#  @ICICI_Direct ICICI Direct ICICI Direct posts on X about investment, india, stocks, inflation the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::34551119/interactions)  - [--] Week [---------] +104% - [--] Month [---------] -28% - [--] Months [----------] +48% - [--] Year [----------] -84% ### Mentions: [--] [#](/creator/twitter::34551119/posts_active)  - [--] Month [---] +12% - [--] Months [---] +77% - [--] Year [---] -43% ### Followers: [-------] [#](/creator/twitter::34551119/followers)  - [--] Week [-------] +0.20% - [--] Month [-------] +0.47% - [--] Months [-------] +2.10% - [--] Year [-------] +4.10% ### CreatorRank: [------] [#](/creator/twitter::34551119/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1738 [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [ncaa football](/list/ncaa-football) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [us election](/list/us-election) **Social topic influence** [investment](/topic/investment), [india](/topic/india), [stocks](/topic/stocks) #629, [inflation](/topic/inflation), [target](/topic/target), [strong](/topic/strong), [ipo](/topic/ipo), [longterm](/topic/longterm), [debt](/topic/debt), [finance](/topic/finance) **Top accounts mentioned or mentioned by** [@icicibank](/creator/undefined) [@icicidirect](/creator/undefined) [@jaythakkar22](/creator/undefined) [@icicibankcare](/creator/undefined) [@icicibankcom](/creator/undefined) [@chartsbreakout](/creator/undefined) [@rsriwastava](/creator/undefined) [@kartikvishu](/creator/undefined) [@965](/creator/undefined) [@patilst](/creator/undefined) [@nseindia](/creator/undefined) [@rajdsingh1](/creator/undefined) [@team1mahi](/creator/undefined) [@shahdharmesh76](/creator/undefined) [@piyushchaudhry](/creator/undefined) [@icicidirectcom](/creator/undefined) [@vishesu](/creator/undefined) [@ansbertds1](/creator/undefined) [@shiksha_bohra](/creator/undefined) [@icicidirectcare](/creator/undefined) **Top assets mentioned** [Rally (RLY)](/topic/rally) [April (APRIL)](/topic/april) [Quant (QNT)](/topic/quant) [Reserve (RSV)](/topic/reserve) ### Top Social Posts Top posts by engagements in the last [--] hours "Opening Bell: Indian markets are likely to open flat tracking mixed global cues and a weak opening in Asian markets. For details click here: https://bit.ly/3guApuZ https://bit.ly/3guApuZ" [X Link](https://x.com/ICICI_Direct/status/1295567284803522561) 2020-08-18T03:44Z 105.3K followers, [--] engagements "Derivatives View : Bank Nifty witnessed Healthy OI addition in Put option which should limit downside. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw" [X Link](https://x.com/ICICI_Direct/status/1415156273952133120) 2021-07-14T03:48Z 105.9K followers, [--] engagements "Derivatives View : Bank Nifty [-----] Call and Put option hold significant OI which indicates that Bank Nifty is expected to trade in range. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw" [X Link](https://x.com/ICICI_Direct/status/1419506982399090688) 2021-07-26T03:56Z 105.7K followers, [--] engagements "Derivatives View : We expect Bank Nifty to trade within the range as both [-----] Call and Put option continued to witness OI addition. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw" [X Link](https://x.com/ICICI_Direct/status/1419868584549908485) 2021-07-27T03:53Z 105.7K followers, [--] engagements "Derivatives View : Bank Nifty [-----] Call and Put option hold significant OI which indicates we may see some consolidation happening near this level. In the second half some volatility is expected due to rollovers. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw" [X Link](https://x.com/ICICI_Direct/status/1420594489920421892) 2021-07-29T03:58Z 105.6K followers, [--] engagements "Derivatives View: We expect the Bank Nifty to find support at [-----] as its Put option holds sizeable OI while [-----] should act as resistance as its Call option holds meaningful OI. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD" [X Link](https://x.com/ICICI_Direct/status/1420948014709886983) 2021-07-30T03:23Z 105.6K followers, [--] engagements "Derivatives View: Bank Nifty [-----] Call and Put option hold significant OI which indicates that the Bank Nifty is expected to trade in a range. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD" [X Link](https://x.com/ICICI_Direct/status/1422035253405777920) 2021-08-02T03:23Z 105.6K followers, [--] engagements "Derivatives View: Bank Nifty [-----] Put option holds meaningful OI which should act as support. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD" [X Link](https://x.com/ICICI_Direct/status/1422397974940831744) 2021-08-03T03:24Z 105.6K followers, [--] engagements "Derivatives View: Bank Nifty [-----] Put option hold significant OI which should act as support with buying being seen at lower levels. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD" [X Link](https://x.com/ICICI_Direct/status/1422757926750494724) 2021-08-04T03:14Z 105.6K followers, [--] engagements "Derivatives View: Bank Nifty [-----] Call option witnessed substantial OI addition and the Bank Nifty future has closed above [-----] which indicates that there is a possibility of short covering which would lead to [-----] levels. Click here to know more: https://bit.ly/2SZeVj2 https://bit.ly/2SZeVj2" [X Link](https://x.com/ICICI_Direct/status/1437623242471079936) 2021-09-14T03:44Z 105.9K followers, [--] engagements "Derivatives View: Bank Nifty [-----] Call option holds meaningful OI which should act as immediate resistance. Click here to know more: https://bit.ly/3mN7VTk https://bit.ly/3mN7VTk" [X Link](https://x.com/ICICI_Direct/status/1443418183067529216) 2021-09-30T03:31Z 105.9K followers, [--] engagements "ICICIdirect Trending News: In a recent Niti Aayog report it has recommended RBI to Include electric vehicles in the Reserve Bank of Indias priority sector lending (PSL) guidelines. Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H" [X Link](https://x.com/ICICI_Direct/status/1485818978530635778) 2022-01-25T03:37Z 105.4K followers, [--] engagements "ICICIdirect Trending News: Vardhman Textiles reported strong operational performance for Q3FY22 with all time high revenues. Sales increased by 49% YoY to Rs.2603 crore (QoQ growth of 9%). Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H" [X Link](https://x.com/ICICI_Direct/status/1485819079026155520) 2022-01-25T03:37Z 105.4K followers, [--] engagements "ICICIdirect Trending News: Reliance Retail reported one of its best quarterly performance on account of record number of store additions (837 added in Q3FY22) and normalisation of footfalls to pre-Covid levels (95%). Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H" [X Link](https://x.com/ICICI_Direct/status/1485819163889532929) 2022-01-25T03:37Z 105.4K followers, [--] engagements "All you need to know about Escorts Open Offer ESCORTS Limited board announced that Kubota Corporation has made an open offer to acquire Rs. [----] crore shares open offer through an off-market transaction Read more on: #ICICIdirect #EscortsOffer https://bit.ly/3Jgdhik https://bit.ly/3Jgdhik" [X Link](https://x.com/ICICI_Direct/status/1504052440924307458) 2022-03-16T11:10Z 104.7K followers, [--] engagements "2. The Govt has inked [--] MoUs on Friday to set the Specialty Steel PLI rolling. The PLI offers incentive of Rs [----] cr for creating [--] Mn tonnes of new capacity and is expected get investment of Rs 30K cr over next [--] years. Positive for Steel stocks. @nishkumar1977 @SteelMint" [X Link](https://x.com/ICICI_Direct/status/1637650760530894848) 2023-03-20T03:02Z 105.8K followers, 10.5K engagements "3. Delhivery: Bulk trades on Friday. #Vanguard bought [--] lakh shares (1.3%) worth Rs [---] cr at Rs 323/- while Tiger Global sold 0.75% stake for Rs [---] cr. Entry of Vanguard is positive for the stock" [X Link](https://x.com/ICICI_Direct/status/1637650765161418752) 2023-03-20T03:02Z 105.8K followers, [----] engagements "(16/n) 🔸Regular calls on Investing & Trading ideas with Target & Stoploss 🔸Single click execution via research call 🔸Both Stocks F&O covered 🔸View analyst reports directly on Markets App 🔸One Click Offerings Research recommended baskets/strategies in Stocks F&O & MF" [X Link](https://x.com/ICICI_Direct/status/1653331140089118725) 2023-05-02T09:30Z 105.9K followers, [----] engagements "(17/n) 🟥APIs- BREEZE API 🔸Free APIs 🔸Second level data - Gives years of second level LTP data 🔸Historical F&O data 🔸Available in Python Java & C# 🔸Streaming order status over web sockets 🔸Live Streaming OHLC data 🔸Option Chain over single API call" [X Link](https://x.com/ICICI_Direct/status/1653331142274326528) 2023-05-02T09:30Z 105.9K followers, [----] engagements "#Bharat22 ETF: Minor rejig in weights 🔸#ITC #AxisBank & #SBI gain weight 🔸Weight decreases in #BHEL #NTPC & #PowerGrid Also FTSE to implement final tranche of weight increase due to which #HDFCBank likely to see inflows of over $450mn Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1768483519573918120) 2024-03-15T03:45Z 105.3K followers, [----] engagements "4 #Delhivery 🔸In Q4FY24E we expect the companys express parcel shipment volume to grow 9.4% YoY (decline 2% QoQ). 🔸We estimate steady improvement (2% QoQ) in PTL volume. 🔸Overall we estimate revenue to grow 10.5% QoQ (decline 6.3% QoQ) and adjusted EBITDA is likely to be INR 229mn (adj. EBITDA margin of 1.1%). 🔸We maintain BUY on the stock with target price of INR [---] (40x FY26 EV/EBITDA)" [X Link](https://x.com/ICICI_Direct/status/1779365961986081269) 2024-04-14T04:27Z 105.1K followers, [----] engagements "5 #IndiaMart 🔸We expect Q4FY24E revenue to grow 17.4% YoY (3.4% QoQ). 🔸We estimate flattish subscriber addition at 2.1K sequentially. 🔸EBITDA margin may grow 200bps YoY in Q4FY24E (decline by 150bps QoQ). 🔸Overall we estimate EBITDA to grow 26.8% YoY to INR 838mn. 🔸We maintain BUY on the stock with target price of INR [----] (based on 32x 1-year forward EV/EBITDA multiple)" [X Link](https://x.com/ICICI_Direct/status/1779365964884414471) 2024-04-14T04:27Z 105.1K followers, [----] engagements "2Upstream sustains growth; consumer businesses strong 🔸Gas output for Reliance averaged 29.7mmscmd in Q4 flat QoQ it has ramped up to 30mmscmd as on date 🔸For digital services operating revenue and EBITDA showed steady YoY growth but QoQ performance remains subdued with revenue and EBITDA growing only 3.8% and 2.7% respectively. 🔸Retail segment delivered very strong operational numbers with more than 15mn sq.ft. added in FY24 to 79.1mn across [-----] stores. 🔸This is evident in segment revenue/EBITDA growth of 11%/18% YoY. 🔸Sequentially though the momentum has slowed a bit with revenue" [X Link](https://x.com/ICICI_Direct/status/1782734568883380432) 2024-04-23T11:33Z 105K followers, [---] engagements "3Net debt remains elevated despite boost from retail investments higher profitability 🔸Net debt (as reported by RIL) of INR 1.16trn is only marginally down from the INR 1.26trn at end-FY23 🔸This is despite cash profit of INR 1.4trn and a INR 100bn reduction YoY in capex for the year. 🔸Even as management guided to lower capex intensity by FY25E as 5G capex is completed we see New Energy and retail capex remaining high underpinning our core contention of return ratios remaining muted over FY24-26E" [X Link](https://x.com/ICICI_Direct/status/1782734574176579923) 2024-04-23T11:33Z 105K followers, [----] engagements "Shubh Nivesh 🙏 🔸CMP: [----] 🔸Target: [----] 🔸Target Period: 6-12 months 🔸Rationale: 🧵" [X Link](https://x.com/ICICI_Direct/status/1785157706896003570) 2024-04-30T04:02Z 104.7K followers, 10.3K engagements "1 About the stock ACC Limited a part of Adani Group is primarily engaged in the business of manufacturing & selling of cement Ready Mix Concrete (RMC) 🔸With [--] cement manufacturing facilities (10 integrated units and [--] grinding units) and 85+ RMC units ACC has Pan India presence. 🔸In terms of volumes mix northern region contributes 32% followed by eastern (25%) western (20%) central (13%) & southern region (10%) 🔸As of March [----] companys cement capacity stands at [----] million tonnes per annum (mtpa) with [--] MW of green power capacity" [X Link](https://x.com/ICICI_Direct/status/1785157710150877576) 2024-04-30T04:02Z 104.7K followers, [----] engagements "BHEL Financial Summary" [X Link](https://x.com/ICICI_Direct/status/1793158813668806749) 2024-05-22T05:55Z 104.8K followers, [----] engagements "📌 🔸Vodafone Plc sold an 18% stake in Indus Towers for Rs [-----] crore to pay off debts & other liabilities in India 🔸Vodafone Idea aims to raise an additional Rs [-----] crs debt along with [-----] crore from an FPO and Rs [----] crs from promoter fund infusion to expand 4G coverage & launch 5G 🔸However Vodafone Idea continues to face high churn losing [---] Mn 4G subscribers in April 2024" [X Link](https://x.com/ICICI_Direct/status/1804748739321479551) 2024-06-23T05:30Z 105.6K followers, [----] engagements "📌 🔸General insurance is thriving with healthy premium growth. ICICI Lombard & Star Health reported 22% and 29% YoY growth over last [--] months 🔸We can expect this momentum is expected to continue with positive outlook on business traction & operating metrics like claim/combined ratio 🔸Combined ratio guidance for Q4FY25 is 101.5% vs earlier 102% 💡The lower the Combined ratio the better for insurance issuer co's https://twitter.com/i/web/status/1804748741833818139 https://twitter.com/i/web/status/1804748741833818139" [X Link](https://x.com/ICICI_Direct/status/1804748741833818139) 2024-06-23T05:30Z 105.6K followers, [---] engagements "Investment Rationale #3: Strong Financial Performance: 🔸Stable Margins: With a focus on exports and high-margin SCB PCBLs EBITDA margins are expected to improve to 16.7% by FY26 🔸Strong Returns: The company's Return on Equity (RoE) is projected to remain stable at 15% and it is trading at attractive valuations with a P/E of 16x and EV/EBITDA under 9x for FY26 (6/n)" [X Link](https://x.com/ICICI_Direct/status/1805202931072819383) 2024-06-24T11:34Z 105.8K followers, [---] engagements "Rating and Target Price 🔸With levers for tangible volume led double digit growth healthy margin and RoE profile robust cash flow generation (CFO yield at 9%) we assign BUY rating on PCBL. 🔸We value PCBL at [---] i.e. 20x P/E on FY26E 7/n" [X Link](https://x.com/ICICI_Direct/status/1805202934415699974) 2024-06-24T11:34Z 105.8K followers, [---] engagements "Implication of #Budget2024 on Infrastructure Sector🏗 Total Capital expenditure (#capex) planned for FY25 is INR 11trn i.e. 16% YoY growth💹 ⚡Power Defence or Railways Which sub-sector will benefit the most Read this Mega🧵to know more 1/8" [X Link](https://x.com/ICICI_Direct/status/1817455793928634456) 2024-07-28T07:03Z 105.9K followers, 151.8K engagements "The Q2FY25 earnings report card is out While Nifty posted a 3% PAT growth the story goes beyond the numbers. Who shined Who stumbled And where is the market headed next Lets break it down sector by sector. 🧵👇 #Q2FY25 #NIFTY #Sharemarket 🩷 & 🔄 for better reach (1/n) https://twitter.com/i/web/status/1857692717251178871 https://twitter.com/i/web/status/1857692717251178871" [X Link](https://x.com/ICICI_Direct/status/1857692717251178871) 2024-11-16T07:50Z 105.9K followers, 10.5K engagements "🔸As against the expectations of 2-5% #PAT growth on a YoY basis at the Nifty level for the results declared for Q2FY25 PAT growth at Nifty stood at 3% YoY. 🔸On the topline front at the #Nifty level growth was single-digit at 6% YoY. 🔸Earnings for the quarter were supported by the financials pack (#Banks and #NBFCs) amidst muted show by the manufacturing sub-segment 🔸The #oil & #gas space especially the OMCs posted a muted show with a high double-digit decline in PAT for Q2FY25 🔸Ex-Oil & Gas at the Nifty level for Q2FY25 topline growth was 6% year over year while PAT grew healthy 9% year" [X Link](https://x.com/ICICI_Direct/status/1857692720166285771) 2024-11-16T07:50Z 105.9K followers, [----] engagements "🔸On the sectoral front #Pharma continued to outperform the pack with healthy 15% YoY earnings growth while it was low single digit in the case of #Auto and #CapitalGoods. 🔸Torrential #monsoons further aggravated seasonal slow execution in the capital goods domain. 🔸PAT was down considerably at 26% YoY in the oil & gas domain while it was down 12% in the #metals space amidst pressure on profitability at the ferrous players driven by muted steel realizations (at [--] years low) (3/n) https://twitter.com/i/web/status/1857692723102318725 https://twitter.com/i/web/status/1857692723102318725" [X Link](https://x.com/ICICI_Direct/status/1857692723102318725) 2024-11-16T07:50Z 105.9K followers, [----] engagements "🔸As against the persistent trend of #SmallCaps and #MidCaps outperforming the #LargeCaps in the past; the segments witnessed a trend reversal with the small-cap universe witnessing a PAT decline of 8% on a YoY basis (for the results declared to date) vs. growth of 3% at the Nifty level. 🔸For the listed universe altogether PAT remained broadly flattish vs. decent 9-11% growth witnessed over the past [--] quarters. 🔸For the listed universe declaring results to date (2800 companies) topline growth for the quarter came in at 7.2% YoY while PAT growth stood flattish. (4/n)" [X Link](https://x.com/ICICI_Direct/status/1857692726399021519) 2024-11-16T07:50Z 105.9K followers, [----] engagements "2/10 FPIs Shift Allocation Toward Broader Markets 🔄 Mid and small caps now account for 16.9% and 9.7% of FPI portfolios up from Dec '23 levels. Exhibit: Portfolio allocation (top1000 stocks) Dec23 and Sep24" [X Link](https://x.com/ICICI_Direct/status/1859157655379681728) 2024-11-20T08:51Z 106K followers, [---] engagements "3/10 Sectoral Flows of FPIs 🚀 Within mid and small caps FPIs recorded significant inflows into: - #Consumer Discretionary: 239bn - #Financial Services: 211bn - #Industrials: 174bn Exhibit: What did FPIs buy in mid and small caps over CY24-TD (based on implied flows for top [----] stocks by market cap)" [X Link](https://x.com/ICICI_Direct/status/1859157658017964189) 2024-11-20T08:51Z 105.5K followers, [---] engagements "4/10 Earnings Growth Comparison 🧮 Projected FY2426 #CAGR for different indices: - Nifty #SmallCaps 100: 29% - Nifty #Midcap 100: 21% - Nifty50: 12% Broader #markets reflect stronger earnings growth expectations over the next few years. Exhibit: Higher earnings growth expectations from broader markets" [X Link](https://x.com/ICICI_Direct/status/1859157660735799709) 2024-11-20T08:51Z 105.9K followers, [---] engagements "5/10 SIP Inflows Setting New Records 💰 Monthly SIP contributions reached 253bn in Oct '24 despite extreme volatility. Exhibit: SIP flow has been steadily increasing MoM despite periods of high volatility in recent times. https://twitter.com/i/web/status/1859157663734731008 https://twitter.com/i/web/status/1859157663734731008" [X Link](https://x.com/ICICI_Direct/status/1859157663734731008) 2024-11-20T08:51Z 105.9K followers, [---] engagements "8/10 Small Cap Earnings Potential 🌏 Small cap #PAT stands at just 0.8% of #GDP hinting at more room for expansion from a long-term cycle perspective. Exhibit: PAT/GDP of small caps at 0.8% of GDP has more room for expansion from a long-term cycle perspective" [X Link](https://x.com/ICICI_Direct/status/1859157671720665383) 2024-11-20T08:51Z 105.9K followers, [---] engagements "9/10 Mutual Fund Flows 🏦 In Oct '24 mutual funds directed 121bn toward mid small and micro caps supported by healthy #retail inflows and #IPO activity. Sectoral preferences include #autos private #banks industrials consumer discretionary #IT #PSU banks etc. Exhibit: MF sectoral active flows since Q4FY24 (based on fund holdings till Oct24) https://twitter.com/i/web/status/1859157674501480741 https://twitter.com/i/web/status/1859157674501480741" [X Link](https://x.com/ICICI_Direct/status/1859157674501480741) 2024-11-20T08:51Z 105.9K followers, [---] engagements "Result Update - HCL Technologies Limited (#HCLTECH) 🛒CMP: [-------] Period: [--] Months 🟢Target [----] On expected lines; likely soft Q4 outlook weighs. Report on this research recommendation sent to all ICICI Direct clients on January [--] [----]. #StocksToBuy #StocksToWatch 🩷 & 🔄 for better reach (1/n)" [X Link](https://x.com/ICICI_Direct/status/1880154739515748784) 2025-01-17T07:26Z 103.1K followers, [----] engagements "Result Update - Cipla Limited (#CIPLA) 🛒CMP: [-------] Duration: [--] months 🟢Target: [----] Potential upside: +25% Promising future launches in the US; India and Africa steady 🩷 & 🔄 for better reach #StocksToTrade #stocksinnews #stocktobuy #Cipla #Q3FY25 (1/6)" [X Link](https://x.com/ICICI_Direct/status/1884853390540263576) 2025-01-30T06:37Z 104.7K followers, [----] engagements "Strong earnings strong potential These [--] companies delivered Q3FY25 Results - Check Out their Target Prices. #HGInfra #LATENT #ITC #caplinpoint #SBI #Q3FY25 #Q3Results #StocksToBuy #StocksInFocus 🔄if any of these stocks are in your watchlist Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1889261714694459706) 2025-02-11T10:34Z 102.3K followers, [----] engagements "Mutual Fund: What's in What's out. Domestic #MutualFunds bought and sold the following #Stocks during January [----]. Drop a 👍 if you are holding any of these stocks Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1889549505261142469) 2025-02-12T05:38Z 102.4K followers, [----] engagements "Hexaware Technologies IPO A Deep Dive 🔸 Business model 🔸 Key strengths 🔸 Key risks 🔸 Growth prospects 🩷 & 🔄 this insightful thread #IPOAlert #hexaware" [X Link](https://x.com/ICICI_Direct/status/1889590014667006180) 2025-02-12T08:19Z 102.4K followers, [----] engagements "https://x.com/i/spaces/1BdxYqlNwgBxX https://x.com/i/spaces/1BdxYqlNwgBxX" [X Link](https://x.com/ICICI_Direct/status/1889702486677565789) 2025-02-12T15:45Z 102.2K followers, [----] engagements "VA Tech Wabag Key Highlights 🎯 Valuation: Target price [----] (25x FY27E EPS) 🔸 Market Cap - [----] Cr Enterprise Value: [------] Cr 🔸 Debt & Cash - [-----] Cr gross debt vs [-----] Cr cash (H1FY25) 🔸 52-Week Range - [----] / [---] per share 🌱 Growth Focus: Revenue CAGR 16.2% PAT CAGR 23.7% (FY24-27E) 🔸 Strong Order Book - [-----] Cr (9MFY25) Targeting [-----] Cr in FY25 🔸 ROCE Improvement - 18.3% (H1FY25) 21.9% (FY27E) 🔸 Asset-Light Model - Higher O&M revenues to improve cash flows 🔻 Key Risks: Execution delays and rising receivables impacting the WC cycle. #wabag #StockToWatch #stocktobuy #Q3FY25" [X Link](https://x.com/ICICI_Direct/status/1890370239315026123) 2025-02-14T11:59Z 102.3K followers, [----] engagements "#Q3FY25 Earnings: Below Expectations But Not as Weak as Projected. 