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  Nimesh Shah   

@nimeshscnbc

Associate Executive Editor, CNBC TV18 Journalist for last 18 years

Followers: 59,947

  •   Nimesh Shah   

    @nimeshscnbc

    Jefferies on Dalmia Bharat Buy, TP raised to Rs 2060, a strong midcap cement play 1)Targets Industry leading vol growth 2)To add new regions amid stated cap goal (75MTPA) by 2027; have limestone for 20-50yrs across plants 3)ESG Targets:100% RE/carbon -ve by 2030/40 @Nigel__DSouza

    29/11/2022 07:58:14 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    #DStreetChatter Ami Organics - block details 👇 NORGES BANK Buys 10.9L shares @ Rs 920 VALUEQUEST INVESTMENT buys 1.8L shares at Rs 920 SMALL CAP WORLD FUND sells 12.7L shares at Rs 920 @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News @CNBCTV18Live

    29/11/2022 07:44:56 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    UBS on IGL Buy, TP Rs 630 Stock is currently trading at 20% discount to its 5-year average PE, not reflecting CNG volume growth, improving margin outlook and 17% earnings CAGR over FY22-25E @sonalbhutra @CNBCTV18News @CNBCTV18Live

    29/11/2022 07:33:02 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CITI on Shriram Transport Resume Buy, TP Rs 1650 Near term performance contingent on realizing post-merger cost synergies & ability to drive cross-sell/AAUM growthDespite NIM headwinds, stable asset quality likely push medium-term ROEs to mid-teens @CNBCTV18News @CNBCTV18Live

    29/11/2022 07:28:17 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CITI on Aditya Birla Fashion Buy, TP Rs 405 Announced acquisition of stake in 8 Digital-First lifestyle brands (across 6 entities) for combined consideration of Rs2.9bn This investment in-line with co’s earlier stated strategy to invest Rs3- 5bn by the end of FY23 @CNBCTV18News

    29/11/2022 07:24:52 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Laurence Balanco of CLSA today said Nifty: Fresh breakout & see similar potential in Nifty Small cap Index & a break above 9865 would see an upside target of 11050 setting Small cap index for some relative outperformance versus Nifty @CNBCTV18Live @CNBCTV18News @ShereenBhan

    28/11/2022 10:14:53 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Had highlighted Rail PSUs last month 1 month performance Rvnl up 98% RITES Up 48% IRFC up 45% IRCON up 40% Railtel up 25% IRCTC down 2% @_prashantnair @_anujsinghal @Nigel__DSouza @ShereenBhan @CNBCTV18News @CNBCTV18Live

    28/11/2022 10:01:00 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    While markets are near all time highs, @pankajtibre of Kotak AMC sounds cautious! Some IMP data shared on @CNBCTV18Live today 60% of BSE-200 cos have seen operating cash flows deteriorate EBITDA margins are almost at a 8 qtr low Vals extremely stretched @_prashantnair

    28/11/2022 09:40:34 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Laurence Balanco -CLSA Nifty: Fresh breakout; initial upside target 20185 See similar potential in Nifty Small Cap Index Flag M&M & Eicher as take profit candidates & Axis BK & Max Health as buy candidates @CNBCTV18News @_prashantnair @_anujsinghal @Nigel__DSouza @CNBCTV18Live

    28/11/2022 08:12:15 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CITI on L&T Resume buy, TP Rs 2465 L&T remains well-positioned to capitalize on capex growth in India & in its key markets of Middle East In addition, focus on new high-tech manuf., improving consolidated RoEs, returning capital to shareholders, & ESG bode well over medium-term

    28/11/2022 07:46:51 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MS on SBI Cards OW, TP Rs 1100 Monthly spending for industry up 5.5% MoM/28% YoY For SBIC, it was flat MoM, but up 22% YoY YTD market share maintained at 18% Daily spending data from RBI (indicative but not comprehensive) suggests some slowdown MoM due to a higher base in Oct

    28/11/2022 07:41:32 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Macquarie on CONCOR Initiate U-P, TP Rs 620 Delayed completion of freight corridor to Jawaharlal Nehru Port will impact CCRI's volume growth Market share loss & pricing pressures would offset DFC gains near term Divestment of govt’s stake key catalyst @blitzkreigm @CNBCTV18News

    28/11/2022 07:36:40 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    JPM on OMCs Upgrade HPCL To buy, TP Rs 285 Downgrade GAIL to Neutral, TP Rs 105 Turn more constructive a)Expect oil price to stabilize with some downside risks b)Policy support turned +ve OMCs are profitable on petrol & LPG & on diesel losses have come off sharply @sonalbhutra

    28/11/2022 07:36:04 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    GS on KPIT Tech Buy, TP Rs 930 Announced Renault partnership represents 1st $100m+ engagement Expect this engagement to be a $25m/yr rev opportunity starting FY24E This program underlines visibility around Co’s multi yr journey for 20%+ rev CAGR @Reematendulkar @CNBCTV18News

    25/11/2022 07:35:11 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    JPM on Axis BK (Analyst day takeaways) OW, TP Rs 990 3 main points 1) Franchise strength much better than at any point over last decade 2) To deliver stable performance (2Q Consol. ROE 18.9%) 3) Tech investments should start delivering operating jaws @CNBCTV18News @CNBCTV18Live

    25/11/2022 07:33:46 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    UBS on Axis BK (Analyst day takeaways) Buy, TP Rs 1030 Mgmt reiterated confidence in sustaining its reported metrics (consol RoE of 18%) & expects margin to sustain at current levels Bk reiterated medium-term loan growth of 5-6% higher than industry @CNBCTV18Live @CNBCTV18News

    25/11/2022 07:33:46 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies on Axis BK (Analyst day takeaways) Buy, TP Rs 1110 Investment in digital platforms helping engage across life-cycle, boosting cross-sell With Citi & Flipkart partnership, will be among top credit card platforms Mgmt confident about asset quality, growth & ROA

    25/11/2022 07:33:45 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    UBS upgrade Apollo Hosp on Monday Today CS note👇 O-P, TP Rs 5100 Apollo 24|7 scaling up to leadership position Co targeting to expand both user base & annual medicine order vols by 5x to 100m & 50mn, respectively Upside from Amazon partnership would reflect in FY24 @ekta_batra

    24/11/2022 10:44:19 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA on Insurance Big change in revised draft commission guidelines is proposal to remove commission caps for both life and non-life insurers Believe this would be +ve for PB Fintech as it substantially reduces regulatory risk for commission rates @YashJain88 @CNBCTV18News

    24/11/2022 07:48:11 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    HSBC on Jubilant Food Buy, TP cut to Rs 750 Jubilant is aggressively scaling up its Domino’s network while pursuing a stable margin profile But market fears margins may slip Think risk-reward is favourable & valuation appealing @blitzkreigm @CNBCTV18News @CNBCTV18Live

    24/11/2022 07:45:43 AM     Share:    


  Nimesh Shah   

@nimeshscnbc

Associate Executive Editor, CNBC TV18 Journalist for last 18 years

Followers: 59,947

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