[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @EquityInsightss Equity Insights Elite Equity Insights Elite posts on X about india, stocks, finance, strong the most. They currently have XXXXXX followers and 4012 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1350714811546419204/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1350714811546419204/posts_active)  - X Month XX -XX% - X Months XXX -X% - X Year XXXXX +1.80% ### Followers: XXXXXX [#](/creator/twitter::1350714811546419204/followers)  - X Week XXXXXX +0.86% - X Month XXXXXX +2.20% - X Months XXXXXX +24% - X Year XXXXXX +64% ### CreatorRank: XXXXXXX [#](/creator/twitter::1350714811546419204/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) **Social topic influence** [india](/topic/india), [stocks](/topic/stocks) #4429, [finance](/topic/finance), [strong](/topic/strong), [solar](/topic/solar) #1683, [gdp growth](/topic/gdp-growth) #47, [aum](/topic/aum) #31, [market cap](/topic/market-cap), [future](/topic/future), [capital markets](/topic/capital-markets) **Top accounts mentioned or mentioned by** [@sahilbhadviya](/creator/undefined) [@gazeobserver](/creator/undefined) [@ramkuma66261700](/creator/undefined) [@lijothomaslt](/creator/undefined) [@harshkeshi](/creator/undefined) [@shiladitya4u](/creator/undefined) [@chartwallah108](/creator/undefined) [@soicfinance](/creator/undefined) [@sankhadipc](/creator/undefined) [@chaudharyankit1](/creator/undefined) [@fintech00](/creator/undefined) [@vishan_khadke](/creator/undefined) [@sharma6jan](/creator/undefined) [@moneyworks4ufa](/creator/undefined) [@nidrockz](/creator/undefined) [@drsagarrv](/creator/undefined) [@tushar9590](/creator/undefined) [@anshul68125268](/creator/undefined) [@ishmohit1](/creator/undefined) [@aayushgupt88249](/creator/undefined) **Top assets mentioned** [Auto (AUTO)](/topic/auto-auto) [BlackRock Inc (BLK)](/topic/blackrock) [GE Vernova Inc. (GEV)](/topic/$gev) ### Top Social Posts Top posts by engagements in the last XX hours "Interesting Insights shared by Mr Uday Kotak Back in 2014 they bought a XX% stake in MCX for XXX Cr Today MCX trades near a 52000 Cr Market cap They also invested early in financial infrastructure space like KFintech NSDL CCIL Future of finance may not be led by traditional branch based banks Global fintechs like Nubank & Revolut show how digital first asset light platforms are redefining financial services India is moving from saver to investor & the real opportunity will be in capturing money in motion rather than just holding deposits src : clip from CNBC TV18" [X Link](https://x.com/EquityInsightss/status/1997602246847254896) 2025-12-07T09:41Z 56.2K followers, 79.5K engagements "Earnings Season Sectoral Summary #Q2FY26 Lot of companies delivered blockbuster earnings🔥 Strong Results: - Financials - Auto & Auto Anc's - Capital Markets (Exchanges Asset & Wealth M) - Recycling - Real Estate Co-Working - PEB - EMS - Platform (New age) - Mining - B2B Jewellery Jewellery & Value Retailers - Renewables - Defence - Telecom - T&D (W&C EPC) - US Healthcare providers - Tyre - Cement - Hospitals CDMO - Alcoholic Beverages - Few Chemicals Weak/Mixed Results: - Textiles - Steel pipes/tubes - RAC players - Building Materials - LargeCap IT Midcap IT (Ex Persistent Coforge) - Paints" [X Link](https://x.com/EquityInsightss/status/1989606184995999948) 2025-11-15T08:07Z 56.2K followers, 18.5K engagements "Growth of Aerospace engineered component exports Exports rose almost 5x in X years to $X Bn Airbus & Boeing has increased its sourcing from India over the past decade supported by strategic partnerships Govt initiatives & stronger local manufacturing capabilities Boeings sourcing from India has increased from $XXX Mn in CY14 to over $X Bn by CY24 4x jump in a decade Both Airbus & Boeing are increasingly relying on India for precision components engineering services & complex assemblies" [X Link](https://x.com/EquityInsightss/status/1997251416373727633) 