[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @nimeshscnbc Nimesh Shah Nimesh Shah posts on X about strong, $hsbc, reduce, target the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::4687762273/interactions)  - X Week XXXXXX +23% - X Month XXXXXXX +5.30% - X Months XXXXXXXXX +43% - X Year XXXXXXXXX +24% ### Mentions: XX [#](/creator/twitter::4687762273/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +59% - X Year XXXXX +37% ### Followers: XXXXXX [#](/creator/twitter::4687762273/followers)  - X Week XXXXXX +0.03% - X Month XXXXXX +0.01% - X Months XXXXXX +1.70% - X Year XXXXXX +4.40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::4687762273/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [strong](/topic/strong) 8.7%, [$hsbc](/topic/$hsbc) #122, [reduce](/topic/reduce) #1448, [target](/topic/target) 4.35%, [tariffs](/topic/tariffs) 2.17%, [$6753t](/topic/$6753t) 2.17%, [$gev](/topic/$gev) 2.17%, [status](/topic/status) 2.17%, [$8604t](/topic/$8604t) 2.17%, [canada](/topic/canada) XXXX% **Top accounts mentioned or mentioned by** [@cnbctv18news](/creator/undefined) [@cnbctv18live](/creator/undefined) [@ektabatra](/creator/undefined) [@blitzkreigm](/creator/undefined) [@nigeldsouza](/creator/undefined) [@sonalbhutra](/creator/undefined) [@vivekiyer72](/creator/undefined) [@reematendulkar](/creator/undefined) [@prashantnair](/creator/undefined) [@fortuneindia](/creator/undefined) [@sudarshankr](/creator/undefined) [@lathavenkatesh](/creator/undefined) [@ritusingh](/creator/undefined) [@supriya17811478](/creator/undefined) [@icomaki2](/creator/undefined) [@dkcrpl](/creator/undefined) [@gagan_thward](/creator/undefined) **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [GE Vernova Inc. (GEV)](/topic/$gev) ### Top Social Posts Top posts by engagements in the last XX hours "Brokerages on GAIL HSBC on GAIL Buy TP Rs XXX PNGRB issued an interim order increasing pipeline tariff by XX% vs GAILs demand for 33%; final order deferred to 2028 While this disappointed investors in near term believe smoother transition will ensure both volume and value growth Downside risks include a steep fall in marketing margins & a sharp rise in LNG prices which could reduce demand in Indian market Nomura on GAIL Buy TP Rs XXX Lower than expected tariff hike Likely XX% y-y EBITDA growth in FY27F on XX% higher tariffs & X% volume growth y-y Gas marketing may report strong earnings" [X Link](https://x.com/nimeshscnbc/status/1995317167206850621) 2025-12-01T02:20Z 69.5K followers, 3201 engagements "Nomura on Capital Goods Time to be selective; prefer bottom-up thesis Status quo on public capex growth; likelihood of private capex uptick in 2HCY26F Cost optimization and operating leverage are keys to negate gross margin headwinds Top picks L&T CG Power Hal GE Vernova and ABB @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1995678377844638038) 2025-12-02T02:16Z 69.5K followers, 3694 engagements "HSBC on Dr Reddys Buy TP Rs 1430 Semaglutide opportunity intact for Dr Reddys in Canada & it has replied to Health Canadas queries on its application GLP-1 drugs class remains its focus segment; co is making progress in long-term drivers (e.g. biosimilars) Health Canada approval for generic semaglutide will be a key catalyst @CNBCTV18News @ekta_batra" [X Link](https://x.com/nimeshscnbc/status/1995678519263985712) 2025-12-02T02:16Z 69.5K followers, 2514 engagements "Brokerages on Interglobe Aviation UBS on Interglobe Aviation Buy TP cut to Rs 6350 Inadequate preparations for revised FDTL norms lead to a major disruption Have raised cost estimates for FY26FY28 to account for additional crew required to comply with FDTL norms and higher operational costs driven by the depreciation of INR against Dollar Cos long-term growth outlook remains robust supported by international expansion which provides both a natural hedge and margin stability. That said continue to monitor developments closely. Key downside risks include any contingent costs on account of" [X Link](https://x.com/nimeshscnbc/status/1997845665238638957) 2025-12-08T01:48Z 69.5K followers, 3985 engagements "Block Deal In PAYTM (One XX Communication) as per @VivekIyer72 Sellers - Saif III Mauritius SAIF partners elevation capital Block Size - X% of total equity amount upto 1639.7cr Floor Price -1281/sh (3.9% discount to last close) Lock up of XX days on further