Channel | Publish Date | Thumbnail & View Count | Download Video |
---|---|---|---|
Publish Date not found | 0 Views |
TWITTER: https://twitter.com/KrisDomInvestor (FOLLOW)
FACEBOOK: https://facebook.com/krisdominvestor (LIKE)
PATREON: https://www.patreon.com/krisdom (!)
INSTAGRAM: https://www.instagram.com/krisdominvestor/
#telecomstocks #telecomequipmentstocks #telecomsector #stockmarket #stocksbenefittingfromtelecompli #stockstobuy #stockstobuynow #listoftelecomequipmentmanufacturersinindia #plischemeintelecommanufacturing #pennystocks #beststockstobuynow #domestictelecomequipment #telecomequipmentvendorcompanies #listoftelecomequipmentvendorcom companies #telecom #telecomequipmentvendors #topstocks #plischemeintelecomequipment #plischemefortelecomequipment #pliintelecomsector #toptelecomstocks #telecomstocks #telecomsectorinindia #indiantelecomsector # indiapennystocks #stockmarket #telecomsectorinvestmentinindia #telecomindustry #besttelecomstocksin2020 #telecomstocksfall #besttelecomstocks #msciindiaindexstockslist2020 #sptulsianontelecomstocks #stockmarketnews #bestelectricvehiclestocksindia #telecomsectornews #besttelecomstock #multibaggertelecomstocks #multibaggerstocks202 1 #multibagger telecomshares #telecommanufacturing #telecommanufacturingstocks #broadbandstocksindia
Want to know more about the potential multibagger stocks from the telecom and equipment segment that are fundamentally good? Would you also like to know which stocks have benefited from the recent Production Linked Incentives (PLI) scheme announced by the government to boost manufacturing in India?
Join this channel to access benefits:
https://www.youtube.com/channel/UCrzAWJh-XAfTB_4TSaleYRg/join
https://www.patreon.com/krisdom
#krisdom #krisdominvestor
I hope you enjoyed the video, make sure to leave a like and subscribe for more great content from us.
Email: [email protected]
Over the past decade, the Indian telecom sector has witnessed extensive subscriber growth, reaching 1.19 billion, making India the second largest telecommunications market. Year after year, India meets about 90 percent of its robust demand for telecom equipment through imports.
Therefore, to reduce imports and in an effort to boost local production aimed at global markets, the Indian government is calling for the development of specialized telecom clusters, especially for the production of products such as the 4G/5G Next Generation Radio Access Network, Base Stations, Wireless For equipment, access and CPE, IoT access devices, Wi-Fi and enterprise equipment such as switches, routers, etc., the Government of India has approved the Production Linked Incentives (PLI) program. This scheme proposes higher incentives for micro, small and medium enterprises (MSMEs). The government has proposed a 1 percent increase in incentives for SMEs in the first three years. For MSMEs, the minimum investment threshold has been set at Rs 10 crore, but for others it is Rs 100 crore. Therefore, penny, smallcap and midcap bonds can deliver higher returns to some extent in this segment.
Revisiting the growth figures, the Indian telecom equipment market has grown at a CAGR of 10% over the past decade, with equipment such as mobile phones dominating the production at US$19 billion. The Indian wireless market has grown at a CAGR of 12.6%. Similarly, the Indian broadband equipment market has grown at a CAGR of 10%, covering IP and packet switching, backhaul and transmission and other broadband equipment. Telecom equipment in India, excluding handsets, grew at CAGR of 11%, while global manufacturing share reached 8%.
The PLI scheme for the sector is worth Rs 12,195 crore over five years of incentives, which could lead to increased production of over Rs 2.4 lakh crore with exports of around Rs 2 Lakh crore.
The plan will provide immense opportunities for domestic players involved in telecom equipment.
Such schemes also provide additional benefits to the nation; the initial phase creates jobs, the final phases help drive innovation, and forex through increased exports.
The production opportunity of Rs.2.4 trillion over five years is significant, and most telecom equipment manufacturers would be keen to capitalize on this opportunity. Global companies like Samsung, Ericsson, LG and Nokia may show interest, but domestic companies like Dixon Technology, GTL Infra, ITI, Sterlite Tech, D-link India, Tejas Networks and Shyam Telecom are expected to benefit.
However, we should invest in stocks that are fundamentally sound and can deliver multibagger returns based on their current market price.
In light of the above, I present the top 5 stocks, which can have a relatively greater positive impact on their ongoing activities.
Please take the opportunity to connect and share this video with your friends and family if you find it helpful.