2025-12-06T10:26Z 56.2K followers, 14.7K engagements "Aerospace & Precision engineering co's : peer comparison Valuations across the sector remain extremely rich src : SBI Sec" [X Link](https://x.com/EquityInsightss/status/1997253328015892547) 2025-12-06T10:34Z 56.2K followers, 13.9K engagements "150+ Stocks Trading at 10-25 P/E (Updated list) Lots of interesting names worth studying 3B Blackbio Adani Power Aditya AMC Alhuwalia Acme Solar Ambika Cotton Alivus Life Amara Raja Antony Waste Arvind Avanti Feeds Associated Alcohol Bajaj Steel Balaji Amines BLS Int Bharat Bijlee Capacite Infra Chamanlal Setia Caplin Point Ceinsys Tech CMS Info Systems Control Print Cosmo First Cyient D P Abhushan Danish Power Datamatics D Link India Dam Capital Deep Industries Deepak Fert Dhanuka Agri Dynamic Cable Dollar Ind Diffusion Eng Edelweiss EFC EPL Elecon Eng Enviro Infra Fiem Industries Finolex" [X Link](https://x.com/EquityInsightss/status/1997959754279166075) 2025-12-08T09:21Z 56.2K followers, 27.1K engagements "Total MTF book as of 8' Dec : 112121 Cr 1000 Cr exposure in HAL Jio Fin Maz dock Trent BEL Tata Motors PV" [X Link](https://x.com/EquityInsightss/status/1998463960857649538) 2025-12-09T18:45Z 56.2K followers, 101.4K engagements "Financialisation of savings is a megatrend India delivered the fastest nominal GDP growth at XX% CAGR (2020-25) & is projected to sustain X% CAGR (2025-35) GDP per capita is expected to grow at X% CAGR over the next decade Individual mutual fund AUM as % of GDP has been rising steadily year after year & this trend will continue" [X Link](https://x.com/EquityInsightss/status/1998638587332714709) 2025-12-10T06:19Z 56.2K followers, 17.2K engagements "Top gainers in X yr despite weak markets Most from Auto Anc's & Financials Cupid is in a different league altogether 🤔" [X Link](https://x.com/EquityInsightss/status/1999049204141015262) 2025-12-11T09:30Z 56.2K followers, 36.1K engagements "Indias Wealth Management AUM stood at $XXX Trn in FY24 expected to grow at XX% CAGR to $XXX Trn by FY29 Growth driven by rising affluent households & higher total wealth creation Top $XX Mn+ populations (2024): US leads with 905k followed by China (471k) Japan (122k) India (86k) Germany (70k) India ranks 4th globally in $XX Mn+ households New Billionaires by Country: - 2014: Dominated by US China Brazil Germany - 2019: China overtook US Rise of Taiwan - 2024: US regains top spot China stays 2nd India enters top 3" [X Link](https://x.com/EquityInsightss/status/1971130618781016564) 2025-09-25T08:32Z 56.2K followers, 10.1K engagements "Jio Financial Services Diversified presence through JVs with BlackRock (Asset & Wealth Mgmt) & Allianz (Reinsurance & Broking) Digital first approach with XX Mn unique users across Jio platforms Jio Credit - AUM: 14712 Cr (vs 1206 Cr YoY +26% QoQ) - Quarterly Disbursement: 6624 Cr - Avg. COB: XXXX % (Q1FY26 : XXXX %) - Net Worth: 5020 Cr Current products Home Loan & LAP (via app & ecosystem channels) Loans against Mutual Funds Shares ETFs Corporate loans New Product: Loan Against ETF launched in Q2 Jio BlackRock AMC AUM: 15980 Cr across X funds ( X months) Q1FY26: Overnight Money Market" [X Link](https://x.com/EquityInsightss/status/1979080432483201503) 2025-10-17T07:01Z 56.2K followers, 12.3K engagements "United Spirits v/s Radico Khaitan v/s Allied Blenders src : Jefferies" [X Link](https://x.com/EquityInsightss/status/1967941100624285913) 2025-09-16T13:18Z 56.2K followers, 11.2K engagements "Few largecaps that have been consistently delivering good results M&M Bharti Airtel Polycab Adani Ports HDFC AMC" [X Link](https://x.com/EquityInsightss/status/1985724749918720370) 2025-11-04T15:04Z 56.2K followers, 11.2K engagements "Largecaps which did double digit growth Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto DLF Eicher Motors Divi's Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Polycab Max Healthcare Apollo Hospitals There are very few largecaps