India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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>
<a href="https://www.smartkarma.com/entities/axis-bank-ltd" target="_blank" data-smartkarma-citation="entities:768:1" rel="noopener">Axis Bank Ltd (AXSB IN)</a> is considering a majority stake sale in its shadow-banking unit, Axis Finance, valued at $900 million-$1 billion.</li>
<li>India plans a $1 billion subsidy to boost domestic solar wafer and ingot production, reducing reliance on China.</li>
<li>PAG, backed by <a href="https://www.smartkarma.com/entities/blackstone-inc" target="_blank" data-smartkarma-citation="entities:27166:1" rel="noopener">Blackstone (BX US)</a> , is exploring the sale of its 54% stake in <a href="https://www.smartkarma.com/entities/nuvama-wealth-management-ltd" target="_blank" data-smartkarma-citation="entities:40316:1" rel="noopener">Nuvama Wealth Management (NUVAMA IN)</a> Management for $1.2 billion.</li>
</ul>



Axis Bank Ltd (AXSB IN) is considering a majority stake sale in its shadow-banking unit, Axis Finance, valued at $900 million-$1 billion.
India plans a $1 billion subsidy to boost domestic solar wafer and ingot production, reducing reliance on China.
PAG, backed by Blackstone (BX US) , is exploring the sale of its 54% stake in Nuvama Wealth Management (NUVAMA IN) Management for $1.2 billion.


#111 India Insight: Axis Bank, India Solar Push, PAG Sell: $1B+ Deals in Focus

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Macroeconomics

<ul><li>Technically, the SET Index is expected to move sideways up, with the resistance at 1,494/1,500 points and the support at 1,478/1,471 points.</li><li>KTX expects the European Central Bank (ECB) meeting on October 17 to continue cutting interest rates: In the recent ECB meetings, despite having cut interest rates twice by a total of 0.85%, bringing them to 3.65%, the economic conditions in 13 out of 20 Eurozone countries remain weak.</li><li>We thus share the consensus view that the ECB will reduce the policy rate by 25 bps to 3.40% at the meeting on October 17.</li></ul>

Technically, the SET Index is expected to move sideways up, with the resistance at 1,494/1,500 points and the support at 1,478/1,471 points.KTX expects the European Central Bank (ECB) meeting on October 17 to continue cutting interest rates: In the recent ECB meetings, despite having cut interest rates twice by a total of 0.85%, bringing them to 3.65%, the economic conditions in 13 out of 20 Eurozone countries remain weak.We thus share the consensus view that the ECB will reduce the policy rate by 25 bps to 3.40% at the meeting on October 17.

Cross Asset Strategy

<ul><li>Technically, the index is expected to move weakly, with the support at 1,317/1,311 points and the resistance at 1,325/1,332 points.</li><li>The European Central Bank is expected to maintain the policy interest rate at 4.25%.</li><li>Conclusions from the Central Committee of the Communist Party meeting are anticipated to be positive for the Chinese and broader Asian stock markets, particularly if there are indications of large-scale economic stimulus.</li></ul>

Technically, the index is expected to move weakly, with the support at 1,317/1,311 points and the resistance at 1,325/1,332 points.The European Central Bank is expected to maintain the policy interest rate at 4.25%.Conclusions from the Central Committee of the Communist Party meeting are anticipated to be positive for the Chinese and broader Asian stock markets, particularly if there are indications of large-scale economic stimulus.

Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

Equity L/S Analyst | Forensic Accounting | India

Creating Wealth through Alpha and Compounding

Yellowstone Equity

Providing unbiased and independent research on Indian equities to global institutions and individual investors


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Regulatory Disclosure: 
Note that Ankit Agrawal (Proprietor of Yellowstone Equity) is a SEBI registered Research Analyst (Registration No.: INH000007216). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Research Analyst Contact Details:
Address: A-412, Shilp Aaron, Sindhu Bhavan Road, Ahmedabad, Gujarat - 380059
Email: services@yellowstoneequity.com
Mobile: +91-7575817289

Compliance/Grievance Officer:
Name: Ankit Agrawal
Email: services@yellowstoneequity.com
Mobile: +91-7575817289
-------------

