Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis

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  • Опубликовано: 3 окт 2024

Комментарии • 60

  • @angrybruce4770
    @angrybruce4770 6 месяцев назад +1

    the kind of content i was looking for long time.
    Thanks a bunch. loving your work.

  • @chandrashekharjakhalekar1746
    @chandrashekharjakhalekar1746 4 месяца назад +1

    बहुत अच्छा मार्गदर्शन मिला l

  • @Construction_Interior_Talks
    @Construction_Interior_Talks 6 месяцев назад

    As usual ....Qt powerful research . As a investor i would appreciate content like this .Keep doing good work .

  • @ajitkumarpanda6664
    @ajitkumarpanda6664 6 месяцев назад +7

    My basket pic
    Bluestar
    Techno Electric
    Exicom &
    Volt Transformer

  • @jacobpc2798
    @jacobpc2798 2 месяца назад

    Good analysis. If Ecco could be avoided it will have greater impact

  • @gauravparekh8117
    @gauravparekh8117 6 месяцев назад +2

    Blue star will also benefit from Clean rooms for semiconductor manufacturing

  • @nupur306
    @nupur306 6 месяцев назад +1

    As usual awesome work.

  • @errohan3360
    @errohan3360 6 месяцев назад +6

    E2E cloud computing

  • @AbhishekKumar-jq4pe
    @AbhishekKumar-jq4pe 6 месяцев назад

    Well presented with deep analysis. 😊

  • @pareshsabhaya3979
    @pareshsabhaya3979 6 месяцев назад

    Very nice explain in data center video

  • @anujkashyap2850
    @anujkashyap2850 6 месяцев назад

    Amazing insights 🙌👏

  • @shrirangbrahmakshatriya2936
    @shrirangbrahmakshatriya2936 6 месяцев назад +3

    The audio quality is very very bad. Kindly get some good quality mike for future videos.

  • @devangsheth17
    @devangsheth17 6 месяцев назад

    Excellent research

  • @vardaanaggarwal397
    @vardaanaggarwal397 6 месяцев назад +1

    Great Video!

  • @ushamaurya9925
    @ushamaurya9925 2 месяца назад

    Great analysis 👍🏻. Only problem is sound echoes too much.

  • @rajass756
    @rajass756 6 месяцев назад

    Very good analysis 👍

  • @spartan1453
    @spartan1453 6 месяцев назад

    Good work❤

  • @LalitDubey-s5u
    @LalitDubey-s5u Месяц назад

    Can you analyse dynacon system solutions company for data centre??

  • @sandeep832
    @sandeep832 6 месяцев назад

    Nice analysis

  • @deepaksanotra
    @deepaksanotra 6 месяцев назад

    Very good 👍

  • @anilpudota290
    @anilpudota290 5 месяцев назад +1

    Schenider , Exide, Techno electric, L&T are my choices apart from blue star

  • @vijayabv
    @vijayabv 3 месяца назад

    Flink India Providers structure cabling for datacenters. It's a major beneficiary.

  • @PardeepKumar-rs4yq
    @PardeepKumar-rs4yq 3 месяца назад

    Is there any company in India and the field of data centre like abacus and vuenow.

  • @sriramlokesh7181
    @sriramlokesh7181 6 месяцев назад

    Please share which microcap will be get more befinit in future.

  • @anshubhat1094
    @anshubhat1094 6 месяцев назад +8

    Netweb technologies is best company for data centre but thing is market cap too large can't be multibagger only 1-2X

    • @dilkushmeena3283
      @dilkushmeena3283 2 месяца назад +2

      I think market cap is not a big problem but ..... valuations are....

    • @prashantukey6065
      @prashantukey6065 Месяц назад +1

      Netweb have only 5% revenue from data center I think.

  • @ideaofindia5584
    @ideaofindia5584 3 месяца назад

    Netweb play all segments AI cloud deta enter HPC

  • @chaitu8876
    @chaitu8876 3 месяца назад +1

    What about black box ltd. I have invested 50k on it. Please advise.

  • @SunilRoyFacts
    @SunilRoyFacts 2 месяца назад

    SCHNEIDER will also BENEFIT a LOT, right?

  • @bodhraj7043
    @bodhraj7043 3 месяца назад

    Have you forgotten Anant Raj....?

  • @PRATAP526
    @PRATAP526 6 месяцев назад +2

    netweb sir

  • @beinghuman10x
    @beinghuman10x 6 месяцев назад +4

    Netweb
    Esconet
    Data pattern
    Adani enterprise

  • @mukeshbarik2506
    @mukeshbarik2506 2 месяца назад

    You just do what i think for

  • @deepumtr
    @deepumtr 6 месяцев назад

    Blue star, Amber is also HVAC benificiary.

  • @vineetjain3222
    @vineetjain3222 6 месяцев назад +1

    Techno Electric!! Cleanest and largest beneficiary

  • @getctl
    @getctl 2 дня назад

    🎉

  • @MegaSekhars
    @MegaSekhars 3 месяца назад +1

    bhaiya please use language where you are more smooth,

  • @gauravkumar-wm8qu
    @gauravkumar-wm8qu 2 месяца назад

    Video is too long, plz make short video for 15 minute

  • @amanag462
    @amanag462 6 месяцев назад +1

    ADC comm

  • @OdiatechnoCrime
    @OdiatechnoCrime 6 месяцев назад +1

    👍👍👍👍👍

  • @Fun-De
    @Fun-De 4 месяца назад +1

    Vuenow is best project

  • @shailkumarjain
    @shailkumarjain 6 месяцев назад

    Tanla Solutions

  • @pankajrawat3365
    @pankajrawat3365 2 месяца назад

    bhai ya to hindi me bol lo ya to english me, mix mat kiya karo

    • @SadhanStocks
      @SadhanStocks  2 месяца назад

      Shriman meri vishudh Hindi aap kadachit grahan nahi kar payenga ! Atah meri avmanana hai ki mujhe angrezi bhasha ke kuch shabdon ka upyog karna padega .

  • @wanijavid3632
    @wanijavid3632 Месяц назад +1

    Vuenow marketing company is the best company in the data centre