Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Microsoft's $650 million investment in Inflection under FTC investigation for potential undisclosed acquisition.</li>
<li>Texas introduces TXSE Group, backed by BlackRock, challenging NYSE and Nasdaq dominance.</li>
<li>Saudi Aramco's $11.2 billion stock offering supports Saudi Arabia's economic transformation.</li>
</ul>


Microsoft's $650 million investment in Inflection under FTC investigation for potential undisclosed acquisition.
Texas introduces TXSE Group, backed by BlackRock, challenging NYSE and Nasdaq dominance.
Saudi Aramco's $11.2 billion stock offering supports Saudi Arabia's economic transformation.


#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shift-up-corp" target="_blank" data-smartkarma-citation="entities:36232:1" rel="noopener">Shift Up (462870 KS)</a> plans to raise up to US$320m in its South Korean IPO.</li>
<li>Shift Up is a South Korean games developer, which as released three games so far for the global markets.</li>
<li>We have looked at the company’s performance in our past notes. In this note, we talk about valuations.</li>
</ul>



Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO.
Shift Up is a South Korean games developer, which as released three games so far for the global markets.
We have looked at the company’s performance in our past notes. In this note, we talk about valuations.


Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shift-up-corp" target="_blank" data-smartkarma-citation="entities:36232:1" rel="noopener">Shift Up (462870 KS)</a> plans to raise up to US$320m in its upcoming South Korean IPO.</li>
<li>Shift Up is a South Korean games developer, which as released three games so far for the global markets.</li>
<li>In our previous note, we looked at the company’s past performance. In this note, we will undertake a peer comparison.</li>
</ul>



Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO.
Shift Up is a South Korean games developer, which as released three games so far for the global markets.
In our previous note, we looked at the company’s past performance. In this note, we will undertake a peer comparison.


Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins

<ul>
<li>Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.</li>
<li>India's booming public sector raises economic concerns amid private sector decline.</li>
<li>China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.</li>
</ul>


Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.
India's booming public sector raises economic concerns amid private sector decline.
China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.


#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with &gt;40 TOPS</li>
<li>With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC's</li>
<li>It's an extraordinary accomplishment for Qualcomm &amp; likely an inflection point for Arm powered PCs. It's also really bad news for Intel and not great for AMD</li>
</ul>


Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with &gt;40 TOPS
With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC's
It's an extraordinary accomplishment for Qualcomm &amp; likely an inflection point for Arm powered PCs. It's also really bad news for Intel and not great for AMD


Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

Nimish Maheshwari

Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull

Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. We have looked at its past performance earlier, in this note, we talk...

Sumeet Singh

Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins

Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we undertake a peer comparison.

Sumeet Singh

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

​Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

Nimish Maheshwari

Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull

Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. We have looked at its past performance earlier, in this note, we talk...

Sumeet Singh

Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins

Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we undertake a peer comparison.

Sumeet Singh

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

​Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

William Keating

Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.