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@trend_traderx Avatar @trend_traderx Ashish Negi

Ashish Negi posts on X about target, kfc, $jublfood, $bel the most. They currently have X followers and XX 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: X #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance stocks cryptocurrencies automotive brands countries currencies

Social topic influence target, kfc #384, $jublfood #1, $bel #3, $hal #6, strong, $mahindra #1, burger king #209, defence #1183, india

Top assets mentioned Bella Protocol (BEL) Halliburton Company (HAL) PepsiCo, Inc. (PEP) Restaurant Brands International Inc. (QSR)

Top Social Posts

Top posts by engagements in the last XX hours

"📱 DELIVERY vs DINE-IN SHIFT 2019: Dine-in XX% Delivery XX% 2025: Dine-in XX% Delivery XX% Delivery margin: 8-10% Dine-in margin: 25-30% Problem: Growing low-margin channel Winners: Own delivery apps (Domino's leading with XX% direct orders) #FoodDelivery #Zomato"
X Link 2025-12-10T07:15Z X followers, XX engagements

"🍕 JUBILANT FOODWORKS SPOTLIGHT WHY IT LEADS: ✅ 1900+ stores (largest network) ✅ XX% orders via own app (saves aggregator fees) ✅ 20%+ SSG (same store growth) ✅ Expanding to tier 2/3 cities Concerns: ⚠ Rich at 75x PE Target: 700-750 Current: XXX $JUBLFOOD"
X Link 2025-12-10T07:15Z X followers, XX engagements

"📊 MARKET BREAKDOWN Total Budget: 6.2L cr Capital: 1.7L cr Revenue: 4.5L cr Import: XX% XX% (target) Leaders: HAL BEL MDL Cochin Ship BEML Govt = XX% orders exports surging $HAL $BEL #DefenceBudget"
X Link 2025-12-11T06:30Z X followers, XX engagements

"🏆 STOCK PERFORMANCE & PICKS 1-Year Returns: ✅ Varun Beverages: +42% (PepsiCo bottler fastest growing) ✅ Tata Consumer: +18% (turnaround story) 📉 Britannia: -X% (margin pressure) 📉 Dabur: -X% (rural exposure hurting) Stock selection matters more than sector timing #Stock"
X Link 2025-12-08T06:36Z X followers, XX engagements

"💰 VALUATION REALITY CHECK Sector trading at 40-65x PE (steep premium) HUL: 55x PE Fair Value: 2400-2500 Nestle: 65x PE Premium quality premium price ITC: 24x PE Best value play XXX% dividend yield Varun Bev: 65x PE Growth at any cost Quality premium or overvalued"
X Link 2025-12-08T06:36Z X followers, XX engagements

"🚗 AUTO SECTOR DEEP DIVE 2025 India's 7.5L cr auto industry at crossroads. EV transition accelerating exports recovering but demand mixed. PV strong at +9% 2W moderate +6% CV struggling +2%. Complete analysis 🧵👇 #AutoStocks #StockMarket #EVRevolution"
X Link 2025-12-09T07:43Z X followers, XX engagements

"📊 SEGMENT-WISE PERFORMANCE PASSENGER VEHICLES (PV): +9% YoY SUV boom continues (65% of PV sales) Sedans declining Maruti Hyundai Tata leading TWO-WHEELERS (2W): +6% YoY Premium bikes outperforming Entry-level weak (rural impact) COMMERCIAL VEHICLES: +2% YoY Waiting for capex"
X Link 2025-12-09T07:43Z X followers, XX engagements

"💰 VALUATION & MARGINS Sector Avg PE: 18-25x (fair valuations) MARGINS: Maruti EBITDA: XXXX% (improving) M&M EBITDA: XXXX% (best in class) Tata Motors: XX% (turnaround mode) Bajaj Auto: XX% (premium bikes helping) Unlike FMCG Auto valuation reasonable with growth visibility #nse"
X Link 2025-12-09T07:43Z X followers, XX engagements

"🏆 STOCK PERFORMANCE & TOP PICKS 1-Year Returns: 🚀 Mahindra & Mahindra: +68% (SUV king tractor leader) 🚀 Maruti Suzuki: +35% (market share gains) 🚀 Bajaj Auto: +58% (exports + premiumization) 📉 Tata Motors: +12% (JLR concerns) Best positioned: M&M Maruti $MAHINDRA $MARUTI"
X Link 2025-12-09T07:43Z X followers, XXX engagements

