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@InvestmentVeda
"2 The Four Powerhouses Leading the Charge ๐ช AMBER Enterprises ๐งฉ DIXON Technologies ๐ฑ SYRMA SGS โ KAYNES Technology ๐ป Each one is moving aggressively into PCBs displays semiconductors and precision components sectors that used to be import-dependent"
X Link @InvestmentVeda 2025-10-05T16:07Z 8350 followers, XXX engagements
"4 ๐ SYRMA SGS The Silent Disruptor Syrma has quietly evolved from an EMS player to a component manufacturer with global linkages. ๐ค JV with Shinhyup Electronics (Korea) (75:25) for PCB manufacturing ๐ธ Capex: $91mn (760 Cr) ๐ญ Land approved in Andhra Pradesh โ Tech tie-up gives Syrma access to top-tier Korean clients ๐
Trial production by FY27 mass-scale FY28 Also partnered Elemaster (Italy) for advanced electronics assemblies. Syrmas PCB play might only be X% of sales initially but it opens the door to high-margin niche exports"
X Link @InvestmentVeda 2025-10-05T16:07Z 8350 followers, XXX engagements
"5 ๐ฑ DIXON TECHNOLOGIES The Integration King Dixon is no longer just a contract manufacturer its going deep into the value chain. ๐น Display Modules JV with HKC Corp (China) $130mn investment ๐น Camera Modules acquired XX% in QTech India for 5.5bn ๐น Li-ion Batteries & Cells new subsidiary incorporated ๐
Display plant Trial run FY26 full ops by FY27 ๐
QTech already operational; integration by Q3 FY26 Dixon is building the entire mobile ecosystem screen camera battery casing. A full-stack Indian electronics powerhouse"
X Link @InvestmentVeda 2025-10-05T16:07Z 8350 followers, XXX engagements
"@REDBOXINDIA ๐ธ Policy boost ๐ Investment push ๐ Trade or export incentives ๐ฆ Or maybe a fiscal surprise before the Budget season heat kicks in Markets will be watching every word. ๐ Something is cooking and it smells like economic fireworks. ๐ฅ"
X Link @InvestmentVeda 2025-10-17T09:04Z 8351 followers, 4526 engagements
"1๐ฅ Indias Alcohol Sector = Multi-Year Growth Story ๐พ From cheap country liquor to luxury single malts Indias alco-bev industry is going premium fast. Heres why investors cant ignore this XXX Trillion market ๐งต๐"
X Link @InvestmentVeda 2025-10-10T08:38Z 8333 followers, 7699 engagements
"@TrendSpark420 @Akash17971 @Anvith_ @DhawalDoshi5 @Garg_Aditya_ @SandhyaKuntnur @FromRag2riches @investing_t20 @viralbshah @rohantantia Waaree isnt just making panels theyre powering possibility. The sun now rises from Gujarat ๐๐ฅ"
X Link @InvestmentVeda 2025-10-15T02:45Z 8331 followers, XXX engagements
"When gold and silver rise faster than stocks during a bull market it is not a "safe haven" rally - it is a confidence crisis. ๐ฅ Markets are quietly screaming: ๐ธ "We don't trust paper money anymore." AI boom or not if every government prints to "win the future" metals win by default. Gold is not shining brighter - currencies are fading faster. โจ"
X Link @InvestmentVeda 2025-10-15T02:57Z 8327 followers, 4067 engagements
"๐จ Potholes = Corruption on Display If corruption had a face it would look like these potholes - smiling at every new tender. Our tax money is not building roads - it is filling pockets. We do not need more promises. We need accountability. Because it is not just the roads collapsing - it is governance. Every rain turns our roads into obstacle courses -accidents breakdowns frustration. ๐ฅ Yet crores are "spent" on road repairs that vanish faster than the monsoon itself. #Potholes #RoadSafety"
