No blah blah, here’s the list:
(Note that I’ve added companies that I know or have discovered through research. Feel free to add your inputs in the comments. Thanks.
| FIBRE OPTIC NETWORK | DIGITAL PAYMENTS | e-GOVERNANCE | SMART CITIES |
|---|---|---|---|
| Sterlite Technologies is the frontrunner. It is being recommended at this high price by top brokerages and The Serum Institute, a Poonawala firm, has picked up a large chunk around 225 (current levels). | Infosys | Alankit, pitching it up on top because I own shares. This is one solid stock, check their website out for more information on a wide range of e-Gov services they provide. | HCC.. this stock is troubled by debt, but has super potential. It has already carved Lavasa, a smart city and many landmark infra like the Bandra-Worli Sea Link. But it is a long term debt because it will take a long time and litigations to be free from debt and NHAI award disputes. |
| Himachal Futuristic, the 3rd fastest growing company in India. HFCL also has close links with Jio. It makes for a solid long term buy. | TCS | Vakrangee Software. This is an old fav. | Larsen & Toubro, super infra company that has already completed the Jaipur smart city contract and has bagged Nagpur. |
| Power Grid Corp -- it also lays cables (aside from eggs :)) | RS Software (it built the UPI platform). It is making losses now and much depends on how the management steers it into profits. | IT companies like TCS, Infosys, MindTree, Tech Mahindra, HCL Infosystem, Wipro (the usual suspects) | Sterlite Technologies also can help build smarter cities. It is a versatile multibagger. |
| RailTel -- not listed yet, but IPO is announced. Don't miss this stock that has the capability to reach out to virtually every town and village in India. | TVS Electronics (POS machines, thermal printers) | Tera Software (a fancied stock, but lagging now. It already has e-Gov contracts) | Honeywell Automation (HVAC, Fire safety) |
| Vindhya Telelinks, another major player | (add your own in the comments below. Thanks.) | Cosyn (I just came across this company. IIt looks good on the surface and is fairly cheap, you can research it if you like). Just remember one thing, when Cosyn was 250, everyone said it will fly (on Twitter).. now it is at 70.. so do your research well. | ABB (Asea Brown Boveri). This is a classy stock that is into most technologies that will shape the future. |
| (add your own in the comments below. Thanks.) | ABM Knowledgeware | L&T Infotech (Internet of Things, | |
| (add your own in the comments below. Thanks.) | Tata Elxsi (Internet of Things) | ||
| IT companies such as Infosys, TCS, etc., also will benefit from maintenance contracts. | |||
| Healthcare stocks (Fortis, Narayana, Apollo) will benefit from online consultancy and other IT-enabled services. | |||
| ABM Knowledgeware | |||
| (add your own in the comments below. Thanks.) |
Sir ji, How about Aksh Optifiber. This is value pick of Mr. D D Sharma for digital india. Ur views will help us.
Stuck in litigation…
Hclinfo would be a frontrunner multibagger..best placed with aadhar successful project and go through their website..apple tieup and other exciting tieup in pipeline..only issue is loss nd turnaround will be key
Thanks for the feedback.
Hello Sir, Intellect Design Arena won a major Digital India Government e Marketplace project..Lot of upside along with banking and insurance products a niche global product player..It traded at Rs.300 life time highs available at compelling value
A lot of individual and unorganized players already in digital india story. Hard to make money by these listed players due to these players and low margins.