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

Equity Bottom-Up

<ul>
<li>After a difficult Q1 FY27, Hyundai delivered 219,072 wholesale units in July–September 2026, up 23.0% sequentially, including a company-record 77,916 units in September.</li>
<li>The rebound reflects normalized production and healthier domestic momentum after supplier fire caused a loss of approximately 13,900 units of June production. Nevertheless, Q2 sales disclosures establish volumes, not profitability.</li>
<li>Short-Term execution risk has diminished, but investment conviction depends on margins recovering toward FY27 guidance and on tangible delivery against the company's FY2030 SUV, alternative-powertrain, localisation and revenue targets.</li>
</ul>


After a difficult Q1 FY27, Hyundai delivered 219,072 wholesale units in July–September 2026, up 23.0% sequentially, including a company-record 77,916 units in September.
The rebound reflects normalized production and healthier domestic momentum after supplier fire caused a loss of approximately 13,900 units of June production. Nevertheless, Q2 sales disclosures establish volumes, not profitability.
Short-Term execution risk has diminished, but investment conviction depends on margins recovering toward FY27 guidance and on tangible delivery against the company's FY2030 SUV, alternative-powertrain, localisation and revenue targets.


Hyundai Motor India: From a Disrupted Q1 to Record Q2 Volumes — Can the 2030 Roadmap Rebuild Growth?

External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

<ul><li>Shares of Hyundai Motor (HMC) and Kia Corp. (Kia) performed well in January-February and May, driven less by earnings and more by robotics/autonomous driving momentum.</li><li>Regarding Boston Dynamics, a potential SoftBank exit in June–July could open the door to strategic investment from big tech players.</li><li>The Robot Metaplant Application Center (RMAC) is set to begin operations/training data collection in August. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Shares of Hyundai Motor (HMC) and Kia Corp. (Kia) performed well in January-February and May, driven less by earnings and more by robotics/autonomous driving momentum.Regarding Boston Dynamics, a potential SoftBank exit in June–July could open the door to strategic investment from big tech players.The Robot Metaplant Application Center (RMAC) is set to begin operations/training data collection in August. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

[2H26 Outlook] AutosRobotics nearing an inflection point; earnings growth to resume

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>Amid record rallies in the Korean stock market and the major semiconductor stocks in particular, there has been a massive net selling of Korean stocks by foreign investors this year.</li>
<li>In this insight, I discuss the following three major items including net selling/buying of Korean stocks by foreign investors, domestic institutions, and domestic retail in the past 10 years.</li>
<li>I also discuss percentage change in foreign ownership among the top 20 stocks in Korea and impact of the net selling of Korean stocks by foreigners on the KRW/USD rates.</li>
</ul>


Amid record rallies in the Korean stock market and the major semiconductor stocks in particular, there has been a massive net selling of Korean stocks by foreign investors this year.
In this insight, I discuss the following three major items including net selling/buying of Korean stocks by foreign investors, domestic institutions, and domestic retail in the past 10 years.
I also discuss percentage change in foreign ownership among the top 20 stocks in Korea and impact of the net selling of Korean stocks by foreigners on the KRW/USD rates.


Massive Net Selling of Korean Stocks by Foreign Investors in 2026: Having Significant Impact on FX

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Oct 2nd. The aggregated short interest was USD19.5bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Oct 2nd. The aggregated short interest was USD19.5bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility.


KRX Short Interest Weekly (Oct 2nd): HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Apple is boosting its sustainability efforts in India by investing more in clean energy and water resources within its supply chain to promote environmental responsibility.</li><li>Taiwan's notebook industry saw strong performance in early 2026, but the ongoing US-Iran conflict introduces potential risks for future growth in the sector.</li><li>South Korea is committing $344.3 million to improve local power chip production, while Innodisk has already surpassed its revenue goals for 2025 within the first four months of 2026.</li></ul>

Apple is boosting its sustainability efforts in India by investing more in clean energy and water resources within its supply chain to promote environmental responsibility.Taiwan's notebook industry saw strong performance in early 2026, but the ongoing US-Iran conflict introduces potential risks for future growth in the sector.South Korea is committing $344.3 million to improve local power chip production, while Innodisk has already surpassed its revenue goals for 2025 within the first four months of 2026.

Tech Supply Chain Tracker (08-May-2026): Apple boosts clean energy and water projects in

South Korea

Hyundai Motor Company manufactures, sells, and exports passenger cars, trucks, and commercial vehicles. The Company also sells various auto parts and operates auto repair service centers throughout South Korea. Hyundai Motor provides financial services through its subsidiaries.

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Hyundai Motor (005380 KS)

Hyundai Motor India: From a Disrupted Q1 to Record Q2 Volumes — Can the 2030 Roadmap Rebuild Growth?

Hyundai: Whether SUV-led product renewal, multi-fuel diversification and technology integration can turn that recovery into durable earnings growth?

Nimish Maheshwari

[2H26 Outlook] AutosRobotics nearing an inflection point; earnings growth to resume

Shares of Hyundai Motor (HMC) and Kia Corp. (Kia) performed well in January-February and May, driven less by earnings and more by robotics...

Mirae Asset Securities

Massive Net Selling of Korean Stocks by Foreign Investors in 2026: Having Significant Impact on FX

In this insight, I discuss the following three major items including net selling/buying of Korean stocks by foreign investors, domestic...

Douglas Kim

KRX Short Interest Weekly (Oct 2nd): HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility

We analyzed KRX short interest report for the past week and highlighted short interest changes in HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (08-May-2026): Apple boosts clean energy and water projects in

Apple boosts sustainability in India, Taiwan's notebook industry thrives, South Korea invests in power chips, Innodisk exceeds revenue goals, and...

Tech Supply Chain Tracker

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