which are growing in double digits (Most action happening in Small & Midcap segment)" [X Link](https://x.com/EquityInsightss/status/1989594149214195751) 2025-11-15T07:19Z 56.2K followers, 32.8K engagements "List of 200+ Companies that delivered good #Q2FY26 Results✅ Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto Eicher Motors DLF TVS Motor Shriram Finance Muthoot Finance Cummins India HDFC AMC Polycab India BSE GMR Airports Max Healthcare Apollo Hospitals Persistent Systems Hitachi Energy Waaree Energies Lupin Bajaj Housing Aditya Birla Cap One XX FSN E-Commerce GE Vernova T&D Prestige Estates Fortis Health Lloyds Metals Coromandel Vishal Mega Mart Coforge Nippon Life Laurus Labs Sundaram Finance Kalyan Jewellers MCX Bank of Maha Premier Energies Radico Khaitan XXX ONE J" [X Link](https://x.com/EquityInsightss/status/1990730537296957609) 2025-11-18T10:35Z 56.2K followers, 29K engagements "Interesting Insights from earnings call of SBFC :- India currently has one of the lowest inflation volatilities globally This creates low interest rate volatility leads to low growth volatility India has entered a structural phase of low real interest rates Low real rate trend is extremely favourable for lenders over the long term MSME Lending Opportunity : Target segment: MSME loans b/w X - XX lakh Total market size for this segment is X trn today This market has historically grown at XX% CAGR (doubling every X years) Management expects XX% CAGR ahead meaning doubling in X years Market" [X Link](https://x.com/EquityInsightss/status/1995109431558980056) 2025-11-30T12:35Z 56.2K followers, 12.5K engagements "Drawdowns in Nifty500 Stocks from 52W high(%) Median drawdown XX% Average drawdown XX% Nearly X in X stocks are in meaningful drawdowns (30%) Tejas Networks🔻65% Praj Industries🔻64% Ola Electric🔻60% Vedant Fashions🔻60% Reliance Infra🔻60% Cohance Life🔻59% T R I L🔻58% Brainbees Sol🔻55% Jindal Saw🔻53% Jupiter Wagons🔻51% Newgen Software🔻51% IGIL🔻49% Sonata Software🔻48% HFCL🔻48% ITI🔻48% KEC International🔻48% Reliance Power🔻48% NCC🔻48% Cyient🔻47% Zen Technologies🔻46% Ramkrishna Forg🔻46% Whirlpool India🔻46% Swan Corp🔻45% Finolex Cables🔻44% PG Electroplast🔻44% Deepak" [X Link](https://x.com/EquityInsightss/status/1995121866999308366) 2025-11-30T13:24Z 56.2K followers, 104.7K engagements "Wealth & Asset Management stands out as one of the most compelling structural themes right now Industry growth runway remains strong supported by financialisation expanding HNI participation increasing disposable income & increasing allocation toward alternates Key Co's to watch out for -: Nuvama Wealth XXX ONE Anand Rathi Motilal Oswal JM Financial Edelweiss Prudent Crop Nippon Life HDFC AMC Structural tailwinds: Shift from physical assets to financial assets Expanding HNI/UHNI client base Under penetration of alternates in India Higher trail income share making Revenue more predictable Co's" [X Link](https://x.com/EquityInsightss/status/1996182580710998454) 2025-12-03T11:39Z 56.2K followers, 6986 engagements "Retail investors have turned big sellers Retail offloaded over 25000 Cr in Oct-Nov'25 A phase of clear retail capitulation (Capitulation = when people stop thinking rationally & start exiting equities in panic) We last saw similar heavy selling in Mar25 & the pattern looks very similar These periods have often proven to be the best phases to accumulate equities src : Moneycontrol" [X Link](https://x.com/EquityInsightss/status/1997696779824124012) 2025-12-07T15:56Z 56.2K followers, 25.9K engagements "Indigo & Kaynes are both down 🔻 XX% today" [X Link](https://x.com/EquityInsightss/status/1997936953858380180) 2025-12-08T07:51Z 56.2K followers, 14.1K engagements "Another round of selling in EMS stocks : Kaynes Dixon Valuations on fwd basis now looking are far better" [X Link](https://x.com/EquityInsightss/status/1998679528944840868) 2025-12-10T09:01Z 56.2K followers, 19.2K engagements "Adani Ports - Good Set REV🔼30% - 9167 Cr