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| Date | Subscriber Growth | Mentions | Channels | |
| 01 July | 0 |
Channel Posts
INDIA RECOMMENDS ANTI-DUMPING DUTY ON ETHYLENE DIAMINE IMPORTS FROM CHINA, EU, SAUDI ARABIA & TAIWAN
Market Impact: Positive for domestic manufacturers of ethylene diamine and related amines, as the proposed duty could curb low-priced imports and improve pricing power.
Stocks in Focus: Balaji Amines (key beneficiary)
| 2 | WHEREโS THE ALPHA?
Paras Defenceย - Signed exclusive IP licensing agreement with US-based Tandem Defense
Corona Remediesย โ Commissioned hormone manufacturing facility in Ahmedabad
Goodluck Indiaย -CRISIL rating upgrade
Genus Power-Madhu Kela, Akash Bhansali buyers in block
Cupid, HUDCO-Strong Q1 update
DCM Shriram, Rane (Madras)-Acquisition announcements
Krishna Defence:ย 360 One Pipe Fund bought 4.41lk shares
Confidence Petroleum-Promoter buying | 89 |
| 3 | KSH International - Direct play on India's transformer & power T&D capex boom ๐ฅ
โข India's CTC demand could double from 60โ70K MT to 120K MT by CY30, driven by T&D, renewables, data centres and HVDC
โข Operating leverage ahead โ Capacity to rise from 43.5K MT to 60K MT by FY27 (+12K MT expansion potential). Utilization at 70% vs optimal 80โ85%
โข Strong moat โ 65% of capacity is in high-value specialized conductors with long approval cycles, OEM relationships and deep process expertise
โข Large opportunity โ Global CTC market is 450K MT & KSH is among India's leading players
โข Future-ready โ Approved for HVDC 400 kV, with 800 kV approvals under development, strengthening long-term growth visibility | 1 |
| 4 | BULK DEAL DATA - GENUS POWER
MADHU KELA, AKASH BHANSALI BUYERS
MADHURI M KELA AND PROFITEX SHARES PVT LTD(AKASH BHANSALI) bought GENUS POWER 13.8 lakh and 44.82 lakh shares at Rs 290 per share respectively | 89 |
| 5 | How many of you are benefitted from posts & analysis shared in stock return Multiplayer channel??? | 127 |
| 6 |  Hospitals bed capacity - FY26-30E | 168 |
| 7 | Domestic demand for Continuously Transposed Conductors (CTC) rising from approximately 40,000 MT historically to 60,000-70,000 MT currently.
Globally, the CTC market is estimated at approximately 450,000 MT.
The domestic market remains concentrated, with KSH International, Apar Industries and Precision Wires collectively accounting for nearly majority of the industry supply. | 189 |
| 8 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 53 |
| 9 | 8 institutions.
โน574 crore.Same stock. Same day.From open market.
When HDFC MF, Invesco, Franklin Templeton, Merrill Lynch, Tata AIA โ all walk in on the SAME day with no identified seller โ that is not a coincidence.
That is a coordinated conviction call.
The stock: Craftsman Automation | 218 |
| 10 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 251 |
| 11 | Bandhan Small cap fund has given 30.72% CAGR from the last 6.5 years.
It has doubled the amount every 2.5 years.
5.5x from 6.5 years๐ฑ
It has beaten all fund managers and individial investors all around the world as far as I know.
Despite this huge out-performance, fund is still at 17xPE against Nifty Smallcap PE of 31x. Alpha is 10๐ซฃ | 228 |
| 12 | Total addressable market (TAM) is huge for digital loans for a country like India
Growth opportunities is very high
Onemi(kissht) stock is well placed
40% AUM growth guidance with less cost of funds & decreasing slippages may result in higher profitability | 244 |
| 13 | Here's how key listed players stack up on PEG Ratio (Price/Earnings to Growth) as of June 2026:
๐ Cheapest to Costliest
โข ๐ฅ๐ฅ ๐๐ฎ๐ฏ๐ฒ๐น โ 0.95
โข ๐ฃ๐ผ๐น๐๐ฐ๐ฎ๐ฏ โ 1.62
โข ๐๐๐ ๐๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฒ๐ โ 2.34
โข ๐๐ฎ๐๐ฒ๐น๐น๐ ๐๐ป๐ฑ๐ถ๐ฎ โ 2.95
โข ๐๐ฝ๐ฎ๐ฟ ๐๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฒ๐ โ 3.70
โข ๐๐ถ๐ป๐ผ๐น๐ฒ๐
๐๐ฎ๐ฏ๐น๐ฒ๐ โ 3.80
โข ๐จ๐ป๐ถ๐๐ฒ๐ฟ๐๐ฎ๐น ๐๐ฎ๐ฏ๐น๐ฒ๐ โ 4.10
โข ๐ฃ๐ฟ๐ฒ๐ฐ๐ถ๐๐ถ๐ผ๐ป ๐ช๐ถ๐ฟ๐ฒ๐ โ 4.65
โข ๐๐๐๐ โ 48.20 | 275 |
| 14 | Retail Tracks Profits. Smart Money Tracks Cash Flow.
