Rupesh Kumar

[Chart Wallah @Chart_Wallah108]

𝗧𝗼𝗽 𝟭𝟬 𝗕𝗶𝗴 𝗩𝗼𝗹𝘂𝗺𝗲 𝗕𝗿𝗲𝗮𝗸𝗼𝘂𝘁𝘀 🔥

Best swing trading Opportunities 🎯

30-50% Upside targets 💥💥

A Mega [ Thread ] 🧵

1) Stallion India

[Weekend Trader @ADX_Learner]

#Trend #Reversal #Breakout offers early entry into emerging trends, and maximize profit potential by catching moves at their inception.

Top 10 Trend Reversal Breakout of the week:

🔹Ion Exchange (India) Ltd *
🔹Info Edge (India) Ltd *
🔹Kabra Extrusion Technik Ltd
🔹Inventurus Knowledge Solutions Ltd
🔹Akums Drugs & Pharmaceuticals Ltd
🔹Nupur Recyclers Ltd
🔹PNC Infratech Ltd
🔹Kalyan Jewellers India Ltd
🔹Arkade Developers Ltd
🔹Central Depository Services (India) Ltd*

Keep👀

Weekly Chart..👇👇

(1) Ion Exchange (India) Ltd

[Er. Vipin @Er_Vpin]

🇮🇳 India's Semiconductor Ecosystem: 30+ Listed Companies Across the Entire Value Chain ⚡

Most investors know the headlines.
Few know the complete ecosystem.

Here's how India's semiconductor opportunity is being built, layer by layer. 🧵👇

🧠 LAYER 1: Chip Design
• Tata Elxsi
• Cyient
• MosChip Technologies
• Larsen & Toubro
• AXISCADES

🏭 LAYER 2: Fab & OSAT
• SPEL Semiconductor
• Kaynes Technology
• CG Power
• RIR Power Electronics
• Sahasra Electronic Solutions
• IZMO
• Bharat Electronics
(Unlisted: Tata Electronics, HCL-Foxconn)

🧪 LAYER 3: Chemicals, Gases & Materials
• Chemcon Speciality
• Acutaas Chemicals
• Gujarat Fluorochemicals
• Deepak Fertilisers
• Jubilant Ingrevia
• Neogen Chemicals
• Archean Chemical
• Stallion India Fluorochemicals
• Grindwell Norton

⚙️ LAYER 4: Equipment & Infrastructure
• ASM Technologies
• Unimech Aerospace
• Inox India
• VA Tech Wabag
• Larsen & Toubro

📱 LAYER 5: EMS & Components
• Dixon Technologies
• Amber Enterprises
• Syrma SGS

💡 Key Investor Insight:

Semiconductors are not just about chip manufacturers.

The biggest long-term wealth creators could emerge from:
✅ Chip Design
✅ OSAT & Packaging
✅ Electronic Chemicals
✅ Ultra-Pure Gases & Water
✅ Precision Engineering
✅ EMS & Component Manufacturing

As India executes its semiconductor mission, opportunities are likely to be created across the entire ecosystem, not just one segment.

📌 Which semiconductor stock are you tracking for the next 5–10 years?

Follow @Er_Vpin for high-quality investing insights.

#Semiconductors #IndianStockMarket #Investing #MakeInIndia #Stocks

[संdeep @_beingsandip]

#Avantel Q1FY27 Consolidated Financials:
> Revenue: ₹70.42 Cr (↑36% YoY, ↑10% QoQ)
> PBT: ₹8.70 Cr (↑64% YoY, ↑19% QoQ)
> Net Profit: ₹5.39 Cr (↑67% YoY, ↑13% QoQ)
> EPS: ₹0.20 (↓23% QoQ, ↓38% YoY)
EPS fell despite profit growth; equity dilution + Health Care losses.

Segment Performance (Consolidated):
> Comms & Signal Processing: PBT ₹10.92 Cr (↑ from ₹9.62 Cr QoQ, ₹6.70 Cr YoY)
> Health Care (iMeds): Loss of ₹2.22 Cr (vs loss ₹2.31 Cr QoQ, loss ₹1.40 Cr YoY)
Core business driving growth; healthcare arm still scaling losses.

