE Vernova's financial projections and execution timeline on air. The comment reinforces positive retail and institutional sentiment around GEV as power infrastructure demand accelerates alongside AI data center expansion.
GE Vernova is positioned across power generation, wind, and electrification infrastructure as energy demand rises globally. Its gas turbine backlog and grid equipment orders benefit from long procurement cycles and supplier concentration, though Wind segment margins remain a drag. Investors are focused on whether Power
Tag
Motilal Oswal has initiated coverage on T&D equipment stocks with 'Buy' ratings on CG Power, GE Vernova T&D, and Siemens Energy, citing a capex-driven surge in transformer and HVDC project demand. The call signals a sector-level thesis on India's accelerating power grid buildout.
1mo ago · 2 min · Markets
Jim Cramer declared comfort with GE Vernova's financial projections and execution timeline on air. The comment reinforces positive retail and institutional sentiment around GEV as power infrastructure demand accelerates alongside AI data center expansion.
2mo ago · 1 min · Markets
GE Vernova is positioned across power generation, wind, and electrification infrastructure as energy demand rises globally. Its gas turbine backlog and grid equipment orders benefit from long procurement cycles and supplier concentration, though Wind segment margins remain a drag. Investors are focused on whether Power
2mo ago · 1 min · Markets
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