Because Profits Can Be Engineered. Cash Cannot.
Cash Flow Reveals Truth. | 257 |
| 15 | India's Semiconductor Opportunity
Government Push
- โน7,000 Cr fresh incentives proposed
- Potential to attract โน15,000 Cr investments
- Strengthening semiconductor value chain
- Reducing import dependence
Semiconductor Ecosystem
Chip Design & IP
- Tata Elxsi
- MosChip Technologies
Semiconductor Manufacturing
- CG Power
- RIR Power Electronics
Electronics Manufacturing
- Dixon Technologies
- Kaynes Technology
- Syrma SGS Technology
Company-Specific Opportunities
Dixon Technologies
- India's largest EMS player
- Beneficiary of localization trend
- Mobile and electronics manufacturing leader
- Potential semiconductor-linked expansion
Kaynes Technology
- Strong EMS and ODM capabilities
- Expanding into semiconductor ecosystem
- Industrial and automotive exposure
- High-growth electronics platform
CG Power
- Semiconductor manufacturing ambitions
- Government-backed initiatives
- Strong industrial base
- Long-term strategic beneficiary
Syrma SGS Technology
- Diversified EMS player
- Automotive and industrial electronics exposure
- Beneficiary of electronics manufacturing shift
Tata Elxsi
- Semiconductor design capabilities
- Embedded systems expertise
- AI, automotive and chip design opportunities
MosChip Technologies
- Pure-play semiconductor design company
- Strong chip engineering capabilities
- Direct beneficiary of semiconductor ecosystem growth
RIR Power Electronics
- Power semiconductor focus
- Silicon Carbide (SiC) opportunity
- EV and renewable energy applications
Key Growth Drivers
- China+1 supply chain shift
- AI infrastructure demand
- EV adoption
- Data centre expansion
- Electronics manufacturing growth
- Government incentives
Stocks To Watch Closely
High Conviction
- Dixon Technologies
- Kaynes Technology
- CG Power
High Growth Potential
- MosChip Technologies
- Syrma SGS Technology
- RIR Power Electronics
Design & Engineering Play
- Tata Elxsi
Key Takeaway
- India's semiconductor opportunity extends far beyond chip fabrication.
- The biggest winners may emerge from the broader ecosystem spanning chip design, electronics manufacturing, packaging, testing and power semiconductors.
- Dixon, Kaynes, CG Power and MosChip remain among the most direct listed beneficiaries of India's semiconductor ambitions. | 294 |
| 16 | GEE Ltd
Quietly sitting in the middle of multiple big themes:
1. Supplied welding for 3 newly commissioned warships
2. One of only 2 companies with NPCIL nuclear approval
3. In discussion for MDL submarine consumables on a 7,000 Cr order
4. First Indian company in cladding fluxes, samples at BHEL Trichy
5. Cryogenic electrode at -196ยฐC, trial order imminent
6. India EU trade treaty could unlock 250+ tons/month in exports
7. Cobalt alloys = highest margin product, targeting 2x growth | 261 |
| 17 | Syrma SGS Technology: ๐
Growth Outlook:
Revenue growth potential: 25โ35% CAGR
Margin expansion expected from higher-value segments.
Why investors like it:
RFID leader.
Investing in one of India's largest PCB facilities.
Expanding aggressively in defence, industrial and automotive electronics | 313 |
| 18 | Pradeepmetals
800cr mcap company
Doing 250cr capex
Recently 14cr capex in Nagpur for precision engg defense products
Have AS9100D certification so can cater aerospace sector also
Interesting story in making | 300 |
| 19 | Paras defense has multiple monopoly like positions in India's defense and space ecosystem
1. Submarine Optronic Periscopes โ Only private company in the Asia-Pacific region building turnkey optronic periscopes for naval defense.
2.Large Space Optics โ Only Indian company manufacturing large-size optics and diffractive gratings for space imaging applications.
3.Hyperspectral Cameras โ Only Indian private-sector company producing indigenous hyperspectral cameras for space missions.
4.EMP Protection Solutions โ Only domestic provider of turnkey Electromagnetic Pulse (EMP) protection systems for strategic and critical infrastructure | 289 |
| 20 | If you are really interested to improve your investing or trading performance, do this exercise -
List all the top gainers of last 3/6/12 months along with identification of niche theme and rationale.
You can apply a filter as per your criteria, for ex - I don't invest in stocks below 1000 Cr Marketcap due to liquidity issues.
Go through the list and see how many you have been able to catch...
Nobody will be able to catch all but you should be able to catch a few of the top performers.
Now, analyze the ones you have missed and why did you miss and what you can do to catch those the next time..
--------------
I can guarantee that if you do this exercise with honesty and an open mind, your performance will improve.
So, rather than cribbing about why Sterlite tech or MTAR or KSH or Aeroflex or Apollo Micro or CPPlus or Fineotex or Yasho etc. (just some examples) doubled or more in a short while, understand why you missed and how you can catch some of these the next time.. | 317 |