sale of shares @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1990450645145702612) 2025-11-17T16:03Z 69.5K followers, 6808 engagements "Buyers in Whirlpool block yesterday Hdfc MF bought 10lk shares @ Rs 1041 Kotak Mahindra MF bought 1-.2lk shares @ Rs 1041 Societe Generale bought 8.7lk shares @ Rs 1041 ICICI Pru Life Insurance bought 7.6lk shares @ 1041 Parent sold 1.45cr (11% stake) at Rs 1045 @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1994205261880545461) 2025-11-28T00:42Z 69.5K followers, 5367 engagements "Kotak Inst Eqt on Mankind Pharma ADD TP Rs 2520 Mankind continues to battle on two fronts the base business as well as BSV. According to IQVIA data six of Mankinds Top XX brands (ex-BSV) have witnessed a decline in market share over the past year. Owing to lower volumes cumulative sales of its Top XX brands (ex-BSV) grew at just X% yoy in MAT Oct 2025. On a positive note BSVs Top XX brands have reported a healthy XX% yoy growth in MAT Oct 2025. Importantly market shares of most of BSVs key brands have been steady or improving. While there has been a prolonged path to normalcy we expect" [X Link](https://x.com/nimeshscnbc/status/1994227309004656764) 2025-11-28T02:10Z 69.5K followers, 2684 engagements "Kotak Inst Eqt on Pidilite ADD TP Rs 1650 NDR Takeaways PIDI is confident of sustaining XX% UVG supported by strong DD growth momentum in tile adhesives and the B2B segment while also maintaining 23-24% EBITDA margins initiatives underway to unlock new growth enginesconsumer portfolio expansion PPS scale-up and entry into consumer electronics adhesives (Rs10 bn potential sales)could improve UVG CAGR by XXX bps. @CNBCTV18News @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1996041365709619506) 2025-12-03T02:18Z 69.5K followers, 2324 engagements "Jefferies on Pharma Revise project pipeline for Indian CDMOs & find most companies are working on sizable new projects. Among new wins believe Sai has added most meaningful projects (10-20% of CDMO FY28 sales) followed by Piramal (10%) & Divi's (3%) Based on project pipeline try to build sales bridge for CDMO revenue & find that Sai and Divis have the XXX% revenue visibility on FY28 estimates & thus are also top picks @ekta_batra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1996042134219358344) 2025-12-03T02:21Z 69.5K followers, 5886 engagements "Emkay on Ipca Laboratories Initiate BUY; Target: Rs1700 Likely to defy skeptics yet again Strength of Ipcas domestic franchise (second highest market share gain in IPM over last X years among top XX listed players) & cos potential for strong medium-term margin expansion are well acknowledged with its domestic portfolio construct likely to remain a driver of sustained outperformance vs peers. @CNBCTV18News @ekta_batra" [X Link](https://x.com/nimeshscnbc/status/1996042268055404915) 2025-12-03T02:22Z 69.5K followers, 2239 engagements "Brokerages on JSW Steel MS on JSW Steel OW TP Rs 1300 Along with JFE's technological expertise JSW is looking to leverage its project execution capabilities to participate in multi-decade growth opportunities JFE will invest Rs158bn in two tranches for a XX% stake implying Rs315bn equity value for new entity JSW Steel will receive Rs245bn in cash for slump sale of its stake JSW will also get Rs79bn through equity dilution on back of a share swap agreement with promoter company that owns XX% of BPSL (totalling Rs324bn) BPSL EV is estimated to be Rs530bn with Rs315bn equity Rs50bn existing BPSL" [X Link](https://x.com/nimeshscnbc/status/1996402650963984430) 2025-12-04T02:14Z 69.5K followers, 2844 engagements "MOSL on Aurobindo Pharma Buy TP Rs 1430 Broad-based growth momentum building up Domestic Pen-G/6-APA manufacturing positioned for healthy upside Biosimilars biologics CMO and EU expansion drive diversification beyond legacy Expect Co to deliver a CAGR of 9%/14%/21% in revenue/EBITDA/PAT over FY26-28 @ekta_batra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1996403077327487056) 2025-12-04T02:15Z 69.5K followers, 3383 engagements "HSBC on Telecom Jio widens its subscriber lead in home broadband segment primarily led by subs additions in 5G FWA and UBR Jio mobile sub additions remain highest in October followed by Airtel Vi continues to witness subs decline Maintain Buy on Bharti Airtel TP Rs 2350) Maintain Buy on RIL TP Rs 1750 Maintain Reduce on