[jitu @jitu_stock]

INDIA IS TARGETING USD 150 BILLION IN #ELECTRONICS EXPORTS BY 2030. TO PUT THAT IN CONTEXT INDIA'S TOTAL ELECTRONICS EXPORTS LAST YEAR WERE JUST USD 29 BILLION

Big opportunity size 🤑🤑

[Disciplined Trader @Discipline019]

📊 #Avantel Ltd –

Q1 FY27 Results

Sales: ₹70 Cr (+10% QoQ | +36% YoY) — 🟢 Good

Operating Profit (OP): ₹18 Cr (+29% QoQ | +68% YoY) — 🟢 Excellent

Operating Margin (OPM): 24.9% (+354 bps QoQ | +482 bps YoY) — 🟢 Excellent

PAT: ₹5 Cr (+13% QoQ | +69% YoY) — 🟢 Excellent

EPS: ₹0.20 (-33% QoQ | -33% YoY) — 🔴 Weak

[TENFIN GOALS @tenfingoals]

#HFCL secures USD 51.98 million export order for optical fiber #datacentre solutions, executable by December 2026.

[Er. Vipin @Er_Vpin]

🌱⚡ Adani Green Starts FY27 Strong: Operational Capacity Crosses 20 GW Milestone 🚀

Adani Green Energy delivered another robust operational quarter, driven by rapid renewable capacity additions, higher energy generation, and continued leadership in battery energy storage.

🔑 Q1 FY27 Operational Highlights

⚡ Operational Capacity at Record High

Capacity rose 27% YoY to 20,142 MW (20.1 GW)

Added 848 MW of new renewable capacity during Q1 FY27

🔋 Power Generation Accelerates

Energy sales surged 30% YoY to 13,657 million units (MU)

Growth supported by new capacity commissioning and higher renewable generation

🔋 Battery Energy Storage Expansion

Commissioned 1,972 MWh Battery Energy Storage System (BESS) at Khavda

Total installed BESS capacity reached 3,551 MWh, strengthening round-the-clock renewable power capabilities

☀️ Strong Plant Performance

🌞 Solar CUF: 25.3%

🌬️ Wind CUF: 44.4%

⚡ Hybrid CUF: 49.0%

🏭 Plant availability remained exceptionally high at 95–99%

🌍 Sustainability Leadership

🏆 Retained CRISIL's highest ESG score among Indian power companies for the 5th consecutive year

🌱 Received multiple global sustainability and ESG recognitions

🌎 Massive Environmental Impact

⚡ Current portfolio can power 9+ million homes

🌿 Helps avoid nearly 37 million tonnes of CO₂ emissions annually

📊 Why It Matters

✅ Capacity growth continues to outpace the industry
✅ Higher energy sales strengthen revenue visibility
✅ Large-scale BESS deployment enhances grid stability and renewable integration
✅ Khavda remains a key long-term growth driver
✅ Strong ESG credentials support access to global capital

🟢 Market View: Positive

Crossing the 20 GW operational milestone reinforces Adani Green's position as one of the world's leading renewable energy companies. Continued capacity expansion, rising power generation, battery storage scaling, and operational efficiency provide a strong foundation for sustained long-term growth.

📌 Investor Watch: Monitor upcoming capacity commissioning, Khavda project execution, BESS expansion, power generation trends, and Q1 FY27 financial results for further momentum.

#AdaniGreen #RenewableEnergy #Solar #Wind #BatteryStorage #BESS #Khavda #GreenEnergy #ESG #IndianMarkets #StockMarket

[Anybody Can Invest-ABCI @ABCI_Invest]

Some Gems (Tailwind + MOAT + TAM):

1. GNGElectronics (MOAT: Regulatory, DC + AI Boom)
2. Apsis Aerocom (MOAT: China+1, Certified Precision Machining - Defence, Aerospace, Healthcare OEMs)
3. Vivid Electromech (MOAT: DC & Solar - Control Systems)
4. Merritronix (MOAT: Defence & Aerospace NADCAP)
5. CFF Fluid Control (MOAT: Technology, Defence)
6. Yash Highvoltage (MOAT: Transformer Bushings)
7. Shree Refrigerations (MOAT: 3 Critical Naval Registrations-Defence , DC)
8. Prizor Viztech (MOAT: Regulatory, China+1)
9. Aequs (MOAT: Aerospace NADCAP)
10. Omnitech Engineering (MOAT: Safety-critical Precision Machining - Energy, Automation OEMs, Aerospace)

Disclaimer: DYDD....Not a Buy / Sell recommendation.

[Sahil Pahwa @Sahilpahwa09]

#MOSCHIP

Price is on the verge of a breakout!!!

Once the price breaks out and sustains above the breakout zone, it may soon move towards the red trendline!!

Higher targets may get activated once the price sustains above the red trendline!!

Some profit booking can be expected around the red trendline zone!!

[Er. Vipin @Er_Vpin]

🔐🤖 COFORGE LAUNCHES AI-POWERED 'SECUREEDGE2CLOUD' CYBERSECURITY PLATFORM

• 🚀 Coforge has launched SecureEdge2Cloud, an AI-powered Zero Trust cybersecurity solution built on the Zscaler Zero Trust Exchange™ platform.

