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>Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.</li>
<li>India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.</li>
<li>The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.</li>
</ul>


Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.
India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.
The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.


Thematic Report: India- World’s Next Hotspot for Premium Brands

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY and remained flat MoM.</li><li>Domestic PV sales grew by 6-7% YoY (down 11% MoM), largely due to weakness in Hyundai and Honda, partially offset by strong domestic SUV volumes from Toyota, M&amp;M, and MG.</li><li>The domestic CV industry sales were flat YoY (down 20% MoM), mainly due to lower MHCV truck volumes, which were partially offset by high bus volumes.</li></ul>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.

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY and remained flat MoM.Domestic PV sales grew by 6-7% YoY (down 11% MoM), largely due to weakness in Hyundai and Honda, partially offset by strong domestic SUV volumes from Toyota, M&amp;M, and MG.The domestic CV industry sales were flat YoY (down 20% MoM), mainly due to lower MHCV truck volumes, which were partially offset by high bus volumes.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.

Monthly Auto Volume Update - November 2024

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>The <a href="https://www.smartkarma.com/entities/national-stock-exchange" target="_blank" data-smartkarma-citation="entities:23751:1" rel="noopener">National Stock Exchange (NSEIN IN)</a> has announced a list of 45 stocks that will be added to the Futures &amp; Options (F&amp;O) segment of the market from 29 November.</li>
<li>There will be changes to the <a href="https://www.smartkarma.com/entities/nifty-index" target="_blank" data-smartkarma-citation="entities:23617:1" rel="noopener">NIFTY Index</a>, <a href="https://www.smartkarma.com/entities/nse-nifty-next-50-index" target="_blank" data-smartkarma-citation="entities:36053:1" rel="noopener">NSE Nifty Next 50 Index</a>, <a href="https://www.smartkarma.com/entities/s-p-bse-sensex-index" target="_blank" data-smartkarma-citation="entities:31494:1" rel="noopener">S&amp;P BSE SENSEX Index</a> and the CNXIT Index over the next couple of rebalances.</li>
<li>There are some interesting situations out there, including a change to the universe for the <a href="https://www.smartkarma.com/entities/nse-nifty-next-50-index" target="_blank" data-smartkarma-citation="entities:36053:1" rel="noopener">NSE Nifty Next 50 Index (NIFTYJR INDEX)</a> that could lead to more changes. </li>
</ul>


The National Stock Exchange (NSEIN IN) has announced a list of 45 stocks that will be added to the Futures &amp; Options (F&amp;O) segment of the market from 29 November.
There will be changes to the NIFTY Index, NSE Nifty Next 50 Index, S&amp;P BSE SENSEX Index and the CNXIT Index over the next couple of rebalances.
There are some interesting situations out there, including a change to the universe for the NSE Nifty Next 50 Index (NIFTYJR INDEX) that could lead to more changes. 


INDIA: Index Changes Due to the 45 New Additions to the F&O Segment

Equity Bottom-Up

<ul><li>New Product Launches: Royal Enfield (RE) introduced new models in Q2 FY25 – the Guerrilla 450 and the 2024 Classic 350 (available with factory-fitted customisation).</li><li>At EICMA 2024, RE launched the Bear 650 and Classic 650 and unveiled its new electric brand, Flying Flea, showcasing the FFC6 electric model focused on urban electric mobility, which is expected to be launched in FY26.</li><li>International market: RE announced plans to establish a second CKD facility in Brazil by December 2024. Globally, RE operates nearly 850 stores across 60+ countries and has CKD units in Bangladesh, Nepal, Brazil, Thailand, Argentina, and Colombia.</li></ul>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.

New Product Launches: Royal Enfield (RE) introduced new models in Q2 FY25 – the Guerrilla 450 and the 2024 Classic 350 (available with factory-fitted customisation).At EICMA 2024, RE launched the Bear 650 and Classic 650 and unveiled its new electric brand, Flying Flea, showcasing the FFC6 electric model focused on urban electric mobility, which is expected to be launched in FY26.International market: RE announced plans to establish a second CKD facility in Brazil by December 2024. Globally, RE operates nearly 850 stores across 60+ countries and has CKD units in Bangladesh, Nepal, Brazil, Thailand, Argentina, and Colombia.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.

Eicher Motors Ltd - New Model Launches to Improve Product Positioning and Drive Growth

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.</li>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for these indices in the March 2025 index rebal event.</li>
<li>The recently-listed <a href="https://www.smartkarma.com/entities/hyundai-motor-india-ltd" target="_blank" data-smartkarma-citation="entities:40900:1" rel="noopener">Hyundai Motor India (1342Z IN)</a> could see some index inflows during the March 2025 rebal. <a href="https://www.smartkarma.com/entities/zomato-ltd" target="_blank" data-smartkarma-citation="entities:28820:1" rel="noopener">Zomato (ZOMATO IN)</a> and <a href="https://www.smartkarma.com/entities/jio-financial-services-limited" target="_blank" data-smartkarma-citation="entities:40042:1" rel="noopener">Jio Financial (JIOFIN IN)</a> could also get involved.</li>
</ul>


NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.
In this insight, we take a look at the names leading the race to become ADDs/DELs for these indices in the March 2025 index rebal event.
The recently-listed Hyundai Motor India (1342Z IN) could see some index inflows during the March 2025 rebal. Zomato (ZOMATO IN) and Jio Financial (JIOFIN IN) could also get involved.


Quiddity Leaderboard NIFTY Mar 25: Thoughts on Hyundai Motor, Zomato, and Jiofin

India

Eicher Motors Ltd. manufactures light commercial vehicles which are sold domestically and are also exported to other countries. Eicher Motors also manufactures two-wheelers and automotive gears.

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Eicher Motors (EIM IN)

Thematic Report: India- World’s Next Hotspot for Premium Brands

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

Monthly Auto Volume Update - November 2024

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY...

Axis Direct

INDIA: Index Changes Due to the 45 New Additions to the F&O Segment

Futures & Options start trading on 45 new stocks in India today. Things could get interesting in the 3 Adani names where the stock prices have been...

Brian Freitas

Eicher Motors Ltd - New Model Launches to Improve Product Positioning and Drive Growth

New Product Launches: Royal Enfield (RE) introduced new models in Q2 FY25 – the Guerrilla 450 and the 2024 Classic 350 (available with factory...

Axis Direct

Quiddity Leaderboard NIFTY Mar 25: Thoughts on Hyundai Motor, Zomato, and Jiofin

There are no changes for NIFTY 50 but there could be five changes for NIFTY Next 50 according to current rankings. Only 54% of the reference period...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report: India- World’s Next Hotspot for Premium Brands

​India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

Monthly Auto Volume Update - November 2024

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY...

Axis Direct

INDIA: Index Changes Due to the 45 New Additions to the F&O Segment

Futures & Options start trading on 45 new stocks in India today. Things could get interesting in the 3 Adani names where the stock prices have been...

Brian Freitas

Eicher Motors Ltd - New Model Launches to Improve Product Positioning and Drive Growth

New Product Launches: Royal Enfield (RE) introduced new models in Q2 FY25 – the Guerrilla 450 and the 2024 Classic 350 (available with factory...

Axis Direct

Quiddity Leaderboard NIFTY Mar 25: Thoughts on Hyundai Motor, Zomato, and Jiofin

There are no changes for NIFTY 50 but there could be five changes for NIFTY Next 50 according to current rankings. Only 54% of the reference period...

Janaghan Jeyakumar, CFA

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...