EBITDA🔼27% - 5550 Cr PAT🔼29% - 3120 Cr Cargo🔼12% - XXX MMT Domestic market share +70 bps - XX% H1 CFO - 9503 Cr (86% of EBITDA) Capex - 6462 Cr Net debt / EBITDA - 1.8x On Track to achieve FY26 Guidance - EBITDA : 21000-22000 Cr" [X Link](https://x.com/EquityInsightss/status/1985618818035552310) 2025-11-04T08:03Z 56.2K followers, 7531 engagements "Excited to sharewere now SEBI Registered After 2+ years of consistently sharing insights on X we received several inquiries about launching our own research services. So we decided to go ahead get SEBI Registered and launch our dedicated Research Desk focused on uncovering high-growth opportunities in the Smallcap & Midcap space. We're now also live on Smallcase Theres been a lot going on in the background over the last few months. Thanks for the continued supportwell keep striving to add value❤" [X Link](https://x.com/EquityInsightss/status/1953091914653110735) 2025-08-06T13:52Z 56.2K followers, 140.8K engagements "Equities are by design one of the most volatile asset classes that very volatility is what creates the possibility of significant upside Everyone wants multibagger returns but few are prepared for the volatility that comes with it Volatility is the toll you pay to make money in equities" [X Link](https://x.com/EquityInsightss/status/1997935683395305558) 2025-12-08T07:46Z 56.2K followers, 10.9K engagements "Indias GDP & GDP per capita are expected to grow multi fold over the next two decades These trends create tailwinds for capital market stocks Capital market infrastructure players stand to benefit from this sustained shift towards financial assets Asset & Wealth managers will continue to do well as rising incomes & deeper financialisation drive long term AUM growth" [X Link](https://x.com/EquityInsightss/status/1998641158348763186) 2025-12-10T06:29Z 56.2K followers, 15.5K engagements "Such was the multiple last year of popular EMS names It needed a cool-off glad it happened Now on FY27E multiples have come down to 50x Again saying buying at triple-digit multiples never goes well same happened with Trent" [X Link](https://x.com/EquityInsightss/status/1998684630141251635) 2025-12-10T09:22Z 56.2K followers, 15.3K engagements "Impact of Rupee Depreciation A gradual depreciation improves export competitiveness & partly offsets tariff pressures Imports get costlier a X% fall may raise CPI by 0.3-0.4%" [X Link](https://x.com/EquityInsightss/status/1999367100415320511) 2025-12-12T06:33Z 56.2K followers, 4848 engagements "Many companies are now available at good valuations There are several such opportunities with fwd PEG below 1x fwd P/E in the 15-25x range potential to deliver 20%+ EPS CAGR When markets go up everyone wants a correction to buy When markets actually go down very few are willing to buy That's when the margin of safety increases Good prices usually come with bad sentiments This is the time to track more companies & read more concalls especially where valuations are getting reasonable These phases create ideal accumulation opportunities especially when: Valuations have corrected meaningfully" [X Link](https://x.com/EquityInsightss/status/1999413785715785900) 2025-12-12T09:39Z 56.2K followers, 18K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@EquityInsightss Equity Insights Elite
Equity Insights Elite posts on X about india, stocks, finance, strong the most. They currently have XXXXXX followers and 4012 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XXXX%
Mentions: XX #
- X Month XX -XX%
- X Months XXX -X%
- X Year XXXXX +1.80%
Followers: XXXXXX #
- X Week XXXXXX +0.86%
- X Month XXXXXX +2.20%
- X Months XXXXXX +24%
- X Year XXXXXX +64%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance countries stocks cryptocurrencies technology brands
Social topic influence india, stocks #4429, finance, strong, solar #1683, gdp growth #47, aum #31, market cap, future, capital markets