Vodafone Idea TP Rs XXXX @CNBCTV18News @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1996768047403880505) 2025-12-05T02:26Z 69.5K followers, 2824 engagements "Brokerages post GDP Few economists have lowered probability of rate cut in Dec to XX% now CLSA We continue to believe that real GDP growth will likely weaken from X% YoY in 1HFY26 to c.6% in 2H; however weaker inflation indicates upward bias to real growth in 3QFY26. Further such strong real GDP growth makes it difficult for the RBI to cut rates aggressively and provide dovish guidance. Nonetheless we believe the RBIs MPC may still deliver a cautious 25bp rate cut next week though the probability is lower now (60% from XX% earlier). HSBC on GDP September quarter GDP came in at a whopping 8.2%" [X Link](https://x.com/nimeshscnbc/status/1995318300763656699) 2025-12-01T02:25Z 69.5K followers, 7521 engagements "Brokerages on Interglobe Aviation CITI On Interglobe Buy TP Rs 6500 IndiGo mgmt. has clarified that its operations have been impacted by a confluence of unexpected operational challenges including 1) minor technology glitches 2) schedule changes linked to the winter season 3) adverse weather conditions 4) increased congestion 5) implementation of updated crew rostering rules (Flight Duty Time Limitations FDTL w.e.f. 1st Nov) To stabilize operations co has undertaken adjustments to its schedules These recalibration steps over next XX hours will aid in normalization of operations and" [X Link](https://x.com/nimeshscnbc/status/1996767607228453109) 2025-12-05T02:24Z 69.5K followers, 4188 engagements "MS on Ambuja Cements OW TP Rs XXX Revenues in-line with MSe with volumes and realizations largely in-line. Opex/t was better led by RM costs (adjusted for change in inventory). EBITDA/t was at Rs1060/t vs. MSe of Rs929/t. Exceptionals - Rs2.2bn loss recognized to account for outstanding government grant Rs17bn tax reversals. F28 capacity target upped from 140mnt to 155mnt now led by debottlenecking with incremental capex at US$48/mnt. CLSA on ACC/Ambuja Ambujas 2Q consol Ebitda ahead of estimates on better profitability of Rs1042 (flat QoQ +52% YoY) in a seasonally weak quarter helped by a" [X Link](https://x.com/nimeshscnbc/status/1985539368291799466) 2025-11-04T02:47Z 69.5K followers, 2585 engagements "Investec on Interglobe Aviation Sell TP Rs 4040 After a weak 1HFY26 hopes for a strong 3Q recovery are fading. ATF prices are up X% Q/Q and the INR at a new low of 90/USD adding to cost headwinds This was followed by widespread flight cancellations tied largely to INDIGOs shift to new FDTL norms effectively ending expectations of an earnings rebound INDIGO must comply with new FDTL norms by XX February 2026 which may require about XX% more pilots per aircraft This could increase costs by roughly Rs0.10 per ASK & if not offset by fare hike could erode PBT by around XX% (basecase: RASK - CASK =" [X Link](https://x.com/nimeshscnbc/status/1997850762899251278) 2025-12-08T02:08Z 69.5K followers, 2181 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@nimeshscnbc Nimesh Shah
Nimesh Shah posts on X about strong, $hsbc, reduce, target the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +23%
- X Month XXXXXXX +5.30%
- X Months XXXXXXXXX +43%
- X Year XXXXXXXXX +24%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +59%
- X Year XXXXX +37%
Followers: XXXXXX #
- X Week XXXXXX +0.03%
- X Month XXXXXX +0.01%
- X Months XXXXXX +1.70%
- X Year XXXXXX +4.40%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXX% countries XXXX% currencies XXXX%
Social topic influence strong 8.7%, $hsbc #122, reduce #1448, target 4.35%, tariffs 2.17%, $6753t 2.17%, $gev 2.17%, status 2.17%, $8604t 2.17%, canada XXXX%
Top accounts mentioned or mentioned by @cnbctv18news @cnbctv18live @ektabatra @blitzkreigm @nigeldsouza @sonalbhutra @vivekiyer72 @reematendulkar @prashantnair @fortuneindia @sudarshankr @lathavenkatesh @ritusingh @supriya17811478 @icomaki2 @dkcrpl @gagan_thward
Top assets mentioned HSBC Holdings PLC (HSBC) GE Vernova Inc. (GEV)
Top Social Posts
Top posts by engagements in the last XX hours
