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@exencial_RP Avatar @exencial_RP Exencial Research Partners

Exencial Research Partners posts on X about india, target, investment, business the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XX% countries XXXX% stocks X% currencies XXX% automotive brands XXX% technology brands XXX%

Social topic influence india 8%, target #1665, investment 3.2%, business 3.2%, finance #3556, money 2.4%, roa 1.6%, mega 1.6%, debt 1.6%, insurance XXX%

Top accounts mentioned or mentioned by @nileshshah68 @iamsamirarora @kalpenparekh @sandipsabharwal @raamdeo @iradhikagupta @risk_to_reward

Top assets mentioned AllianceBernstein Holding, L.P. (AB) Morgan Stanley (MS) HSBC Holdings PLC (HSBC) Jefferies Financial Group Inc. (JEF) Cameco Corporation (CCJ) Sanofi (SNY)

Top Social Posts

Top posts by engagements in the last XX hours

"Jefferies Highlights from XX case studies from India and abroad on M&A Mgt changes capital infusion and other restructuring Ten Indian case studies Ten global case studies"
X Link 2025-12-01T02:30Z 9589 followers, 1107 engagements

"MS On Kaynes Technology Where's the bottom Investment Thesis We expect Kaynes to grow the fastest in our coverage with a XX% revenue CAGR over FY25-28E and EBITDA margin expansion of 160bps to XXXX% during this period thereby achieving its target of $1bn (Rs86bn) revenue in FY28. We expect growth to be driven by a combination of the existing business (Industrial and Auto being the drivers) and also revenue from new businesses (OSAT and PCB from FY27). OSAT and PCB scale up is expected to continue until FY30 contributing Rs49bn of revenues by then on our estimates. After that we believe"
X Link 2025-12-05T02:03Z 9589 followers, 8782 engagements

"Citi Initiates Bajaj Housing Finance Citi Take BHFL the second-largest and fastest-growing prime-HFC has a well- diversified product suite (HL:LAP:DF:LRD at 55.1%:10.3%:11.8%:21.5%). Strategic emphasis remains on low-risk high-scale segments (Prime-housing LRD) having optimized LAP/DF to deliver X% RoA profile. Further it has initiated near- prime/affordable housing verticals. Heightened competition portfolio attrition and HL at XXXXX% (near PBC) may restrict AUM growth (our forecasts are below mgmt's. guidance). Stress pool outperforms peers (GS3 at XXX% credit cost at 20bps) though"
X Link 2025-12-08T16:09Z 9588 followers, 1805 engagements

"Bernstein India Grocery Tracker (Dec'25): Discounting remains high while GST-impact has reduced prices MRP Trends: Basket MRP fell XXX% MoM to 9350 due to GST pass-through led by packaged food (-3.3%) spices (-1.2%) and staples (-0.9%). Staples deflated X% YoY from 3Q25. Discounting Levels: Remains highMT XX% EC XX% QC 20%. Leaders: DMart (MT 25%) Flipkart (EC 23%) Zepto (QC 24%). QC moderation reflects MRP adjustments not reduced promotions; Big Basket more aggressive. Private Labels: Offer deep savings vs. national brandsMT XX% EC XX% QC 27%. Blinkit's "Whole Farm" tracked as exclusive PL"
X Link 2025-12-09T04:02Z 9589 followers, 2012 engagements

"Bofa Delay in US-India trade deal We could see 10-20bps impact on GDP growth and 20-40bps impact on Nifty earnings growth due to US tariffs We believe markets have priced in XX% tariffs in base case if XX% tariffs sustain then we could see further downside to GDP/Nifty earnings growth"
X Link 2025-12-09T05:42Z 9589 followers, XXX engagements

"AllianceBernstein Mega Forces Imply a New Investment Regime"
X Link 2025-09-24T09:46Z 9562 followers, XXX engagements

"Morgan Stanley Sovereign Bond Yields Emerging markets like Brazil and Colombia have much higher 10-year bond yields (over 12%) compared to developed markets where yields generally stay below 5%. Developed markets such as Germany and Japan show the lowest yields reflecting safer and more stable government debt. Over the past year most countries have seen slight declines or stability in bond yields with emerging markets remaining more volatile. Higher yields in emerging markets signal greater perceived risk or higher inflation while lower yields in developed markets point to investor confidence"
X Link 2025-11-22T09:03Z 9557 followers, 1023 engagements