🔸 #Nifty PAT Growth: 8% YoY (vs. high single-digit expected). 🔸 #Revenue Growth: 6.5% YoY at the Nifty level. 🔸 Financials (#Banks & #NBFCs): Key earnings driver. 🔸 #Manufacturing: Weak with 5% revenue & 2% PAT growth. 🔸 #Oil & #Gas: Recovery driven by strong GRMs & marketing margins partially offset by LPG under-recoveries. 🩷 & 🔄 if you found this insightful Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1891088921351905284) 2025-02-16T11:35Z 102.4K followers, 179.1K engagements "Key Stock Updates 🔸Landmark Cars Limited has announced that it has entered into a bespoke dealership agreement with PCA Automobiles India Private Limited (Stellantis Group Company) to manage the sales and after-sales service of #Citroen cars from its existing #Jeep outlets in #Mumbai. 🔸The Supreme Court has dismissed the last pending Review Petition filed by telecom operators including Vodafone Idea (#Vi) in the long-running Adjusted Gross Revenue (AGR) case. 🔸Zydus LifeSciences has entered into an exclusive licensing supply and commercialisation agreement with Zhuhai Beihai Biotech for" [X Link](https://x.com/ICICI_Direct/status/1891337581217956129) 2025-02-17T04:03Z 102.3K followers, [----] engagements "📊 Q3FY25 Performance 🔸Revenue: [---] Cr (-39% YoY) 🔸EBITDA: [----] Cr (-90% YoY) EBITDA Margin: 6% (-2996 bps) 🔸PAT: [-----] Cr (-38% YoY) (4/n)" [X Link](https://x.com/ICICI_Direct/status/1891443507660792302) 2025-02-17T11:04Z 102.3K followers, [---] engagements "💰 Investment Rationale 🔸 1/3rd market share in gRevlimid from Q4FY25 🔸 Betting on 6-7 niche Para IV FTFs including: gOzempic (US$9B sales in US) gWeovy gLynparza 🔸 7-8 new approvals expected in FY26 for RoW markets 🔸 Crop sciences revenue target: 120-150 Cr by FY26 (5/n)" [X Link](https://x.com/ICICI_Direct/status/1891443510231859234) 2025-02-17T11:04Z 102.3K followers, [---] engagements "ICICI Direct lets you buy stocks direct from ICICI Bank Savings Account. So even when you are not trading your money will keep earning interest. Funds that are allocated for trading do not leave the savings account of the customer; hence they are eligible for earning interest as per the savings bank rate. @ICICIBank provides Banking and Demat Services whereas trading services are provided by ICICI Securities. 🩷 & 🔄 for better reach Disclaimer: https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf" [X Link](https://x.com/ICICI_Direct/status/1892144214353285534) 2025-02-19T09:28Z 102.6K followers, [----] engagements "Lumax Auto Technologies Limited (#LUMAXTECH) 🛒 CMP: [---] Rating: Buy 🎯 Target: [---] Timeframe: [--] months 🟢 Upside potential: +40% Report on this research recommendation was sent to all ICICI Direct clients on February [--] [----]. 🩷 & 🔄 if you found this insightful #StocksToWatch #StocksToBuy #StocksToTrade (1/n)" [X Link](https://x.com/ICICI_Direct/status/1892195941098353122) 2025-02-19T12:54Z 102.4K followers, [----] engagements "🚗 About the Stock 🔸 Established in [----] leading auto ancillary player with [--] plants across [--] states. 🔸 Diversified portfolio serving both OEMs & aftermarket. 🔸 Key OEM Clients: M&M (26%) Bajaj Auto (15%) HMSI MSIL. (2/n)" [X Link](https://x.com/ICICI_Direct/status/1892195944520905001) 2025-02-19T12:54Z 102.4K followers, [---] engagements "💰Key Financial Summary (4/n)" [X Link](https://x.com/ICICI_Direct/status/1892195950292324657) 2025-02-19T12:54Z 102.4K followers, [---] engagements "📈 Investment Rationale #1 - Prominent PV ancillary levers for industry-leading growth 🔸 Passenger Vehicle (#PV) segment 50% of sales. 🔸 Indias low car penetration (30 per [----] people) vs. China (200) US & Europe (500+). 🔸 M&M key #OEM: Present in XUV [---] XUV 3XO Thar Roxx BE [--] models. (5/n)" [X Link](https://x.com/ICICI_Direct/status/1892195953052168496) 2025-02-19T12:54Z 102.4K followers, [---] engagements "@RJNDPatel If you already have an ICICI Direct 3-in-1 account all features are active and you can start trading seamlessly. If not you can visit your nearest ICICI Bank branch or apply online at to open your account. Let us know if you need any assistance https://secure.icicidirect.com/demataccountopeningutm_source=youtube&utm_medium=social&utm_campaign=3in1accountopening&utm_content=tvc40 https://secure.icicidirect.com/demataccountopeningutm_source=youtube&utm_medium=social&utm_campaign=3in1accountopening&utm_content=tvc40" [X Link](https://x.com/ICICI_Direct/status/1892497713830178953) 2025-02-20T08:53Z 102.5K followers, [--] engagements "🏦 Banking Top Pick: Bank of Baroda (BANBAR) 🔸 Secured lenders delivered steady performance while unsecured #retail players (MFI #creditcard personal #loans) saw higher slippages. 🔸 Caution led to slower credit growth while deposit growth remained a challenge. #BankingSector #Bankofbaroda (2/12)" [X Link](https://x.com/ICICI_Direct/status/1892561196802347476) 2025-02-20T13:05Z 102.6K followers, [----] engagements "🏗 Cement Top Pick: JK Cement (JKCEME). 🔸Volumes up 10% YoY QoQ EBITDA/ton improved 12%. 🔸 Profitability is still lower YoY due to weaker realizations but operating efficiencies & positive leverage helping. (10/12)" [X Link](https://x.com/ICICI_Direct/status/1892561217497055556) 2025-02-20T13:05Z 102.5K followers, [----] engagements "👗 Consumer Discretionary Top Pick: Titan (TITIND). 🔸#Festive & #wedding season boosted apparel/retail sales. 🔸 Apparel saw high-single to low-double-digit growth value fashion segment strong. 🔸 #Jewellery revenue growth is strong but margins are hit by higher #GoldPrice. (11/12)" [X Link](https://x.com/ICICI_Direct/status/1892561220009628122) 2025-02-20T13:05Z 102.5K followers, [----] engagements "ICICI Direct lets you buy stocks direct from ICICI Bank Savings Account. So even when you are not trading your money will keep earning interest. Funds that are allocated for trading do not leave the savings account of the customer; hence they are eligible for earning interest as per the savings bank rate. To open ICICI [--] in [--] account click here: @ICICIBank provides Banking and Demat Services whereas trading services are provided by ICICI Securities. 🩷 & 🔄 for better reach For full disclaimer please visit https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf" [X Link](https://x.com/ICICI_Direct/status/1892830678166688001) 2025-02-21T06:56Z 102.6K followers, 1M engagements "Fall in markets historical trends suggest bottoms are near 🔸Since [----] the average fall in Nifty [--] Nifty Midcap [---] and nifty Smallcap [---] is similar to the tune of 27%-30% barring [----] and [----]. The duration of the fall is also similar at around 7-8 months. (The larger bull/bear market fall however may be higher in midcap/smallcap but the rally post he fall is also higher). 🔸Currently we are in the 6th month of the market wide-fall. 🔸Historically since [----] the average fall in the Nifty Midcap [---] and Nifty Smallcap [---] has been around 27% and 29% respectively barring [----] and 2020" [X Link](https://x.com/ICICI_Direct/status/1893178911837606145) 2025-02-22T06:00Z 102.5K followers, [----] engagements "Market Outlook 🔸Sensex and Nifty [--] are likely to open gap down tracking global cues. 🔸Asian markets were trading lower. 🔸US markets tumbled on Friday extending their selloff in the wake of dour economic reports and closing the book on a holiday-shortened week fraught with new tariff threats and worries of softening consumer demand. - Dow Jones: [-------] points (-1.69%) at [--------] - S&P 500: [-------] points (-1.71%) at [-------] - Nasdaq: [-------] points (-2.20%) at [--------] Market Yesterday 🔸On Friday the Indian equity indices ended on a weak note. - Sensex: [-------] points (-0.56%) at" [X Link](https://x.com/ICICI_Direct/status/1893866236632809502) 2025-02-24T03:31Z 102.6K followers, [----] engagements "🌎Major Economic Events this Week 🩷 & 🔄 if you found this helpful Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1893940738196709413) 2025-02-24T08:27Z 102.6K followers, [----] engagements "2 Game-Changing Developments 🔸 HAL & DRDO showcased the AMCA 5th-gen fighter jet 🔸 Bharat Dynamics teams up with Thales & MBDA for missiles 🔸 Safran signs long-term pact with HAL for LEAP engines 🔸 BEL & France join hands for Hammer weapons (Rafale)" [X Link](https://x.com/ICICI_Direct/status/1894353113257316867) 2025-02-25T11:45Z 102.6K followers, [----] engagements "On February [--] this year SEBI launched the Mitra platform to track lost inactive MF units. The beta version will run for two months before its full rollout. Mitra available on MF Central helps investors track and recover their lost or inactive mutual fund folios. Learn how to recover your mutual funds. Hit 🩷if you found this useful & share this with someone who can benefit from this #SEBI #Mitra #MutualFunds Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1909546241542811923) 2025-04-08T09:57Z 105.4K followers, [----] engagements "Gladiator Stock ⚔ Sun Pharmaceutical Industries Ltd (#SUNPHARMA) 🛒 Buying range: [----] - [----] Duration: [--] months 🟢 Target: [----] 🔴 Stop loss: [----] Potential upside: 11% A report on this research recommendation was sent to all ICICI Direct clients on 28-Apr-2025. #StocksToTrade #StockToWatch 🩷 & 🔄 for better reach Disclaimer: (1/3) http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1918193936298017153) 2025-05-02T06:40Z 105.1K followers, [----] engagements "📦🌾 ITC Limited 🛍📈 🔸 Q4FY25 net revenue grew 9.6% YoY to [-----] crore led by: Cigarette business up 6% YoY with 5% volume growth (in line with expectations) Agri business revenue up 18% YoY with robust leaf tobacco exports 🔸 Non-cigarette FMCG grew 3.7% YoY to [------] crore - slightly below street estimates. 🔸 Margins under pressure due to input cost inflation: FMCG EBIT margin at 8.9% Cigarette EBIT margin down [---] bps PPP business EBIT margin fell [---] bps 🔸 Agri business remains a strong margin contributor: EBIT margin up [--] bps to 7.0%. 🔸 Outlook: Core cigarette segment to grow at 4" [X Link](https://x.com/ICICI_Direct/status/1926921550424334662) 2025-05-26T08:41Z 104.7K followers, [----] engagements "The wage story is broad-based. Beyond the large listed companies unlisted players especially in high-skill services manufacturing and new-age industries are adding strongly to the overall pool" [X Link](https://x.com/ICICI_Direct/status/1958113475864977458) 2025-08-20T10:26Z 105.6K followers, [---] engagements "GCCs (Global Capability Centers) are emerging as wage powerhouses. Examples from FY24 🔸Salesforce India: +29% employee cost growth 🔸VMware: +38% 🔸Citicorp Services: +33% https://twitter.com/i/web/status/1958113479648498090 https://twitter.com/i/web/status/1958113479648498090" [X Link](https://x.com/ICICI_Direct/status/1958113479648498090) 2025-08-20T10:26Z 105.6K followers, [---] engagements "Consumer Durables - Big-ticket appliances like air conditioners dishwashers and televisions above [--] inches are now taxed lower. - Helps clear inventory and attract festive shoppers. Likely beneficiaries: Dixon Technologies Havells Voltas Blue Star Crompton Greaves Whirlpool LG India (unlisted but market moving). (6/12)" [X Link](https://x.com/ICICI_Direct/status/1964320282610430258) 2025-09-06T13:30Z 104.8K followers, [---] engagements "Cement - One of the biggest headline changes cement moves from 28% to 18%. - Thats a massive cost saving for builders and could kick off stronger housing demand and infra development. Likely beneficiaries: UltraTech Cement Ambuja Cements ACC JK Lakshmi Cement Dalmia Bharat Sagar Cement Shree Cement. (7/12)" [X Link](https://x.com/ICICI_Direct/status/1964320285345128867) 2025-09-06T13:30Z 104.8K followers, [---] engagements "Gladiator Stock - Larsen & Toubro Limited CMP: [-------] Duration: [--] months Target: [----] Stop loss: [----] Potential Upside: 11% Report on this research recommendation (@ market price 3602) was sent to all ICICI Direct clients on September [--] 2025" [X Link](https://x.com/ICICI_Direct/status/1968293554931007907) 2025-09-17T12:38Z 104.7K followers, [----] engagements "How This Actually Works: The Domino Effect Think of supply chains like a giant spider web. When you touch one strand the entire web vibrates. When Apple moves iPhone assembly to India: - Foxconn builds factories - Component suppliers follow - Logistics companies expand - Banks start lending more - And finally workers start earning more One company's shift creates opportunities across 50+ sectors. (4/12)" [X Link](https://x.com/ICICI_Direct/status/1971576405591814279) 2025-09-26T14:03Z 105.6K followers, [---] engagements "The First Mover Advantage These companies are benefiting from being the first movers in this shift: - Tata Electronics: 26% of Apple's output now comes directly from Tata Electronics - Pegatron Corp: Tata Group reportedly closed a deal to acquire 60% controlling stake - Lingyi iTech: Now supplies iPhone chargers from India But here's where it gets interesting: the REAL money is in the companies you'd never expect. (5/12) https://twitter.com/i/web/status/1971576408389357663 https://twitter.com/i/web/status/1971576408389357663" [X Link](https://x.com/ICICI_Direct/status/1971576408389357663) 2025-09-26T14:03Z 105.6K followers, [---] engagements "The AI Leap: TCS's Next Big Move - heres why analysts are turning bullish again👇 CMP: [----] Target Price: [----] Target Period: [--] months Potential upside: 20% The report on this research recommendation was sent to all ICICI Direct clients on 10th October [----]. (1/9)" [X Link](https://x.com/ICICI_Direct/status/1977663098765877317) 2025-10-13T09:10Z 104.7K followers, [----] engagements "About the Stock Tata Consultancy Services (TCS) is one of Indias leading IT service providers with a strong presence across BFSI (Banking Financial Services & Insurance) Communications Manufacturing Retail and High-Tech sectors. (2/9)" [X Link](https://x.com/ICICI_Direct/status/1977663101810938278) 2025-10-13T09:10Z 104.7K followers, [---] engagements "Its time for Muhurat Picks [----]. Markets may have been range-bound this year but structural drivers are aligning for a stronger FY26 and beyond. After a volatile year Nifty hovered near [-----] as global uncertainty and tariff tensions weighed on sentiment. Domestically the setup remains strong inflation below 3% fiscal discipline intact GDP near 7% and a downward interest rate cycle. We expect Nifty at [-----] in one year (22x FY27E PE) with earnings growth of 12% CAGR over FY2527E. Here are our Muhurat Stock Picks for Samvat [----] 🧵. (1/10)" [X Link](https://x.com/ICICI_Direct/status/1977726353731387807) 2025-10-13T13:21Z 104.7K followers, 688.3K engagements "Kaynes Technology (KAYTEC) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (67x FY28E EPS) Potential upside: 32% A leading electronics manufacturing services company serving auto aerospace medical and industrial sectors. * Revenue CAGR of 48.1% (FY2528E) EBITDA margin 15%. * Capex of 3300+ crore for chip manufacturing and 1400+ crore for PCB expansion both under government subsidy. * Poised to benefit from Indias semiconductor and electronics push. * Key Risks: Execution delays; weaker government support. (2/10)" [X Link](https://x.com/ICICI_Direct/status/1977726357263053140) 2025-10-13T13:21Z 104.7K followers, [----] engagements "AIA Engineering (AIAENG) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (30x FY27E EPS) Potential upside: 26% Indias largest manufacturer of high-chrome wear-resistant castings used in mining cement and power. * Recovering after geopolitical challenges; breakthrough order worth $32.9 mn (291 crore) from Chile signals strong mining traction. * Expected volume growth of 17% (FY2627E) and PAT CAGR of 9.2%. * Key Risks: Delay in mining conversions; rising input costs. (4/10)" [X Link](https://x.com/ICICI_Direct/status/1977726363768385779) 2025-10-13T13:21Z 104.7K followers, [----] engagements "Larsen & Toubro (LARTOU) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (SoTP-based) Potential upside: 20% Indias largest engineering and construction company with [------] crore order backlog. * Strong traction across infrastructure and energy; expected revenue and PAT CAGR of 14.9% and 16.5% (FY2527E). * ROE target of 18% by FY26 looks achievable. * Key Risks: Delay in order execution; slower improvement in returns. (5/10)" [X Link](https://x.com/ICICI_Direct/status/1977726367056756946) 2025-10-13T13:21Z 104.7K followers, [----] engagements "Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during September [----]. Drop a 👍 if you are holding any of these stocks Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer" [X Link](https://x.com/ICICI_Direct/status/1978020519027876325) 2025-10-14T08:50Z 104.7K followers, [----] engagements "Shubh Nivesh - Premier Explosives Limited * CMP: [------] * Target: [---] * Target Period: [--] months * Potential upside: 24% The report on this research recommendation was sent to all ICICI Direct clients on 13th October [----]. Let's dive into the rationale" [X Link](https://x.com/ICICI_Direct/status/1978110368313450687) 2025-10-14T14:47Z 104.7K followers, [----] engagements "About the Stock * Premier Explosives Ltd. (PEL) manufactures high-energy materials including bulk and packaged explosives propellants and defence products like warheads flares and rocket motors. * Defence contributes 86% of revenue. * Order book: [---] crore as of Q1FY26" [X Link](https://x.com/ICICI_Direct/status/1978110371459158290) 2025-10-14T14:47Z 104.7K followers, [---] engagements "Investment Rationale [--] - Capacity expansion to drive growth * Capacity to rise 65% over FY2530 with [-----] MT added in Q2FY26 (crossing [--] lakh MT mark) and another [-----] MT coming onstream by FY2728. * Targets [----] crore turnover by FY28. * Order book: [----] crore as of July [----] (1.2x FY25 revenue) supported by [----] crore pipeline. (5/9)" [X Link](https://x.com/ICICI_Direct/status/1979168950366740519) 2025-10-17T12:53Z 104.7K followers, [---] engagements "Investment Rationale [--] - Financial strength and efficiency * Net-debt free balance sheet with strong cash flows and prudent capital allocation. * Expected capital expenditure (capex): [---] crore over [--] years funded internally. * Return on Capital Employed (RoCE) and Return on Equity (RoE) projected to rise as new capacities become operational. (6/9)" [X Link](https://x.com/ICICI_Direct/status/1979168964119789638) 2025-10-17T12:53Z 104.7K followers, [---] engagements "Rating and Target Price We estimate: * Revenue CAGR: 17% (FY2528E) * Earnings Before Interest Tax Depreciation and Amortisation (EBITDA) CAGR: 23% * Profit After Tax (PAT) CAGR: 20% * BUY Target Price: [----] (valued at 23x FY28E Price-to-Earnings ratio). (7/9)" [X Link](https://x.com/ICICI_Direct/status/1979168967424917611) 2025-10-17T12:53Z 104.8K followers, [---] engagements "https://x.com/i/spaces/1lDxLBQkNNQGm https://x.com/i/spaces/1lDxLBQkNNQGm" [X