"🌟 COMPANY SPOTLIGHT: MAHINDRA & MAHINDRA WHY IT'S WINNING: ✅ SUV portfolio strongest (Scorpio XUV Thar) ✅ 9-12 month waiting periods ✅ Tractor #1 (35% market share) ✅ EV plans robust (12K cr investment) Concerns: ⚠ Premium valuation (28x PE) $MAHINDRA #AutoSector #nse"
X Link 2025-12-09T07:43Z X followers, XX engagements

"🍔 QSR SECTOR DEEP DIVE 2025 60K cr organized market growing 20%+ annually. Quick commerce integration aggressive expansion but profitability still a challenge. Domino's McDonald's KFC lead. Zomato Swiggy disrupting. Analysis 🧵👇 #QSR #Restaurants #Investing"
X Link 2025-12-10T07:15Z X followers, XX engagements

"📊 MARKET LANDSCAPE Organized QSR: 60K cr (25% of total) Unorganized: 180K cr (75%) Growth: 20-25% for organized chains Store count: 15K+ (doubling by 2027) Leaders: Jubilant (Domino's) Westlife (McD West) Sapphire (KFC) Burger King Consolidation underway #RestaurantStocks"
X Link 2025-12-10T07:15Z X followers, XX engagements

"⚠ KEY CHALLENGES Real Estate costs (mall rentals up 25%) Aggregator commissions eating margins Labour shortage in metros Food inflation (chicken cheese +12%) Competition intensifying (cloud kitchens) But demand remains strong - growing middle class = tailwind #Challenges"
X Link 2025-12-10T07:15Z X followers, XX engagements

"3/8 Banking Banks may rebound quickly after volatility. Watch: HDFCBank ICICIBank SBI. #BankNifty #Finance #StocksToWatch"
X Link 2025-12-10T08:26Z X followers, XX engagements

"4/8 IT & Tech Recent dips = value zones. Key picks: Infosys HCLTech TechM. #ITStocks #Tech #NSE"
X Link 2025-12-10T08:26Z X followers, XX engagements

"🚀 ATMANIRBHAR IMPACT Policy wins: ✅ FDI: XX% XX% ✅ Import ban on XXX items ✅ Defence corridors (UP TN) ✅ Private sector entry (L&T Tata) Result: Domestic orders XX% in X years #AatmanirbharBharat #PolicyChange"
X Link 2025-12-11T06:30Z X followers, XX engagements

"Outlook: Q-commerce GMV expected to hit $5.46B by Dec 2025 and capture XX% of FMCG sales by 2030. Net positive for branded giants buy-the-dip in names like HUL ITC Varun Beverages. #Markets #Investing"
X Link 2025-12-08T06:43Z X followers, XX engagements

"🏆 STOCK PERFORMANCE (1-Year) Jubilant FoodWorks: +35% 🚀 Westlife Dev (McD): +28% Devyani Intl (KFC Pizza Hut): +15% Restaurant Brands (Burger King): -X% Domino's dominance continues Valuations: 60-80x PE (premium for growth) $JUBLFOOD #QSRStocks"
X Link 2025-12-10T07:15Z X followers, XX engagements

"🛡 INDIA DEFENCE SECTOR 2025 6L cr market XX% CAGR. Aatmanirbhar push: XX% imports XX% by 2027. Budget: 6.2L cr Exports: $2.6B (10x in X yrs) Complete analysis 🧵 #DefenceStocks #MakeInIndia #Investing"
X Link 2025-12-11T06:30Z X followers, XX engagements

"💰 EXPORT EXPLOSION 2019: $250M 2025: $2.6B (10x) 2030 target: $5B Markets: Philippines Egypt UAE Armenia Products: Brahmos missiles Tejas parts radars naval systems India = arms exporter now #DefenceExports"
X Link 2025-12-11T06:30Z X followers, XX engagements

"🏆 1-YEAR STOCK RETURNS HAL: +95% 🚀 (Tejas orders) Mazagon: +78% (submarines) BEL: +45% (electronics) Cochin Ship: +42% BEML: +32% Sector PE: 35-50x Crushing Nifty (+12%) $HAL $BEL #PSUStocks"
X Link 2025-12-11T06:30Z X followers, XX engagements