bullish
India Industrials | Quarterly Update - ABB, SIEM, HAVELLS, POLYCAB
451 Views25 May 2023 19:58
SUMMARY
- In this Insight, we review the recent performance of ABB India Ltd (ABB IN) , Siemens Ltd (SIEM IN) , Polycab India (POLYCAB IN) and Havells India (HAVL IN).
- ABB posted a strong start, SIEM has a black dot with respect to its recent sale of subsidiary. POLYCAB continues to perform, and HAVL is back to capex mode.
- Our picks remain the same, ABB instead of SIEM, POLYCAB instead of HAVL.
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