Link](https://x.com/ICICI_Direct/status/1979933244926902757) 2025-10-19T15:30Z 105.3K followers, [----] engagements "Sector Overview Breakout in Bank Nifty to a new all-time high. Strength also visible in Information Technology and Oil & Gas sectors which together contribute 55% of Niftys weight. Market breadth is improving with more stocks hitting new highs. Breakout from the four-month consolidation (25700 - 24350) supported by large-cap traction. Structural improvement indicates the next leg of the rally towards [-----] in the coming quarter. (2/10)" [X Link](https://x.com/ICICI_Direct/status/1981717111186543057) 2025-10-24T13:39Z 104.7K followers, [---] engagements "HDFC Bank (Target [----] Rating: BUY) Advances grew 9.9% YoY to [----] lakh crore driven by small and mid-market segments. Deposits increased 12.1% YoY to [--] lakh crore with CASA at 34%. Net Interest Margin contracted [--] basis points QoQ to 3.27% due to deposit repricing. Gross Non-Performing Assets improved to 1.24%. Management guided for system-aligned growth in FY26 and outperformance from FY27 onward. Return on Assets expected at 1.8% for FY27E. (3/10)" [X Link](https://x.com/ICICI_Direct/status/1981717113984217104) 2025-10-24T13:39Z 104.7K followers, [---] engagements "Textile Sector As per media report India and the United States are likely to sign a trade deal during the ASEAN summit in Malaysia (2628 October). Tariff rate on Indian textile exports to be reduced to 15% from 50%. Indias share in the United States home textiles stands at 46% and cotton apparel at 11.7%. Lower tariffs to enhance competitiveness and market share. Preferred picks: Gokaldas Exports Indo Count Industries KPR Mills. Titan is expected to benefit in the gems and jewellery segment. (7/10)" [X Link](https://x.com/ICICI_Direct/status/1981717124973305978) 2025-10-24T13:39Z 105.4K followers, [---] engagements "Cement Sector UltraTech Cement (Target [-----] Rating: BUY) Revenue increased 25% YoY to [-----] crore. EBITDA up 53% YoY to [----] crore with EBITDA per ton at [---]. Sales volume rose 22% YoY to [----] million tons. Capacity expected to reach [---] million tons per annum by FY28. Focus on cost reduction of [---] per ton over the next [--] years. (8/10)" [X Link](https://x.com/ICICI_Direct/status/1981717127569486320) 2025-10-24T13:39Z 105.4K followers, [---] engagements "Result Update Kotak Mahindra Bank Ltd * CMP: [-------] * Target: [----] * Target Period: [--] months * Potential Upside: 18% The report on this research recommendation was sent to all ICICI Direct clients on 26th October [----]. (1/9)" [X Link](https://x.com/ICICI_Direct/status/1982781361858674984) 2025-10-27T12:08Z 105.1K followers, [----] engagements "About the Stock * Kotak Mahindra Bank is among Indias leading private sector banks offering a wide range of financial services. * Operates [----] branches and [----] ATMs nationwide. * Known for consistent Return on Assets (RoA) above 2+% and Return on Equity (RoE) above 13+%. (2/9)" [X Link](https://x.com/ICICI_Direct/status/1982781365516226773) 2025-10-27T12:08Z 104.8K followers, [---] engagements "Stocks To Watch - Based on Q2FY26 Results Reply with a 👍🏻 if youre holding any of these stocks Disclaimer: https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer" [X Link](https://x.com/ICICI_Direct/status/1984253284153180488) 2025-10-31T13:37Z 104.8K followers, 18.8K engagements "This week in markets: Change of baton to continue momentum towards life highs Nifty ended the week flat at [-----] amid volatility. Midcaps gained 1.5% led by PSU Banks Oil & Gas and Metals. FIIs turned buyers in October adding [-----] crore and covering shorts aiding the 1500-point Nifty recovery. In this weekly wrap we cover: Market Outlook PSU Banks Power Realty Liquor & Textile sectors ITC Hotels L&T Hyundai IPO Hidden Gem Lumax Auto (1/12)" [X Link](https://x.com/ICICI_Direct/status/1984970604852719964) 2025-11-02T13:07Z 104.8K followers, [----] engagements "Market outlook Nifty consolidation near [-----] offers a buying opportunity. Index likely to test all-time high of [-----] next month. Sector rotation visible momentum shifting to PSU Banks Metals Oil & Gas. 64% of Nifty [---] stocks now trade above 200-day EMA indicating broad participation. (2/12)" [X Link](https://x.com/ICICI_Direct/status/1984970607461556250) 2025-11-02T13:07Z 104.8K followers, [---] engagements "Key monitorable Keep an eye on: Monthly auto sales data FII inflows after three-month sell-off India-US tariff negotiations Q2FY26 earnings progression Gold is likely to consolidate in $4400$3700 range after a sharp rally (3/12)" [X Link](https://x.com/ICICI_Direct/status/1984970610510885317) 2025-11-02T13:07Z 104.8K followers, [---] engagements "Fluorochemicals Fluorochemical companies benefit from the global R32 refrigerant shortage. Global curbs on HFC gases create a supply gap; Indias reduction starts only in [----]. Navin Fluorine capex [---] cr; SRF GFL expanding to 30000+ tons capacity. BUY ratings: SRF - [----] Navin Fluorine - [----] Gujarat Fluorochemicals - [----]. (6/12)" [X Link](https://x.com/ICICI_Direct/status/1984970618517750180) 2025-11-02T13:07Z 105.2K followers, [---] engagements "Liquor Sector Strong quarter for liquor companies. Radico Khaitan revenue up 34% YoY EBITDA margin at 15.9% PAT up 69%. United Spirits revenue up 11% YoY PAT up 41% margin at 21.2%. Premiumisation and stable input costs to support growth. Target: Radico Khaitan - [----] United Spirits -under BUY view. (7/12)" [X Link](https://x.com/ICICI_Direct/status/1984970621122482298) 2025-11-02T13:07Z 105.2K followers, [---] engagements "Realty Realty sector resilient in Q2FY26 despite monsoon delays. Sales bookings in ABRELs Niyaara Worli ( [---] crore sales) Oberois Three Sixty West Worli ( [---] crore) and DLFs Camellias ( [----] crore) continued to show an insatiable appetite for high-end super-luxury projects from Grade A developers H2FY26 launch pipeline remains robust. Developers on track to meet FY26 pre-sales guidance. (8/12)" [X Link](https://x.com/ICICI_Direct/status/1984970623605448974) 2025-11-02T13:07Z 104.8K followers, [---] engagements "ITC ITC delivered steady performance despite Agri drag. Revenue down 3.4% YoY; ex-Agri up 9%. Cigarette volumes up 6%; FMCG grew 7%. EBITDA margin at 34.7%; PAT up 5% YoY to [----] cr. Target: [---]. FMCG and paper business recovery to drive H2 growth. (9/12)" [X Link](https://x.com/ICICI_Direct/status/1984970626847613074) 2025-11-02T13:07Z 105.2K followers, [---] engagements "Larsen & Toubro Strong Q2 performance; order inflows at [----] lakh cr up 45% YoY. Order book: [----] lakh cr (+31% YoY). PAT up 16% YoY to [----] cr; order prospects [----] trn for H2FY26. Target: [----]. Key catalyst: Hyderabad metro exit margin expansion higher payouts. (10/12)" [X Link](https://x.com/ICICI_Direct/status/1984970629418795203) 2025-11-02T13:07Z 105.2K followers, [---] engagements "Hyundai Motor India Healthy Q2FY26; premiumisation intact. SUV share at 71% of domestic PV sales. EBITDA margin at 13.9% up [--] bps QoQ. [-----] cr investment plan through FY2030. Target: [----] (30x FY2728E EPS). (11/12)" [X Link](https://x.com/ICICI_Direct/status/1984970631943684340) 2025-11-02T13:07Z 104.8K followers, [---] engagements "Hidden Gem Lumax Auto Technologies Target [----] Key clients: Bajaj Auto M&M Maruti Tata Motors. 40% order book linked to EV platforms. Green Fuel acquisition adds [------] cr high-margin revenue. PAT CAGR 28% (FY2527E); ROE 20%. (12/12)" [X Link](https://x.com/ICICI_Direct/status/1984970634384814276) 2025-11-02T13:07Z 104.8K followers, [----] engagements "Corporate Action Tracker Drop a 👍 if you are holding any of these stocks" [X Link](https://x.com/ICICI_Direct/status/1985229530492002349) 2025-11-03T06:16Z 104.8K followers, [----] engagements "Gladiator Stock - Bharat Electronics Ltd CMP: [------] Duration: [--] months Target: [---] Stop loss: [---] Potential Upside: 12% The report on this research recommendation (@ market price 417.00) was sent to all ICICI Direct clients on October [--] [----]. (1/3)" [X Link](https://x.com/ICICI_Direct/status/1985324208381935760) 2025-11-03T12:32Z 104.9K followers, [----] engagements "Technical Outlook * Over the past [--] months of decline the Defence sector has retraced 38.2% of its preceding 4-month 82% rally reflecting a slower pace of retracement. * Within this space BEL has remained an outlier maintained a higher-high-low formation while holding firm above its 20-week EMA. * The stock is merely 3% below its all-time high signalling robust bullish momentum and scope for further upside. * Structurally over the past [--] months the stock has retraced only 38.2% of its preceding 4-month 80% rally reflecting a healthy consolidation. * The continuation of a higher-high-low" [X Link](https://x.com/ICICI_Direct/status/1985324212119093263) 2025-11-03T12:32Z 104.8K followers, [----] engagements "The Nifty50 index gained 4.5% in October marking its best performance since March [----] and reflecting renewed investor optimism. The real estate sector stood out with its strongest fundraising in seven years raising [-----] crore across [--] deals underscoring growing investor confidence in Indias property market. On the oil front Indias petrol demand rose 7.03% YoY in October supported by festive activity. Commodities also gained momentum with copper and aluminium prices rising 8% each and zinc up nearly 5%. Check out how Indias key sectors performed in October [----]. Hit 👍 if you found this" [X Link](https://x.com/ICICI_Direct/status/1985606456239145081) 2025-11-04T07:14Z 104.8K followers, [----] engagements "Nifty Earnings Trend [--] Nifty companies (88% of index weight) have declared results so far. Nifty earnings up 4% YoY despite global headwinds. Topline growth stood at 9.6% YoY; ex-financials PAT up 6% YoY. Financials saw 2% PAT growth as NIM compression bottomed out. Sectors like telecom auto capital goods and oil & gas outperformed. In the auto space total production volume growth for the quarter came in at 10% YoY which includes domestic sales growth of 6% while exports grew handsomely by 26% on a YoY basis. (3/10)" [X Link](https://x.com/ICICI_Direct/status/1987121922547851522) 2025-11-08T11:35Z 104.8K followers, [---] engagements "Sector Highlights: Telecom Airtel delivered strong metrics with ARPU up 2.2% QoQ and India margins at 58.5%. Bharti via Nxtra to expand data centre capacity to 1GW. Supreme Courts AGR clarification and potential PE infusion offer support for Vodafone Idea. We have a BUY with a TP of [----] on Airtel. (4/10)" [X Link](https://x.com/ICICI_Direct/status/1987121926075261108) 2025-11-08T11:36Z 105.9K followers, [---] engagements "Pharma Sector Domestic formulations and branded generics drove 12% YoY growth to [-----] crore in Q2FY26. India formulations up 9% YoY; US portfolio up 5% YoY despite Revlimid pressure. EBITDA up 9% YoY at [-----] crore; margins stable at 28.1%. Focus remains on India growth speciality and biosimilar launches. BUY with Target Price: Sun Pharma - [----] Lupin - [----] Cipla - [----] DRL - [----] (5/10) https://twitter.com/i/web/status/1987121928977682792 https://twitter.com/i/web/status/1987121928977682792" [X Link](https://x.com/ICICI_Direct/status/1987121928977682792) 2025-11-08T11:36Z 106K followers, [---] engagements "@patilst Hi our team connected with you and provided the requisite details. For all your ICICI BANK DEMAT SERVICES related queries request you to please tag @ICICIBank or @ICICIBank_Care or write to headdematservices@icicibank.com / (1/2)" [X Link](https://x.com/ICICI_Direct/status/1987830529878814820) 2025-11-10T10:31Z 104.9K followers, [--] engagements "@patilst @ICICIBank @ICICIBank_Care headservicequality@icicibank.com. Alternatively for further assistance on your DP related queries you may also visit nearest ICICI Bank Demat Desk Branch. (2/2)" [X Link](https://x.com/ICICI_Direct/status/1987830537814450417) 2025-11-10T10:31Z 104.9K followers, [--] engagements "Shubh Nivesh Bank of India (BOI) CMP: [------] Target: [---] Target Period: [--] months Potential upside: 17% The report on this research recommendation was sent to all ICICI Direct clients on 10th November [----]. (1/8)" [X Link](https://x.com/ICICI_Direct/status/1988217914420277563) 2025-11-11T12:11Z 104.9K followers, [----] engagements "Key Financial Summary (3/8)" [X Link](https://x.com/ICICI_Direct/status/1988217922679091360) 2025-11-11T12:11Z 104.9K followers, [--] engagements "Investment Rationale [--] - Steady Operating Performance Q2FY26 PAT up 7.6% YoY to [----] crore led by healthy loan growth. Global advances up 14% YoY to [------] lakh crore; deposits up 10.1% YoY to [------] lakh crore. NIM declined [--] bps QoQ to 2.41% due to deposit repricing lag. Asset quality improved: GNPA/NNPA at 2.54%/0.65%. PCR rising to 93%. (4/8)" [X Link](https://x.com/ICICI_Direct/status/1988217926437257408) 2025-11-11T12:11Z 104.9K followers, [---] engagements "Investment Rationale [--] - Strong Credit Pipeline Management guides 1213% loan growth for FY26 supported by [-----] crore credit pipeline (50000 crore corporate; [-----] crore RAM). Deposit growth expected at 1011% with focus on CASA mobilisation. RAM (Retail Agriculture MSME) share up [---] bps YoY to 58.2% improving granularity and reducing risk concentration. (5/8)" [X Link](https://x.com/ICICI_Direct/status/1988217929864032635) 2025-11-11T12:11Z 104.9K followers, [---] engagements "Investment Rationale [--] - Margins Near Trough; Recovery Ahead NIMs fell [--] bps QoQ to 2.41% due to the higher cost of deposits. Margins expected to recover from H2FY26 with term deposit repricing and easing funding costs. Credit cost moderated to 0.28%; gross slippages down to 0.14%. Asset quality remains robust with PCR at 93.4%. (6/8)" [X Link](https://x.com/ICICI_Direct/status/1988217933156540714) 2025-11-11T12:11Z 104.9K followers, [---] engagements "Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during October 2025" [X Link](https://x.com/ICICI_Direct/status/1988484299977621957) 2025-11-12T05:49Z 105.1K followers, [----] engagements "For starters government initiatives like the PM Awas Yojana (which aims to ease housing shortages) and Jal Jeevan Mission (which aims to provide safe drinking water and enable water conservation) have proven to be major demand drivers. (3/9)" [X Link](https://x.com/ICICI_Direct/status/1988590696375476309) 2025-11-12T12:52Z 104.9K followers, [---] engagements "After all housing and water projects require large amounts of piping to execute. But along with government programs residential real estate demand has also been providing a steady tailwind. Over CY20-CY23 Indias top [--] cities saw housing sales grow at a 51% CAGR. (4/9)" [X Link](https://x.com/ICICI_Direct/status/1988590700280127759) 2025-11-12T12:52Z 104.9K followers, [---] engagements "Stocks To Watch - Based on Q2FY26 Results" [X Link](https://x.com/ICICI_Direct/status/1989320308768350260) 2025-11-14T13:11Z 105.3K followers, 432.7K engagements "https://x.com/i/spaces/1rmGPvPYRMLxN https://x.com/i/spaces/1rmGPvPYRMLxN" [X Link](https://x.com/ICICI_Direct/status/1990442628568289635) 2025-11-17T15:31Z 105.3K followers, [----] engagements "How to invest wisely with MTF Have you ever seen an opportunity to invest or trade in a particular stock but you are running low on cash MTF allows you to take advantage of the opportunity by just paying a margin. MTF amplifies both risk and reward. You can take positions in the market that you feel is a good opportunity by paying only a part of the total value. At the same time there are risks associated with MTF that are amplified due to the leverage that one needs to be mindful of. Here is everything you need to know about how MTF works. 🧵🧵 (1/9)" [X Link](https://x.com/ICICI_Direct/status/1991039209642353067) 2025-11-19T07:01Z 105.1K followers, [----] engagements "How does MTF work on ICICI Direct Let us assume you have found an investing opportunity worth [------] but you only have [------] in your bank account. Normally you will not be able to take advantage of this opportunity. But with MTF offering up to 4x leverage you can take the position provided the stock qualifies. Break-up: Initial Margin contribution: [------] Amount funded by ICICI Direct: [------] Interest is charged on the funded portion from as low as 9.65% per annum depending on your brokerage plan. (3/9)" [X Link](https://x.com/ICICI_Direct/status/1991039215988322437) 2025-11-19T07:01Z 105.1K followers, [---] engagements "Assume you hold this position for [--] days and the applicable interest rate on the funded amount is 9.65% per annum (based on your brokerage plan). Daily interest = [------] 9.65% [---] [-----] per day For [--] days total interest = [-----] [--] = [-----] If the stock price rises by 10% your holdings increase from [------] to [------]. Gross gain = [-----] After deducting [-----] interest Net gain = [-------] Return on your own funds = [-------] [------] = 39.21% (before brokerage and pledge charges). (4/9)" [X Link](https://x.com/ICICI_Direct/status/1991039218974445901) 2025-11-19T07:01Z 105.1K followers, [--] engagements "Things to Remember During MTF MTF can be a double-edged sword if not utilised properly. Always remember to do the following when using MTF Assess Risk Leverage amplifies both profits and losses. Ensure you have a clear understanding of the risks before proceeding. Monitor Positions If theres a margin shortfall your positions may be squared off. Track this under Open Positions. Mind the Timeline MTF positions can be held for up to [---] days. (8/9)" [X Link](https://x.com/ICICI_Direct/status/1991039231712518466) 2025-11-19T07:01Z 105.1K followers, [----] engagements "MTF gives you the flexibility to take market positions while managing your capital efficiently. However since it involves funding and interest costs it is important to use it wisely and understand all related charges before investing. Like and share if you found this thread insightful and useful. Let us know in the comments if you have used MTF or are planning on using it in the future Disclaimer: (9/9) http://icicidirect.market/fulldisclaimer http://icicidirect.market/fulldisclaimer" [X Link](https://x.com/ICICI_Direct/status/1991039234786861273) 2025-11-19T07:01Z 105.1K followers, [----] engagements "India Inc. is finally back to double-digit profit growth and the real story lies beyond the Nifty. Q2FY26 saw a clear revival in profitability driven by mid and small caps. This thread covers our Nifty outlook sectoral earnings and stock picks. (1/18)" [X Link](https://x.com/ICICI_Direct/status/1991128114106388755) 2025-11-19T12:55Z 105.4K followers, 768.5K engagements "Earnings snapshot * India Inc. returned to double-digit profit growth at 12% YoY after five quarters. * Nifty profit growth was softer at 3.2% but excluding Tata Motors it stood at 7%. * Ex-financials and Tata Motors Nifty profit growth was close to 10%. * Mid-caps grew 25% and small-caps grew 18%. (2/18)" [X Link](https://x.com/ICICI_Direct/status/1991128117323473057) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Nifty outlook * Broader earnings trajectory shows an improving trend supported by GST [---] stable macros and stronger domestic demand. * Nifty revenue grew 8% YoY. * Commodity sectors telecom and capital goods led the quarter. * With global assets already re-rated domestic equities are better positioned to outperform. (3/18)" [X Link](https://x.com/ICICI_Direct/status/1991128120347521296) 2025-11-19T12:55Z 105.2K followers, [---] engagements "GST [---] impact * GST simplified from [--] rates (5% 12% 18% & 28%) to [--] rates (5% & 18%). * Tax cuts on essential and discretionary items are expected to lift consumption through FY26. (4/18)" [X Link](https://x.com/ICICI_Direct/status/1991128123866579173) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Banking * Credit growth remained steady at 10.2% led by retail and MSME. * Margins stable and asset quality firm. * Tailwinds from interest rate cuts and CRR relief expected in H2FY26. Top pick: CSB Bank (5/18)" [X Link](https://x.com/ICICI_Direct/status/1991128126844436939) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Automobiles * Festive demand and GST reform lifted volumes. * Domestic volumes grew 6% and exports grew 26%. * Margins improved due to cost control and a stronger export mix. Top pick: Mahindra & Mahindra (6/18)" [X Link](https://x.com/ICICI_Direct/status/1991128129704997285) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Information Technology * Tier-2 companies continued to outperform. * Large caps returned to sequential growth despite weak global demand. * Margins supported by productivity efforts. Top pick: Coforge (7/18)" [X