Raghav Wadhwa | Legacis Capital | Samar Wealth
رفتن به کانال در 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
نمایش بیشتر📈 تحلیل کانال تلگرام Raghav Wadhwa | Legacis Capital | Samar Wealth
کانال Raghav Wadhwa | Legacis Capital | Samar Wealth (@samarwealth) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 14 281 مشترک است و جایگاه 8 518 را در دسته اقتصاد و امور مالی و رتبه 29 013 را در منطقه الهند دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 14 281 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 12 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -146 و در ۲۴ ساعت گذشته برابر -3 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 15.76% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 8.03% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 2 251 بازدید دریافت میکند. در اولین روز معمولاً 1 147 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 5 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند index, yoy, q3fy26, revenue, portfolio تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“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”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 13 ژوئیه, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کردهاند.
14 281
مشترکین
-324 ساعت
-327 روز
-14630 روز
آرشیو پست ها
SME Champions Club: https://legaciscapital.com/ra-services/sme
AI Buildout Is Not Just a Tech Story — It Is a $5.3 Trillion Financing Cycle
J.P. Morgan estimates that global data center and AI infrastructure funding may require nearly $5.3 trillion during 2026–2030.
Aerospace (though high PE) still showing strength primarily because of their long consolidation phases earlier
Signs of Sector rotation in the markets. High PE stocks (Defense, AI, Power Infra names) taking a breather
Sacheerome was one of our pick in weak market environment in February this year.
The investment rationale was primarily the stickiness in their Aroma Chemical business with sales driven by FMCG giants.
Today the stock made a fresh All time high
Research-backed investing needs more than stock tips.
Explore Legacis Capital’s Research Advisory Services:
✅ Momentum Thrust: Swing trading
✅ SME Champions’ Club: High-growth SME ideas
✅ Global Equity Research: International stock research
✅ ValueVest: Long-term value investing ideas
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India-Australia Uranium Pact: Strategic Fuel Security for India
India and Australia are expected to finalize a uranium supply pact during Prime Minister Modi’s visit, strengthening India’s long-term nuclear energy roadmap. The deal is important because India wants to expand nuclear power to meet rising electricity demand while reducing carbon emissions. Australia, with one of the world’s largest uranium reserves, can become a reliable fuel partner for India. However, this is not an immediate power-sector trigger. Nuclear projects take years to execute. The real importance is strategic: securing uranium supply today supports India’s clean, stable, long-term energy ambitions.
India-France cooperation on critical minerals is a strategic step towards reducing dependence on China-dominated supply chains.
Critical minerals such as lithium, cobalt, nickel, copper, graphite and rare earths are essential for EV batteries, energy storage, semiconductors, defence electronics and renewable energy. Today, a large part of global processing and supply is concentrated in China, making countries vulnerable to supply shocks and geopolitical pressure.
By deepening cooperation with France, India is trying to build alternative supply chains across exploration, processing, recycling and advanced manufacturing. This is not just about minerals; it is about securing the raw material base for India’s next industrial cycle.
The bigger message is clear: countries that control critical minerals will have an advantage in EVs, clean energy, defence, electronics and future manufacturing.
For India, reducing China dependence in critical minerals is now becoming an economic security priority, not just an industrial policy goal.
The global semiconductor supply chain is still highly concentrated.
🏭 TSMC controls over 80% of leading-edge chip production below 16nm, powering AI servers and premium smartphones.
🌏 Taiwan, South Korea and China together account for nearly 85% of global foundry revenue.
💾 Samsung and SK Hynix produce around 70% of the world’s DRAM memory chips.
⚙️ ASML has a near-100% monopoly in EUV lithography, the key technology required for chips below 7nm.
🇺🇸 US companies dominate chip design, generating nearly 60% of global design revenue.
🇨🇳 China controls around 38% of global OSAT capacity, covering chip packaging and testing.
🏗️ 56% of global wafer capacity is still in mature nodes above 34nm.
The world wants semiconductor independence, but the value chain is still controlled by a few countries and companies.
Your portfolio should not look like a collection of random good ideas.
It should look like a plan.
Every stock must have a role.
Every allocation must have logic.
Every exit must have a trigger.
Every risk must be visible before it hurts.
That is what most investors miss.
Platina Wealth helps you move from stock picking to portfolio decision-making.
Tomorrow’s 15-minute consultation slots are open.
Book here👇:
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Defence Ministry says - The Defence Acquisition Council (DAC), under the chairmanship of Defence Minister Rajnath Singh on July 03, 2026, accorded Acceptance of Necessity (AoN) i.e., in-principle administrative approval to various acquisition proposals for the Defence Forces at an estimated cost of about Rs 52,000 crore. For the Indian Army, approval of granted for the procurement of Anti-Unmanned Aerial Vehicles (UAV) Electronic Warfare System ‘AKASH TARANG’, Man Portable Anti-Tank Guided Missile (MPATGM) Systems, Medium Range Surface-to-Air Missile (MRSAM) Weapon System, Very Short Range Air Defence System (V-SHORADS), Active Protection System for Tanks and Jet Based Kamikaze Drone System.
Bharat Green Smallcase and Emerging Leaders smallcase subscribers. Performance report shared over email. Thank you for staying invested with us.
📊 Market Closing Report | 2 July 2026
Indian markets extended gains for a second straight session, with sentiment supported by easing crude prices and improving global cues.
🔼 Nifty 50: 24,005.85 (+108.20 pts, +0.45%)
🔼 Sensex: 76,922.64 (+444.00 pts, +0.58%)
📈 Sector in focus: IT led the early move, with selective buying also seen in banks and broader market names.
📉 Biggest mover: Some consumer and utility names were under pressure, while the broader market stayed mixed.
📰 What drove it: Market sentiment was helped by softer Brent crude, stronger rupee, and optimism around US-Iran dialogue via Doha mediation.
🧭 Stance: As long as Nifty holds above 24,000, the bias stays constructive.
Legacis Capital | www.legaciscapital.com
📊 Market Closing Report | 1 July 2026
Indian markets snapped a two day losing streak and closed firmly higher.
🔼 Nifty 50: 24,006 (+141 pts, +0.59%)
🔼 Sensex: 76,923 (+444 pts, +0.58%)
📈 Sector in focus: FMCG and Realty led the rally, both closing strong on broad based buying. 33 of the Nifty 50 ended in the green.
📉 Biggest mover: Nifty IT was the standout laggard, down close to 2%, the sharpest sectoral fall of the day. Metal and Pharma also ended soft.
📰 What drove it: A strong overnight Wall Street close plus easing Middle East tensions, after Iran signalled willingness to talk through Qatar mediators, lifted sentiment across the region.
🧭 Stance: As long as Nifty holds above 24,000, the bias stays constructive. Let leaders give clean triggers, no need to chase.
Legacis Capital | www.legaciscapital.com
