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capital goods stocks: Valuation comfort in capital goods stocks? Stay invested & wait for dips: Renu Baid Pugalia

Renu Baid Pugalia of IIFL Institutional Equities discusses the earnings upgrades for Larsen & Toubro, ABB, and Siemens in the capital goods sector, highlighting the valuation struggles. She also mentions the positive outlook for MNC subsidiaries like Siemens and identifies potential value in companies such as Cummins and Transformers & Rectifiers. ....

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Siemens demerger could create more room for value unlocking despite high valuation

Siemens demerger could create more room for value unlocking despite high valuation
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Siemens to list energy business as separate entity in India

Siemens to list energy business as separate entity in India
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Siemens India board approves demerger of its energy arm into separate listed entity

Siemens India board approves demerger of its energy arm into separate listed entity
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Siemens India Board Approves Demerger Of Energy Business; Share Entitlement Ratio Fixed At 1:1

Siemens India Board Approves Demerger Of Energy Business; Share Entitlement Ratio Fixed At 1:1
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