Link](https://x.com/ICICI_Direct/status/1991128132959801620) 2025-11-19T12:55Z 105.1K followers, [---] engagements "FMCG * Single-digit revenue growth due to GST shift and higher input costs. * Rural demand is stronger than urban. * Food categories performed better than home and personal care. Top pick: Marico (8/18)" [X Link](https://x.com/ICICI_Direct/status/1991128136290058628) 2025-11-19T12:55Z 105.1K followers, [---] engagements "Oil & Gas * Strong refining margins supported profits. * LPG losses narrowed due to domestic and international price adjustments. (9/18)" [X Link](https://x.com/ICICI_Direct/status/1991128139054055600) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Pharmaceuticals * Profit growth of 12% led by strong Rest-of-World markets. * The US and India markets remained steady. * EBITDA margins stood at 28.5%. Top pick: Sun Pharma (10/18)" [X Link](https://x.com/ICICI_Direct/status/1991128141927272613) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Discretionary consumption * Hotels posted moderate growth due to seasonality and renovations. * Jewellery and apparel saw strong festive traction. Top pick: Arvind Fashions (11/18)" [X Link](https://x.com/ICICI_Direct/status/1991128145127239972) 2025-11-19T12:55Z 105.4K followers, [---] engagements "Capital goods * Monsoon-related delays impacted Q2 but order inflows remain strong. * Companies expect a better second half. Top pick: Larsen & Toubro (12/18)" [X Link](https://x.com/ICICI_Direct/status/1991128148105363774) 2025-11-19T12:55Z 105.4K followers, [---] engagements "Cement * Volumes grew 14% and realisations improved 5%. * EBITDA per ton rose 37% YoY. Top pick: Ambuja Cements (13/18)" [X Link](https://x.com/ICICI_Direct/status/1991128150806520157) 2025-11-19T12:55Z 105.4K followers, [---] engagements "Defence * Order books remain strong at [--] trailing revenue. * Growth visibility firm with higher indigenisation. Top pick: Bharat Electronics (14/18)" [X Link](https://x.com/ICICI_Direct/status/1991128153448915051) 2025-11-19T12:55Z 105.1K followers, [---] engagements "Consumer durables & EMS * Cooling products were impacted by the prolonged monsoon. * Kitchen appliances wires and cables posted healthy growth. * EMS companies with auto and industrial exposure delivered strong results. Top pick: Kaynes Technology (15/18)" [X Link](https://x.com/ICICI_Direct/status/1991128156217168255) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Metals * Steel realisations softened due to monsoon seasonality. * Non-ferrous players benefited from higher aluminium zinc and silver prices. Top pick: Tata Steel (16/18)" [X Link](https://x.com/ICICI_Direct/status/1991128159035838940) 2025-11-19T12:55Z 105.3K followers, [---] engagements "Asset Management Companies * Industry AUM reached [--] trillion. * Monthly SIP inflows crossed [-----] crore. Top pick: HDFC AMC (17/18)" [X Link](https://x.com/ICICI_Direct/status/1991128161615319383) 2025-11-19T12:55Z 105.1K followers, [---] engagements "It also launched the PLI Scheme for Specialty Steel committing [-----] crore to add [--] MT capacity and [-----] jobs by FY28 aiming to build self-reliance in high-grade steels critical for everything from the armour of a tank to the skeleton of a solar farm. (6/20)" [X Link](https://x.com/ICICI_Direct/status/1991502473803305157) 2025-11-20T13:42Z 105.3K followers, [---] engagements "Big players are also making moves. ArcelorMittal Nippon Steel aims to quadruple its capacity to [--] MT by [----] with an investment of around [-----] crore. JSW Steel has signed an MoU to invest [--] lakh crore over the next 7-8 years to build a [--] MT steel plant in Maharashtra. (7/20)" [X Link](https://x.com/ICICI_Direct/status/1991502477364195478) 2025-11-20T13:42Z 105.3K followers, [---] engagements "The Maharashtra Industrial Development Corporation (MIDC) has already begun the land acquisition process for the plant. The company also plans to expand its Dolvi steel plant in Maharashtra by [--] million tonnes per annum (MTPA) by FY28 aiming to reach [--] MTPA capacity by FY31. (8/20)" [X Link](https://x.com/ICICI_Direct/status/1991502481055154651) 2025-11-20T13:42Z 105.3K followers, [---] engagements "Meanwhile Tata Steel is betting on green steel leadership. It has already shut blast furnaces at Port Talbot in the UK and plans to switch to electric arc furnaces by FY28. The company also plans to produce 10-15 MT of steel through recycling over the next 10-15 years. (9/20)" [X Link](https://x.com/ICICI_Direct/status/1991502484251316704) 2025-11-20T13:42Z 105.3K followers, [---] engagements "But why do these actions by the government and steelmakers matter now more than ever Because in FY25 finished steel imports surged to [---] MT the highest in nine years Most of this demand is met by China whose affordable steel is forcing Indian producers to cut prices. (10/20)" [X Link](https://x.com/ICICI_Direct/status/1991502487677989083) 2025-11-20T13:42Z 105.1K followers, [---] engagements "Another concern is the steel industrys continued dependence on coal which is becoming increasingly risky. The industry consumes about 95% of Indias coking coal nearly 90% of which is imported. This makes production costs at home quite sensitive to global price fluctuations. (11/20)" [X Link](https://x.com/ICICI_Direct/status/1991502491951984986) 2025-11-20T13:42Z 105.1K followers, [---] engagements "At the same time global financial institutions are tightening finance for coal-intensive projects which can raise costs or limit funding for new coal-based capacity. In addition the European Union (EU) is imposing a carbon border tax on imports to encourage greener production. (12/20)" [X Link](https://x.com/ICICI_Direct/status/1991502495550468191) 2025-11-20T13:42Z 105.1K followers, [---] engagements "The EUs carbon border tax could put Indian steel exports at a hurdle. Taken together these factors could make new coal-based plants less cost-efficient and less competitive over time as demand gradually shifts toward lower-emission alternatives. (13/20)" [X Link](https://x.com/ICICI_Direct/status/1991502500487454740) 2025-11-20T13:42Z 105.1K followers, [---] engagements "Important update for Margin Trading Facility (MTF) users The MTF interest rate has been reduced to 9.65% p.a. for Prime [----] and [----] plans" [X Link](https://x.com/ICICI_Direct/status/1991881327927533968) 2025-11-21T14:48Z 106K followers, 204.5K engagements "Adani Enterprises Ltd. opened its rights issue on 25th November [----]. If you are an existing shareholder your next action depends on understanding the offer the payment stages and the timelines. This thread will help you assess your choices so that you can act within the given windows by covering the following topics - What a rights issue means - Key details - Important dates to track - Payment structure - Your options - How to apply Please like this thread and share it with your friends who might find this information useful https://twitter.com/i/web/status/1993657298825392403" [X Link](https://x.com/ICICI_Direct/status/1993657298825392403) 2025-11-26T12:25Z 105.8K followers, 66K engagements "Your Options You can choose one of the following - Apply through the IPO section - Renounce your rights by selling RE shares from your demat holdings before the renunciation deadline" [X Link](https://x.com/ICICI_Direct/status/1993657313299927377) 2025-11-26T12:25Z 105.3K followers, [---] engagements "How To Apply Website Login to IPO Rights Issue Mobile App Login to ICICI Direct App IPO Select from ongoing offers Applications must be made through the ASBA facility. If your trading account is linked to a bank other than ICICI Bank you may apply through your bank ASBA portal or through the offline facility. http://icicidirect.com http://icicidirect.com http://icicidirect.com http://icicidirect.com" [X Link](https://x.com/ICICI_Direct/status/1993657316454080930) 2025-11-26T12:25Z 105.3K followers, [----] engagements "Gladiator Stock - BAJAJ AUTO LIMITED Buying Range: [----] - [----] Duration: [--] months Target: [--------] Stop loss: [-------] Potential Upside: 11% The report on this research recommendation was sent to all ICICI Direct clients on November [--] [----]. (1/3)" [X Link](https://x.com/ICICI_Direct/status/1993937111276302684) 2025-11-27T06:57Z 105.3K followers, [----] engagements "Technical Outlook Nifty Auto index has witnessed a fresh record high after [--] months of consolidation indicating a structural breakout and the start of a fresh upward cycle. Bajaj Auto looks attractive as the stock is on the verge of breakout from its ascending triangle pattern offering fresh entry opportunity with favourable risk-reward. Stock retraced 61.8% of its preceding rally (4619 12774) and is forming a higher base above 52-week EMA indicating an incremental buying opportunity. Stochastic has generated a bullish crossover validating positive momentum. Stock is expected to head towards" [X Link](https://x.com/ICICI_Direct/status/1993937115873419459) 2025-11-27T06:57Z 105.3K followers, [----] engagements "https://x.com/i/spaces/1DXxyWXVENnGM https://x.com/i/spaces/1DXxyWXVENnGM" [X Link](https://x.com/ICICI_Direct/status/1995515725994402040) 2025-12-01T15:29Z 105.3K followers, [----] engagements "Investment Rationale [--] - Residential pre-sales CAGR of 28% targeted till FY30 * Residential pre-sales to reach [----] crore by FY30 from [----] crore in FY25. * Sustenance sales share to rise from 35% in FY25 to 75% in FY30 reducing dependence on new launches. (5/8)" [X Link](https://x.com/ICICI_Direct/status/1995863642705920181) 2025-12-02T14:32Z 105.3K followers, [--] engagements "Investment Rationale [--] - Balance sheet strengthened after rights issue * Rights issue of [----] crore in Q2FY26 used for debt repayment and growth. * Now in net cash surplus of [---] crore compared to net debt in FY25. * Remaining land payments are manageable through internal cash flows. (6/8)" [X Link](https://x.com/ICICI_Direct/status/1995863646170423454) 2025-12-02T14:32Z 105.4K followers, [--] engagements "How Meesho Markets and Builds Trust Unlike its larger rivals Meesho focuses on mass-market brand building in regional languages. It blends celebrity-driven campaigns with localized creator content reaching deeper Indian audiences. AI-led targeting vernacular push notifications and festival-led offers have consistently lifted repeat purchase rates year-on-year. This hyperlocal storytelling made Meesho the go-to marketplace for budget-conscious yet aspirational consumers. (9/11)" [X Link](https://x.com/ICICI_Direct/status/1996549880605802793) 2025-12-04T11:59Z 105.5K followers, [---] engagements "The IPO and Market Response Meeshos IPO includes a fresh issue and offer for sale by early investors. The company has previously raised over $1.7 billion over [--] rounds from investors such as SoftBank Prosus Peak XV and Meta. Analysts expect Meeshos listing to be a defining test for Indias new-age profitable tech startups similar to Zomato in [----] but with stronger fundamentals and positive cash flow. (10/11)" [X Link](https://x.com/ICICI_Direct/status/1996550057060167971) 2025-12-04T12:00Z 105.5K followers, [---] engagements "Another key instrument is Sovereign Green Bonds. Issued by the government through RBI auctions these bonds can be purchased through the RBI's e-Kuber platform. They offer annual interest rates of 6.79-7.09% and are backed by a sovereign guarantee. (7/14)" [X Link](https://x.com/ICICI_Direct/status/1998005288897818821) 2025-12-08T12:22Z 105.8K followers, [---] engagements "Then theres Green Mutual Funds that invest in companies with strong Environmental Social and Governance (ESG) practices. These can be easily accessed through brokerages or bank apps. As of December [----] top-performing ESG funds delivered one-year returns of 11.73-24.1%. (8/14) https://twitter.com/i/web/status/1998005292135817269 https://twitter.com/i/web/status/1998005292135817269" [X Link](https://x.com/ICICI_Direct/status/1998005292135817269) 2025-12-08T12:22Z 105.8K followers, [---] engagements "These instruments are driving the growth of Indias green finance market. And much of this growth is homegrown led by major domestic financial institutions. This gives India a distinct advantage as the flow of funds is institutionally rooted and resilient to global shocks. (9/14)" [X Link](https://x.com/ICICI_Direct/status/1998005295495151837) 2025-12-08T12:22Z 105.4K followers, [---] engagements "But while funding remains largely domestic Indian banks are increasingly attracting global investment in green finance. The approach is to combine India's domestic financial strength with access to international capital markets. (10/14)" [X Link](https://x.com/ICICI_Direct/status/1998005299656179984) 2025-12-08T12:22Z 105.4K followers, [---] engagements "https://x.com/i/spaces/1BRKjgeeyOeGw https://x.com/i/spaces/1BRKjgeeyOeGw" [X Link](https://x.com/ICICI_Direct/status/1998052819958669792) 2025-12-08T15:31Z 105.4K followers, [----] engagements "Shubh Nivesh Marico Ltd (MARLIM) CMP: [------] Target: [---] Target Period: [--] months Potential Upside: 18% The report on this research recommendation was sent to all ICICI Direct clients on December [--] [----]. (1/8)" [X Link](https://x.com/ICICI_Direct/status/1998370440042184984) 2025-12-09T12:33Z 105.4K followers, [----] engagements "About the Stock Marico Ltd. is a leading Fast Moving Consumer Goods (FMCG) company operating across beauty haircare and wellness in India and overseas. Flagship brands include Parachute Saffola and Livon. Revenue crossed [-----] crore in FY25. (2/8)" [X Link](https://x.com/ICICI_Direct/status/1998370444529799654) 2025-12-09T12:33Z 105.4K followers, [---] engagements "Key Financial Summary (3/8)" [X Link](https://x.com/ICICI_Direct/status/1998370448791454039) 2025-12-09T12:33Z 105.4K followers, [--] engagements "Investment Rationale [--] - Double-digit revenue growth visibility Revenue growth expected to remain in double digits in FY26. Volume growth in H2FY26 likely to improve from 8% in H1FY26 as copra prices cool and Parachute pricing stabilises. Core portfolio expected to grow at 10% (CAGR) over FY2528E. New businesses including food and digital-first brands expected to grow at 25%+ CAGR over the next three years. International business expected to grow at 16% CAGR supported by premiumisation. (4/8)" [X Link](https://x.com/ICICI_Direct/status/1998370453677875658) 2025-12-09T12:33Z 105.4K followers, [--] engagements "Investment Rationale [--] - Scaling up of new businesses to drive growth Foods portfolio expected to grow at 25%+ CAGR aided by distribution expansion and innovation. Gross margins in the food business have expanded by [----] bps over two years and are expected to improve further. Digital-first brands have an annual run-rate of [----] crore projected to grow 2.5x by FY27E. Digital-first EBITDA margins expected to turn double-digit by FY27 led by Beardo and improving profitability at Plix. (6/8)" [X Link](https://x.com/ICICI_Direct/status/1998370460724289556) 2025-12-09T12:33Z 105.4K followers, [--] engagements "Rating and Target Price Revenue and Profit After Tax (PAT) expected to grow at 15% and 17% CAGR respectively over FY2528E. BUY with a Target Price of [---] valuing the stock at 50x FY27E Earnings Per Share (EPS) of [----]. (7/8)" [X Link](https://x.com/ICICI_Direct/status/1998370464159477820) 2025-12-09T12:33Z 105.4K followers, [---] engagements "Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during November [----]. Drop a 👍 if you are holding any of these stocks" [X Link](https://x.com/ICICI_Direct/status/1999002388322201866) 2025-12-11T06:24Z 105.5K followers, [----] engagements "Market Outlook for the Years Ahead The year [----] may be turbulent but the market appears set for a strong rise after that. ICICI Direct expects the Nifty to reach [-----] by [----] and [-----] by [----]. This thread will outline the major trends and highlight how key sectors may shape the path ahead. Upcoming posts in this thread Market Trends Sector Views Stay tuned for part two where we will share the top picks. Follow for more insights like these and like this post and share your thoughts in the comments. (1/n)" [X Link](https://x.com/ICICI_Direct/status/1999718547476590981) 2025-12-13T05:50Z 106K followers, 1.1M engagements "173 stocks are showing turnaround signals indicating a possible reversal after a period of decline [--] stocks from the outperforming basket appear ready to regain momentum Banking financial services and consumption are emerging as key pace setters Chemicals information technology auto capital goods and metals are showing follow through interest (7/n)" [X Link](https://x.com/ICICI_Direct/status/1999718570121658527) 2025-12-13T05:50Z 105.4K followers, [---] engagements "Nifty Midcap Correction Nearing Completion The time wise correction in the Nifty Midcap index appears to be approaching maturity in line with past bull market behavior. Post pandemic rallies of 76% and 84% were followed by orderly corrections of around 25% and 23% Historically bull market corrections in the Midcap index have been contained within about 27% These phases have often coincided with the [---] week EMA The time spent in correction has been close to [--] months The index is expected to maintain its rhythm A breakout implication points toward levels near [-----] based on the measured move" [X Link](https://x.com/ICICI_Direct/status/1999718574672478598) 2025-12-13T05:50Z 105.4K followers, [---] engagements "Smallcaps: Corrections are part of a bull market Smallcap corrections are normal in a broader uptrend. History suggests these phases often create accumulation opportunities. The Smallcap index is still about 12% below its all time high Past bull market corrections of 25-30% have stayed above the [---] week EMA Time wise corrections have typically lasted around 18-20 months The recent consolidation implies an upside target near [-----] The long term structure remains intact The index continues to follow its historical rhythm favouring sustained upside over the coming quarters (9/n)" [X Link](https://x.com/ICICI_Direct/status/1999718582641680459) 2025-12-13T05:50Z 105.4K followers, [---] engagements "If youve been trying to decode the current market mood this market wrap covers everything that matters across macros flows and sectors. In this edition we cover: * Market Overview * Mutual Fund Flows * Mexico Tariffs * Hotel Sector * Maharashtra Redevelopment Opportunity * Life Insurance * Tata Steel * Hidden Gem (1/11)" [X Link](https://x.com/ICICI_Direct/status/2000172163199099390) 2025-12-14T11:52Z 105.5K followers, [----] engagements "Life Insurance Steady Growth * Premiums up 12.1% (AprNov 2025). * FY26 expected growth: 1214%. * GST cut is improving product appeal. * Structural positives from the proposed Insurance Amendment Bill. Preferred pick: HDFC Life TP [---]. (8/11) https://twitter.com/i/web/status/2000172187547021456 https://twitter.com/i/web/status/2000172187547021456" [X Link](https://x.com/ICICI_Direct/status/2000172187547021456) 2025-12-14T11:53Z 105.8K followers, [---] engagements "With ICICI Direct - Get Margin Trading Facility @9.65% p.a. Available on 1400+ Stocks. Increase your buying power upto 4X" [X Link](https://x.com/ICICI_Direct/status/2000545878281539699) 2025-12-15T12:38Z 105.5K followers, 2.5M engagements "https://x.com/i/spaces/1OdJrORWWzQxX https://x.com/i/spaces/1OdJrORWWzQxX" [X Link](https://x.com/ICICI_Direct/status/2000589743881646155) 2025-12-15T15:32Z 105.5K followers, [----] engagements "Shubh Nivesh: Vedanta Ltd. (VEDLIM) * CMP: [------] * Target: [---] * Potential upside: 19% * Target Period: [--] - [--] months The report on this research recommendation (at market price 545) was sent to all ICICI Direct clients on December [--] [----]. A thread on the stock and investment rationale. (1/9)" [X Link](https://x.com/ICICI_Direct/status/2000904768131150318) 2025-12-16T12:24Z 105.6K followers, [----] engagements "Bajaj Finserv: Ascending Triangle Breakout * Buying Range: [----] - [----] * Target: [----] * Support: [----] * Upside: 16% Technical - * After [--] years of underperformance the stock is regaining strength. * The long consolidation phase formed an ascending triangle. * Breakout happened in [----] and the stock is now forming a higher base. * It continues to respect the 12M EMA indicating strong demand. * Expected upside: [----] based on recent consolidation targets. Fundamental - * A financial conglomerate with presence in lending life & general insurance and securities. * Long-term plan (2026 - 2030): PAT" [X Link](https://x.com/ICICI_Direct/status/2001190889117618336) 2025-12-17T07:21Z 105.6K followers, [----] engagements "Indian Oil Corporation (IOC): Breakout Acceleration * Buying Range: [---] - [---] * Target: [---] * Support: [---] * Upside: 17% Technical - * Oil & Gas index has validated its breakout and is forming higher highs. * IOC has repeated its historical pattern long consolidation followed by a breakout. * Now trading above its consolidation band signalling the uptrend continues. * Target: [---] near all-time high. Fundamental - * Indias largest commercial oil company with [--] refineries and 42% market share. * Plans to expand refining capacity to [----] MTPA by [----]. (from [-----] MTPA) * Benefits from lower" [X Link](https://x.com/ICICI_Direct/status/2001190892632465690) 2025-12-17T07:21Z 106K followers, [----] engagements "SRF Ltd: Healthy Consolidation Above Breakout * Buying Range: [----] - [----] * Target: [----] * Support: [----] * Upside: 18% Technical: * Broke out of a 38-month consolidation. * Now retesting this zone earlier resistance turning into support. * Holding above 52-week EMA indicating trend strength. Fundamental: * Positioned to benefit from rising demand for R-32 gas; capacity of 30k MT added. * FY26 capex: [----] - [----] crore including Odisha land & polymer expansions. * Chemicals business expected to grow 20%+. * Valuation (SoTP): Chemicals 26x Films 10x Textiles 5x EBITDA. (6/9)" [X Link](https://x.com/ICICI_Direct/status/2001190903315358011) 2025-12-17T07:21Z 105.5K followers, [---] engagements "Can Fin Homes: Change in Orbit * Buying Range: [---] - [---] * Target: [----] * Support: [---] * Upside: 23% Technical: * Strong rebound after retesting a 5-year consolidation breakout. * Rising channel structure intact since [----]. Fundamental: * 87% of portfolio is housing loans; mostly salaried customers. * Growth expected at [--] - 14% driven by distribution expansion and higher ticket sizes. * Best-in-class asset quality (GNPA 1%) and stable spreads support RoA of [--] - 2.3%. (7/9)" [X Link](https://x.com/ICICI_Direct/status/2001190906897293593) 2025-12-17T07:21Z 105.5K followers, [---] engagements "Jamna Auto: Cup & Handle Breakout * Buying Range: [---] - [---] * Target: [---] * Support: [---] * Upside: 21% Technical: * Auto Index has broken out after long consolidation. * Jamna posted a clean cup & handle breakout. * Quick recovery of 9-week correction shows strong momentum. Fundamental: * Leading supplier of suspension systems to major Commercial Vehicles players. * Lakshya 50XT vision aims for 50% revenue from new products/markets by FY27. * CV cycle improving post GST cuts. * Strong balance sheet 20%+ return ratios. * The stock trades at 27x PE & 15x EV/EBITDA on TTM basis (8/9)" [X Link](https://x.com/ICICI_Direct/status/2001190911523610998) 2025-12-17T07:21Z 105.5K followers, [----] engagements "Niftys Risk Reward Range: [-----] to [-----] This chart shows Niftys long-term journey using statistical ranges. The mean is Niftys long-term average path; prices usually stay around this line. Sigma bands highlight how stretched or stable markets are. Lower bands = zones where markets usually find stability. Higher bands = zones where markets can stretch during strong cycles. (2/13)" [X Link](https://x.com/ICICI_Direct/status/2001652745191985473) 2025-12-18T13:56Z 105.5K followers, [---] engagements "Trade Resolution: Key Catalyst for Niftys Re-Rating to [-----] India has lagged major Asian peers for six months due to delays in the USIndia trade agreement and tariff uncertainty. This performance gap shows that trade clarity not just domestic growth drives regional equity returns. A USIndia trade resolution is the missing catalyst that could unlock Indias relative re-rating. (3/13)" [X Link](https://x.com/ICICI_Direct/status/2001652748845187466) 2025-12-18T13:56Z 105.5K followers, [---] engagements "US Rate Cycles: Implications for Foreign Flows into India Quantitative Tightening and high real yields diverted global flows toward safe assets like US and Japan bonds hurting emerging market equities. With QT ending and rate cuts likely liquidity should improve. A softer dollar by late-2025 / early-2026 could revive FPI inflows into India. (4/13)" [X Link](https://x.com/ICICI_Direct/status/2001652753509265804) 2025-12-18T13:56Z 105.5K followers, [---] engagements "Foreign Portfolio Investors Cyclicity: As AI Valuations Peak Rotation Back to India Begins FPI flows favoured AI-linked economies causing India to underperform for two years. High AI valuations may correct triggering global outflows from those markets. A fizzle in AI enthusiasm can start a major rotation of capital. India is well-positioned its MSCI EM weight is now 5.6% down from a 22.5% peak. This low weighting provides an attractive entry point for renewed FPI flows through [----]. (5/13)" [X Link](https://x.com/ICICI_Direct/status/2001652757183484033) 2025-12-18T13:56Z 105.5K followers, [---] engagements "Sustained Nifty Performance Anchored by DII Flows Niftys long-term path aligns with statistical mean and sigma bands. Lower sigma zones continue to act as strong stability areas. DIIs have consistently absorbed selling keeping downside risks contained. (8/13)" [X Link](https://x.com/ICICI_Direct/status/2001652768612995447) 2025-12-18T13:56Z 105.5K followers, [---] engagements "SIP-Driven Domestic Flows: Backbone of Market Stability Financial inclusion has expanded Indias MF investor base to nearly [--] crores. SIPs have become the most consistent and sticky inflow channel. If momentum sustains SIPs could add [---] lakh crore fresh equity inflows in CY26. This strengthens long-term stability and market resilience. (9/13)" [X Link](https://x.com/ICICI_Direct/status/2001652772387917825) 2025-12-18T13:56Z 105.5K followers, [---] engagements "Quant Picks for [----] Below are our top Quant ideas for the next [--] months backed by sector trends data signals and favourable riskreward setups. 👇 (1/7)" [X Link](https://x.com/ICICI_Direct/status/2002014898734432667) 2025-12-19T13:55Z 106K followers, 991K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ICICI_Direct ICICI Direct
ICICI Direct posts on X about investment, india, stocks, inflation the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] +104%
- [--] Month [---------] -28%
- [--] Months [----------] +48%
- [--] Year [----------] -84%
Mentions: [--] #
- [--] Month [---] +12%
- [--] Months [---] +77%
- [--] Year [---] -43%
Followers: [-------] #
- [--] Week [-------] +0.20%
- [--] Month [-------] +0.47%
- [--] Months [-------] +2.10%
- [--] Year [-------] +4.10%
CreatorRank: [------] #
Social Influence
Social category influence finance #1738 countries stocks currencies technology brands automotive brands ncaa football travel destinations exchanges us election
Social topic influence investment, india, stocks #629, inflation, target, strong, ipo, longterm, debt, finance
Top accounts mentioned or mentioned by @icicibank @icicidirect @jaythakkar22 @icicibankcare @icicibankcom @chartsbreakout @rsriwastava @kartikvishu @965 @patilst @nseindia @rajdsingh1 @team1mahi @shahdharmesh76 @piyushchaudhry @icicidirectcom @vishesu @ansbertds1 @shiksha_bohra @icicidirectcare
Top assets mentioned Rally (RLY) April (APRIL) Quant (QNT) Reserve (RSV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Opening Bell: Indian markets are likely to open flat tracking mixed global cues and a weak opening in Asian markets. For details click here: https://bit.ly/3guApuZ https://bit.ly/3guApuZ"
X Link 2020-08-18T03:44Z 105.3K followers, [--] engagements
"Derivatives View : Bank Nifty witnessed Healthy OI addition in Put option which should limit downside. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw"
X Link 2021-07-14T03:48Z 105.9K followers, [--] engagements
"Derivatives View : Bank Nifty [-----] Call and Put option hold significant OI which indicates that Bank Nifty is expected to trade in range. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw"
X Link 2021-07-26T03:56Z 105.7K followers, [--] engagements
"Derivatives View : We expect Bank Nifty to trade within the range as both [-----] Call and Put option continued to witness OI addition. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw"
X Link 2021-07-27T03:53Z 105.7K followers, [--] engagements
"Derivatives View : Bank Nifty [-----] Call and Put option hold significant OI which indicates we may see some consolidation happening near this level. In the second half some volatility is expected due to rollovers. To know more : https://bit.ly/3gv9Mcw https://bit.ly/3gv9Mcw"
X Link 2021-07-29T03:58Z 105.6K followers, [--] engagements
"Derivatives View: We expect the Bank Nifty to find support at [-----] as its Put option holds sizeable OI while [-----] should act as resistance as its Call option holds meaningful OI. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD"
X Link 2021-07-30T03:23Z 105.6K followers, [--] engagements
"Derivatives View: Bank Nifty [-----] Call and Put option hold significant OI which indicates that the Bank Nifty is expected to trade in a range. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD"
X Link 2021-08-02T03:23Z 105.6K followers, [--] engagements
"Derivatives View: Bank Nifty [-----] Put option holds meaningful OI which should act as support. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD"
X Link 2021-08-03T03:24Z 105.6K followers, [--] engagements
"Derivatives View: Bank Nifty [-----] Put option hold significant OI which should act as support with buying being seen at lower levels. To know more visit : https://bit.ly/3wWOeKD https://bit.ly/3wWOeKD"
X Link 2021-08-04T03:14Z 105.6K followers, [--] engagements
"Derivatives View: Bank Nifty [-----] Call option witnessed substantial OI addition and the Bank Nifty future has closed above [-----] which indicates that there is a possibility of short covering which would lead to [-----] levels. Click here to know more: https://bit.ly/2SZeVj2 https://bit.ly/2SZeVj2"
X Link 2021-09-14T03:44Z 105.9K followers, [--] engagements
"Derivatives View: Bank Nifty [-----] Call option holds meaningful OI which should act as immediate resistance. Click here to know more: https://bit.ly/3mN7VTk https://bit.ly/3mN7VTk"
X Link 2021-09-30T03:31Z 105.9K followers, [--] engagements
"ICICIdirect Trending News: In a recent Niti Aayog report it has recommended RBI to Include electric vehicles in the Reserve Bank of Indias priority sector lending (PSL) guidelines. Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H"
X Link 2022-01-25T03:37Z 105.4K followers, [--] engagements
"ICICIdirect Trending News: Vardhman Textiles reported strong operational performance for Q3FY22 with all time high revenues. Sales increased by 49% YoY to Rs.2603 crore (QoQ growth of 9%). Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H"
X Link 2022-01-25T03:37Z 105.4K followers, [--] engagements
"ICICIdirect Trending News: Reliance Retail reported one of its best quarterly performance on account of record number of store additions (837 added in Q3FY22) and normalisation of footfalls to pre-Covid levels (95%). Read more : https://bit.ly/3FXNQ2H https://bit.ly/3FXNQ2H"
X Link 2022-01-25T03:37Z 105.4K followers, [--] engagements
"All you need to know about Escorts Open Offer ESCORTS Limited board announced that Kubota Corporation has made an open offer to acquire Rs. [----] crore shares open offer through an off-market transaction Read more on: #ICICIdirect #EscortsOffer https://bit.ly/3Jgdhik https://bit.ly/3Jgdhik"
X Link 2022-03-16T11:10Z 104.7K followers, [--] engagements
"2. The Govt has inked [--] MoUs on Friday to set the Specialty Steel PLI rolling. The PLI offers incentive of Rs [----] cr for creating [--] Mn tonnes of new capacity and is expected get investment of Rs 30K cr over next [--] years. Positive for Steel stocks. @nishkumar1977 @SteelMint"
X Link 2023-03-20T03:02Z 105.8K followers, 10.5K engagements
"3. Delhivery: Bulk trades on Friday. #Vanguard bought [--] lakh shares (1.3%) worth Rs [---] cr at Rs 323/- while Tiger Global sold 0.75% stake for Rs [---] cr. Entry of Vanguard is positive for the stock"
X Link 2023-03-20T03:02Z 105.8K followers, [----] engagements
"(16/n) 🔸Regular calls on Investing & Trading ideas with Target & Stoploss 🔸Single click execution via research call 🔸Both Stocks F&O covered 🔸View analyst reports directly on Markets App 🔸One Click Offerings Research recommended baskets/strategies in Stocks F&O & MF"
X Link 2023-05-02T09:30Z 105.9K followers, [----] engagements
"(17/n) 🟥APIs- BREEZE API 🔸Free APIs 🔸Second level data - Gives years of second level LTP data 🔸Historical F&O data 🔸Available in Python Java & C# 🔸Streaming order status over web sockets 🔸Live Streaming OHLC data 🔸Option Chain over single API call"
X Link 2023-05-02T09:30Z 105.9K followers, [----] engagements
"#Bharat22 ETF: Minor rejig in weights 🔸#ITC #AxisBank & #SBI gain weight 🔸Weight decreases in #BHEL #NTPC & #PowerGrid Also FTSE to implement final tranche of weight increase due to which #HDFCBank likely to see inflows of over $450mn Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2024-03-15T03:45Z 105.3K followers, [----] engagements
"4 #Delhivery 🔸In Q4FY24E we expect the companys express parcel shipment volume to grow 9.4% YoY (decline 2% QoQ). 🔸We estimate steady improvement (2% QoQ) in PTL volume. 🔸Overall we estimate revenue to grow 10.5% QoQ (decline 6.3% QoQ) and adjusted EBITDA is likely to be INR 229mn (adj. EBITDA margin of 1.1%). 🔸We maintain BUY on the stock with target price of INR [---] (40x FY26 EV/EBITDA)"
X Link 2024-04-14T04:27Z 105.1K followers, [----] engagements
"5 #IndiaMart 🔸We expect Q4FY24E revenue to grow 17.4% YoY (3.4% QoQ). 🔸We estimate flattish subscriber addition at 2.1K sequentially. 🔸EBITDA margin may grow 200bps YoY in Q4FY24E (decline by 150bps QoQ). 🔸Overall we estimate EBITDA to grow 26.8% YoY to INR 838mn. 🔸We maintain BUY on the stock with target price of INR [----] (based on 32x 1-year forward EV/EBITDA multiple)"
X Link 2024-04-14T04:27Z 105.1K followers, [----] engagements
"2Upstream sustains growth; consumer businesses strong 🔸Gas output for Reliance averaged 29.7mmscmd in Q4 flat QoQ it has ramped up to 30mmscmd as on date 🔸For digital services operating revenue and EBITDA showed steady YoY growth but QoQ performance remains subdued with revenue and EBITDA growing only 3.8% and 2.7% respectively. 🔸Retail segment delivered very strong operational numbers with more than 15mn sq.ft. added in FY24 to 79.1mn across [-----] stores. 🔸This is evident in segment revenue/EBITDA growth of 11%/18% YoY. 🔸Sequentially though the momentum has slowed a bit with revenue"
X Link 2024-04-23T11:33Z 105K followers, [---] engagements
"3Net debt remains elevated despite boost from retail investments higher profitability 🔸Net debt (as reported by RIL) of INR 1.16trn is only marginally down from the INR 1.26trn at end-FY23 🔸This is despite cash profit of INR 1.4trn and a INR 100bn reduction YoY in capex for the year. 🔸Even as management guided to lower capex intensity by FY25E as 5G capex is completed we see New Energy and retail capex remaining high underpinning our core contention of return ratios remaining muted over FY24-26E"
X Link 2024-04-23T11:33Z 105K followers, [----] engagements
"Shubh Nivesh 🙏 🔸CMP: [----] 🔸Target: [----] 🔸Target Period: 6-12 months 🔸Rationale: 🧵"
X Link 2024-04-30T04:02Z 104.7K followers, 10.3K engagements
"1 About the stock ACC Limited a part of Adani Group is primarily engaged in the business of manufacturing & selling of cement Ready Mix Concrete (RMC) 🔸With [--] cement manufacturing facilities (10 integrated units and [--] grinding units) and 85+ RMC units ACC has Pan India presence. 🔸In terms of volumes mix northern region contributes 32% followed by eastern (25%) western (20%) central (13%) & southern region (10%) 🔸As of March [----] companys cement capacity stands at [----] million tonnes per annum (mtpa) with [--] MW of green power capacity"
X Link 2024-04-30T04:02Z 104.7K followers, [----] engagements
"BHEL Financial Summary"
X Link 2024-05-22T05:55Z 104.8K followers, [----] engagements
"📌 🔸Vodafone Plc sold an 18% stake in Indus Towers for Rs [-----] crore to pay off debts & other liabilities in India 🔸Vodafone Idea aims to raise an additional Rs [-----] crs debt along with [-----] crore from an FPO and Rs [----] crs from promoter fund infusion to expand 4G coverage & launch 5G 🔸However Vodafone Idea continues to face high churn losing [---] Mn 4G subscribers in April 2024"
X Link 2024-06-23T05:30Z 105.6K followers, [----] engagements
"📌 🔸General insurance is thriving with healthy premium growth. ICICI Lombard & Star Health reported 22% and 29% YoY growth over last [--] months 🔸We can expect this momentum is expected to continue with positive outlook on business traction & operating metrics like claim/combined ratio 🔸Combined ratio guidance for Q4FY25 is 101.5% vs earlier 102% 💡The lower the Combined ratio the better for insurance issuer co's https://twitter.com/i/web/status/1804748741833818139 https://twitter.com/i/web/status/1804748741833818139"
X Link 2024-06-23T05:30Z 105.6K followers, [---] engagements
"Investment Rationale #3: Strong Financial Performance: 🔸Stable Margins: With a focus on exports and high-margin SCB PCBLs EBITDA margins are expected to improve to 16.7% by FY26 🔸Strong Returns: The company's Return on Equity (RoE) is projected to remain stable at 15% and it is trading at attractive valuations with a P/E of 16x and EV/EBITDA under 9x for FY26 (6/n)"
X Link 2024-06-24T11:34Z 105.8K followers, [---] engagements
"Rating and Target Price 🔸With levers for tangible volume led double digit growth healthy margin and RoE profile robust cash flow generation (CFO yield at 9%) we assign BUY rating on PCBL. 🔸We value PCBL at [---] i.e. 20x P/E on FY26E 7/n"
X Link 2024-06-24T11:34Z 105.8K followers, [---] engagements
"Implication of #Budget2024 on Infrastructure Sector🏗 Total Capital expenditure (#capex) planned for FY25 is INR 11trn i.e. 16% YoY growth💹 ⚡Power Defence or Railways Which sub-sector will benefit the most Read this Mega🧵to know more 1/8"
X Link 2024-07-28T07:03Z 105.9K followers, 151.8K engagements
"The Q2FY25 earnings report card is out While Nifty posted a 3% PAT growth the story goes beyond the numbers. Who shined Who stumbled And where is the market headed next Lets break it down sector by sector. 🧵👇 #Q2FY25 #NIFTY #Sharemarket 🩷 & 🔄 for better reach (1/n) https://twitter.com/i/web/status/1857692717251178871 https://twitter.com/i/web/status/1857692717251178871"
X Link 2024-11-16T07:50Z 105.9K followers, 10.5K engagements
"🔸As against the expectations of 2-5% #PAT growth on a YoY basis at the Nifty level for the results declared for Q2FY25 PAT growth at Nifty stood at 3% YoY. 🔸On the topline front at the #Nifty level growth was single-digit at 6% YoY. 🔸Earnings for the quarter were supported by the financials pack (#Banks and #NBFCs) amidst muted show by the manufacturing sub-segment 🔸The #oil & #gas space especially the OMCs posted a muted show with a high double-digit decline in PAT for Q2FY25 🔸Ex-Oil & Gas at the Nifty level for Q2FY25 topline growth was 6% year over year while PAT grew healthy 9% year"
X Link 2024-11-16T07:50Z 105.9K followers, [----] engagements
"🔸On the sectoral front #Pharma continued to outperform the pack with healthy 15% YoY earnings growth while it was low single digit in the case of #Auto and #CapitalGoods. 🔸Torrential #monsoons further aggravated seasonal slow execution in the capital goods domain. 🔸PAT was down considerably at 26% YoY in the oil & gas domain while it was down 12% in the #metals space amidst pressure on profitability at the ferrous players driven by muted steel realizations (at [--] years low) (3/n) https://twitter.com/i/web/status/1857692723102318725 https://twitter.com/i/web/status/1857692723102318725"
X Link 2024-11-16T07:50Z 105.9K followers, [----] engagements
"🔸As against the persistent trend of #SmallCaps and #MidCaps outperforming the #LargeCaps in the past; the segments witnessed a trend reversal with the small-cap universe witnessing a PAT decline of 8% on a YoY basis (for the results declared to date) vs. growth of 3% at the Nifty level. 🔸For the listed universe altogether PAT remained broadly flattish vs. decent 9-11% growth witnessed over the past [--] quarters. 🔸For the listed universe declaring results to date (2800 companies) topline growth for the quarter came in at 7.2% YoY while PAT growth stood flattish. (4/n)"
X Link 2024-11-16T07:50Z 105.9K followers, [----] engagements
"2/10 FPIs Shift Allocation Toward Broader Markets 🔄 Mid and small caps now account for 16.9% and 9.7% of FPI portfolios up from Dec '23 levels. Exhibit: Portfolio allocation (top1000 stocks) Dec23 and Sep24"
X Link 2024-11-20T08:51Z 106K followers, [---] engagements