"Bernstein E-commerce: Meituan - Bull in the India Shop Meituan in India Some news reports (link) have indicated that Meituan - the Chinese tech giant - is exploring the Indian market for opportunities. Our industry discussions confirm that Meituan leadership is indeed visiting India right now and has sought (and is doing) meetings with some of the firms who lead internet based business models in India - e-commerce quick commerce food delivery ride hailing travel & bookings etc. The agenda of these discussions is to understand the evolution of the demand supply and regulatory landscape for"
X Link 2025-11-25T06:24Z 9574 followers, 2271 engagements

"General Insurance (Zuno) 🛡 The Tech Play Rebrand: Formerly Edelweiss General Insurance. Model: Digital-first API-driven. Usage-based insurance (pay-as-you-drive). Status: Currently in "Investment Phase" (burning cash to grow). Goal: Capture the retail digital footprint. It's a play on tech + insurance penetration. (5/10)"
X Link 2025-11-28T07:42Z 9556 followers, XX engagements

"BOFA GFC = creditcommodities; COVID = commodities credit US corporate bonds vs commodities (total return) since 1998"
X Link 2025-12-06T02:06Z 9571 followers, XXX engagements

"1/ The Founders Are Absolute Killers Tarek Mansour (Algerian immigrant MIT quant) Luana Lopes Lara (Brazilian immigrant also MIT quant) They looked at the CFTC and said: Youre banning reality Watch us. Spent X years and millions in legal fees suing the government and won. Now they own the only federal license to trade event contracts in America. Thats not a moat. Thats a castle with a dragon"
X Link 2025-12-07T05:06Z 9553 followers, XXX engagements

"2/ The Regulatory Cheat Code #Kalshi is a CFTC-regulated DCM + DCO. Translation: Unlimited position sizes (Polymarket capped itself at $25M on Trump) Real fiat rails KYC FDIC-insured partners Legal in all XX states Institutions can actually touch it Polymarket has degen volume. Kalshi has the license to print money with normies and hedge funds"
X Link 2025-12-07T05:06Z 9556 followers, XXX engagements

"HSBC on India Financials Ujjivan SFB (Buy) We use the Gordon growth model for valuing the lender. Under our model we assume an average FY27-31e ROE of 15.6%(unchanged). We assume a cost of equity of XXXX% unchanged ) based on a risk-free rate of XXXX% (unchanged) an inflation differential of XXXX% (unchanged) for India an equity risk premium of XXXX% (unchanged) and beta of XXXX (unchanged). We employ a long-term growth rate (g) of XXX% (unchanged). Our assumptions render our fair value PB multiple of 1.5x (unchanged) which we apply to our book value per share estimate for FY27e of"
X Link 2025-12-10T01:30Z 9589 followers, XXX engagements

"Bernstein on SBI Cards and Payment Services Limited SBI Cards - When the revolvers stop spinning profits We rate SBI Cards as underperform with a Target Price of INR XXX Breakdown of SBI Cards profitability into spends and lending segments"
X Link 2025-12-10T05:41Z 9589 followers, 1071 engagements

"Jefferies Plans Entry into Indias $XXX Billion Mutual Fund Market Amid Retail Investment Boom. - Jefferies Financial Group plans to enter Indias $XXX billion mutual fund market. - The firm has hired Milind Barve former head of HDFC Asset Management as an adviser. - Entry will depend on regulatory approvals and strategy finalization. - Indias mutual fund industry has seen strong retail investor inflows with $X billion added since April. - Jefferies will compete with established players like HDFC Bank ICICI Bank and SBI. - It will also face competition from global firms like BlackRock which"
X Link 2025-10-07T10:15Z 9588 followers, XXX engagements

"Nuvama Unveiling share lock-in expiry dates for Investor Quick Glance - Lock in Openings in next XX Days Between 17th Nov 2025 and 26th Feb 2026 a total of XX companies are slated to have their pre-listing shareholder lock-ins lifted amounting to the value of USD 30bn"
X Link 2025-11-17T10:33Z 9582 followers, 2250 engagements

"The Valuation Gap Here is the math that confuses everyone: 📉Britannia Industries: Market Cap: 140000 Cr. P/E Ratio: 60x. 📉 Bombay Burmah (BBTC): Owns XXXXX% of Britannia. Value of stake: 71500 Cr. BBTC Market Cap: Only 13300 Cr. You are buying 71500 Cr worth of Britannia shares for just 13300 Cr. (2/9)"
X Link 2025-11-20T09:20Z 9589 followers, XXX engagements