Top accounts mentioned or mentioned by @sahilbhadviya @gazeobserver @ramkuma66261700 @lijothomaslt @harshkeshi @shiladitya4u @chartwallah108 @soicfinance @sankhadipc @chaudharyankit1 @fintech00 @vishan_khadke @sharma6jan @moneyworks4ufa @nidrockz @drsagarrv @tushar9590 @anshul68125268 @ishmohit1 @aayushgupt88249
Top assets mentioned Auto (AUTO) BlackRock Inc (BLK) GE Vernova Inc. (GEV)
Top Social Posts
Top posts by engagements in the last XX hours
"Interesting Insights shared by Mr Uday Kotak Back in 2014 they bought a XX% stake in MCX for XXX Cr Today MCX trades near a 52000 Cr Market cap They also invested early in financial infrastructure space like KFintech NSDL CCIL Future of finance may not be led by traditional branch based banks Global fintechs like Nubank & Revolut show how digital first asset light platforms are redefining financial services India is moving from saver to investor & the real opportunity will be in capturing money in motion rather than just holding deposits src : clip from CNBC TV18"
X Link 2025-12-07T09:41Z 56.2K followers, 79.5K engagements
"Earnings Season Sectoral Summary #Q2FY26 Lot of companies delivered blockbuster earnings🔥 Strong Results: - Financials - Auto & Auto Anc's - Capital Markets (Exchanges Asset & Wealth M) - Recycling - Real Estate Co-Working - PEB - EMS - Platform (New age) - Mining - B2B Jewellery Jewellery & Value Retailers - Renewables - Defence - Telecom - T&D (W&C EPC) - US Healthcare providers - Tyre - Cement - Hospitals CDMO - Alcoholic Beverages - Few Chemicals Weak/Mixed Results: - Textiles - Steel pipes/tubes - RAC players - Building Materials - LargeCap IT Midcap IT (Ex Persistent Coforge) - Paints"
X Link 2025-11-15T08:07Z 56.2K followers, 18.5K engagements
"Growth of Aerospace engineered component exports Exports rose almost 5x in X years to $X Bn Airbus & Boeing has increased its sourcing from India over the past decade supported by strategic partnerships Govt initiatives & stronger local manufacturing capabilities Boeings sourcing from India has increased from $XXX Mn in CY14 to over $X Bn by CY24 4x jump in a decade Both Airbus & Boeing are increasingly relying on India for precision components engineering services & complex assemblies"
X Link 2025-12-06T10:26Z 56.2K followers, 14.7K engagements
"Aerospace & Precision engineering co's : peer comparison Valuations across the sector remain extremely rich src : SBI Sec"
X Link 2025-12-06T10:34Z 56.2K followers, 13.9K engagements
"150+ Stocks Trading at 10-25 P/E (Updated list) Lots of interesting names worth studying 3B Blackbio Adani Power Aditya AMC Alhuwalia Acme Solar Ambika Cotton Alivus Life Amara Raja Antony Waste Arvind Avanti Feeds Associated Alcohol Bajaj Steel Balaji Amines BLS Int Bharat Bijlee Capacite Infra Chamanlal Setia Caplin Point Ceinsys Tech CMS Info Systems Control Print Cosmo First Cyient D P Abhushan Danish Power Datamatics D Link India Dam Capital Deep Industries Deepak Fert Dhanuka Agri Dynamic Cable Dollar Ind Diffusion Eng Edelweiss EFC EPL Elecon Eng Enviro Infra Fiem Industries Finolex"
X Link 2025-12-08T09:21Z 56.2K followers, 27.1K engagements
"Total MTF book as of 8' Dec : 112121 Cr 1000 Cr exposure in HAL Jio Fin Maz dock Trent BEL Tata Motors PV"
X Link 2025-12-09T18:45Z 56.2K followers, 101.4K engagements
"Financialisation of savings is a megatrend India delivered the fastest nominal GDP growth at XX% CAGR (2020-25) & is projected to sustain X% CAGR (2025-35) GDP per capita is expected to grow at X% CAGR over the next decade Individual mutual fund AUM as % of GDP has been rising steadily year after year & this trend will continue"
X Link 2025-12-10T06:19Z 56.2K followers, 17.2K engagements
"Top gainers in X yr despite weak markets Most from Auto Anc's & Financials Cupid is in a different league altogether 🤔"
X Link 2025-12-11T09:30Z 56.2K followers, 36.1K engagements