X Link @InvestmentVeda 2025-10-15T04:09Z 8332 followers, XXX engagements
"@BRICSinfo Why โ
Strong demand from Asia & Latin America โ
Weaker yuan boosting competitiveness โ
Smart rerouting via Vietnam & Mexico โ
Booming EVs solar & tech exports Even with trade barriers China's manufacturing engine isnt slowing down ๐ช"
X Link @InvestmentVeda 2025-10-15T04:16Z 8333 followers, 1775 engagements
"@Garg_Aditya_ @Compoundingfund @investing_t20 @RaghavT10944 @shome_rajarshi @faltooinvestor @suryachaudhary1 @Vaishnav1904 @Raamdeo @MotilalOswalLtd Quick Commerce isnt just convenience anymore its a lifestyle revolution. From groceries to gadgets everythings racing to your doorstep faster than your chai cools down ๐ฅ Swiggy Zepto Blinkit theyre not competing on price anymore theyre competing on speed ๐ดโ"
X Link @InvestmentVeda 2025-10-15T04:59Z 8322 followers, XX engagements
"Saudi Arabia is going all-in on energy infrastructure as part of its Vision 2030 - and KEC is clearly becoming a key player in that growth story. This not only strengthens India's global engineering footprint but also opens up more Middle East opportunities for Indian EPC players. ๐ค"
X Link @InvestmentVeda 2025-10-15T13:02Z 8332 followers, XX engagements
"11 Key Metrics FY25 Q1FY26 Revenue 5308 Cr 1660 Cr PAT XXX Cr XXX Cr ROCE XXXX% XXXX% Order Book 15915 Cr 15637 Cr ๐งพ Strong momentum clean balance sheet"
X Link @InvestmentVeda 2025-10-15T14:58Z 8336 followers, XXX engagements
"@MohiniWealth Chances of breakdown are higher. Upside legs after retest are getting smaller and smaller after each bounce"
X Link @InvestmentVeda 2025-10-17T02:10Z 8332 followers, XX engagements
"1 Zaggle: Indias SaaS-Fintech Champion in the Making ๐ณ๐ Its not just a card company anymore its Indias Spend-as-a-Service platform. Lets break it down ๐"
X Link @InvestmentVeda 2025-10-14T15:18Z 8350 followers, 17.7K engagements
"13 Conclusion โก Transrail Lighting = Indias rising EPC powerhouse. X decades of trust Clean balance sheet 15637Cr order book XX% ROCE XX% margin Solar + exports = next leap. Built on Vision. Backed by Growth. ๐ฅ"
X Link @InvestmentVeda 2025-10-15T14:58Z 8352 followers, XXX engagements
"1 The Big Shift: From Assembly Core Components Indias EMS (Electronics Manufacturing Services) story is evolving. ๐น Phase X (20152023): Assemble in India ๐น Phase X (20252030): Build in India from chips to PCBs to batteries. ๐ Estimated capex for top EMS players will rise XX% from 58000 Cr (FY2325) to 90000 Cr (FY2628). This is Indias component decade. โก"
X Link @InvestmentVeda 2025-10-05T16:07Z 8350 followers, XXX engagements
"๐งต: Techno Electric & Engineering - From Power Grids to Data Centers โก๐ 1From substations to servers. Techno Electric isn't your typical EPC contractor anymore. It's a cash-rich debt-free infra builder now pivoting into data centres & smart meters - where India's next growth wave lies. 2๐ก FY25 performance snapshot: Revenue: 2401.7 Cr (43% YoY) EBITDA: XXX Cr (44%) PAT: 428(High Other Income) EBITDA margin: XXXX% Q1FY26 ๐ฅ: XXX Cr revenue (+25% YoY) XXXX% margin XX Cr PAT. Execution efficiency margin expansion. 3๐ฐ Balance-sheet superpower: Cash & bank: 2520 Cr Debt: Zero After monetizing"
X Link @InvestmentVeda 2025-10-13T16:34Z 8351 followers, 17.1K engagements
"๐กWaaree Energies delivered yet another stellar quarter with both revenue and profits growing sharply YoY powered by strong demand for solar modules and international traction. Margins expanded on scale efficiencies and U.S. IRA-linked credits. #waaree #waareeenergies"