"How SMS Pharma Actually Makes Money (Business Deep Dive) 🏭💊 The "Chef" Behind the Medicine You know names like Sun Pharma or Cipla. But who supplies the raw ingredients they need to make pills. Enter SMS Pharmaceuticals. They don't sell the medicine in the pharmacy; they sell the "active powder" (API) to the companies that do. Here is the business breakdown. 👇 (1/12)"
X Link 2025-11-26T11:21Z 9588 followers, 1041 engagements

"🚨 MEGA DEAL ALERT 🚨 Canada & India are finalizing a massive US$2.8 BILLION (C$3.9B) uranium export deal. This isn't just about energy; it's a geopolitical game-changer. Heres the deep dive on what this means for Cameco Corporation ($CCJ) and the global nuclear market. 🧵👇 (1/10)"
X Link 2025-11-27T05:45Z 9583 followers, 1475 engagements

"GS One XX Improving growth visibility and skewed risk-reward; upgrade to Buy We are Buy rated on Paytm with a 12-month price target of Rs1570. Our price target is based on XX% DCF (WACC of XX% and X% terminal growth) and XX% on a 69x P/E multiple applied to our FY28E EPS (adjusted for PnL tax). Key downside risks include regulatory headwinds slower-than-expected scale up of financial services business higher competitive intensity and sub-optimal capital allocation. Major regulatory considerations for Paytm #Paytm risk reward analysis Paytm target price summary"
X Link 2025-11-28T05:26Z 9585 followers, 1353 engagements

"Life Insurance (ELI) 👨👩👧👦 The Long-Term Bet Partner: JV with Tokio Marine (Global Giant). Focus: Traditional Non-Par products (guaranteed returns) which have seen high demand. Financials: Embedded Value (EV) is growing but like all life insurers it has a long gestation period before printing massive free cash flow. (6/10)"
X Link 2025-11-28T07:42Z 9585 followers, XX engagements

"Deutsche Bank Gold in inflation adjusted terms The chart shows gold prices since 1960 in todays (2025) US dollars both in nominal terms and adjusted for inflation using CPI and PPI. Real gold prices spiked in the late 1970s and early 1980s when US inflation hit about XX% and the Fed funds rate went above XX% then fell sharply afterwards. Overall the real (inflationadjusted) gold price is now back near historical highs implying that on a longterm basis gold is trading in an expensive zone rather than a cheap one"
X Link 2025-12-01T06:46Z 9585 followers, XXX engagements

"UBS Navin Fluorine International Ltd Improving growth visibility across segments Valuation: Raise price target from Rs5900 to Rs7000; maintain Buy Net debt to EBITDA declined significantly to 0.26x in FY26 (post-QIP) from 1.7x in FY25reflecting a stronger balance sheet and supporting growth through capex. We raise ourFY27-28E EPS a slight 3-4% factoring in new capacity additions (R32 and de-bottlenecking of MPP) and QIP (July 2025). We raise our PT to Rs7000 as we roll forward our valuation by nine months (45x Dec 2027E PE; unchanged multiple) Improving utilization of recently added capacity"
X Link 2025-12-02T02:30Z 9589 followers, XXX engagements

"MS On Indigo Hitting a Rough Patch; Remain OW Indigo is seeing rising cost headwinds but the entire industry will face these and capacity is tight so we expect air fares to rise gradually as a partial offset. Demand trends are improving with November domestic PAX up X% YoY vs -X% in F2Q26 Overall we cut our F27 and F28 EPS estimates by XX% each as we build in higher CASK. Our EBITDA estimates decline 1-4% over F26-28 as better yields partly offset higher staff and maintenance costs. Higher depreciation and finance costs drive sharper EPS estimate cuts. Our EV/EBITDA based price target falls"
X Link 2025-12-05T01:57Z 9588 followers, 1453 engagements

"Nomura Optical communication equipment industry value chain"
X Link 2025-12-07T04:24Z 9583 followers, XXX engagements

"Ambit On Tata Motors Commercial Vehicles On SoTP we value India TMCV and IVECO at 13.5x/2.5x 1yr fwd EV/EBITDA with TP of XXX (24.5x FY27E P/E). SOTP valuation"
X Link 2025-12-08T06:23Z 9589 followers, XXX engagements

"Citi Initiates Home First Finance Company India Ltd Citi Take HomeFirst growing at a steadfast pace of 32%/28%/37% CAGR over 3/5/7 years has expanded market share in affordable housing finance (ATS of Rs2.5mn) to X% in FY25 from XXX% in FY19. Key differentiators: i) Established dominance and deepening presence in core states (MH/GJ/TN); significantly scaling presence in MP /UP/Rajasthan/AP; ii) Technology Digital/Strategic Tie- ups Cornerstone of its Strategy; iii) Superior productivity metrics (2-3x of peers); iv) Omni-channel lead generation provides support. Risks: i) Balance transfer at"
X Link 2025-12-08T15:56Z 9587 followers, 2499 engagements

