Скачать или смотреть 🔴 India-China Historic Deal? EMS Stocks Skyrocket! Dixon Tech & Kaynes Tech Rally 10% 🔴

🔴 India-China Historic Deal? EMS Stocks Skyrocket! Dixon Tech & Kaynes Tech Rally 10% 🔴
📈 JPMorgan's "Sunrise Sector" Pick: EMS Stocks to Benefit from US-China Trade War & China+1 Strategy 📈

In this video, we break down the massive surge in EMS (Electronic Manufacturing Services) stocks like Dixon Technologies, Kaynes Technology, and Syrma SGS amid geopolitical shifts and trade realignments between India, China, and the US. With Donald Trump leading the US Presidential race, expectations of higher tariffs on China are boosting India’s EMS sector, dubbed a "sunrise sector" by JPMorgan 13.

📌 Video Highlights:
00:00 - Introduction: India-China Deal Impact on EMS Stocks
01:30 - Why EMS Stocks Are Rallying? US-China Trade War & China+1 Strategy 25
03:15 - JPMorgan’s Bullish Outlook: 32% Revenue CAGR for EMS Sector by FY30 16
05:00 - Dixon Technologies Analysis: Mobile Manufacturing Growth & Vivo JV 14
06:45 - Kaynes Technology: IoT Solutions & $1 Billion Revenue Target by FY28 35
08:30 - Syrma SGS: RFID Leadership & Export Recovery Prospects 57
10:00 - Technical Analysis: Key Levels for Dixon, Kaynes, and Syrma Stocks 3
12:00 - Long-Term Outlook: Is EMS Sector Overhyped or Sustainable? 7

📊 Key Data Points:
Dixon Technologies: JPMorgan projects 38% revenue CAGR (FY25-28); mobile outsourcing TAM at 90M units 14.

Kaynes Technology: Expected 46% revenue CAGR; order book surged 60% YoY to ₹60.5B 56.

Syrma SGS: 31% sales CAGR forecast; EBITDA margins to expand to 9% by FY28 17.

Trigger: US-China trade war intensifies—Trump proposes 60% tariffs on China, benefiting India’s EMS sector 23.

🚀 Investment Insights:
EMS stocks surged 8-10% on Trump’s election lead 3.

India’s electronics exports hit $20.4B in FY24; PLI schemes driving growth 5.

Top EMS Picks: Dixon, Kaynes, Syrma (JPMorgan’s "Overweight" ratings) 16.


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📜 Disclaimer:
This video is for educational purposes only. Consult a SEBI-certified advisor before investing. Stock market investments carry risks.

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