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>Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.</li>
<li>Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.</li>
<li>Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.</li>
</ul>


Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.
Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.
Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.


How Is the Decline in Oil Prices Reshaping India’s Economy?

CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Exports help Apollo Tyres keep momentum, unlike others   </li><li>MRF reduces prices of truck tires, others following suit  </li><li>JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn</li></ul>

Exports help Apollo Tyres keep momentum, unlike others   MRF reduces prices of truck tires, others following suit  JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>This insight details why <a href="https://www.smartkarma.com/entities/tata-investment-corporation-limited" target="_blank" data-smartkarma-citation="entities:6308:1" rel="noopener">Tata Investment Corporation (TATAINVE IN)</a> and <a href="https://www.smartkarma.com/entities/kalyani-investment-co-ltd" target="_blank" data-smartkarma-citation="entities:6128:1" rel="noopener">Kalyani Investment (KALY IN)</a> share price has been declining. </li>
<li>We also discuss the latest developments in <a href="https://www.smartkarma.com/entities/tvs-holdings-limited" target="_blank" data-smartkarma-citation="entities:16591:1" rel="noopener">TVS (TVSHLTD IN)</a> .</li>
<li>Finally, we conclude with takeaways from Holdco price movement during the week.</li>
</ul>


This insight details why Tata Investment Corporation (TATAINVE IN) and Kalyani Investment (KALY IN) share price has been declining. 
We also discuss the latest developments in TVS (TVSHLTD IN) .
Finally, we conclude with takeaways from Holdco price movement during the week.


HoldCo Weekly (21 Aug): Where’s the Discount?

<ul><li>MRF scripts 417% rise in profit YoY  </li><li>Apollo Tyres clocks 124% rise in profit YoY  </li><li>CEAT registers a whopping over 15 times increase in profit  </li><li>JK Tyre reports 352% rise in profits</li></ul>

MRF scripts 417% rise in profit YoY  Apollo Tyres clocks 124% rise in profit YoY  CEAT registers a whopping over 15 times increase in profit  JK Tyre reports 352% rise in profits

Indian Tire Majors Upbeat In Q1 FY 2024 On Domestic Push

Tata Investment Corporation / Equity Bottom-Up

Tata Investment Corporation (TATAINVE IN)

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 5 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 5 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (14 Aug): Where’s the Discount?

India

JK Tyre & Industries Limited is an Indian multinational tire manufacturer and a leading provider of comprehensive mobility solutions. The company develops, manufactures, markets, and distributes automotive tires, tubes, flaps, and ancillary services for passenger vehicles, commercial vehicles, farming, off-the-road (OTR), and two and three-wheelers. Headquartered in New Delhi, India, the company was founded in 1951.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JK Tyre & Industries (JKI IN)

How Is the Decline in Oil Prices Reshaping India’s Economy?

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

HoldCo Weekly (21 Aug): Where’s the Discount?

Insight details why Tata Invest Corp and Kalyani Invest share price has been declining; Latesrt developments in TVS Holdings. Conclude with...

Sreemant Dudhoria

Indian Tire Majors Upbeat In Q1 FY 2024 On Domestic Push

Indian tire majors repeated the sterling performance in Q4 of FY 2023 in the Q1 of FY 2024 (April 2023-March 2024) too on the back of prolonging...

Helixtap

HoldCo Weekly (14 Aug): Where’s the Discount?

Insight details about the weekly changes in the holding company discount in India and upcoming triggers for these companies.

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

How Is the Decline in Oil Prices Reshaping India’s Economy?

​Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

HoldCo Weekly (21 Aug): Where’s the Discount?

Insight details why Tata Invest Corp and Kalyani Invest share price has been declining; Latesrt developments in TVS Holdings. Conclude with...

Sreemant Dudhoria

Indian Tire Majors Upbeat In Q1 FY 2024 On Domestic Push

Indian tire majors repeated the sterling performance in Q4 of FY 2023 in the Q1 of FY 2024 (April 2023-March 2024) too on the back of prolonging...

Helixtap

HoldCo Weekly (14 Aug): Where’s the Discount?

Insight details about the weekly changes in the holding company discount in India and upcoming triggers for these companies.

Sreemant Dudhoria

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...