Looking beyond #Kaynes, #MosChip, #Syrma and ASM? RIR Power Electronics, #Cyient DLM and #SPEL #Semiconductor offer three different semiconductor-theme exposures. ✍️S. JHA

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#Kaynes and CG Power are hardly moving — but #Syrma SGS, #Avalon Technologies, and ASM Technologies are the real story of last week’s #SEMICON India rally. Each has a distinct, verifiable catalyst behind it. Here's the breakdown. ✍️By S. JHA

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#SEMICON SEMI’s CEO just doubled his own forecast for the global #chip industry. A forensic look at #Kaynes Technology, CG Power, and #MosChip Technologies — three of India’s most closely watched semiconductor-linked stocks. ✍️S. JHA

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Stcoks: Jefferies’ latest industrial-stock coverage puts the spotlight on India’s next growth cycle. #Kaynes Technology, #BharatForge and #Siemens Energy India stand out for their exposure to electronics, defence and power infrastructure. ✍️S. JHA

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