"JPM Kaynes Technology Stock below bear case; cheapest on PEG"
X Link 2025-12-09T01:49Z 9589 followers, 2040 engagements

"Axis Capital Kaynes Technology India Strong capabilities; balance sheet improvement on cards We believe that the management has satisfactorily clarified the concerns around accounting discrepancies though the non-disclosure of RPT (with WoS subsidiary) in financials remains a valid issue but now rectified and noted by the management for future compliance. Further the increase in trade receivables and consequently working capital days should normalize by the end of FY26 aided by factoring of long-term receivables (Rs3.3bn as of FY25). Overall we see no material impact on the business"
X Link 2025-12-09T04:17Z 9588 followers, 4181 engagements

"52-Week Low-Trent Kaynes Technology Sanofi Page Industries XX stocks hit 52-week low in Nifty XXX Index Ola Electric Afcons Manyavar Bajaj Housing Finance-Life Time Lows XX stocks hits life-time low BSE Smallcap Index"
X Link 2025-12-09T05:21Z 9589 followers, 1077 engagements

"The Great Indian Shift: From Savers to Shareholders Indian household wealth has hit 1300-1400 Lakh Crore growing at XX% CAGR. But the real story We are moving money out of safety (FDs/Gold) and into growth (Equities/MFs). A structural transformation is underway. 🧵👇 (1/10)"
X Link 2025-12-09T05:44Z 9588 followers, 1283 engagements

"📉 The Runway for Growth India is just getting started. Our household allocation to capital markets is only 15-20%. Compare that to the US (58%) or Canada (50%+). As per capita GDP rises this gap will close. The upside is massive. 🚀 (2/10)"
X Link 2025-12-09T05:44Z 9585 followers, XX engagements

"🛡 The New Economic Shock Absorber Retail investors are protecting India's sovereignty. 2015 Crisis (China Fears): Market took X months to recover. 2022 Crisis (Russia-Ukraine): Market took X months. When FPIs sell Indian retail buys. We are the new stabilizer. (8/10)"
X Link 2025-12-09T05:44Z 9585 followers, XX engagements

"Investing Creates Jobs Financialization isn't just about returns; it's about employment. The industry is projected to create X Lakh+ new jobs in the next decade. From Mutual Fund Distributors in small towns to Wealth Managers in metros. A booming market lifts the labor force too. (9/10)"
X Link 2025-12-09T05:44Z 9583 followers, XXX engagements

"🚀 Vision 2035 The trajectory is set. By FY35 we project: Mutual Fund AUM: XXX Lakh Crore Direct Equity: XXX Lakh Crore This capital will fund MSMEs infrastructure and the #ViksitBharat dream. The era of the Indian Retail Investor has arrived. ✨ #IndiaInvests #Finance #StockMarket (10/10)"
X Link 2025-12-09T05:44Z 9583 followers, XXX engagements

"B&k Initiation Hindustan Zinc Silver and growth capex to drive valuations Driven by these initiatives we expect the company to deliver Revenue/EBITDA/PAT CAGR of 8%/10%/13% respectively over FY25-28E. The stock is currently trading at EV/EBITDA of 8.3x based on FY28E and we initiate coverage on Hindustan Zinc with a Buy rating and a target price of Rs XXX. We derive this target based on a 9x EV/EBITDA multiple for the Zinc and Lead segments and 15x EV/EBITDA multiple for the Silver segment on FY28E estimates. These multiples are at XX% premium to the median multiples of global peers given the"
X Link 2025-12-09T07:55Z 9588 followers, 1119 engagements

"Nomura On Kaynes Technology India Cash flow improvement remains a key monitorable; ex-smart meter growth recovery could serve as a catalyst Maintain Buy; cut TP to INR5455 (from INR8478) on 35x FY28F EPS discounted to Dec-27F Kaynes - valuation methodology"
X Link 2025-12-10T05:22Z 9589 followers, 2021 engagements

"RoAs-Banks vs SBI Cards Credit cards remain a profitable segment with RoA of the business staying much higher than the average banks profitability even during periods of elevated credit costs for the credit card businesses"
X Link 2025-12-10T05:41Z 9589 followers, XXX engagements