• ☁️ The platform enables enterprises to securely accelerate cloud adoption, AI deployment, and digital transformation while enhancing cyber resilience.

• 🛡️ Provides secure access for employees, partners, and third parties, safeguards both managed and unmanaged devices, and secures AI applications, agents, and workflows.

• 🤝 Coforge has joined the next phase of Zscaler's Project AI-Guardian, deepening its collaboration on next-generation AI security solutions.

• 🏥 The offering is initially focused on highly regulated industries, including Healthcare, Life Sciences, Financial Services, and Insurance.

📈 Why It Matters

✅ Strengthens Coforge's position in the fast-growing AI cybersecurity market.
✅ Expands its high-value digital transformation and cloud security portfolio.
✅ Enhances cross-selling opportunities with enterprise clients adopting AI and Zero Trust architectures.
✅ Reinforces strategic partnership with Zscaler, improving credibility in enterprise cybersecurity.

🟢 Market Impact: Positive – The launch enhances Coforge's AI-led cybersecurity capabilities, positioning it to benefit from rising enterprise spending on cloud security, Zero Trust, and AI infrastructure.

[Er. Vipin @Er_Vpin]

💼 Anand Rathi Wealth Q1FY27 Results | Strong Profit Growth 📈

🔹 Revenue: ₹321.99 Cr ⬆️ +17.5% YoY | +11.9% QoQ

🔹 Other Income: ₹110.28 Cr 🚀 vs ₹10.11 Cr YoY | ₹68.40 Cr QoQ

🔹 EBITDA: ₹108.65 Cr ⬇️ -15.0% YoY | +28.1% QoQ

🔹 EBITDA Margin: 33.7% 📉 vs 46.6% YoY | 29.5% QoQ

🔹 PBT: ₹206.20 Cr 🚀 +63.4% YoY | +47.0% QoQ

🔹 PAT: ₹163.01 Cr 💥 +73.8% YoY | +57.6% QoQ

🔹 PAT (After Minority Interest): ₹162.73 Cr 📈 +74.0% YoY | +57.9% QoQ

🔍 Key Takeaways

✅ Double-digit revenue growth continues.
✅ Exceptional jump in Other Income significantly boosted profitability.
✅ PBT & PAT hit strong growth despite lower YoY EBITDA and margin compression.
⚠️ Operating margins remain under pressure, but improved sequentially.

#AnandRathiWealth #Q1FY27 #Earnings #StockMarket #IndianMarkets

[Er. Vipin @Er_Vpin]

🌏 PAYTM: Partners with Indonesia's Flip to Take Soundbox Global 📢

• 🤝 Paytm has partnered with Indonesia's Flip and its subsidiary DTK to expand its Soundbox technology internationally.

• 📢 Paytm will supply Soundbox hardware and technology, while DTK will drive merchant acquisition and local market execution.

• 💼 Paytm has also made a minority investment in DTK, strengthening its strategic presence in Indonesia.

• 🏪 DTK holds a PJP1 licence, enabling merchant acquiring and payment services in Indonesia.

• 🌍 Marks Paytm's first major international push for its merchant ecosystem, opening a large addressable market beyond India.

• ℹ️ The company clarified that the partnership is not a material event under SEBI LODR, hence no prior disclosure was required.

🟢 Impact: Positive — Expands Paytm's global merchant payments footprint, creates a new growth avenue for its Soundbox business, and supports long-term international revenue opportunities.

🔔 Follow @Er_Vpin for real-time market updates, corporate actions & high-conviction investment ideas.

#Paytm #Fintech #DigitalPayments #Indonesia #StockMarket

[microcap investors @ShridhantS]

Anand Rathi

#Q1FY27
#Anandrathi

Posted to Good number

Revenue ~18% ,Y-0-Y
PAT ~24% , Y-0-Y
EPS growth 9.8 VS 5.7

• crossed the Milestone of ₹1 Lakh crore

•Mutual fund distribution revenue increase by 16% Y-0-Y,to ₹132 cr .

Good sign for Capital market

[Er. Vipin @Er_Vpin]

💎 KALYAN JEWELLERS | Brokerage Bullish Despite Volume Spike 📈

🔍 Key Highlights
📊 Trading volumes significantly above normal — watch for company disclosures.
✅ ICICI Securities maintains BUY rating.
🎯 Target Price: ₹670
📈 FY27 & FY28 EPS estimates raised.
💰 Better-than-expected Q1 revenue anticipated.
🚀 Revenue CAGR: 19%
📦 EBITDA CAGR: 16%
💵 PAT CAGR: 24%
📉 Valuation: Trading at ~20x FY28E earnings.