"Indias Wealth Management AUM stood at $XXX Trn in FY24 expected to grow at XX% CAGR to $XXX Trn by FY29 Growth driven by rising affluent households & higher total wealth creation Top $XX Mn+ populations (2024): US leads with 905k followed by China (471k) Japan (122k) India (86k) Germany (70k) India ranks 4th globally in $XX Mn+ households New Billionaires by Country: - 2014: Dominated by US China Brazil Germany - 2019: China overtook US Rise of Taiwan - 2024: US regains top spot China stays 2nd India enters top 3"
X Link 2025-09-25T08:32Z 56.2K followers, 10.1K engagements
"Jio Financial Services Diversified presence through JVs with BlackRock (Asset & Wealth Mgmt) & Allianz (Reinsurance & Broking) Digital first approach with XX Mn unique users across Jio platforms Jio Credit - AUM: 14712 Cr (vs 1206 Cr YoY +26% QoQ) - Quarterly Disbursement: 6624 Cr - Avg. COB: XXXX % (Q1FY26 : XXXX %) - Net Worth: 5020 Cr Current products Home Loan & LAP (via app & ecosystem channels) Loans against Mutual Funds Shares ETFs Corporate loans New Product: Loan Against ETF launched in Q2 Jio BlackRock AMC AUM: 15980 Cr across X funds ( X months) Q1FY26: Overnight Money Market"
X Link 2025-10-17T07:01Z 56.2K followers, 12.3K engagements
"United Spirits v/s Radico Khaitan v/s Allied Blenders src : Jefferies"
X Link 2025-09-16T13:18Z 56.2K followers, 11.2K engagements
"Few largecaps that have been consistently delivering good results M&M Bharti Airtel Polycab Adani Ports HDFC AMC"
X Link 2025-11-04T15:04Z 56.2K followers, 11.2K engagements
"Largecaps which did double digit growth Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto DLF Eicher Motors Divi's Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Polycab Max Healthcare Apollo Hospitals There are very few largecaps which are growing in double digits (Most action happening in Small & Midcap segment)"
X Link 2025-11-15T07:19Z 56.2K followers, 32.8K engagements
"List of 200+ Companies that delivered good #Q2FY26 Results✅ Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto Eicher Motors DLF TVS Motor Shriram Finance Muthoot Finance Cummins India HDFC AMC Polycab India BSE GMR Airports Max Healthcare Apollo Hospitals Persistent Systems Hitachi Energy Waaree Energies Lupin Bajaj Housing Aditya Birla Cap One XX FSN E-Commerce GE Vernova T&D Prestige Estates Fortis Health Lloyds Metals Coromandel Vishal Mega Mart Coforge Nippon Life Laurus Labs Sundaram Finance Kalyan Jewellers MCX Bank of Maha Premier Energies Radico Khaitan XXX ONE J"
X Link 2025-11-18T10:35Z 56.2K followers, 29K engagements
"Interesting Insights from earnings call of SBFC :- India currently has one of the lowest inflation volatilities globally This creates low interest rate volatility leads to low growth volatility India has entered a structural phase of low real interest rates Low real rate trend is extremely favourable for lenders over the long term MSME Lending Opportunity : Target segment: MSME loans b/w X - XX lakh Total market size for this segment is X trn today This market has historically grown at XX% CAGR (doubling every X years) Management expects XX% CAGR ahead meaning doubling in X years Market"
X Link 2025-11-30T12:35Z 56.2K followers, 12.5K engagements
"Drawdowns in Nifty500 Stocks from 52W high(%) Median drawdown XX% Average drawdown XX% Nearly X in X stocks are in meaningful drawdowns (30%) Tejas Networks🔻65% Praj Industries🔻64% Ola Electric🔻60% Vedant Fashions🔻60% Reliance Infra🔻60% Cohance Life🔻59% T R I L🔻58% Brainbees Sol🔻55% Jindal Saw🔻53% Jupiter Wagons🔻51% Newgen Software🔻51% IGIL🔻49% Sonata Software🔻48% HFCL🔻48% ITI🔻48% KEC International🔻48% Reliance Power🔻48% NCC🔻48% Cyient🔻47% Zen Technologies🔻46% Ramkrishna Forg🔻46% Whirlpool India🔻46% Swan Corp🔻45% Finolex Cables🔻44% PG Electroplast🔻44% Deepak"
X Link 2025-11-30T13:24Z 56.2K followers, 104.7K engagements