"3/10 Sectoral Flows of FPIs 🚀 Within mid and small caps FPIs recorded significant inflows into: - #Consumer Discretionary: 239bn - #Financial Services: 211bn - #Industrials: 174bn Exhibit: What did FPIs buy in mid and small caps over CY24-TD (based on implied flows for top [----] stocks by market cap)"
X Link 2024-11-20T08:51Z 105.5K followers, [---] engagements
"4/10 Earnings Growth Comparison 🧮 Projected FY2426 #CAGR for different indices: - Nifty #SmallCaps 100: 29% - Nifty #Midcap 100: 21% - Nifty50: 12% Broader #markets reflect stronger earnings growth expectations over the next few years. Exhibit: Higher earnings growth expectations from broader markets"
X Link 2024-11-20T08:51Z 105.9K followers, [---] engagements
"5/10 SIP Inflows Setting New Records 💰 Monthly SIP contributions reached 253bn in Oct '24 despite extreme volatility. Exhibit: SIP flow has been steadily increasing MoM despite periods of high volatility in recent times. https://twitter.com/i/web/status/1859157663734731008 https://twitter.com/i/web/status/1859157663734731008"
X Link 2024-11-20T08:51Z 105.9K followers, [---] engagements
"8/10 Small Cap Earnings Potential 🌏 Small cap #PAT stands at just 0.8% of #GDP hinting at more room for expansion from a long-term cycle perspective. Exhibit: PAT/GDP of small caps at 0.8% of GDP has more room for expansion from a long-term cycle perspective"
X Link 2024-11-20T08:51Z 105.9K followers, [---] engagements
"9/10 Mutual Fund Flows 🏦 In Oct '24 mutual funds directed 121bn toward mid small and micro caps supported by healthy #retail inflows and #IPO activity. Sectoral preferences include #autos private #banks industrials consumer discretionary #IT #PSU banks etc. Exhibit: MF sectoral active flows since Q4FY24 (based on fund holdings till Oct24) https://twitter.com/i/web/status/1859157674501480741 https://twitter.com/i/web/status/1859157674501480741"
X Link 2024-11-20T08:51Z 105.9K followers, [---] engagements
"Result Update - HCL Technologies Limited (#HCLTECH) 🛒CMP: [-------] Period: [--] Months 🟢Target [----] On expected lines; likely soft Q4 outlook weighs. Report on this research recommendation sent to all ICICI Direct clients on January [--] [----]. #StocksToBuy #StocksToWatch 🩷 & 🔄 for better reach (1/n)"
X Link 2025-01-17T07:26Z 103.1K followers, [----] engagements
"Result Update - Cipla Limited (#CIPLA) 🛒CMP: [-------] Duration: [--] months 🟢Target: [----] Potential upside: +25% Promising future launches in the US; India and Africa steady 🩷 & 🔄 for better reach #StocksToTrade #stocksinnews #stocktobuy #Cipla #Q3FY25 (1/6)"
X Link 2025-01-30T06:37Z 104.7K followers, [----] engagements
"Strong earnings strong potential These [--] companies delivered Q3FY25 Results - Check Out their Target Prices. #HGInfra #LATENT #ITC #caplinpoint #SBI #Q3FY25 #Q3Results #StocksToBuy #StocksInFocus 🔄if any of these stocks are in your watchlist Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-02-11T10:34Z 102.3K followers, [----] engagements
"Mutual Fund: What's in What's out. Domestic #MutualFunds bought and sold the following #Stocks during January [----]. Drop a 👍 if you are holding any of these stocks Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-02-12T05:38Z 102.4K followers, [----] engagements
"Hexaware Technologies IPO A Deep Dive 🔸 Business model 🔸 Key strengths 🔸 Key risks 🔸 Growth prospects 🩷 & 🔄 this insightful thread #IPOAlert #hexaware"
X Link 2025-02-12T08:19Z 102.4K followers, [----] engagements
"https://x.com/i/spaces/1BdxYqlNwgBxX https://x.com/i/spaces/1BdxYqlNwgBxX"
X Link 2025-02-12T15:45Z 102.2K followers, [----] engagements
"VA Tech Wabag Key Highlights 🎯 Valuation: Target price [----] (25x FY27E EPS) 🔸 Market Cap - [----] Cr Enterprise Value: [------] Cr 🔸 Debt & Cash - [-----] Cr gross debt vs [-----] Cr cash (H1FY25) 🔸 52-Week Range - [----] / [---] per share 🌱 Growth Focus: Revenue CAGR 16.2% PAT CAGR 23.7% (FY24-27E) 🔸 Strong Order Book - [-----] Cr (9MFY25) Targeting [-----] Cr in FY25 🔸 ROCE Improvement - 18.3% (H1FY25) 21.9% (FY27E) 🔸 Asset-Light Model - Higher O&M revenues to improve cash flows 🔻 Key Risks: Execution delays and rising receivables impacting the WC cycle. #wabag #StockToWatch #stocktobuy #Q3FY25"
X Link 2025-02-14T11:59Z 102.3K followers, [----] engagements
"#Q3FY25 Earnings: Below Expectations But Not as Weak as Projected. 🔸 #Nifty PAT Growth: 8% YoY (vs. high single-digit expected). 🔸 #Revenue Growth: 6.5% YoY at the Nifty level. 🔸 Financials (#Banks & #NBFCs): Key earnings driver. 🔸 #Manufacturing: Weak with 5% revenue & 2% PAT growth. 🔸 #Oil & #Gas: Recovery driven by strong GRMs & marketing margins partially offset by LPG under-recoveries. 🩷 & 🔄 if you found this insightful Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-02-16T11:35Z 102.4K followers, 179.1K engagements
"Key Stock Updates 🔸Landmark Cars Limited has announced that it has entered into a bespoke dealership agreement with PCA Automobiles India Private Limited (Stellantis Group Company) to manage the sales and after-sales service of #Citroen cars from its existing #Jeep outlets in #Mumbai. 🔸The Supreme Court has dismissed the last pending Review Petition filed by telecom operators including Vodafone Idea (#Vi) in the long-running Adjusted Gross Revenue (AGR) case. 🔸Zydus LifeSciences has entered into an exclusive licensing supply and commercialisation agreement with Zhuhai Beihai Biotech for"
X Link 2025-02-17T04:03Z 102.3K followers, [----] engagements
"📊 Q3FY25 Performance 🔸Revenue: [---] Cr (-39% YoY) 🔸EBITDA: [----] Cr (-90% YoY) EBITDA Margin: 6% (-2996 bps) 🔸PAT: [-----] Cr (-38% YoY) (4/n)"
X Link 2025-02-17T11:04Z 102.3K followers, [---] engagements
"💰 Investment Rationale 🔸 1/3rd market share in gRevlimid from Q4FY25 🔸 Betting on 6-7 niche Para IV FTFs including: gOzempic (US$9B sales in US) gWeovy gLynparza 🔸 7-8 new approvals expected in FY26 for RoW markets 🔸 Crop sciences revenue target: 120-150 Cr by FY26 (5/n)"
X Link 2025-02-17T11:04Z 102.3K followers, [---] engagements
"ICICI Direct lets you buy stocks direct from ICICI Bank Savings Account. So even when you are not trading your money will keep earning interest. Funds that are allocated for trading do not leave the savings account of the customer; hence they are eligible for earning interest as per the savings bank rate. @ICICIBank provides Banking and Demat Services whereas trading services are provided by ICICI Securities. 🩷 & 🔄 for better reach Disclaimer: https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf"
X Link 2025-02-19T09:28Z 102.6K followers, [----] engagements
"Lumax Auto Technologies Limited (#LUMAXTECH) 🛒 CMP: [---] Rating: Buy 🎯 Target: [---] Timeframe: [--] months 🟢 Upside potential: +40% Report on this research recommendation was sent to all ICICI Direct clients on February [--] [----]. 🩷 & 🔄 if you found this insightful #StocksToWatch #StocksToBuy #StocksToTrade (1/n)"
X Link 2025-02-19T12:54Z 102.4K followers, [----] engagements
"🚗 About the Stock 🔸 Established in [----] leading auto ancillary player with [--] plants across [--] states. 🔸 Diversified portfolio serving both OEMs & aftermarket. 🔸 Key OEM Clients: M&M (26%) Bajaj Auto (15%) HMSI MSIL. (2/n)"
X Link 2025-02-19T12:54Z 102.4K followers, [---] engagements
"💰Key Financial Summary (4/n)"
X Link 2025-02-19T12:54Z 102.4K followers, [---] engagements
"📈 Investment Rationale #1 - Prominent PV ancillary levers for industry-leading growth 🔸 Passenger Vehicle (#PV) segment 50% of sales. 🔸 Indias low car penetration (30 per [----] people) vs. China (200) US & Europe (500+). 🔸 M&M key #OEM: Present in XUV [---] XUV 3XO Thar Roxx BE [--] models. (5/n)"
X Link 2025-02-19T12:54Z 102.4K followers, [---] engagements
"@RJNDPatel If you already have an ICICI Direct 3-in-1 account all features are active and you can start trading seamlessly. If not you can visit your nearest ICICI Bank branch or apply online at to open your account. Let us know if you need any assistance https://secure.icicidirect.com/demataccountopeningutm_source=youtube&utm_medium=social&utm_campaign=3in1accountopening&utm_content=tvc40 https://secure.icicidirect.com/demataccountopeningutm_source=youtube&utm_medium=social&utm_campaign=3in1accountopening&utm_content=tvc40"
X Link 2025-02-20T08:53Z 102.5K followers, [--] engagements
"🏦 Banking Top Pick: Bank of Baroda (BANBAR) 🔸 Secured lenders delivered steady performance while unsecured #retail players (MFI #creditcard personal #loans) saw higher slippages. 🔸 Caution led to slower credit growth while deposit growth remained a challenge. #BankingSector #Bankofbaroda (2/12)"
X Link 2025-02-20T13:05Z 102.6K followers, [----] engagements
"🏗 Cement Top Pick: JK Cement (JKCEME). 🔸Volumes up 10% YoY QoQ EBITDA/ton improved 12%. 🔸 Profitability is still lower YoY due to weaker realizations but operating efficiencies & positive leverage helping. (10/12)"
X Link 2025-02-20T13:05Z 102.5K followers, [----] engagements
"👗 Consumer Discretionary Top Pick: Titan (TITIND). 🔸#Festive & #wedding season boosted apparel/retail sales. 🔸 Apparel saw high-single to low-double-digit growth value fashion segment strong. 🔸 #Jewellery revenue growth is strong but margins are hit by higher #GoldPrice. (11/12)"
X Link 2025-02-20T13:05Z 102.5K followers, [----] engagements
"ICICI Direct lets you buy stocks direct from ICICI Bank Savings Account. So even when you are not trading your money will keep earning interest. Funds that are allocated for trading do not leave the savings account of the customer; hence they are eligible for earning interest as per the savings bank rate. To open ICICI [--] in [--] account click here: @ICICIBank provides Banking and Demat Services whereas trading services are provided by ICICI Securities. 🩷 & 🔄 for better reach For full disclaimer please visit https://www.icicidirect.com/mailimages/Disclaimer_Footer.pdf"
X Link 2025-02-21T06:56Z 102.6K followers, 1M engagements
"Fall in markets historical trends suggest bottoms are near 🔸Since [----] the average fall in Nifty [--] Nifty Midcap [---] and nifty Smallcap [---] is similar to the tune of 27%-30% barring [----] and [----]. The duration of the fall is also similar at around 7-8 months. (The larger bull/bear market fall however may be higher in midcap/smallcap but the rally post he fall is also higher). 🔸Currently we are in the 6th month of the market wide-fall. 🔸Historically since [----] the average fall in the Nifty Midcap [---] and Nifty Smallcap [---] has been around 27% and 29% respectively barring [----] and 2020"
X Link 2025-02-22T06:00Z 102.5K followers, [----] engagements
"Market Outlook 🔸Sensex and Nifty [--] are likely to open gap down tracking global cues. 🔸Asian markets were trading lower. 🔸US markets tumbled on Friday extending their selloff in the wake of dour economic reports and closing the book on a holiday-shortened week fraught with new tariff threats and worries of softening consumer demand. - Dow Jones: [-------] points (-1.69%) at [--------] - S&P 500: [-------] points (-1.71%) at [-------] - Nasdaq: [-------] points (-2.20%) at [--------] Market Yesterday 🔸On Friday the Indian equity indices ended on a weak note. - Sensex: [-------] points (-0.56%) at"
X Link 2025-02-24T03:31Z 102.6K followers, [----] engagements
"🌎Major Economic Events this Week 🩷 & 🔄 if you found this helpful Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-02-24T08:27Z 102.6K followers, [----] engagements
"2 Game-Changing Developments 🔸 HAL & DRDO showcased the AMCA 5th-gen fighter jet 🔸 Bharat Dynamics teams up with Thales & MBDA for missiles 🔸 Safran signs long-term pact with HAL for LEAP engines 🔸 BEL & France join hands for Hammer weapons (Rafale)"
X Link 2025-02-25T11:45Z 102.6K followers, [----] engagements
"On February [--] this year SEBI launched the Mitra platform to track lost inactive MF units. The beta version will run for two months before its full rollout. Mitra available on MF Central helps investors track and recover their lost or inactive mutual fund folios. Learn how to recover your mutual funds. Hit 🩷if you found this useful & share this with someone who can benefit from this #SEBI #Mitra #MutualFunds Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-04-08T09:57Z 105.4K followers, [----] engagements
"Gladiator Stock ⚔ Sun Pharmaceutical Industries Ltd (#SUNPHARMA) 🛒 Buying range: [----] - [----] Duration: [--] months 🟢 Target: [----] 🔴 Stop loss: [----] Potential upside: 11% A report on this research recommendation was sent to all ICICI Direct clients on 28-Apr-2025. #StocksToTrade #StockToWatch 🩷 & 🔄 for better reach Disclaimer: (1/3) http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-05-02T06:40Z 105.1K followers, [----] engagements
"📦🌾 ITC Limited 🛍📈 🔸 Q4FY25 net revenue grew 9.6% YoY to [-----] crore led by: Cigarette business up 6% YoY with 5% volume growth (in line with expectations) Agri business revenue up 18% YoY with robust leaf tobacco exports 🔸 Non-cigarette FMCG grew 3.7% YoY to [------] crore - slightly below street estimates. 🔸 Margins under pressure due to input cost inflation: FMCG EBIT margin at 8.9% Cigarette EBIT margin down [---] bps PPP business EBIT margin fell [---] bps 🔸 Agri business remains a strong margin contributor: EBIT margin up [--] bps to 7.0%. 🔸 Outlook: Core cigarette segment to grow at 4"
X Link 2025-05-26T08:41Z 104.7K followers, [----] engagements
"The wage story is broad-based. Beyond the large listed companies unlisted players especially in high-skill services manufacturing and new-age industries are adding strongly to the overall pool"
X Link 2025-08-20T10:26Z 105.6K followers, [---] engagements
"GCCs (Global Capability Centers) are emerging as wage powerhouses. Examples from FY24 🔸Salesforce India: +29% employee cost growth 🔸VMware: +38% 🔸Citicorp Services: +33% https://twitter.com/i/web/status/1958113479648498090 https://twitter.com/i/web/status/1958113479648498090"
X Link 2025-08-20T10:26Z 105.6K followers, [---] engagements
"Consumer Durables - Big-ticket appliances like air conditioners dishwashers and televisions above [--] inches are now taxed lower. - Helps clear inventory and attract festive shoppers. Likely beneficiaries: Dixon Technologies Havells Voltas Blue Star Crompton Greaves Whirlpool LG India (unlisted but market moving). (6/12)"
X Link 2025-09-06T13:30Z 104.8K followers, [---] engagements
"Cement - One of the biggest headline changes cement moves from 28% to 18%. - Thats a massive cost saving for builders and could kick off stronger housing demand and infra development. Likely beneficiaries: UltraTech Cement Ambuja Cements ACC JK Lakshmi Cement Dalmia Bharat Sagar Cement Shree Cement. (7/12)"
X Link 2025-09-06T13:30Z 104.8K followers, [---] engagements
"Gladiator Stock - Larsen & Toubro Limited CMP: [-------] Duration: [--] months Target: [----] Stop loss: [----] Potential Upside: 11% Report on this research recommendation (@ market price 3602) was sent to all ICICI Direct clients on September [--] 2025"
X Link 2025-09-17T12:38Z 104.7K followers, [----] engagements
"How This Actually Works: The Domino Effect Think of supply chains like a giant spider web. When you touch one strand the entire web vibrates. When Apple moves iPhone assembly to India: - Foxconn builds factories - Component suppliers follow - Logistics companies expand - Banks start lending more - And finally workers start earning more One company's shift creates opportunities across 50+ sectors. (4/12)"
X Link 2025-09-26T14:03Z 105.6K followers, [---] engagements
"The First Mover Advantage These companies are benefiting from being the first movers in this shift: - Tata Electronics: 26% of Apple's output now comes directly from Tata Electronics - Pegatron Corp: Tata Group reportedly closed a deal to acquire 60% controlling stake - Lingyi iTech: Now supplies iPhone chargers from India But here's where it gets interesting: the REAL money is in the companies you'd never expect. (5/12) https://twitter.com/i/web/status/1971576408389357663 https://twitter.com/i/web/status/1971576408389357663"
X Link 2025-09-26T14:03Z 105.6K followers, [---] engagements
"The AI Leap: TCS's Next Big Move - heres why analysts are turning bullish again👇 CMP: [----] Target Price: [----] Target Period: [--] months Potential upside: 20% The report on this research recommendation was sent to all ICICI Direct clients on 10th October [----]. (1/9)"
X Link 2025-10-13T09:10Z 104.7K followers, [----] engagements
"About the Stock Tata Consultancy Services (TCS) is one of Indias leading IT service providers with a strong presence across BFSI (Banking Financial Services & Insurance) Communications Manufacturing Retail and High-Tech sectors. (2/9)"
X Link 2025-10-13T09:10Z 104.7K followers, [---] engagements
"Its time for Muhurat Picks [----]. Markets may have been range-bound this year but structural drivers are aligning for a stronger FY26 and beyond. After a volatile year Nifty hovered near [-----] as global uncertainty and tariff tensions weighed on sentiment. Domestically the setup remains strong inflation below 3% fiscal discipline intact GDP near 7% and a downward interest rate cycle. We expect Nifty at [-----] in one year (22x FY27E PE) with earnings growth of 12% CAGR over FY2527E. Here are our Muhurat Stock Picks for Samvat [----] 🧵. (1/10)"
X Link 2025-10-13T13:21Z 104.7K followers, 688.3K engagements
"Kaynes Technology (KAYTEC) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (67x FY28E EPS) Potential upside: 32% A leading electronics manufacturing services company serving auto aerospace medical and industrial sectors. * Revenue CAGR of 48.1% (FY2528E) EBITDA margin 15%. * Capex of 3300+ crore for chip manufacturing and 1400+ crore for PCB expansion both under government subsidy. * Poised to benefit from Indias semiconductor and electronics push. * Key Risks: Execution delays; weaker government support. (2/10)"
X Link 2025-10-13T13:21Z 104.7K followers, [----] engagements
"AIA Engineering (AIAENG) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (30x FY27E EPS) Potential upside: 26% Indias largest manufacturer of high-chrome wear-resistant castings used in mining cement and power. * Recovering after geopolitical challenges; breakthrough order worth $32.9 mn (291 crore) from Chile signals strong mining traction. * Expected volume growth of 17% (FY2627E) and PAT CAGR of 9.2%. * Key Risks: Delay in mining conversions; rising input costs. (4/10)"
X Link 2025-10-13T13:21Z 104.7K followers, [----] engagements
"Larsen & Toubro (LARTOU) CMP: [----] Buying Range: [----] - [----] Target Price: [----] (SoTP-based) Potential upside: 20% Indias largest engineering and construction company with [------] crore order backlog. * Strong traction across infrastructure and energy; expected revenue and PAT CAGR of 14.9% and 16.5% (FY2527E). * ROE target of 18% by FY26 looks achievable. * Key Risks: Delay in order execution; slower improvement in returns. (5/10)"
X Link 2025-10-13T13:21Z 104.7K followers, [----] engagements
"Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during September [----]. Drop a 👍 if you are holding any of these stocks Disclaimer: http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer http://bit.ly/full-disclaimer"
X Link 2025-10-14T08:50Z 104.7K followers, [----] engagements
"Shubh Nivesh - Premier Explosives Limited * CMP: [------] * Target: [---] * Target Period: [--] months * Potential upside: 24% The report on this research recommendation was sent to all ICICI Direct clients on 13th October [----]. Let's dive into the rationale"
X Link 2025-10-14T14:47Z 104.7K followers, [----] engagements
"About the Stock * Premier Explosives Ltd. (PEL) manufactures high-energy materials including bulk and packaged explosives propellants and defence products like warheads flares and rocket motors. * Defence contributes 86% of revenue. * Order book: [---] crore as of Q1FY26"
X Link 2025-10-14T14:47Z 104.7K followers, [---] engagements
"Investment Rationale [--] - Capacity expansion to drive growth * Capacity to rise 65% over FY2530 with [-----] MT added in Q2FY26 (crossing [--] lakh MT mark) and another [-----] MT coming onstream by FY2728. * Targets [----] crore turnover by FY28. * Order book: [----] crore as of July [----] (1.2x FY25 revenue) supported by [----] crore pipeline. (5/9)"
X Link 2025-10-17T12:53Z 104.7K followers, [---] engagements
"Investment Rationale [--] - Financial strength and efficiency * Net-debt free balance sheet with strong cash flows and prudent capital allocation. * Expected capital expenditure (capex): [---] crore over [--] years funded internally. * Return on Capital Employed (RoCE) and Return on Equity (RoE) projected to rise as new capacities become operational. (6/9)"
X Link 2025-10-17T12:53Z 104.7K followers, [---] engagements