💡 Key Takeaway:
Strong growth visibility, upgraded earnings estimates, and an attractive valuation keep the brokerage constructive on Kalyan Jewellers. Elevated trading volumes make the stock one to watch for any further corporate disclosures.

⚠️ This is brokerage commentary, not investment advice. Do your own research before investing.

#KalyanJewellers #StockMarket #IndianStocks #Brokerage #Investing

[The Big Bull Deals @thebigbulldeals]

INOX India bags Rs. 939 crore in fresh orders driven by mega space-sector win

[swingstockswala @SWINGSTOCKSWALA]

👇 List Multibagger Stocks & Sectors for 2026

📌 Electronic Manufacturing Services

🔹Dixon Technologies (India) Ltd
🔹PG Electroplast Ltd
🔹Kaynes Technology India Ltd
🔹Epack Durable Ltd
🔹Amber Enterprises India Ltd

📌  Data Center

🔹Netweb Technologies India Ltd
🔹Techno Electric & Engineering Company Ltd
🔹Anant Raj Ltd
🔹Railtel Corporation of India Ltd
🔹E2E Networks Ltd

📌  Waste Water Treatment

🔹Enviro Infra Engineers Ltd
🔹EMS Ltd
🔹Vishnu Prakash R Punglia Ltd
🔹Ion Exchange (India) Ltd
🔹Va Tech Wabag Ltd

📌  Semiconductor

🔹Moschip Technologies Ltd
🔹ASM Technologies Ltd
🔹RIR Power Electronics Ltd
🔹Centum Electronics Ltd
🔹Astra Microwave Products Ltd
🔹Spel Semiconductor Ltd

For more join telegram link in bio
No buy sell
#stocks

[Er. Vipin @Er_Vpin]

🚀 PREMIER EXPLOSIVES: APOLLO MICRO TO ACQUIRE 41.33% STAKE IN ₹1,550 CR DEAL 🛡️🇮🇳

• 🤝 Apollo Micro Systems to acquire 2.22 crore shares (41.33% stake) in Premier Explosives from the promoter group through a Share Purchase Agreement (SPA).

• 💰 Deal Size: ₹1,550 crore | 💵 Acquisition Price: ₹698 per share.

• 📢 Open Offer: Apollo Micro will launch a mandatory open offer to acquire up to 26% additional stake from public shareholders at ₹698 per share.

• 🛡️🎯 The acquisition supports Apollo Micro's vision of building an integrated indigenous defence ecosystem under the Atmanirbhar Bharat initiative.

• ⚙️🔗 The transaction is expected to create strategic synergies across defence electronics, ammunition, propulsion systems and indigenous manufacturing.

• ⏳📜 The acquisition is subject to regulatory approvals and is expected to close within 4–5 months.

🟢 Impact: Highly Positive 📈 – A transformational acquisition that strengthens Apollo Micro's defence capabilities while positioning Premier Explosives for accelerated growth amid rising defence spending and the Make in India push.

🔔 Follow @Er_Vpin for the fastest stock market updates, earnings, corporate actions and investment insights.

#ApolloMicro #PremierExplosives #DefenceStocks #IndianStocks #Investing

[THE DARK CHART @Thedarkchart01]

✍️ semiconductor Stocks to buy for 5-6 x returns in next 1 to 1.5 yrs :

Buy #MOSCHIP :-232-236

Long term Target:- 1200-1500+

Timeframe:- 1 to 1.5 yrs

#INVESTMENT
#Trade

DISC- I am not sebi Registered.

Not Buy -Sell RECCOMENDATION

[CA Vivek Khatri @CaVivekkhatri]

𝗛𝗶𝗴𝗵-𝗚𝗿𝗼𝘄𝘁𝗵 𝗧𝗵𝗲𝗺𝗮𝘁𝗶𝗰 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝗗𝗲𝗳𝗲𝗻𝘀𝗲, 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀, 𝗣𝗼𝘄𝗲𝗿 & 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗦𝗲𝗰𝘁𝗼𝗿𝘀👇📈

1. Data Patterns
2. GE Vernova T&D
3. Aditya Infotech
4. Laurus Labs
5. Astra Microwave Products
6. Acutaas Chemicals
7. Avalon Technologies
8. GNG Electronics
9. Aeroflex Industries
10. Krishna Defence
11. Kernex Microsystems
12. Kirloskar Pneumatic
13. KSH International
14. Beta Drugs
15. Modern Insulators
16. Modison
17. Bajaj Consumer Care

Bookmark this list📌

Educational purpose only. Not a buy/sell recommendation.

Any more stocks to add❓
#trading #investing