"Wealth & Asset Management stands out as one of the most compelling structural themes right now Industry growth runway remains strong supported by financialisation expanding HNI participation increasing disposable income & increasing allocation toward alternates Key Co's to watch out for -: Nuvama Wealth XXX ONE Anand Rathi Motilal Oswal JM Financial Edelweiss Prudent Crop Nippon Life HDFC AMC Structural tailwinds: Shift from physical assets to financial assets Expanding HNI/UHNI client base Under penetration of alternates in India Higher trail income share making Revenue more predictable Co's"
X Link 2025-12-03T11:39Z 56.2K followers, 6986 engagements
"Retail investors have turned big sellers Retail offloaded over 25000 Cr in Oct-Nov'25 A phase of clear retail capitulation (Capitulation = when people stop thinking rationally & start exiting equities in panic) We last saw similar heavy selling in Mar25 & the pattern looks very similar These periods have often proven to be the best phases to accumulate equities src : Moneycontrol"
X Link 2025-12-07T15:56Z 56.2K followers, 25.9K engagements
"Indigo & Kaynes are both down 🔻 XX% today"
X Link 2025-12-08T07:51Z 56.2K followers, 14.1K engagements
"Another round of selling in EMS stocks : Kaynes Dixon Valuations on fwd basis now looking are far better"
X Link 2025-12-10T09:01Z 56.2K followers, 19.2K engagements
"Adani Ports - Good Set REV🔼30% - 9167 Cr EBITDA🔼27% - 5550 Cr PAT🔼29% - 3120 Cr Cargo🔼12% - XXX MMT Domestic market share +70 bps - XX% H1 CFO - 9503 Cr (86% of EBITDA) Capex - 6462 Cr Net debt / EBITDA - 1.8x On Track to achieve FY26 Guidance - EBITDA : 21000-22000 Cr"
X Link 2025-11-04T08:03Z 56.2K followers, 7531 engagements
"Excited to sharewere now SEBI Registered After 2+ years of consistently sharing insights on X we received several inquiries about launching our own research services. So we decided to go ahead get SEBI Registered and launch our dedicated Research Desk focused on uncovering high-growth opportunities in the Smallcap & Midcap space. We're now also live on Smallcase Theres been a lot going on in the background over the last few months. Thanks for the continued supportwell keep striving to add value❤"
X Link 2025-08-06T13:52Z 56.2K followers, 140.8K engagements
"Equities are by design one of the most volatile asset classes that very volatility is what creates the possibility of significant upside Everyone wants multibagger returns but few are prepared for the volatility that comes with it Volatility is the toll you pay to make money in equities"
X Link 2025-12-08T07:46Z 56.2K followers, 10.9K engagements
"Indias GDP & GDP per capita are expected to grow multi fold over the next two decades These trends create tailwinds for capital market stocks Capital market infrastructure players stand to benefit from this sustained shift towards financial assets Asset & Wealth managers will continue to do well as rising incomes & deeper financialisation drive long term AUM growth"
X Link 2025-12-10T06:29Z 56.2K followers, 15.5K engagements
"Such was the multiple last year of popular EMS names It needed a cool-off glad it happened Now on FY27E multiples have come down to 50x Again saying buying at triple-digit multiples never goes well same happened with Trent"
X Link 2025-12-10T09:22Z 56.2K followers, 15.3K engagements
"Impact of Rupee Depreciation A gradual depreciation improves export competitiveness & partly offsets tariff pressures Imports get costlier a X% fall may raise CPI by 0.3-0.4%"
X Link 2025-12-12T06:33Z 56.2K followers, 4848 engagements
"Many companies are now available at good valuations There are several such opportunities with fwd PEG below 1x fwd P/E in the 15-25x range potential to deliver 20%+ EPS CAGR When markets go up everyone wants a correction to buy When markets actually go down very few are willing to buy That's when the margin of safety increases Good prices usually come with bad sentiments This is the time to track more companies & read more concalls especially where valuations are getting reasonable These phases create ideal accumulation opportunities especially when: Valuations have corrected meaningfully"
X Link 2025-12-12T09:39Z 56.2K followers, 18K engagements