X Link @InvestmentVeda 2025-10-16T16:18Z 8350 followers, 2909 engagements
"@KobeissiLetter ๐ Stocks are at record highs. ๐ฅ Gold and silver are breaking out. Crypto is back in accumulation mode. Meanwhile corporations are spending hundreds of billions on AI - and soon governments will follow fueling another round of fiscal firepower and digital arms race"
X Link @InvestmentVeda 2025-10-17T02:02Z 8350 followers, XXX engagements
"Since Russias invasion of Ukraine the G7 imposed a $60/barrel price cap on Russian crude. ๐ The idea: starve Moscows war chest. ๐ The problem: shadow trade middlemen firms and shipping networks many in Asia are helping move Russian oil above the cap. ๐น Why India & China Are in Focus: Both nations import heavily discounted Russian crude refining and re-exporting it sometimes even back to Europe in the form of fuel. UK intelligence believes some traders insurers and shippers in India/China are indirectly aiding Russias sanction evasion network. London wants to send a deterrent signal before"
X Link @InvestmentVeda 2025-10-18T03:10Z 8350 followers, 1749 engagements
"Why now ๐ฐ RCBs valuation is at its peak perfect time to attract big money. ๐ข Parent firm Diageo wants to focus on its liquor business not sports. ๐ Global investors see IPL teams as prime sports assets. ๐ค Jindals entry could bring new synergies and shake up IPL ownership. ๐ In short: RCBs not just playing cricket anymore theyre playing the business game capitalizing on success while the brands at its hottest. #RCB #ViratKohli #ViratKohli"
X Link @InvestmentVeda 2025-10-18T06:16Z 8350 followers, 1663 engagements
"๐ก Why it matters: 2nm chips are faster smaller and more efficient used in AI smartphones and EVs. Only a few countries have reached this stage. It shows Indias shift from a chip buyer to a chip innovator. โ A big step toward making India a global semiconductor powerhouse ๐๐ป"
X Link @InvestmentVeda 2025-10-18T11:37Z 8350 followers, 3859 engagements
"@unusual_whales America's favorite tradition: paying for services you can't use. ๐ฐ"
X Link @InvestmentVeda 2025-10-18T12:18Z 8350 followers, 3836 engagements
"๐ JSW Energy Q1FY26 Snapshot โก๐ฑ X Blockbuster Qtr Rev +78% YoY 5411 Cr EBITDA +93% (56% margin) PAT +42% XXX Cr X Capacity Surge XXXX GW ops + XXXX GW under construction 2030 target: XX GW + XX GWh storage X Balanced Mix Thermal XX% Wind XX% Solar XX% Hydro XX% X Future Bets XXXX GWh storage ๐ Green Hydrogen pilot ๐งช ESG A rating ๐ X Debt 59300 Cr (4.7x ND/EBITDA) heavy but manageable โ
๐ฏ Takeaway: JSW is not just a power coits building Indias energy transition backbone. ๐"
X Link @InvestmentVeda 2025-09-13T12:21Z 8339 followers, 1025 engagements
"@KobeissiLetter Forget trade warswere entering the Furniture wars. Forget Silicon Valley its time for Sofa Valley. The WTO will become the World Table Organization. Diplomacy will be now done over tariff-approved dining sets"
X Link @InvestmentVeda 2025-09-29T13:19Z 8340 followers, 2300 engagements
"6 KRN HEAT EXCHANGER & REFRIGERATION What they do ๐งฉ: Manufactures coils condensers and evaporators. Data Center Role ๐ฝ: Critical supplier coils are core to data center chillers. Upside ๐: Capex Commissioned Local sourcing replacing imports higher energy-efficiency designs. Risks โ : Copper price swings utilisation competition"