"Rating and Target Price We estimate: * Revenue CAGR: 17% (FY2528E) * Earnings Before Interest Tax Depreciation and Amortisation (EBITDA) CAGR: 23% * Profit After Tax (PAT) CAGR: 20% * BUY Target Price: [----] (valued at 23x FY28E Price-to-Earnings ratio). (7/9)"
X Link 2025-10-17T12:53Z 104.8K followers, [---] engagements
"https://x.com/i/spaces/1lDxLBQkNNQGm https://x.com/i/spaces/1lDxLBQkNNQGm"
X Link 2025-10-19T15:30Z 105.3K followers, [----] engagements
"Sector Overview Breakout in Bank Nifty to a new all-time high. Strength also visible in Information Technology and Oil & Gas sectors which together contribute 55% of Niftys weight. Market breadth is improving with more stocks hitting new highs. Breakout from the four-month consolidation (25700 - 24350) supported by large-cap traction. Structural improvement indicates the next leg of the rally towards [-----] in the coming quarter. (2/10)"
X Link 2025-10-24T13:39Z 104.7K followers, [---] engagements
"HDFC Bank (Target [----] Rating: BUY) Advances grew 9.9% YoY to [----] lakh crore driven by small and mid-market segments. Deposits increased 12.1% YoY to [--] lakh crore with CASA at 34%. Net Interest Margin contracted [--] basis points QoQ to 3.27% due to deposit repricing. Gross Non-Performing Assets improved to 1.24%. Management guided for system-aligned growth in FY26 and outperformance from FY27 onward. Return on Assets expected at 1.8% for FY27E. (3/10)"
X Link 2025-10-24T13:39Z 104.7K followers, [---] engagements
"Textile Sector As per media report India and the United States are likely to sign a trade deal during the ASEAN summit in Malaysia (2628 October). Tariff rate on Indian textile exports to be reduced to 15% from 50%. Indias share in the United States home textiles stands at 46% and cotton apparel at 11.7%. Lower tariffs to enhance competitiveness and market share. Preferred picks: Gokaldas Exports Indo Count Industries KPR Mills. Titan is expected to benefit in the gems and jewellery segment. (7/10)"
X Link 2025-10-24T13:39Z 105.4K followers, [---] engagements
"Cement Sector UltraTech Cement (Target [-----] Rating: BUY) Revenue increased 25% YoY to [-----] crore. EBITDA up 53% YoY to [----] crore with EBITDA per ton at [---]. Sales volume rose 22% YoY to [----] million tons. Capacity expected to reach [---] million tons per annum by FY28. Focus on cost reduction of [---] per ton over the next [--] years. (8/10)"
X Link 2025-10-24T13:39Z 105.4K followers, [---] engagements
"Result Update Kotak Mahindra Bank Ltd * CMP: [-------] * Target: [----] * Target Period: [--] months * Potential Upside: 18% The report on this research recommendation was sent to all ICICI Direct clients on 26th October [----]. (1/9)"
X Link 2025-10-27T12:08Z 105.1K followers, [----] engagements
"About the Stock * Kotak Mahindra Bank is among Indias leading private sector banks offering a wide range of financial services. * Operates [----] branches and [----] ATMs nationwide. * Known for consistent Return on Assets (RoA) above 2+% and Return on Equity (RoE) above 13+%. (2/9)"
X Link 2025-10-27T12:08Z 104.8K followers, [---] engagements
"Stocks To Watch - Based on Q2FY26 Results Reply with a 👍🏻 if youre holding any of these stocks Disclaimer: https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer https://icicidirect.market/fulldisclaimer"
X Link 2025-10-31T13:37Z 104.8K followers, 18.8K engagements
"This week in markets: Change of baton to continue momentum towards life highs Nifty ended the week flat at [-----] amid volatility. Midcaps gained 1.5% led by PSU Banks Oil & Gas and Metals. FIIs turned buyers in October adding [-----] crore and covering shorts aiding the 1500-point Nifty recovery. In this weekly wrap we cover: Market Outlook PSU Banks Power Realty Liquor & Textile sectors ITC Hotels L&T Hyundai IPO Hidden Gem Lumax Auto (1/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [----] engagements
"Market outlook Nifty consolidation near [-----] offers a buying opportunity. Index likely to test all-time high of [-----] next month. Sector rotation visible momentum shifting to PSU Banks Metals Oil & Gas. 64% of Nifty [---] stocks now trade above 200-day EMA indicating broad participation. (2/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [---] engagements
"Key monitorable Keep an eye on: Monthly auto sales data FII inflows after three-month sell-off India-US tariff negotiations Q2FY26 earnings progression Gold is likely to consolidate in $4400$3700 range after a sharp rally (3/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [---] engagements
"Fluorochemicals Fluorochemical companies benefit from the global R32 refrigerant shortage. Global curbs on HFC gases create a supply gap; Indias reduction starts only in [----]. Navin Fluorine capex [---] cr; SRF GFL expanding to 30000+ tons capacity. BUY ratings: SRF - [----] Navin Fluorine - [----] Gujarat Fluorochemicals - [----]. (6/12)"
X Link 2025-11-02T13:07Z 105.2K followers, [---] engagements
"Liquor Sector Strong quarter for liquor companies. Radico Khaitan revenue up 34% YoY EBITDA margin at 15.9% PAT up 69%. United Spirits revenue up 11% YoY PAT up 41% margin at 21.2%. Premiumisation and stable input costs to support growth. Target: Radico Khaitan - [----] United Spirits -under BUY view. (7/12)"
X Link 2025-11-02T13:07Z 105.2K followers, [---] engagements
"Realty Realty sector resilient in Q2FY26 despite monsoon delays. Sales bookings in ABRELs Niyaara Worli ( [---] crore sales) Oberois Three Sixty West Worli ( [---] crore) and DLFs Camellias ( [----] crore) continued to show an insatiable appetite for high-end super-luxury projects from Grade A developers H2FY26 launch pipeline remains robust. Developers on track to meet FY26 pre-sales guidance. (8/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [---] engagements
"ITC ITC delivered steady performance despite Agri drag. Revenue down 3.4% YoY; ex-Agri up 9%. Cigarette volumes up 6%; FMCG grew 7%. EBITDA margin at 34.7%; PAT up 5% YoY to [----] cr. Target: [---]. FMCG and paper business recovery to drive H2 growth. (9/12)"
X Link 2025-11-02T13:07Z 105.2K followers, [---] engagements
"Larsen & Toubro Strong Q2 performance; order inflows at [----] lakh cr up 45% YoY. Order book: [----] lakh cr (+31% YoY). PAT up 16% YoY to [----] cr; order prospects [----] trn for H2FY26. Target: [----]. Key catalyst: Hyderabad metro exit margin expansion higher payouts. (10/12)"
X Link 2025-11-02T13:07Z 105.2K followers, [---] engagements
"Hyundai Motor India Healthy Q2FY26; premiumisation intact. SUV share at 71% of domestic PV sales. EBITDA margin at 13.9% up [--] bps QoQ. [-----] cr investment plan through FY2030. Target: [----] (30x FY2728E EPS). (11/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [---] engagements
"Hidden Gem Lumax Auto Technologies Target [----] Key clients: Bajaj Auto M&M Maruti Tata Motors. 40% order book linked to EV platforms. Green Fuel acquisition adds [------] cr high-margin revenue. PAT CAGR 28% (FY2527E); ROE 20%. (12/12)"
X Link 2025-11-02T13:07Z 104.8K followers, [----] engagements
"Corporate Action Tracker Drop a 👍 if you are holding any of these stocks"
X Link 2025-11-03T06:16Z 104.8K followers, [----] engagements
"Gladiator Stock - Bharat Electronics Ltd CMP: [------] Duration: [--] months Target: [---] Stop loss: [---] Potential Upside: 12% The report on this research recommendation (@ market price 417.00) was sent to all ICICI Direct clients on October [--] [----]. (1/3)"
X Link 2025-11-03T12:32Z 104.9K followers, [----] engagements
"Technical Outlook * Over the past [--] months of decline the Defence sector has retraced 38.2% of its preceding 4-month 82% rally reflecting a slower pace of retracement. * Within this space BEL has remained an outlier maintained a higher-high-low formation while holding firm above its 20-week EMA. * The stock is merely 3% below its all-time high signalling robust bullish momentum and scope for further upside. * Structurally over the past [--] months the stock has retraced only 38.2% of its preceding 4-month 80% rally reflecting a healthy consolidation. * The continuation of a higher-high-low"
X Link 2025-11-03T12:32Z 104.8K followers, [----] engagements
"The Nifty50 index gained 4.5% in October marking its best performance since March [----] and reflecting renewed investor optimism. The real estate sector stood out with its strongest fundraising in seven years raising [-----] crore across [--] deals underscoring growing investor confidence in Indias property market. On the oil front Indias petrol demand rose 7.03% YoY in October supported by festive activity. Commodities also gained momentum with copper and aluminium prices rising 8% each and zinc up nearly 5%. Check out how Indias key sectors performed in October [----]. Hit 👍 if you found this"
X Link 2025-11-04T07:14Z 104.8K followers, [----] engagements
"Nifty Earnings Trend [--] Nifty companies (88% of index weight) have declared results so far. Nifty earnings up 4% YoY despite global headwinds. Topline growth stood at 9.6% YoY; ex-financials PAT up 6% YoY. Financials saw 2% PAT growth as NIM compression bottomed out. Sectors like telecom auto capital goods and oil & gas outperformed. In the auto space total production volume growth for the quarter came in at 10% YoY which includes domestic sales growth of 6% while exports grew handsomely by 26% on a YoY basis. (3/10)"
X Link 2025-11-08T11:35Z 104.8K followers, [---] engagements
"Sector Highlights: Telecom Airtel delivered strong metrics with ARPU up 2.2% QoQ and India margins at 58.5%. Bharti via Nxtra to expand data centre capacity to 1GW. Supreme Courts AGR clarification and potential PE infusion offer support for Vodafone Idea. We have a BUY with a TP of [----] on Airtel. (4/10)"
X Link 2025-11-08T11:36Z 105.9K followers, [---] engagements
"Pharma Sector Domestic formulations and branded generics drove 12% YoY growth to [-----] crore in Q2FY26. India formulations up 9% YoY; US portfolio up 5% YoY despite Revlimid pressure. EBITDA up 9% YoY at [-----] crore; margins stable at 28.1%. Focus remains on India growth speciality and biosimilar launches. BUY with Target Price: Sun Pharma - [----] Lupin - [----] Cipla - [----] DRL - [----] (5/10) https://twitter.com/i/web/status/1987121928977682792 https://twitter.com/i/web/status/1987121928977682792"
X Link 2025-11-08T11:36Z 106K followers, [---] engagements
"@patilst Hi our team connected with you and provided the requisite details. For all your ICICI BANK DEMAT SERVICES related queries request you to please tag @ICICIBank or @ICICIBank_Care or write to headdematservices@icicibank.com / (1/2)"
X Link 2025-11-10T10:31Z 104.9K followers, [--] engagements
"@patilst @ICICIBank @ICICIBank_Care headservicequality@icicibank.com. Alternatively for further assistance on your DP related queries you may also visit nearest ICICI Bank Demat Desk Branch. (2/2)"
X Link 2025-11-10T10:31Z 104.9K followers, [--] engagements
"Shubh Nivesh Bank of India (BOI) CMP: [------] Target: [---] Target Period: [--] months Potential upside: 17% The report on this research recommendation was sent to all ICICI Direct clients on 10th November [----]. (1/8)"
X Link 2025-11-11T12:11Z 104.9K followers, [----] engagements
"Key Financial Summary (3/8)"
X Link 2025-11-11T12:11Z 104.9K followers, [--] engagements
"Investment Rationale [--] - Steady Operating Performance Q2FY26 PAT up 7.6% YoY to [----] crore led by healthy loan growth. Global advances up 14% YoY to [------] lakh crore; deposits up 10.1% YoY to [------] lakh crore. NIM declined [--] bps QoQ to 2.41% due to deposit repricing lag. Asset quality improved: GNPA/NNPA at 2.54%/0.65%. PCR rising to 93%. (4/8)"
X Link 2025-11-11T12:11Z 104.9K followers, [---] engagements
"Investment Rationale [--] - Strong Credit Pipeline Management guides 1213% loan growth for FY26 supported by [-----] crore credit pipeline (50000 crore corporate; [-----] crore RAM). Deposit growth expected at 1011% with focus on CASA mobilisation. RAM (Retail Agriculture MSME) share up [---] bps YoY to 58.2% improving granularity and reducing risk concentration. (5/8)"
X Link 2025-11-11T12:11Z 104.9K followers, [---] engagements
"Investment Rationale [--] - Margins Near Trough; Recovery Ahead NIMs fell [--] bps QoQ to 2.41% due to the higher cost of deposits. Margins expected to recover from H2FY26 with term deposit repricing and easing funding costs. Credit cost moderated to 0.28%; gross slippages down to 0.14%. Asset quality remains robust with PCR at 93.4%. (6/8)"
X Link 2025-11-11T12:11Z 104.9K followers, [---] engagements
"Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during October 2025"
X Link 2025-11-12T05:49Z 105.1K followers, [----] engagements
"For starters government initiatives like the PM Awas Yojana (which aims to ease housing shortages) and Jal Jeevan Mission (which aims to provide safe drinking water and enable water conservation) have proven to be major demand drivers. (3/9)"
X Link 2025-11-12T12:52Z 104.9K followers, [---] engagements
"After all housing and water projects require large amounts of piping to execute. But along with government programs residential real estate demand has also been providing a steady tailwind. Over CY20-CY23 Indias top [--] cities saw housing sales grow at a 51% CAGR. (4/9)"
X Link 2025-11-12T12:52Z 104.9K followers, [---] engagements
"Stocks To Watch - Based on Q2FY26 Results"
X Link 2025-11-14T13:11Z 105.3K followers, 432.7K engagements
"https://x.com/i/spaces/1rmGPvPYRMLxN https://x.com/i/spaces/1rmGPvPYRMLxN"
X Link 2025-11-17T15:31Z 105.3K followers, [----] engagements
"How to invest wisely with MTF Have you ever seen an opportunity to invest or trade in a particular stock but you are running low on cash MTF allows you to take advantage of the opportunity by just paying a margin. MTF amplifies both risk and reward. You can take positions in the market that you feel is a good opportunity by paying only a part of the total value. At the same time there are risks associated with MTF that are amplified due to the leverage that one needs to be mindful of. Here is everything you need to know about how MTF works. 🧵🧵 (1/9)"
X Link 2025-11-19T07:01Z 105.1K followers, [----] engagements
"How does MTF work on ICICI Direct Let us assume you have found an investing opportunity worth [------] but you only have [------] in your bank account. Normally you will not be able to take advantage of this opportunity. But with MTF offering up to 4x leverage you can take the position provided the stock qualifies. Break-up: Initial Margin contribution: [------] Amount funded by ICICI Direct: [------] Interest is charged on the funded portion from as low as 9.65% per annum depending on your brokerage plan. (3/9)"
X Link 2025-11-19T07:01Z 105.1K followers, [---] engagements
"Assume you hold this position for [--] days and the applicable interest rate on the funded amount is 9.65% per annum (based on your brokerage plan). Daily interest = [------] 9.65% [---] [-----] per day For [--] days total interest = [-----] [--] = [-----] If the stock price rises by 10% your holdings increase from [------] to [------]. Gross gain = [-----] After deducting [-----] interest Net gain = [-------] Return on your own funds = [-------] [------] = 39.21% (before brokerage and pledge charges). (4/9)"
X Link 2025-11-19T07:01Z 105.1K followers, [--] engagements
"Things to Remember During MTF MTF can be a double-edged sword if not utilised properly. Always remember to do the following when using MTF Assess Risk Leverage amplifies both profits and losses. Ensure you have a clear understanding of the risks before proceeding. Monitor Positions If theres a margin shortfall your positions may be squared off. Track this under Open Positions. Mind the Timeline MTF positions can be held for up to [---] days. (8/9)"
X Link 2025-11-19T07:01Z 105.1K followers, [----] engagements
"MTF gives you the flexibility to take market positions while managing your capital efficiently. However since it involves funding and interest costs it is important to use it wisely and understand all related charges before investing. Like and share if you found this thread insightful and useful. Let us know in the comments if you have used MTF or are planning on using it in the future Disclaimer: (9/9) http://icicidirect.market/fulldisclaimer http://icicidirect.market/fulldisclaimer"
X Link 2025-11-19T07:01Z 105.1K followers, [----] engagements
"India Inc. is finally back to double-digit profit growth and the real story lies beyond the Nifty. Q2FY26 saw a clear revival in profitability driven by mid and small caps. This thread covers our Nifty outlook sectoral earnings and stock picks. (1/18)"
X Link 2025-11-19T12:55Z 105.4K followers, 768.5K engagements
"Earnings snapshot * India Inc. returned to double-digit profit growth at 12% YoY after five quarters. * Nifty profit growth was softer at 3.2% but excluding Tata Motors it stood at 7%. * Ex-financials and Tata Motors Nifty profit growth was close to 10%. * Mid-caps grew 25% and small-caps grew 18%. (2/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Nifty outlook * Broader earnings trajectory shows an improving trend supported by GST [---] stable macros and stronger domestic demand. * Nifty revenue grew 8% YoY. * Commodity sectors telecom and capital goods led the quarter. * With global assets already re-rated domestic equities are better positioned to outperform. (3/18)"
X Link 2025-11-19T12:55Z 105.2K followers, [---] engagements
"GST [---] impact * GST simplified from [--] rates (5% 12% 18% & 28%) to [--] rates (5% & 18%). * Tax cuts on essential and discretionary items are expected to lift consumption through FY26. (4/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Banking * Credit growth remained steady at 10.2% led by retail and MSME. * Margins stable and asset quality firm. * Tailwinds from interest rate cuts and CRR relief expected in H2FY26. Top pick: CSB Bank (5/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Automobiles * Festive demand and GST reform lifted volumes. * Domestic volumes grew 6% and exports grew 26%. * Margins improved due to cost control and a stronger export mix. Top pick: Mahindra & Mahindra (6/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Information Technology * Tier-2 companies continued to outperform. * Large caps returned to sequential growth despite weak global demand. * Margins supported by productivity efforts. Top pick: Coforge (7/18)"
X Link 2025-11-19T12:55Z 105.1K followers, [---] engagements
"FMCG * Single-digit revenue growth due to GST shift and higher input costs. * Rural demand is stronger than urban. * Food categories performed better than home and personal care. Top pick: Marico (8/18)"
X Link 2025-11-19T12:55Z 105.1K followers, [---] engagements
"Oil & Gas * Strong refining margins supported profits. * LPG losses narrowed due to domestic and international price adjustments. (9/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Pharmaceuticals * Profit growth of 12% led by strong Rest-of-World markets. * The US and India markets remained steady. * EBITDA margins stood at 28.5%. Top pick: Sun Pharma (10/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Discretionary consumption * Hotels posted moderate growth due to seasonality and renovations. * Jewellery and apparel saw strong festive traction. Top pick: Arvind Fashions (11/18)"
X Link 2025-11-19T12:55Z 105.4K followers, [---] engagements
"Capital goods * Monsoon-related delays impacted Q2 but order inflows remain strong. * Companies expect a better second half. Top pick: Larsen & Toubro (12/18)"
X Link 2025-11-19T12:55Z 105.4K followers, [---] engagements
"Cement * Volumes grew 14% and realisations improved 5%. * EBITDA per ton rose 37% YoY. Top pick: Ambuja Cements (13/18)"
X Link 2025-11-19T12:55Z 105.4K followers, [---] engagements
"Defence * Order books remain strong at [--] trailing revenue. * Growth visibility firm with higher indigenisation. Top pick: Bharat Electronics (14/18)"
X Link 2025-11-19T12:55Z 105.1K followers, [---] engagements
"Consumer durables & EMS * Cooling products were impacted by the prolonged monsoon. * Kitchen appliances wires and cables posted healthy growth. * EMS companies with auto and industrial exposure delivered strong results. Top pick: Kaynes Technology (15/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Metals * Steel realisations softened due to monsoon seasonality. * Non-ferrous players benefited from higher aluminium zinc and silver prices. Top pick: Tata Steel (16/18)"
X Link 2025-11-19T12:55Z 105.3K followers, [---] engagements
"Asset Management Companies * Industry AUM reached [--] trillion. * Monthly SIP inflows crossed [-----] crore. Top pick: HDFC AMC (17/18)"
X Link 2025-11-19T12:55Z 105.1K followers, [---] engagements
