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@vishnuagarwal64 Avatar @vishnuagarwal64 Vishnu Agarwal

Vishnu Agarwal posts on X about ipo, india, business, strong the most. They currently have XXXXX followers and 1319 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence finance countries stocks

Social topic influence ipo #271, india, business, strong, longterm, future, if you, stocks, bank, export

Top accounts mentioned or mentioned by @dmuthuk @indiantechguide @akshatworld @livemint @nehajozie @ipomantra @nithin0dha @svembu @stockifiinvest @grok @curiousshubh @chokhanimanish @youtube @aravind @baadshahadani @cnbctv18live @yashjain88 @timesalgebraind @prashantnair @equialpha

Top assets mentioned BlackRock Inc (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"The decision comes down to Price vs. Quality. The Quality (Bull): A market leader with top-tier clients a clear "Premiumisation" strategy and a strong export engine. The Price (Bear): A valuation that captures most of the immediate upside combined with high leverage and thin margins. 12/14"
X Link 2025-12-16T11:53Z 5912 followers, XXX engagements

"Why is the GMP so low for India's largest AMC IPO Is the market missing a compounder or is the price perfection Dont fall into the narrative that the ICICI Prudential AMC IPO is just about selling mutual funds. Its also about managing XX trillion of India's wealth. Let's analyse the data. 🧵 1/12"
X Link 2025-12-12T09:58Z 5912 followers, 4494 engagements

"But here is the Geopolitical Reality Check. China is miles ahead. In 2024 China invested $940bn in clean energy (Renewables + Grids + Storage). They control: - 80-85% of Solar PV manufacturing. - XX% of Global Battery production. Indias PLI scheme is trying to break this monopoly but it has had mixed results. Some winners (like Reliance) are moving but others are behind schedule. 7/13"
X Link 2025-12-15T13:29Z 5912 followers, XXX engagements

"We are witnessing a split in the industry between "Project Developers" and "Ecosystem Builders." - The Old Guard: Tata Power NTPC (Winning steady long-term contracts). - The Aggressors: JSW Energy Acme (High ambition higher risk). - The Disruptors: New startups focusing on ZincGel and alternative chemistries. The landscape is settling but the real action is in the new trends emerging from state governments. 9/13"
X Link 2025-12-15T13:29Z 5912 followers, XXX engagements

"The Indian AMC industry just had a "relief rally" that caught many by surprise. Investors feared a regulatory hammer; SEBI delivered a framework that focused on transparency. Here is why the AMC sector is celebrating and what the entry of ICICI Prudential AMC IPO means for your portfolio.🧵 1/7"
X Link 2025-12-19T12:36Z 5912 followers, 3893 engagements

"Disclaimer: This is not a recommendation or financial advice. Please do your due diligence before taking any financial advice"
X Link 2025-12-11T06:50Z 5913 followers, XXX engagements

"#Dixon #DixonTechnologies I asked: "Compare Dixon Technologies' current operating margins (EBITDA %) against global contract manufacturing giants like Foxconn and Pegatron. Does a low-margin business model justify a premium PE ratio of 50x or is the 'India Growth Premium' masking a valuation bubble Investigate if the recent XX% profit surge is driven by core operational efficiency or one-off PLI subsidies.""
X Link 2025-12-11T06:50Z 5913 followers, XXX engagements

"SEBI did cut the headline fee caps (e.g. from XXXX% to XXXX% for small equity funds). They also removed the "additional X bps" allowance for exit loads. However because AMCs no longer have to pay GST out of their own pockets the net earnings impact is expected to be less than 2%. The industry was braced for a 6-8% hit. This "lesser of two evils" scenario is what fueled todays rally. 4/7"
X Link 2025-12-19T12:36Z 5913 followers, XXX engagements

"We import roughly XX% of our LPG requirement. Domestic production is flat. However one company is betting $X billion not just on the deficit but on the logistics of curing it. Here is an analysis of Aegis Vopak Terminals and its future strategy. 1/12🧵"
X Link 2025-12-08T07:55Z 5906 followers, XXX engagements

"13/ Aegis Vopak is effectively an infrastructure builder. They are deploying capital to create long-term assets (tanks gantries terminals) that will serve India's energy needs for decades. - The Strength: High EBITDA margins (55%) and a debt-light balance sheet post-IPO. - The Risk: Heavy dependence on external agencies (PNGRB PSUs) for pipeline completion"
X Link 2025-12-08T07:55Z 5908 followers, XX engagements

"@healthZwealth Check this analysis on Aegis Vopak Terminals:"
X Link 2025-12-08T08:26Z 5907 followers, XXX engagements

"10/13: Valuation - P/E (FY25): 32.8x. - P/E (FY26 Annualized): 25x. When compared to listed peers like Apollo or Max Healthcare (trading at 50x-80x P/E) PMWL offers a valuation discount. Listed Peers P/E: 46x - 85x (Apollo Max Fortis). Park Medi World P/E: 25x (Forward). Peers have diverse revenue streams national brand power and lower receivable days. Park is a regional government-dependent player"
X Link 2025-12-10T13:06Z 5906 followers, XXX engagements

"8/12: Critical Risk 1: The "Distributor" Grip Usually AMCs are held hostage by distributors. Here the grip is looser. - External Reliance: XXXX% via MFDs & National Distributors. - The Moat: A massive XXXX% comes from Direct Sales. Unlike peers solely reliant on third-party banks they own over a quarter of their equity book directly. If banks or national distributors start pushing a competitor's scheme the flows can dry up. They don't fully own the customer relationship"
X Link 2025-12-12T09:58Z 5906 followers, XXX engagements