X Link @InvestmentVeda 2025-10-05T05:56Z 8339 followers, XXX engagements
"7 JOHNSON CONTROLSHITACHI (JCHAC) What they do ๐งฉ: HVAC brand combining Johnson Controls tech with Hitachis presence; Bosch now owns 74.2%. Data Center Role ๐ฝ: Precision HVAC systems for commercial & server environments. Upside ๐: Bosch integration product modernisation B2B strength. Risks โ : Integration risk foreign competition"
X Link @InvestmentVeda 2025-10-05T05:56Z 8339 followers, XXX engagements
"๐ฅ Next Target Dont be surprised if we see: Lockheed Martin or Raytheon stakes (defense = deterrence = dominance) Occidental Petroleum or Chevron in the energy transition push Even AI chip startups to out-NVIDIA China ๐ The message to Wall Street: The new bull is red white and blue. ๐ Would you call this economic patriotism or market manipulation 2.0"
X Link @InvestmentVeda 2025-10-07T02:06Z 8338 followers, 2005 engagements
"Now the 3rd largest solar producer globally behind only China & the US. From XXX GW in 2014 XXX GW in 2025 thats a 48x leap in a decade ๐ Solar now powers XX% of Indias total capacity pushing toward the XXX GW renewable target by 2030. Key players: Adani Green Tata Power Solar JSW Energy ReNew Power ๐ India isnt just joining the clean energy race its leading it in terms of growth"
X Link @InvestmentVeda 2025-10-08T15:33Z 8336 followers, 3662 engagements
"๐จ TRUMP VS CHINA TRADE WAR XXX China controls XX% of global rare earth production critical for EVs chips & defense tech. US imported $427B worth of goods from China in 2024. If Trumps tariff hike kicks in ๐ Consumer goods EVs electronics could get pricier. ๐ฅ Inflation may reheat. ๐ Supply chains could scramble again. Trumps words arent just politics theyre market-moving signals. Trade War XXX might just be starting. โ #Trump #China #TradeWar #Economy #Markets"
X Link @InvestmentVeda 2025-10-10T15:18Z 8342 followers, 16K engagements
"9 Risks to Watch โ X Slower adoption of new verticals X Banks launching their own prepaid/corporate cards X Margin fluctuations from new acquisitions But Zaggles moat data integration depth and ecosystem keeps it ahead"
X Link @InvestmentVeda 2025-10-14T15:18Z 8338 followers, XXX engagements
"๐ Big Picture Takeaway Zaggle is building Indias version of Edenred + Expensify + WEX all in one stack. Its turning every companys spending into structured data-driven intelligence and getting paid for every transaction in the process"
X Link @InvestmentVeda 2025-10-14T15:18Z 8335 followers, XXX engagements
"Classic FOMO trap unfolding โ When everyones shouting shortage and premiums are flying its usually emotion not fundamentals driving the trade. Smart money sells into frenzy not buys it. ๐ก Silvers long-term story is strong but chasing spikes like this Thats how you become liquidity for someone elses exit. ๐ง ๐ฐ"
X Link @InvestmentVeda 2025-10-15T02:59Z 8338 followers, 6637 engagements
"Here is where the money is heading ๐ โ R&D & New Cars (60%) XX new models coming including X brand-new ones Expect EVs hybrids SUVs and even the luxury Genesis brand rolling out from Indian soil. ๐ญ Manufacturing & Localisation (40%) Expanding factories local battery production and next-gen tech upgrades to make India a global export hub for Hyundai cars. ๐ Exports & Ecosystem India to power XX% of Hyundai's exports by 2030. Plus they are bringing Hyundai Capital (finance arm) to help customers buy easier"
X Link @InvestmentVeda 2025-10-15T13:34Z 8342 followers, 12.1K engagements
