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

Industria De Diseno Textil SA / Equity Bottom-Up

<ul>
<li>Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.</li>
<li>Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.</li>
<li>Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.</li>
</ul>


Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.
Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.
Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.


Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating, $4 price target and projections for Vince Holding with the company announcing 3QFY25 (October) results before the open on Tuesday.</li><li>We believe, with a focus on the higher end consumer, compelling fashion offerings, continued wholesale expansion and the company continuing to work to offset the impact of tariffs, Vince is poised to drive 3Q top line upside, with the potential for better than expected bottom line results (even with tariffs exerting a material negative impact).</li><li> Further, we expect management to remain upbeat on 4Q, with product flows normalizing and the Black Friday sale events inline with prior years.</li></ul>

We are reiterating our Buy rating, $4 price target and projections for Vince Holding with the company announcing 3QFY25 (October) results before the open on Tuesday.We believe, with a focus on the higher end consumer, compelling fashion offerings, continued wholesale expansion and the company continuing to work to offset the impact of tariffs, Vince is poised to drive 3Q top line upside, with the potential for better than expected bottom line results (even with tariffs exerting a material negative impact). Further, we expect management to remain upbeat on 4Q, with product flows normalizing and the Black Friday sale events inline with prior years.

VNCE: 3Q Preview: Showing the Strength of the Model; Reiterate Buy, $4 PT

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision making</li><li>Alistair Whittet from Acus Partners discusses Inditex's pivots and success in the fast fashion industry</li><li>Inditex's vertical integration and decentralized decision-making have been crucial to their success</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision makingAlistair Whittet from Acus Partners discusses Inditex's pivots and success in the fast fashion industryInditex's vertical integration and decentralized decision-making have been crucial to their successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inditex: Fast Fashion - [Business Breakdowns, EP.196]

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/deutsche-post-ag" target="_blank" data-smartkarma-citation="entities:21608:1" rel="noopener">Deutsche Post (DHL GR)</a> and <a href="https://www.smartkarma.com/entities/reckitt-benckiser-group-plc" target="_blank" data-smartkarma-citation="entities:22105:1" rel="noopener">Reckitt Benckiser (RKT LN)</a> are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/intesa-sanpaolo-spa" target="_blank" data-smartkarma-citation="entities:21200:1" rel="noopener">Intesa Sanpaolo (ISP IM)</a> and <a href="https://www.smartkarma.com/entities/london-stock-exchange-group" target="_blank" data-smartkarma-citation="entities:22034:1" rel="noopener">London Stock Exchange (LSEG LN)</a> are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener"></a>The highest ranked between <a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener">Banco Bilbao Vizcaya Argentaria (BBVA SM)</a> and <a href="https://www.smartkarma.com/entities/industria-de-diseno-textil-sa" target="_blank" data-smartkarma-citation="entities:21278:1" rel="noopener">Industria De Diseno Textil (ITX SM)</a> could become the third addition, conditional on the deletion of <a href="https://www.smartkarma.com/entities/basf-se" target="_blank" data-smartkarma-citation="entities:21585:1" rel="noopener">BASF (BAS GR)</a>.</li>
</ul>



Deutsche Post (DHL GR) and Reckitt Benckiser (RKT LN) are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.

Intesa Sanpaolo (ISP IM) and London Stock Exchange (LSEG LN) are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.

The highest ranked between Banco Bilbao Vizcaya Argentaria (BBVA SM) and Industria De Diseno Textil (ITX SM) could become the third addition, conditional on the deletion of BASF (BAS GR).


STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

<ul><li>We are reiterating our Buy rating, projections and $4 price target for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.</li><li>With the Black Friday event looming, the stores have been focusing on offering compelling items, from sweaters to outerwear, accessories and event driven looks.</li><li>Further, with the Pre-Spring 1 collection out, the product flows are nearing normal once again.</li></ul>

We are reiterating our Buy rating, projections and $4 price target for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.With the Black Friday event looming, the stores have been focusing on offering compelling items, from sweaters to outerwear, accessories and event driven looks.Further, with the Pre-Spring 1 collection out, the product flows are nearing normal once again.

VNCE: Snapping the Store: Prepping for Their Holiday Party; Reiterate Buy, PT

Spain

Industria de Diseno Textil, S.A. designs, manufactures, and distributes apparel.  The Company operates retail chains in Europe, the Americas, Asia, and Africa.

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Industria De Diseno Textil SA (ITX SM)

Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

Sheikh Hasina Resignation, Army chief Waker-Uz-Zaman's new interim government formation -After a meeting of senior military and political leaders...

Nimish Maheshwari

VNCE: 3Q Preview: Showing the Strength of the Model; Reiterate Buy, $4 PT

We are reiterating our Buy rating, $4 price target and projections for Vince Holding with the company announcing 3QFY25 (October) results before...

Small Cap Consumer Research

Inditex: Fast Fashion - [Business Breakdowns, EP.196]

Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision making Alistair Whittet from Acus...

Business Breakdowns

STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

SX5P September 2024 Announcement: LSEG and ISP were the announced additions. DHL and RKT were the announced deletions. SX5E September 2024...

Dimitris Ioannidis

VNCE: Snapping the Store: Prepping for Their Holiday Party; Reiterate Buy, PT

We are reiterating our Buy rating, projections and $4 price target for Vince Holding after visiting stores in Connecticut, Long Island and New...

Small Cap Consumer Research

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