"Brokerages on GAIL HSBC on GAIL Buy TP Rs XXX PNGRB issued an interim order increasing pipeline tariff by XX% vs GAILs demand for 33%; final order deferred to 2028 While this disappointed investors in near term believe smoother transition will ensure both volume and value growth Downside risks include a steep fall in marketing margins & a sharp rise in LNG prices which could reduce demand in Indian market Nomura on GAIL Buy TP Rs XXX Lower than expected tariff hike Likely XX% y-y EBITDA growth in FY27F on XX% higher tariffs & X% volume growth y-y Gas marketing may report strong earnings"
X Link 2025-12-01T02:20Z 69.5K followers, 3201 engagements
"Nomura on Capital Goods Time to be selective; prefer bottom-up thesis Status quo on public capex growth; likelihood of private capex uptick in 2HCY26F Cost optimization and operating leverage are keys to negate gross margin headwinds Top picks L&T CG Power Hal GE Vernova and ABB @CNBCTV18News"
X Link 2025-12-02T02:16Z 69.5K followers, 3694 engagements
"HSBC on Dr Reddys Buy TP Rs 1430 Semaglutide opportunity intact for Dr Reddys in Canada & it has replied to Health Canadas queries on its application GLP-1 drugs class remains its focus segment; co is making progress in long-term drivers (e.g. biosimilars) Health Canada approval for generic semaglutide will be a key catalyst @CNBCTV18News @ekta_batra"
X Link 2025-12-02T02:16Z 69.5K followers, 2514 engagements
"Brokerages on Interglobe Aviation UBS on Interglobe Aviation Buy TP cut to Rs 6350 Inadequate preparations for revised FDTL norms lead to a major disruption Have raised cost estimates for FY26FY28 to account for additional crew required to comply with FDTL norms and higher operational costs driven by the depreciation of INR against Dollar Cos long-term growth outlook remains robust supported by international expansion which provides both a natural hedge and margin stability. That said continue to monitor developments closely. Key downside risks include any contingent costs on account of"
X Link 2025-12-08T01:48Z 69.5K followers, 3985 engagements
"Block Deal In PAYTM (One XX Communication) as per @VivekIyer72 Sellers - Saif III Mauritius SAIF partners elevation capital Block Size - X% of total equity amount upto 1639.7cr Floor Price -1281/sh (3.9% discount to last close) Lock up of XX days on further sale of shares @CNBCTV18News @CNBCTV18Live"
X Link 2025-11-17T16:03Z 69.5K followers, 6808 engagements
"Buyers in Whirlpool block yesterday Hdfc MF bought 10lk shares @ Rs 1041 Kotak Mahindra MF bought 1-.2lk shares @ Rs 1041 Societe Generale bought 8.7lk shares @ Rs 1041 ICICI Pru Life Insurance bought 7.6lk shares @ 1041 Parent sold 1.45cr (11% stake) at Rs 1045 @CNBCTV18News"
X Link 2025-11-28T00:42Z 69.5K followers, 5367 engagements
"Kotak Inst Eqt on Mankind Pharma ADD TP Rs 2520 Mankind continues to battle on two fronts the base business as well as BSV. According to IQVIA data six of Mankinds Top XX brands (ex-BSV) have witnessed a decline in market share over the past year. Owing to lower volumes cumulative sales of its Top XX brands (ex-BSV) grew at just X% yoy in MAT Oct 2025. On a positive note BSVs Top XX brands have reported a healthy XX% yoy growth in MAT Oct 2025. Importantly market shares of most of BSVs key brands have been steady or improving. While there has been a prolonged path to normalcy we expect"
X Link 2025-11-28T02:10Z 69.5K followers, 2684 engagements
"Kotak Inst Eqt on Pidilite ADD TP Rs 1650 NDR Takeaways PIDI is confident of sustaining XX% UVG supported by strong DD growth momentum in tile adhesives and the B2B segment while also maintaining 23-24% EBITDA margins initiatives underway to unlock new growth enginesconsumer portfolio expansion PPS scale-up and entry into consumer electronics adhesives (Rs10 bn potential sales)could improve UVG CAGR by XXX bps. @CNBCTV18News @blitzkreigm"
X Link 2025-12-03T02:18Z 69.5K followers, 2324 engagements
"Jefferies on Pharma Revise project pipeline for Indian CDMOs & find most companies are working on sizable new projects. Among new wins believe Sai has added most meaningful projects (10-20% of CDMO FY28 sales) followed by Piramal (10%) & Divi's (3%) Based on project pipeline try to build sales bridge for CDMO revenue & find that Sai and Divis have the XXX% revenue visibility on FY28 estimates & thus are also top picks @ekta_batra @CNBCTV18News"
X Link 2025-12-03T02:21Z 69.5K followers, 5886 engagements
"Emkay on Ipca Laboratories Initiate BUY; Target: Rs1700 Likely to defy skeptics yet again Strength of Ipcas domestic franchise (second highest market share gain in IPM over last X years among top XX listed players) & cos potential for strong medium-term margin expansion are well acknowledged with its domestic portfolio construct likely to remain a driver of sustained outperformance vs peers. @CNBCTV18News @ekta_batra"
