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 14 330 مشترک است و جایگاه 8 661 را در دسته اقتصاد و امور مالی و رتبه 28 923 را در منطقه الهند دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 14 330 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 29 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر 6 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 13.71% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 7.70% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 1 966 بازدید دریافت میکند. در اولین روز معمولاً 1 104 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 6 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 30 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.
14 330
مشترکین
-324 ساعت
+517 روز
+630 روز
آرشیو پست ها
Repost from Raghav Wadhwa | Legacis Capital | Samar Wealth
Nuclear Capex May Be the Next Major Power-Sector Opportunity
India is preparing for a sizeable nuclear capacity expansion, with NTPC targeting 15 GW and nearly 40 GW of projects potentially moving toward construction awards. The opportunity is large, but the real test will be project execution and timely commissioning.
Repost from Raghav Wadhwa | Legacis Capital | Samar Wealth
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Goldman Sachs initiates coverage on Sansera at ₹3300 price.
We are invested in Valuevest since 1700 levels🔥Disc-Holding personally too.
Repost from Raghav Wadhwa | Legacis Capital | Samar Wealth
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Nuclear Capex May Be the Next Major Power-Sector Opportunity
India is preparing for a sizeable nuclear capacity expansion, with NTPC targeting 15 GW and nearly 40 GW of projects potentially moving toward construction awards. The opportunity is large, but the real test will be project execution and timely commissioning.
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India plans to replace $189 billion worth of imports through domestic manufacturing
The government has identified 1,272 import-dependent products, mainly across:
▪️ Electronics and electronic components
▪️ Semiconductors
▪️ Chemicals
▪️ Critical pharmaceutical drugs
▪️ Fertilisers
▪️ Industrial machinery and capital goods
▪️ Automobiles and automotive components
▪️ Speciality steel
Each identified product accounts for annual imports of over $50 million and is either not manufactured in India or produced domestically in insufficient quantities.
However, the government estimates that only 26% of India’s total imports can realistically be replaced through domestic manufacturing.
India’s MRO Market to Grow 4× Faster Than the Global Market
India’s MRO market is projected to rise from $1.75 billion in 2024E to $2.89 billion by 2028F (~13% CAGR), compared with just ~3% CAGR globally, driven primarily by engine maintenance demand.
India’s EV supply chain shows a significant localization gap, with high-value components like battery cells and semiconductors still heavily import dependent.
⚡ India's EV Boom: Sales Hit9.5% Share as Battery Demand Leaps to 19 GWh
Driven by the PM E-Drive scheme, electric vehicles captureda 9.5% share of India's total vehicle market in 2025, recording 2.6-million-unitsales. While 2-wheelers and 3-wheelers dominated the sales volume at over 90%combined, a massive structural shift pushed total EV battery demand from 13 GWh to ~19 GWh.
On an Index level, we are trading in a super tight zone. Any side breakout of this range can lead volatility to expand. If I had to pre-empt I feel the breakout should happen on the upside. But until then markets can remain choppy. Today being an expiry, is a good day for either side breakout. Lets see how the last hours pans out.
🚀 ISM 2.0 to give $50-billion investment boost, create chip value chain: Industry
Moving beyond just setting up chip factories (fabs), the newly approved India Semiconductor Mission (ISM) 2.0 focuses on developing the entire supply chain. With a massive ₹1,27,500 crore outlay over six years, the scheme offers tailored subsidies (25% to 40%) not only for chipmaking and packaging but also for the critical ancillary industries that produce essential materials, gases, and manufacturing equipment. This strategic shift aims to attract ₹4 lakh crore in fresh investments, establishing India as a self-reliant, end-to-end global semiconductor powerhouse.
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Global Aerospace OEMs Accelerate Sourcing Shift Towards India
Where Large-Cap Mutual Funds Are Placing Their Bets
