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THREETREND RESEARCH

19th Jan · SEBI-Registered Analyst

AMBUJACEM
Stocks to Watch: Order Wins & Penalties Key Positives - Ambuja Cements: 2.4 MTPA grinding unit ops start - CG Power: ₹900 Cr US data centre order - Engineers India: $350 Mn Dangote Group order - GR Infra: L1 for ₹488 Cr project - Bajaj Healthcare: CMD re-appointment - RVNL: L1 Southeastern Railways - GE Shipping: Takes VLOC delivery - Acme Solar: +12 MW capacity commissioned - SPML Infra: Vijay Kedia entity stake buy - KRN Heat Exchanger: ICICI Sec BUY, TP ₹820 Negatives - InterGlobe Aviation (IndiGo): DGCA penalty - Vedanta: Arm gets ₹1,255 Cr Odisha mining demands Takeaway: Infra/order heavyweights (CG Power, Engineers India, RVNL) lead positives – counter DGCA/ mining noise with execution focus.

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