X Link 2025-12-03T02:22Z 69.5K followers, 2239 engagements
"Brokerages on JSW Steel MS on JSW Steel OW TP Rs 1300 Along with JFE's technological expertise JSW is looking to leverage its project execution capabilities to participate in multi-decade growth opportunities JFE will invest Rs158bn in two tranches for a XX% stake implying Rs315bn equity value for new entity JSW Steel will receive Rs245bn in cash for slump sale of its stake JSW will also get Rs79bn through equity dilution on back of a share swap agreement with promoter company that owns XX% of BPSL (totalling Rs324bn) BPSL EV is estimated to be Rs530bn with Rs315bn equity Rs50bn existing BPSL"
X Link 2025-12-04T02:14Z 69.5K followers, 2844 engagements
"MOSL on Aurobindo Pharma Buy TP Rs 1430 Broad-based growth momentum building up Domestic Pen-G/6-APA manufacturing positioned for healthy upside Biosimilars biologics CMO and EU expansion drive diversification beyond legacy Expect Co to deliver a CAGR of 9%/14%/21% in revenue/EBITDA/PAT over FY26-28 @ekta_batra @CNBCTV18News"
X Link 2025-12-04T02:15Z 69.5K followers, 3383 engagements
"HSBC on Telecom Jio widens its subscriber lead in home broadband segment primarily led by subs additions in 5G FWA and UBR Jio mobile sub additions remain highest in October followed by Airtel Vi continues to witness subs decline Maintain Buy on Bharti Airtel TP Rs 2350) Maintain Buy on RIL TP Rs 1750 Maintain Reduce on Vodafone Idea TP Rs XXXX @CNBCTV18News @Reematendulkar"
X Link 2025-12-05T02:26Z 69.5K followers, 2824 engagements
"Brokerages post GDP Few economists have lowered probability of rate cut in Dec to XX% now CLSA We continue to believe that real GDP growth will likely weaken from X% YoY in 1HFY26 to c.6% in 2H; however weaker inflation indicates upward bias to real growth in 3QFY26. Further such strong real GDP growth makes it difficult for the RBI to cut rates aggressively and provide dovish guidance. Nonetheless we believe the RBIs MPC may still deliver a cautious 25bp rate cut next week though the probability is lower now (60% from XX% earlier). HSBC on GDP September quarter GDP came in at a whopping 8.2%"
X Link 2025-12-01T02:25Z 69.5K followers, 7521 engagements
"Brokerages on Interglobe Aviation CITI On Interglobe Buy TP Rs 6500 IndiGo mgmt. has clarified that its operations have been impacted by a confluence of unexpected operational challenges including 1) minor technology glitches 2) schedule changes linked to the winter season 3) adverse weather conditions 4) increased congestion 5) implementation of updated crew rostering rules (Flight Duty Time Limitations FDTL w.e.f. 1st Nov) To stabilize operations co has undertaken adjustments to its schedules These recalibration steps over next XX hours will aid in normalization of operations and"
X Link 2025-12-05T02:24Z 69.5K followers, 4188 engagements
"MS on Ambuja Cements OW TP Rs XXX Revenues in-line with MSe with volumes and realizations largely in-line. Opex/t was better led by RM costs (adjusted for change in inventory). EBITDA/t was at Rs1060/t vs. MSe of Rs929/t. Exceptionals - Rs2.2bn loss recognized to account for outstanding government grant Rs17bn tax reversals. F28 capacity target upped from 140mnt to 155mnt now led by debottlenecking with incremental capex at US$48/mnt. CLSA on ACC/Ambuja Ambujas 2Q consol Ebitda ahead of estimates on better profitability of Rs1042 (flat QoQ +52% YoY) in a seasonally weak quarter helped by a"
X Link 2025-11-04T02:47Z 69.5K followers, 2585 engagements
"Investec on Interglobe Aviation Sell TP Rs 4040 After a weak 1HFY26 hopes for a strong 3Q recovery are fading. ATF prices are up X% Q/Q and the INR at a new low of 90/USD adding to cost headwinds This was followed by widespread flight cancellations tied largely to INDIGOs shift to new FDTL norms effectively ending expectations of an earnings rebound INDIGO must comply with new FDTL norms by XX February 2026 which may require about XX% more pilots per aircraft This could increase costs by roughly Rs0.10 per ASK & if not offset by fare hike could erode PBT by around XX% (basecase: RASK - CASK ="
X Link 2025-12-08T02:08Z 69.5K followers, 2181 engagements