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Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis 

Sadhan
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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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27 июл 2024

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Комментарии : 49   
@ajitkumarpanda6664
@ajitkumarpanda6664 3 месяца назад
My basket pic Bluestar Techno Electric Exicom & Volt Transformer
@chandrashekharjakhalekar1746
@chandrashekharjakhalekar1746 2 месяца назад
बहुत अच्छा मार्गदर्शन मिला l
@anujkashyap2850
@anujkashyap2850 4 месяца назад
Amazing insights 🙌👏
@Construction_Interior_Talks
@Construction_Interior_Talks 4 месяца назад
As usual ....Qt powerful research . As a investor i would appreciate content like this .Keep doing good work .
@devangsheth17
@devangsheth17 4 месяца назад
Excellent research
@AbhishekKumar-jq4pe
@AbhishekKumar-jq4pe 4 месяца назад
Well presented with deep analysis. 😊
@spartan1453
@spartan1453 4 месяца назад
Good work❤
@nupur306
@nupur306 4 месяца назад
As usual awesome work.
@pareshsabhaya3979
@pareshsabhaya3979 4 месяца назад
Very nice explain in data center video
@angrybruce4770
@angrybruce4770 3 месяца назад
the kind of content i was looking for long time. Thanks a bunch. loving your work.
@SadhanStocks
@SadhanStocks 3 месяца назад
My pleasure!
@deepaksanotra
@deepaksanotra 4 месяца назад
Very good 👍
@rajass756
@rajass756 4 месяца назад
Very good analysis 👍
@errohan3360
@errohan3360 4 месяца назад
E2E cloud computing
@sandeep832
@sandeep832 4 месяца назад
Nice analysis
@vardaanaggarwal397
@vardaanaggarwal397 4 месяца назад
Great Video!
@SadhanStocks
@SadhanStocks 3 месяца назад
Glad you enjoyed it
@gauravparekh8117
@gauravparekh8117 4 месяца назад
Blue star will also benefit from Clean rooms for semiconductor manufacturing
@jacobpc2798
@jacobpc2798 9 дней назад
Good analysis. If Ecco could be avoided it will have greater impact
@anilpudota290
@anilpudota290 3 месяца назад
Schenider , Exide, Techno electric, L&T are my choices apart from blue star
@sriramlokesh7181
@sriramlokesh7181 4 месяца назад
Please share which microcap will be get more befinit in future.
@vineetjain3222
@vineetjain3222 4 месяца назад
Techno Electric!! Cleanest and largest beneficiary
@shrirangbrahmakshatriya2936
@shrirangbrahmakshatriya2936 3 месяца назад
The audio quality is very very bad. Kindly get some good quality mike for future videos.
@ushamaurya9925
@ushamaurya9925 15 дней назад
Great analysis 👍🏻. Only problem is sound echoes too much.
@MegaSekhars
@MegaSekhars Месяц назад
bhaiya please use language where you are more smooth,
@OdiatechnoCrime
@OdiatechnoCrime 4 месяца назад
👍👍👍👍👍
@vijayabv
@vijayabv Месяц назад
Flink India Providers structure cabling for datacenters. It's a major beneficiary.
@PardeepKumar-rs4yq
@PardeepKumar-rs4yq Месяц назад
Is there any company in India and the field of data centre like abacus and vuenow.
@beinghuman10x
@beinghuman10x 4 месяца назад
Netweb Esconet Data pattern Adani enterprise
@ankitmehrotra8519
@ankitmehrotra8519 28 дней назад
Esconet can be multibagger.
@PRATAP526
@PRATAP526 4 месяца назад
netweb sir
@anshubhat1094
@anshubhat1094 4 месяца назад
Netweb technologies is best company for data centre but thing is market cap too large can't be multibagger only 1-2X
@dilkushmeena3283
@dilkushmeena3283 19 дней назад
I think market cap is not a big problem but ..... valuations are....
@Fun-De
@Fun-De 2 месяца назад
Vuenow is best project
@ideaofindia5584
@ideaofindia5584 Месяц назад
Netweb play all segments AI cloud deta enter HPC
@deepumtr
@deepumtr 4 месяца назад
Blue star, Amber is also HVAC benificiary.
@SadhanStocks
@SadhanStocks 2 месяца назад
Agree !
@bodhraj7043
@bodhraj7043 Месяц назад
Have you forgotten Anant Raj....?
@chaitu8876
@chaitu8876 Месяц назад
What about black box ltd. I have invested 50k on it. Please advise.
@ankitmehrotra8519
@ankitmehrotra8519 29 дней назад
It's jumped now. 35%
@amanag462
@amanag462 4 месяца назад
ADC comm
@SunilRoyFacts
@SunilRoyFacts 4 дня назад
SCHNEIDER will also BENEFIT a LOT, right?
@SadhanStocks
@SadhanStocks 3 дня назад
Yes
@shailkumarjain
@shailkumarjain 3 месяца назад
Tanla Solutions
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