Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis
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- เผยแพร่เมื่อ 7 ส.ค. 2024
- Data Center Capex : Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis
Watch Next- In this video we Sadhan explained the business model of plastic recycler called #Ganesha #ecosphere which is a major #waste to #textile manufacturer • Transforming Waste Int...
0:00 Intro
5:40 Industry Overview
11:40 7 Demand Drivers
16:24 Cost Structure
17:07 Key Beneficiaries
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My basket pic
Bluestar
Techno Electric
Exicom &
Volt Transformer
बहुत अच्छा मार्गदर्शन मिला l
Amazing insights 🙌👏
Well presented with deep analysis. 😊
As usual ....Qt powerful research . As a investor i would appreciate content like this .Keep doing good work .
Excellent research
Good work❤
Very nice explain in data center video
As usual awesome work.
Very good analysis 👍
Very good 👍
Nice analysis
E2E cloud computing
the kind of content i was looking for long time.
Thanks a bunch. loving your work.
My pleasure!
Great Video!
Glad you enjoyed it
Blue star will also benefit from Clean rooms for semiconductor manufacturing
Good analysis. If Ecco could be avoided it will have greater impact
Please share which microcap will be get more befinit in future.
Schenider , Exide, Techno electric, L&T are my choices apart from blue star
Is there any company in India and the field of data centre like abacus and vuenow.
Great analysis 👍🏻. Only problem is sound echoes too much.
Flink India Providers structure cabling for datacenters. It's a major beneficiary.
👍👍👍👍👍
The audio quality is very very bad. Kindly get some good quality mike for future videos.
You just do what i think for
My pleasure :)
Techno Electric!! Cleanest and largest beneficiary
bhaiya please use language where you are more smooth,
Netweb play all segments AI cloud deta enter HPC
netweb sir
Vuenow is best project
Netweb
Esconet
Data pattern
Adani enterprise
Esconet can be multibagger.
What about black box ltd. I have invested 50k on it. Please advise.
It's jumped now. 35%
Netweb technologies is best company for data centre but thing is market cap too large can't be multibagger only 1-2X
I think market cap is not a big problem but ..... valuations are....
Blue star, Amber is also HVAC benificiary.
Agree !
Have you forgotten Anant Raj....?
ADC comm
SCHNEIDER will also BENEFIT a LOT, right?
Yes
Video is too long, plz make short video for 15 minute
Tanla Solutions
bhai ya to hindi me bol lo ya to english me, mix mat kiya karo
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 .