Equity Bottom-Up

Kolte Patil Developers / Equity Bottom-Up

<ul>
<li>In a positive surprise, <a href="https://www.smartkarma.com/entities/kolte-patil-developers-ltd" target="_blank" data-smartkarma-citation="entities:6819:1" rel="noopener">Kolte Patil Developers</a> announced acquisition of six new projects in Mumbai Metropolitan Region (MMR) with Gross Development Value (GDV) totaling INR 6000cr.</li>
<li>Typical run-rate for Kolte Patil especially in Mumbai has been acquisition of one or two projects in a given year that too with GDV per project of INR 300-500cr.</li>
<li>This is a landmark and pivotal shift in the pace of business development activity, suggesting that the transition period entailing organization and leadership changes is now beyond us.</li>
</ul>


In a positive surprise, Kolte Patil Developers announced acquisition of six new projects in Mumbai Metropolitan Region (MMR) with Gross Development Value (GDV) totaling INR 6000cr.
Typical run-rate for Kolte Patil especially in Mumbai has been acquisition of one or two projects in a given year that too with GDV per project of INR 300-500cr.
This is a landmark and pivotal shift in the pace of business development activity, suggesting that the transition period entailing organization and leadership changes is now beyond us.


Kolte Patil: Blackstone Impetus and Organizational Changes Yielding Fruition

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>Notwithstanding bright spots and positive long-term outlook, the ESG gold rush has created an acute state of chaos. Regulatory flux. Rampant greenwashing. ESG litigation. Elon and S&amp;P.</li>
<li>The silver lining? New ESG-<em>related</em> investing opportunities emerging from all the chaos; stocks poised to benefit, regardless of who else wins or losses. The new shovel-sellers, as it were.</li>
<li>One large opportunity is driven by new greenhouse gas (GHG) reporting regulations, specifcally leading GHG emissions software-as-a-service (SaaS) and platform-as-a-service (PaaS) stocks.</li>
</ul>


Notwithstanding bright spots and positive long-term outlook, the ESG gold rush has created an acute state of chaos. Regulatory flux. Rampant greenwashing. ESG litigation. Elon and S&amp;P.
The silver lining? New ESG-related investing opportunities emerging from all the chaos; stocks poised to benefit, regardless of who else wins or losses. The new shovel-sellers, as it were.
One large opportunity is driven by new greenhouse gas (GHG) reporting regulations, specifcally leading GHG emissions software-as-a-service (SaaS) and platform-as-a-service (PaaS) stocks.


Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules

United States

Blackstone Inc. operates as an investment company. The Company focuses on real estate, hedge funds, private equity, leveraged lending, senior debts, and rescue financing. Blackstone serves customers worldwide.

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Blackstone (BX US)

#111 India Insight: Axis Bank, India Solar Push, PAG Sell: $1B+ Deals in Focus

Axis Bank considers selling majority stake in Axis Finance, India plans $1 billion subsidy for solar production, PAG explores selling stake in...

Sudarshan Bhandari

ECB Meeting

Technically, the SET Index is expected to move sideways up, with the resistance at 1,494/1,500 points and the support at 1,478/1,471 points. KTX...

Krungthai XSpring

Keep a Close Watch on the ECB Meeting

Technically, the index is expected to move weakly, with the support at 1,317/1,311 points and the resistance at 1,325/1,332 points. The European...

Krungthai XSpring

Kolte Patil: Blackstone Impetus and Organizational Changes Yielding Fruition

Kolte Patil acquired six new projects in Mumbai with GDV of INR 6000cr. This is huge as typical run-rate for it is acquisition of one or two...

Ankit Agrawal, CFA

Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules

ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...

Kyle Rudden

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#111 India Insight: Axis Bank, India Solar Push, PAG Sell: $1B+ Deals in Focus

​Axis Bank considers selling majority stake in Axis Finance, India plans $1 billion subsidy for solar production, PAG explores selling stake in...

Sudarshan Bhandari

ECB Meeting

Technically, the SET Index is expected to move sideways up, with the resistance at 1,494/1,500 points and the support at 1,478/1,471 points. KTX...

Krungthai XSpring

Keep a Close Watch on the ECB Meeting

Technically, the index is expected to move weakly, with the support at 1,317/1,311 points and the resistance at 1,325/1,332 points. The European...

Krungthai XSpring

Kolte Patil: Blackstone Impetus and Organizational Changes Yielding Fruition

Kolte Patil acquired six new projects in Mumbai with GDV of INR 6000cr. This is huge as typical run-rate for it is acquisition of one or two...

Ankit Agrawal, CFA

Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules

ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...

Kyle Rudden

Axis Bank considers selling majority stake in Axis Finance, India plans $1 billion subsidy for solar production, PAG explores selling stake in...