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

Event-Driven

<ul>
<li>SEMICON India 2026 launched the rollout of Semicon 2.0, a Rs 1,27,500 crore program, alongside roughly Rs 1 lakh crore of stated commitments and more than 40 agreements.</li>
<li>Incentives have shifted from fabs toward equipment, materials, gases and chemicals, precisely the layers where India still imports almost everything it consumes.</li>
<li>Three plants ship chips today and the first fab lands in 2028. Listed-market capture is far narrower than the headline numbers imply.</li>
</ul>


SEMICON India 2026 launched the rollout of Semicon 2.0, a Rs 1,27,500 crore program, alongside roughly Rs 1 lakh crore of stated commitments and more than 40 agreements.
Incentives have shifted from fabs toward equipment, materials, gases and chemicals, precisely the layers where India still imports almost everything it consumes.
Three plants ship chips today and the first fab lands in 2028. Listed-market capture is far narrower than the headline numbers imply.


SEMICON India 2026 Review: Key Announcements

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.</li>
<li>Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.</li>
<li>Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.</li>
</ul>


AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.
Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.
Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.


Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.</li>
<li>In addition, we look back at the past five years and compare how the major Korean trading companies have performed relative to their Japanese counterparts. </li>
<li>In Korea, we believe that the following 5 major Korean trading companies (POSCO International, Hanwha Corp, LX International, Samsung Corp, and Hyundai Corp) could continue to outperform the market.</li>
</ul>


In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.
In addition, we look back at the past five years and compare how the major Korean trading companies have performed relative to their Japanese counterparts. 
In Korea, we believe that the following 5 major Korean trading companies (POSCO International, Hanwha Corp, LX International, Samsung Corp, and Hyundai Corp) could continue to outperform the market.


Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies

<ul>
<li>MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.</li>
<li>Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.</li>
<li>Japan trading houses will be a bright spot after Buffet's letter signals more buying.</li>
</ul>


MSFT cancelling leases for AI DC capacity sending semi-cap sharply lower.
Western Digital dropping after finalizing the split of its HDD and Sandisk businesses.
Japan trading houses will be a bright spot after Buffet's letter signals more buying.


Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fleetpartners-group-ltd" target="_blank" data-smartkarma-citation="entities:339:1" rel="noopener">FleetPartners Group (FPR AU)</a> has disclosed that SG Fleet, <a href="https://www.smartkarma.com/entities/orix-corp" target="_blank" data-smartkarma-citation="entities:9936:1" rel="noopener">Orix Corp (8591 JP)</a> and <a href="https://www.smartkarma.com/entities/sumitomo-corp" target="_blank" data-smartkarma-citation="entities:5380:1" rel="noopener">Sumitomo Corp (8053 JP)</a> have revised their NBIOs to A$4.55, A$4.65 and A$4.65, respectively. </li>
<li>
<a href="https://www.smartkarma.com/entities/element-fleet-management-corp" target="_blank" data-smartkarma-citation="entities:24511:1" rel="noopener">Element Fleet Management (EFN CN)</a> has dropped out. <a href="https://www.smartkarma.com/entities/sg-fleet-group-ltd" target="_blank" data-smartkarma-citation="entities:13984:1" rel="noopener">Sg Fleet (SGF AU)</a> is also likely to drop out, as its revised offer already factors in substantial synergies.</li>
<li>One of the Japanese strategics will win, as FleetPartners is a relatively small, strategically adjacent bolt-on. A final binding offer around A$4.90-A$5.00 per share is possible.</li>
</ul>



FleetPartners Group (FPR AU) has disclosed that SG Fleet, Orix Corp (8591 JP) and Sumitomo Corp (8053 JP) have revised their NBIOs to A$4.55, A$4.65 and A$4.65, respectively. 

Element Fleet Management (EFN CN) has dropped out. Sg Fleet (SGF AU) is also likely to drop out, as its revised offer already factors in substantial synergies.
One of the Japanese strategics will win, as FleetPartners is a relatively small, strategically adjacent bolt-on. A final binding offer around A$4.90-A$5.00 per share is possible.


FleetPartners (FPR AU): Approaching the Endgame with Materially Higher Revised Offers

Japan

Sumitomo Corp is a general trading company.  The Company imports and exports a wide variety of goods such as metals, machinery, chemicals, fuel,food products, and textiles.  Sumitomo also operates real estate, construction, shipping, insurance, finance, and leasing businesses.

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Sumitomo Corp (8053 JP)

SEMICON India 2026 Review: Key Announcements

Semicon 2.0 represents a shift from creating individual semiconductor manufacturing facilities towards building an integrated ecosystem.

Nimish Maheshwari

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies

In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.

Douglas Kim

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...

Andrew Jackson

FleetPartners (FPR AU): Approaching the Endgame with Materially Higher Revised Offers

One of the Japanese strategics will win, as FleetPartners is a relatively small, strategically adjacent bolt-on. A final binding offer around...

Arun George

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SEMICON India 2026 Review: Key Announcements

Semicon 2.0 represents a shift from creating individual semiconductor manufacturing facilities towards building an integrated ecosystem.

Nimish Maheshwari

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies

In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.

Douglas Kim

Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan

​Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...

Andrew Jackson

FleetPartners (FPR AU): Approaching the Endgame with Materially Higher Revised Offers

One of the Japanese strategics will win, as FleetPartners is a relatively small, strategically adjacent bolt-on. A final binding offer around...

Arun George

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...