"It also launched the PLI Scheme for Specialty Steel committing [-----] crore to add [--] MT capacity and [-----] jobs by FY28 aiming to build self-reliance in high-grade steels critical for everything from the armour of a tank to the skeleton of a solar farm. (6/20)"
X Link 2025-11-20T13:42Z 105.3K followers, [---] engagements
"Big players are also making moves. ArcelorMittal Nippon Steel aims to quadruple its capacity to [--] MT by [----] with an investment of around [-----] crore. JSW Steel has signed an MoU to invest [--] lakh crore over the next 7-8 years to build a [--] MT steel plant in Maharashtra. (7/20)"
X Link 2025-11-20T13:42Z 105.3K followers, [---] engagements
"The Maharashtra Industrial Development Corporation (MIDC) has already begun the land acquisition process for the plant. The company also plans to expand its Dolvi steel plant in Maharashtra by [--] million tonnes per annum (MTPA) by FY28 aiming to reach [--] MTPA capacity by FY31. (8/20)"
X Link 2025-11-20T13:42Z 105.3K followers, [---] engagements
"Meanwhile Tata Steel is betting on green steel leadership. It has already shut blast furnaces at Port Talbot in the UK and plans to switch to electric arc furnaces by FY28. The company also plans to produce 10-15 MT of steel through recycling over the next 10-15 years. (9/20)"
X Link 2025-11-20T13:42Z 105.3K followers, [---] engagements
"But why do these actions by the government and steelmakers matter now more than ever Because in FY25 finished steel imports surged to [---] MT the highest in nine years Most of this demand is met by China whose affordable steel is forcing Indian producers to cut prices. (10/20)"
X Link 2025-11-20T13:42Z 105.1K followers, [---] engagements
"Another concern is the steel industrys continued dependence on coal which is becoming increasingly risky. The industry consumes about 95% of Indias coking coal nearly 90% of which is imported. This makes production costs at home quite sensitive to global price fluctuations. (11/20)"
X Link 2025-11-20T13:42Z 105.1K followers, [---] engagements
"At the same time global financial institutions are tightening finance for coal-intensive projects which can raise costs or limit funding for new coal-based capacity. In addition the European Union (EU) is imposing a carbon border tax on imports to encourage greener production. (12/20)"
X Link 2025-11-20T13:42Z 105.1K followers, [---] engagements
"The EUs carbon border tax could put Indian steel exports at a hurdle. Taken together these factors could make new coal-based plants less cost-efficient and less competitive over time as demand gradually shifts toward lower-emission alternatives. (13/20)"
X Link 2025-11-20T13:42Z 105.1K followers, [---] engagements
"Important update for Margin Trading Facility (MTF) users The MTF interest rate has been reduced to 9.65% p.a. for Prime [----] and [----] plans"
X Link 2025-11-21T14:48Z 106K followers, 204.5K engagements
"Adani Enterprises Ltd. opened its rights issue on 25th November [----]. If you are an existing shareholder your next action depends on understanding the offer the payment stages and the timelines. This thread will help you assess your choices so that you can act within the given windows by covering the following topics - What a rights issue means - Key details - Important dates to track - Payment structure - Your options - How to apply Please like this thread and share it with your friends who might find this information useful https://twitter.com/i/web/status/1993657298825392403"
X Link 2025-11-26T12:25Z 105.8K followers, 66K engagements
"Your Options You can choose one of the following - Apply through the IPO section - Renounce your rights by selling RE shares from your demat holdings before the renunciation deadline"
X Link 2025-11-26T12:25Z 105.3K followers, [---] engagements
"How To Apply Website Login to IPO Rights Issue Mobile App Login to ICICI Direct App IPO Select from ongoing offers Applications must be made through the ASBA facility. If your trading account is linked to a bank other than ICICI Bank you may apply through your bank ASBA portal or through the offline facility. http://icicidirect.com http://icicidirect.com http://icicidirect.com http://icicidirect.com"
X Link 2025-11-26T12:25Z 105.3K followers, [----] engagements
"Gladiator Stock - BAJAJ AUTO LIMITED Buying Range: [----] - [----] Duration: [--] months Target: [--------] Stop loss: [-------] Potential Upside: 11% The report on this research recommendation was sent to all ICICI Direct clients on November [--] [----]. (1/3)"
X Link 2025-11-27T06:57Z 105.3K followers, [----] engagements
"Technical Outlook Nifty Auto index has witnessed a fresh record high after [--] months of consolidation indicating a structural breakout and the start of a fresh upward cycle. Bajaj Auto looks attractive as the stock is on the verge of breakout from its ascending triangle pattern offering fresh entry opportunity with favourable risk-reward. Stock retraced 61.8% of its preceding rally (4619 12774) and is forming a higher base above 52-week EMA indicating an incremental buying opportunity. Stochastic has generated a bullish crossover validating positive momentum. Stock is expected to head towards"
X Link 2025-11-27T06:57Z 105.3K followers, [----] engagements
"https://x.com/i/spaces/1DXxyWXVENnGM https://x.com/i/spaces/1DXxyWXVENnGM"
X Link 2025-12-01T15:29Z 105.3K followers, [----] engagements
"Investment Rationale [--] - Residential pre-sales CAGR of 28% targeted till FY30 * Residential pre-sales to reach [----] crore by FY30 from [----] crore in FY25. * Sustenance sales share to rise from 35% in FY25 to 75% in FY30 reducing dependence on new launches. (5/8)"
X Link 2025-12-02T14:32Z 105.3K followers, [--] engagements
"Investment Rationale [--] - Balance sheet strengthened after rights issue * Rights issue of [----] crore in Q2FY26 used for debt repayment and growth. * Now in net cash surplus of [---] crore compared to net debt in FY25. * Remaining land payments are manageable through internal cash flows. (6/8)"
X Link 2025-12-02T14:32Z 105.4K followers, [--] engagements
"How Meesho Markets and Builds Trust Unlike its larger rivals Meesho focuses on mass-market brand building in regional languages. It blends celebrity-driven campaigns with localized creator content reaching deeper Indian audiences. AI-led targeting vernacular push notifications and festival-led offers have consistently lifted repeat purchase rates year-on-year. This hyperlocal storytelling made Meesho the go-to marketplace for budget-conscious yet aspirational consumers. (9/11)"
X Link 2025-12-04T11:59Z 105.5K followers, [---] engagements
"The IPO and Market Response Meeshos IPO includes a fresh issue and offer for sale by early investors. The company has previously raised over $1.7 billion over [--] rounds from investors such as SoftBank Prosus Peak XV and Meta. Analysts expect Meeshos listing to be a defining test for Indias new-age profitable tech startups similar to Zomato in [----] but with stronger fundamentals and positive cash flow. (10/11)"
X Link 2025-12-04T12:00Z 105.5K followers, [---] engagements
"Another key instrument is Sovereign Green Bonds. Issued by the government through RBI auctions these bonds can be purchased through the RBI's e-Kuber platform. They offer annual interest rates of 6.79-7.09% and are backed by a sovereign guarantee. (7/14)"
X Link 2025-12-08T12:22Z 105.8K followers, [---] engagements
"Then theres Green Mutual Funds that invest in companies with strong Environmental Social and Governance (ESG) practices. These can be easily accessed through brokerages or bank apps. As of December [----] top-performing ESG funds delivered one-year returns of 11.73-24.1%. (8/14) https://twitter.com/i/web/status/1998005292135817269 https://twitter.com/i/web/status/1998005292135817269"
X Link 2025-12-08T12:22Z 105.8K followers, [---] engagements
"These instruments are driving the growth of Indias green finance market. And much of this growth is homegrown led by major domestic financial institutions. This gives India a distinct advantage as the flow of funds is institutionally rooted and resilient to global shocks. (9/14)"
X Link 2025-12-08T12:22Z 105.4K followers, [---] engagements
"But while funding remains largely domestic Indian banks are increasingly attracting global investment in green finance. The approach is to combine India's domestic financial strength with access to international capital markets. (10/14)"
X Link 2025-12-08T12:22Z 105.4K followers, [---] engagements
"https://x.com/i/spaces/1BRKjgeeyOeGw https://x.com/i/spaces/1BRKjgeeyOeGw"
X Link 2025-12-08T15:31Z 105.4K followers, [----] engagements
"Shubh Nivesh Marico Ltd (MARLIM) CMP: [------] Target: [---] Target Period: [--] months Potential Upside: 18% The report on this research recommendation was sent to all ICICI Direct clients on December [--] [----]. (1/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [----] engagements
"About the Stock Marico Ltd. is a leading Fast Moving Consumer Goods (FMCG) company operating across beauty haircare and wellness in India and overseas. Flagship brands include Parachute Saffola and Livon. Revenue crossed [-----] crore in FY25. (2/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [---] engagements
"Key Financial Summary (3/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [--] engagements
"Investment Rationale [--] - Double-digit revenue growth visibility Revenue growth expected to remain in double digits in FY26. Volume growth in H2FY26 likely to improve from 8% in H1FY26 as copra prices cool and Parachute pricing stabilises. Core portfolio expected to grow at 10% (CAGR) over FY2528E. New businesses including food and digital-first brands expected to grow at 25%+ CAGR over the next three years. International business expected to grow at 16% CAGR supported by premiumisation. (4/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [--] engagements
"Investment Rationale [--] - Scaling up of new businesses to drive growth Foods portfolio expected to grow at 25%+ CAGR aided by distribution expansion and innovation. Gross margins in the food business have expanded by [----] bps over two years and are expected to improve further. Digital-first brands have an annual run-rate of [----] crore projected to grow 2.5x by FY27E. Digital-first EBITDA margins expected to turn double-digit by FY27 led by Beardo and improving profitability at Plix. (6/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [--] engagements
"Rating and Target Price Revenue and Profit After Tax (PAT) expected to grow at 15% and 17% CAGR respectively over FY2528E. BUY with a Target Price of [---] valuing the stock at 50x FY27E Earnings Per Share (EPS) of [----]. (7/8)"
X Link 2025-12-09T12:33Z 105.4K followers, [---] engagements
"Mutual Fund: What's in What's out Domestic Mutual Funds bought and sold the following stocks during November [----]. Drop a 👍 if you are holding any of these stocks"
X Link 2025-12-11T06:24Z 105.5K followers, [----] engagements
"Market Outlook for the Years Ahead The year [----] may be turbulent but the market appears set for a strong rise after that. ICICI Direct expects the Nifty to reach [-----] by [----] and [-----] by [----]. This thread will outline the major trends and highlight how key sectors may shape the path ahead. Upcoming posts in this thread Market Trends Sector Views Stay tuned for part two where we will share the top picks. Follow for more insights like these and like this post and share your thoughts in the comments. (1/n)"
X Link 2025-12-13T05:50Z 106K followers, 1.1M engagements
"173 stocks are showing turnaround signals indicating a possible reversal after a period of decline [--] stocks from the outperforming basket appear ready to regain momentum Banking financial services and consumption are emerging as key pace setters Chemicals information technology auto capital goods and metals are showing follow through interest (7/n)"
X Link 2025-12-13T05:50Z 105.4K followers, [---] engagements
"Nifty Midcap Correction Nearing Completion The time wise correction in the Nifty Midcap index appears to be approaching maturity in line with past bull market behavior. Post pandemic rallies of 76% and 84% were followed by orderly corrections of around 25% and 23% Historically bull market corrections in the Midcap index have been contained within about 27% These phases have often coincided with the [---] week EMA The time spent in correction has been close to [--] months The index is expected to maintain its rhythm A breakout implication points toward levels near [-----] based on the measured move"
X Link 2025-12-13T05:50Z 105.4K followers, [---] engagements
"Smallcaps: Corrections are part of a bull market Smallcap corrections are normal in a broader uptrend. History suggests these phases often create accumulation opportunities. The Smallcap index is still about 12% below its all time high Past bull market corrections of 25-30% have stayed above the [---] week EMA Time wise corrections have typically lasted around 18-20 months The recent consolidation implies an upside target near [-----] The long term structure remains intact The index continues to follow its historical rhythm favouring sustained upside over the coming quarters (9/n)"
X Link 2025-12-13T05:50Z 105.4K followers, [---] engagements
"If youve been trying to decode the current market mood this market wrap covers everything that matters across macros flows and sectors. In this edition we cover: * Market Overview * Mutual Fund Flows * Mexico Tariffs * Hotel Sector * Maharashtra Redevelopment Opportunity * Life Insurance * Tata Steel * Hidden Gem (1/11)"
X Link 2025-12-14T11:52Z 105.5K followers, [----] engagements
"Life Insurance Steady Growth * Premiums up 12.1% (AprNov 2025). * FY26 expected growth: 1214%. * GST cut is improving product appeal. * Structural positives from the proposed Insurance Amendment Bill. Preferred pick: HDFC Life TP [---]. (8/11) https://twitter.com/i/web/status/2000172187547021456 https://twitter.com/i/web/status/2000172187547021456"
X Link 2025-12-14T11:53Z 105.8K followers, [---] engagements
"With ICICI Direct - Get Margin Trading Facility @9.65% p.a. Available on 1400+ Stocks. Increase your buying power upto 4X"
X Link 2025-12-15T12:38Z 105.5K followers, 2.5M engagements
"https://x.com/i/spaces/1OdJrORWWzQxX https://x.com/i/spaces/1OdJrORWWzQxX"
X Link 2025-12-15T15:32Z 105.5K followers, [----] engagements
"Shubh Nivesh: Vedanta Ltd. (VEDLIM) * CMP: [------] * Target: [---] * Potential upside: 19% * Target Period: [--] - [--] months The report on this research recommendation (at market price 545) was sent to all ICICI Direct clients on December [--] [----]. A thread on the stock and investment rationale. (1/9)"
X Link 2025-12-16T12:24Z 105.6K followers, [----] engagements
"Bajaj Finserv: Ascending Triangle Breakout * Buying Range: [----] - [----] * Target: [----] * Support: [----] * Upside: 16% Technical - * After [--] years of underperformance the stock is regaining strength. * The long consolidation phase formed an ascending triangle. * Breakout happened in [----] and the stock is now forming a higher base. * It continues to respect the 12M EMA indicating strong demand. * Expected upside: [----] based on recent consolidation targets. Fundamental - * A financial conglomerate with presence in lending life & general insurance and securities. * Long-term plan (2026 - 2030): PAT"
X Link 2025-12-17T07:21Z 105.6K followers, [----] engagements
"Indian Oil Corporation (IOC): Breakout Acceleration * Buying Range: [---] - [---] * Target: [---] * Support: [---] * Upside: 17% Technical - * Oil & Gas index has validated its breakout and is forming higher highs. * IOC has repeated its historical pattern long consolidation followed by a breakout. * Now trading above its consolidation band signalling the uptrend continues. * Target: [---] near all-time high. Fundamental - * Indias largest commercial oil company with [--] refineries and 42% market share. * Plans to expand refining capacity to [----] MTPA by [----]. (from [-----] MTPA) * Benefits from lower"
X Link 2025-12-17T07:21Z 106K followers, [----] engagements
"SRF Ltd: Healthy Consolidation Above Breakout * Buying Range: [----] - [----] * Target: [----] * Support: [----] * Upside: 18% Technical: * Broke out of a 38-month consolidation. * Now retesting this zone earlier resistance turning into support. * Holding above 52-week EMA indicating trend strength. Fundamental: * Positioned to benefit from rising demand for R-32 gas; capacity of 30k MT added. * FY26 capex: [----] - [----] crore including Odisha land & polymer expansions. * Chemicals business expected to grow 20%+. * Valuation (SoTP): Chemicals 26x Films 10x Textiles 5x EBITDA. (6/9)"
X Link 2025-12-17T07:21Z 105.5K followers, [---] engagements
"Can Fin Homes: Change in Orbit * Buying Range: [---] - [---] * Target: [----] * Support: [---] * Upside: 23% Technical: * Strong rebound after retesting a 5-year consolidation breakout. * Rising channel structure intact since [----]. Fundamental: * 87% of portfolio is housing loans; mostly salaried customers. * Growth expected at [--] - 14% driven by distribution expansion and higher ticket sizes. * Best-in-class asset quality (GNPA 1%) and stable spreads support RoA of [--] - 2.3%. (7/9)"
X Link 2025-12-17T07:21Z 105.5K followers, [---] engagements
"Jamna Auto: Cup & Handle Breakout * Buying Range: [---] - [---] * Target: [---] * Support: [---] * Upside: 21% Technical: * Auto Index has broken out after long consolidation. * Jamna posted a clean cup & handle breakout. * Quick recovery of 9-week correction shows strong momentum. Fundamental: * Leading supplier of suspension systems to major Commercial Vehicles players. * Lakshya 50XT vision aims for 50% revenue from new products/markets by FY27. * CV cycle improving post GST cuts. * Strong balance sheet 20%+ return ratios. * The stock trades at 27x PE & 15x EV/EBITDA on TTM basis (8/9)"
X Link 2025-12-17T07:21Z 105.5K followers, [----] engagements
"Niftys Risk Reward Range: [-----] to [-----] This chart shows Niftys long-term journey using statistical ranges. The mean is Niftys long-term average path; prices usually stay around this line. Sigma bands highlight how stretched or stable markets are. Lower bands = zones where markets usually find stability. Higher bands = zones where markets can stretch during strong cycles. (2/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"Trade Resolution: Key Catalyst for Niftys Re-Rating to [-----] India has lagged major Asian peers for six months due to delays in the USIndia trade agreement and tariff uncertainty. This performance gap shows that trade clarity not just domestic growth drives regional equity returns. A USIndia trade resolution is the missing catalyst that could unlock Indias relative re-rating. (3/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"US Rate Cycles: Implications for Foreign Flows into India Quantitative Tightening and high real yields diverted global flows toward safe assets like US and Japan bonds hurting emerging market equities. With QT ending and rate cuts likely liquidity should improve. A softer dollar by late-2025 / early-2026 could revive FPI inflows into India. (4/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"Foreign Portfolio Investors Cyclicity: As AI Valuations Peak Rotation Back to India Begins FPI flows favoured AI-linked economies causing India to underperform for two years. High AI valuations may correct triggering global outflows from those markets. A fizzle in AI enthusiasm can start a major rotation of capital. India is well-positioned its MSCI EM weight is now 5.6% down from a 22.5% peak. This low weighting provides an attractive entry point for renewed FPI flows through [----]. (5/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"Sustained Nifty Performance Anchored by DII Flows Niftys long-term path aligns with statistical mean and sigma bands. Lower sigma zones continue to act as strong stability areas. DIIs have consistently absorbed selling keeping downside risks contained. (8/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"SIP-Driven Domestic Flows: Backbone of Market Stability Financial inclusion has expanded Indias MF investor base to nearly [--] crores. SIPs have become the most consistent and sticky inflow channel. If momentum sustains SIPs could add [---] lakh crore fresh equity inflows in CY26. This strengthens long-term stability and market resilience. (9/13)"
X Link 2025-12-18T13:56Z 105.5K followers, [---] engagements
"Quant Picks for [----] Below are our top Quant ideas for the next [--] months backed by sector trends data signals and favourable riskreward setups. 👇 (1/7)"
X Link 2025-12-19T13:55Z 106K followers, 991K engagements
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