"7 Risks & Challenges โ Execution delays (intl. projects) โ Steel/zinc price volatility โ Geopolitical exposure (Africa Bangladesh) โ
Mitigated via risk-based bidding + backward integration"
X Link @InvestmentVeda 2025-10-15T14:57Z 8338 followers, XXX engagements
"๐ News & Sentiment ๐
CRISIL upgrade: AA-/A1+ ๐ 765kV Khavda Project (Adani) commissioned ๐ฐ Record quarterly growth ๐ฐ Positive coverage + analyst upgrades"
X Link @InvestmentVeda 2025-10-15T14:58Z 8336 followers, XXX engagements
"12 Investment Checklist โ
Structural Growth: Power + Renewables โ
Margin Levers: In-house manufacturing โ
Capital Efficiency: XX% ROCE โ
Strong BS: AA- rating โ Valuation: Fair not cheap โ
Moat: Design + manufacturing integration"
X Link @InvestmentVeda 2025-10-15T14:58Z 8338 followers, XXX engagements
"@REDBOXINDIA India's move is strategic cutting reliance on the Middle East balancing trade ties with the US and boosting energy security. โก #India #US #Energy #Trade"
X Link @InvestmentVeda 2025-10-15T15:32Z 8332 followers, 2235 engagements
"@unusual_whales ๐ฅ Scott Bessent warns the U.S. shutdown could cost $15B a day - that is not politics that is an economic gut punch. ๐ Federal spending halts paychecks pause small biz suffers confidence drops. ๐ A 10-day shutdown = $150B hit (0.5% of GDP). #usshutdown #shutdown"
X Link @InvestmentVeda 2025-10-15T18:02Z 8338 followers, 1254 engagements
"๐ก Giants like Nvidia Microsoft Apple and Google led the charge while most other sectors barely moved. Even non-tech firms are now rushing to add "AI" to their game plans just to stay relevant. ๐ฎBy 2030 there won't be "AI stocks" anymore - because every company will be powered by AI. Just like electricity once did AI is becoming the invisible force running everything. โก"
X Link @InvestmentVeda 2025-10-16T13:33Z 8347 followers, XXX engagements
"๐ฅ XX Timeless Trading Rules by William O'Neil Simplified for the Modern Investor Let's go through the wisdom of the legendary O'Neil๐"
X Link @InvestmentVeda 2025-10-12T16:41Z 8352 followers, 2501 engagements
"๐ Valuations are cheap after years of market pain. ๐ Beijing is finally rolling out pro-growth policies tax cuts stimulus easing tech crackdowns. ๐ And with the West slowing down China suddenly looks like the value play again. In short: Fear left. Opportunity entered. Money always follows the next "cheap + policy support" story - and right now that's China. #china #Beijing"
X Link @InvestmentVeda 2025-10-16T16:01Z 8351 followers, 3325 engagements
"@TrendSpark420 @Akash17971 @Anvith_ @AshishMeher7 @DhawalDoshi5 @Garg_Aditya_ @viralbshah @RamK132 @SandhyaKuntnur @imujjwalsehgal Psu bank mega merger loading"
X Link @InvestmentVeda 2025-10-17T14:41Z 8352 followers, XXX engagements
"๐งต BSE Limited :DalalStreetX =Rich Valuations but High Growth Exchange in a duopoly Industry 1/ ๐จ BSE Ltd just posted its BEST-EVER quarter (Q1 FY26) with record revenues profits & margins. From StAR MF dominance to SME listings & Sensex derivatives surge heres a detailed breakdown of Indias oldest exchange & where its headed ๐"
X Link @InvestmentVeda 2025-09-07T10:28Z 8352 followers, 12.8K engagements
"The shutdown freezes federal spending halts paychecks and delays key economic data - basically putting parts of the US economy on pause. โ In short: Slower GDP growth Weaker consumer confidence Market volatility rising Global investors turning cautious ๐ฃ When the world's biggest economy hits pause everyone feels the vibration. ๐ธ #shutdown #usshutdown"