"9/12: Critical Risk 2: Regulatory Ceiling AMCs operate in a capped-fee environment. - TER Limits: SEBI caps the Total Expense Ratio. If the regulator decides to cut expense ratios further to benefit retail investors the AMC's revenue drops instantly with no way to recover it through volume immediately"
X Link 2025-12-12T09:58Z 5906 followers, XXX engagements

"Some Peers are: Precision Wires: 38.2x P/E Ram Ratna Wires: 40.4x P/E Vidya Wires: 26.3x P/E At face value KSH offers zero "IPO Discount" versus the leaders and looks expensive compared to Vidya Wires. But if you apply the Adjusted P/E (33.7x) post-debt repayment KSH suddenly undercuts the market leaders by 12%. 4/14"
X Link 2025-12-16T11:53Z 5908 followers, XXX engagements

"@Portfolio_Bull Sharing my factory visit coverage where I talked to the promoters personally:"
X Link 2025-12-17T06:56Z 5907 followers, XXX engagements

"The actual "Net" FDI retained is only $XXX billion. And the "Hot Money" (FPI) That is negative too. $XXX billion left the building. This explains the liquidity tightness despite the massive headline numbers. But there is another issue making investors nervous. 4/19"
X Link 2025-12-17T08:35Z 5907 followers, XXX engagements

"ANS: The Currency. The Rupee has dropped past XX per dollar. It is now the worst-performing currency in Asia this year. Usually when an economy grows fast its currency gets stronger. Right now India is growing fast but the currency is getting weaker. 5/19"
X Link 2025-12-17T08:35Z 5907 followers, XX engagements

"This creates a big disconnect. - The RBI View: "The data is strong. We are fixing regulations to help banks lend more." - The Investor View: "The Rupee is weak and tariffs are going up." This leads to the math that is causing the sell-off. 11/19"
X Link 2025-12-17T08:36Z 5908 followers, XX engagements

"Think about it from the view of a global investor. You can buy a US Treasury Bond today. Risk: Zero. Return: 4%. To beat that in India you have to deal with two costs: - Capital Gains Tax: XX% - Currency Loss: X% (since the Rupee dropped from XX to 90+). 12/19"
X Link 2025-12-17T08:36Z 5908 followers, XX engagements

"Here is how the numbers stack up. If Indian stocks go up by XX% (which is a good year). You lose X% because the currency fell. You lose 15-20% of the profit to tax. Your actual return is only 4-5%. Why take the risk of emerging markets for the same return you can get risk-free in the US Its simply a bad deal right now. 13/19"
X Link 2025-12-17T08:36Z 5907 followers, XX engagements

"#taril Transformers & Rectifiers stock just rallied XX% in two days bouncing from a 52-week low of Rs XXX to Rs XXX. But don't let the green candles fool you. The stock is still down nearly XX% this year. Is this a "dead cat bounce" or a genuine turnaround The answer lies in a "World Bank Debarment" and Rs XXX crore of missing revenue. 🧵 1/5"
X Link 2025-12-15T08:17Z 5913 followers, 2117 engagements

"KSH International is the third-largest manufacturer of magnet winding wires in India. This product sounds boring. But this company sells the components for EVs transformers and the power grid. The business is solid but the valuation leaves little room for error. Here is the breakdown of the KSH International IPO. 🧵 1/14"
X Link 2025-12-16T11:53Z 5909 followers, 1932 engagements

"If you looked at the markets yesterday AMC stocks were on fire. Nippon Life India surged X% HDFC AMC rose X% and even mid-sized players like Canara Robeco jumped 6.5%. Because the market had priced in a disaster from SEBIs new expense ratio rules but what arrived was a "balanced pivot." 2/7"
X Link 2025-12-19T12:36Z 5913 followers, XXX engagements

"Now ICICI Prudential AMC IPO The timing couldn't be better. ICICI Prudential AMC IPO is listed at a XX% gain. The metrics are frankly staggering. Compare the "Efficiency King" (ICICI) vs the "Margin King" (HDFC): AUM: ICICI (10.1L Cr) HDFC (8.8L Cr) ROE: ICICI (83%) HDFC (32%) Equity Mix: HDFC (60.6%) ICICI (55.8%) ICICI Pru is leveraging scale as we've rarely seen in financial services. 5/7"
X Link 2025-12-19T12:36Z 5913 followers, XXX engagements

"ICICI Pru is coming in at a valuation of XXXX Lakh Crore. - ICICI Pru P/E: 43x. - HDFC AMC P/E: 41x. While HDFC has a stronger "brand pull" in retail ICICI has the massive distribution muscle of ICICI Bank and a more dominant position in the high-margin equity and hybrid segments. 6/7"
X Link 2025-12-19T12:36Z 5913 followers, XXX engagements

"Lest we get too carried away there are two shadows over this rally: - The "Jio" Factor: With Jio BlackRock entering the fray a "price war" in the passive (Index/ETF) space is inevitable. SEBI just cut the base fee for Index funds to XXXX% and competition will likely push it even lower. - Valuation Ceiling: At 40x+ P/E AMCs are priced for perfection. Any slowdown in SIP inflows or a prolonged bear market could lead to sharp de-ratings. 7/7"
X Link 2025-12-19T12:36Z 5913 followers, XXX engagements

"Zomato has levelled the playing field by allowing small local eateries to appear right alongside global giants like Dominos. While this gives smaller brands great visibility it comes at a cost for everyone. Big chains are seeing profits drop as they lose their exclusive edge and pay high platform commissions"
X Link 2025-12-19T13:12Z 5913 followers, XXX engagements