Raghav Wadhwa | Legacis Capital | Samar Wealth
前往频道在 Telegram
Official Telegram A/c of Samar Wealth Advisors — a SEBI-registered Investment Advisor (INA000019345) & Research Analyst (INH000018036). 📌Check disclosures at: https://www.samarwealth.com/disclosure-ra https://www.samarwealth.com/disclosure-ia
显示更多📈 Telegram 频道 Raghav Wadhwa | Legacis Capital | Samar Wealth 的分析概览
频道 Raghav Wadhwa | Legacis Capital | Samar Wealth (@samarwealth) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 14 318 名订阅者，在 经济与金融 类别中位列第 8 659，并在 印度 地区排名第 28 917 位。
📊 受众指标与增长动态
自 невідомо 创建以来，项目保持高速增长，吸引了 14 318 名订阅者。
根据 01 八月, 2026 的最新数据，频道保持稳定运转。过去 30 天订阅人数变化为 5，过去 24 小时变化为 -7，整体触达仍然可观。
- 认证状态： 未认证
- 互动率 (ER)： 平均受众互动率为 13.33%。内容发布后 24 小时内通常能获得 7.71% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 1 909 次浏览，首日通常累积 1 104 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 6。
- 主题关注点： 内容集中在 index, yoy, q3fy26, revenue, portfolio 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台：
“Official Telegram A/c of Samar Wealth Advisors — a SEBI-registered Investment Advisor (INA000019345) & Research Analyst (INH000018036).
📌Check disclosures at: https://www.samarwealth.com/disclosure-ra
https://www.samarwealth.com/disclosure-ia”
凭借高频更新（最新数据采集于 02 八月, 2026），频道始终保持新鲜度与高覆盖。分析显示受众积极互动，使其成为 经济与金融 类别中的关键影响点。
14 318
订阅者
-724 小时
-417 天
+530 天
帖子存档
Cabinet approves the Pradhan Mantri Surya Sarovar Yojana (PM-SSY) with a total budgetary outlay of ₹5,070 crore.
Scheme aims to develop 5,000 MW of Floating Solar PV projects with co-located Energy Storage Systems of at least 10,000 MWh storage capacity.
Cabinet approves 'Samudra Manthan' (National Offshore Exploration Scheme) with an outlay of Rs. 84,084 crore.
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📢 Syrma SGS Eyes Semicon 2.0 Opportunity
Syrma SGS is exploring partnerships with global players to enter higher-value semiconductor segments, including post-fabrication operations, module manufacturing and components, rather than focusing only on chip assembly. The board has also approved an enabling proposal to raise up to ₹1,000 crore for potential semiconductor projects, acquisitions or new business opportunities.
📌This is not a buy or sell recommendation.
What Makes Influx Healthtech’s Business Unique?
As a CDMO, Influx Healthtech provides end-to-end services, including product formulation, development, manufacturing, packaging and regulatory support. Its ability to manufacture products across nutraceuticals, cosmetics, Ayurveda, veterinary care and homecare allows it to serve a diversified customer base. The company’s expanding capacity and entry into new categories such as functional beverages and pet food provide further growth opportunities.
P.S. We recommended the company in the SME Champions Club at lower price levels.
Indo-MIM looks like the kind of business that could eventually attract strong mutual fund and PMS interest.
It is the world’s largest metal injection moulding manufacturer, with an estimated 6.8% global market share and no listed peer in India. The company has a portfolio of over 9,000 products and also manufactures turbine-engine components through investment casting.
The investment-casting opportunity is particularly interesting. Gas-turbine manufacturers are reportedly booked for several years due to rising data-centre power demand, while precision castings remain a key supply bottleneck.
In my view, the business could remain interesting and can garner strong interests even after a 40-45% listing premium. However, it is still too early to assess the valuation and market appetite. Price discovery will matter.
DYDD.
The Structural Growth Story Behind Cables & Wires
Rising capex across power, railways, data centres, defence, EVs and real estate is creating broad-based demand. With the industry expected to grow at nearly 13% CAGR, the market could expand from ₹90,000 crore in FY25 to ₹1.5 lakh crore by FY30.
ValueVest | Fresh Recommendation Shared
A wires company pivoting towards the metal powering India's entire manufacturing boom. Copper.
Revenue mix shifted towards higher margin copper products. The market has not repriced the transformation yet.
Recommendation shared with ValueVest subscribers. Members are requested to review.
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Top-Performing Flexi Cap Funds: 5-Year Direct Plan Return
HDFC Flexi Cap Fund: 18.59%
JM Flexi Cap Fund: 17.51%
Bank of India Flexi Cap Fund: 17.49%
Quant Flexi Cap Fund: 16.31%
Edelweiss Flexi Cap Fund: 14.70%
HSBC Flexi Cap Fund: 14.69%
Parag Parikh Flexi Cap Fund: 14.28%
Franklin India Flexi Cap Fund: 14.23%
India’s Auto-Component Revenue Growth Has Outpaced Overall Vehicle Production by 1.3x Over the Past 25 Years
Source: Goldman Sachs Report
Median Growth by far the best in last 5-6 quarters. Very optimistic. Market will realise the same and it will reflect on the stock prices too.
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