X Link @InvestmentVeda 2025-10-15T02:43Z 8352 followers, XXX engagements
"๐งต Transrail Lighting Ltd The Next Big Power EPC Story Emerging from India โก (A 15-point deep-dive into fundamentals growth and valuations. Not a buy or sell recommendation) ๐ #Transrail #EPC #power @deepak4748"
X Link @InvestmentVeda 2025-10-15T14:57Z 8350 followers, 19.3K engagements
"8 Growth Catalysts โก Mega grid projects (PGCIL Adani Renew) โ Solar EPC entry (Jamaica order bagged) ๐ Civil infra (Kosi bridge NDCT towers) ๐ญ Tower + conductor expansion (Jan 26) ๐ Africa & SE Asia = growth frontier"
X Link @InvestmentVeda 2025-10-15T14:58Z 8351 followers, XXX engagements
"๐งต How to Know You Can Actually Afford to Retire - No Fairy Tales Just Math ๐ X Most people don not retire when they want to. They retire when life forces them to - job loss health issues or burnout. So let's fix that before life does it for you"
X Link @InvestmentVeda 2025-10-17T14:24Z 8350 followers, 1637 engagements
"๐น Accessible to anyone with a phone. ๐น Embedded in daily work - from education to coding to business. ๐น Improves while being used - unlike the early web. ๐ It took the internet XX years to reach 500M users; ChatGPT did 100M+ in months. ๐ง This isn't just tech growth - it's a behavioral revolution. The 1990s had the dot-com boom. The 2020s The dot-AI era"
X Link @InvestmentVeda 2025-10-17T21:15Z 8350 followers, XXX engagements
"After tightening export curbs on sensitive tech and materials Beijing says Dont worry normal trade stays open. ๐ The move targets only dual-use goods (civil + military use) not general exports. ๐ Its Chinas balancing act showing strength in national security while assuring global markets its not weaponizing trade. In short: Chinas saying were not shutting the gate just checking who walks in. ๐ช"
X Link @InvestmentVeda 2025-10-18T05:38Z 8350 followers, 3104 engagements
"@Akash17971 @vardhiitbhu @Fintech00 @LuckyInvest_ARK @AzelDivekar @InvestInMicro @ibullishbreak @Compoundingfund @rohantantia @ayushmarda07 @suryachaudhary1 India does not just need more sunlight. It needs more transmission lines"
X Link @InvestmentVeda 2025-10-18T08:55Z 8350 followers, XXX engagements
"@FI_InvestIndia LTCG was removed due to this reason and it is getting increased for this reason itself"
X Link @InvestmentVeda 2025-10-18T09:14Z 8350 followers, XXX engagements
"๐ฐ Good Investing Habits That Build Real Wealth (Not Just Portfolios) ๐ X Invest first spend later - Treat investing like rent: non-negotiable. X Don't chase tips chase trends - Long-term trends short-term noise. X Power of boring - SIPs index funds and patience beat adrenaline every time. X Learn don't gamble - If you can't explain why you bought it you shouldn't own it. X Avoid revenge investing - The market doesn't care about your ego. X Time timing - Even average investors win if they stay long enough. X Diversify but don't di-worse-ify - Enough to protect not so much to dilute. 8"
X Link @InvestmentVeda 2025-10-18T14:39Z 8350 followers, XXX engagements
"@KobeissiLetter Gold has not just beaten inflation - it is beating human productivity. Wages are up X% YoY but gold is up over 35%. The ratio has doubled in just XX months. Bottomline is :- You are not working less. The dollar is just working worse. ๐ธ #GoldRate #Gold"
X Link @InvestmentVeda 2025-10-18T15:06Z 8350 followers, 1341 engagements