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>India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.</li>
<li>India Inc has a higher % of companies with better RoE than the rest of the world.</li>
<li>Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison</li>
</ul>


India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.
India Inc has a higher % of companies with better RoE than the rest of the world.
Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison


Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>L&amp;T Secures ‘Ultra Mega’ Contract for Thermal Power Plants with NTPC</li>
<li>Indian Oil Corporation Refinery Expansions to Conclude by December 2025</li>
<li>SBI Ventures Plans to raise INR 2,000 Crore Climate Fund</li>
</ul>


L&amp;T Secures ‘Ultra Mega’ Contract for Thermal Power Plants with NTPC
Indian Oil Corporation Refinery Expansions to Conclude by December 2025
SBI Ventures Plans to raise INR 2,000 Crore Climate Fund


# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

<ul>
<li>BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance</li>
<li>Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project</li>
<li>Ambuja Cements Aims for 140 Million Tonne Capacity by 2028</li>
</ul>


BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance
Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project
Ambuja Cements Aims for 140 Million Tonne Capacity by 2028


# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

<ul>
<li>JSW Renew Energy Signs 700 MW Solar Agreement with NTPC</li>
<li>SC Revives Adani's INR 27,000 Crore Insolvency Resolution for KSK Mahanadi</li>
<li>Zomato Xtreme Relaunches with Renewed Focus on the Food Delivery</li>
</ul>


JSW Renew Energy Signs 700 MW Solar Agreement with NTPC
SC Revives Adani's INR 27,000 Crore Insolvency Resolution for KSK Mahanadi
Zomato Xtreme Relaunches with Renewed Focus on the Food Delivery


# 64 India Insights: JSW ReNew Solar Agreement with NTPC, KSK Mahanadi Insolvency, Zomato Xtreme

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

TSE Tokyo Price Index TOPIX / Technical Analysis

<ul>
<li>Major indexes in the three largest global equity markets (U.S., Europe, Japan) all remain below critical resistances of 5783 on SPX, 5000-5120 on EURO STOXX 50, and 2740-2820 on TOPIX</li>
<li>Additionally, broad global MSCI indexes (local currency) including the ACWI, ACWI ex-U.S., and EAFE all remain at/below resistance from their YTD highs; reduce exposure or shift to defensives.</li>
<li>In late-July we discussed expectations for a 1-to 4-month pullback/consolidation period on MSCI ACWI. We believe it seems likely to last closer to four months, and potentially 4- to 6-months</li>
</ul>


Major indexes in the three largest global equity markets (U.S., Europe, Japan) all remain below critical resistances of 5783 on SPX, 5000-5120 on EURO STOXX 50, and 2740-2820 on TOPIX
Additionally, broad global MSCI indexes (local currency) including the ACWI, ACWI ex-U.S., and EAFE all remain at/below resistance from their YTD highs; reduce exposure or shift to defensives.
In late-July we discussed expectations for a 1-to 4-month pullback/consolidation period on MSCI ACWI. We believe it seems likely to last closer to four months, and potentially 4- to 6-months


U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives

India

NTPC Limited is India's largest integrated power utility, primarily engaged in the generation and sale of electricity through a diversified portfolio including coal, gas, hydro, solar, and wind assets. The company also undertakes coal mining, power trading, and consultancy services for power projects. NTPC is headquartered in New Delhi, India, and was founded on November 7, 1975.

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NTPC (NTPC IN)

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

Sudarshan Bhandari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

# 64 India Insights: JSW ReNew Solar Agreement with NTPC, KSK Mahanadi Insolvency, Zomato Xtreme

JSW Renew Energy partners with NTPC for 700 MW solar project, SC revives Adani's INR 27,000 crore insolvency resolution for KSK Mahanadi, Zomato...

Sudarshan Bhandari

U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives

U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

​Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

​Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

Sudarshan Bhandari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

​BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

# 64 India Insights: JSW ReNew Solar Agreement with NTPC, KSK Mahanadi Insolvency, Zomato Xtreme

​JSW Renew Energy partners with NTPC for 700 MW solar project, SC revives Adani's INR 27,000 crore insolvency resolution for KSK Mahanadi, Zomato...

Sudarshan Bhandari

U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives

U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...

Vermilion Research

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

JSW Renew Energy partners with NTPC for 700 MW solar project, SC revives Adani's INR 27,000 crore insolvency resolution for KSK Mahanadi, Zomato...