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WMS: 2 Favorite EV Stocks | Laurus Labs Rs 248 Cr Acquisition | HDFC NFO
Original: #WMS Electric Vehicles Theme లో నాకు నచ్చిన 2 Stocks | Laurus Labs 248 Cr's Acquisition | HDFC NFO
Takeaway
In EV theme prefer tech/component MNCs like ABB over commoditised battery makers.
Summary
- Prefers technology-oriented EV manufacturers and ABB as MNC tech play over battery makers
- Says battery manufacturing companies are not a strong long-term investment theme
- Covers Laurus Labs Rs 248 crore acquisition update
- Notes small cap index closed up ~13.4% YoY; mentions HDFC NFO and Bank Nifty levels
ev-stocksabblaurus-labs
Original description
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