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>Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims</li>
<li>NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing</li>
<li>ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals</li>
</ul>


Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims
NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing
ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals


# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>Sony price hikes in Japan to have a mild positive impact. The stock still looks attractive after positives from recent earnings seem to have been lost in the recent volatility.</li>
<li>PPIH continues to look attractive as a continued laggard as the market rotates out of the big retail/inbound winners such as Isetan Mitsukoshi.</li>
<li>7&amp;I clearly showing how anti-takeover they are effectively asking for Govt protection to ward off Canada’s Alimentation Couche-Tard takeover approach.</li>
</ul>


Sony price hikes in Japan to have a mild positive impact. The stock still looks attractive after positives from recent earnings seem to have been lost in the recent volatility.
PPIH continues to look attractive as a continued laggard as the market rotates out of the big retail/inbound winners such as Isetan Mitsukoshi.
7&amp;I clearly showing how anti-takeover they are effectively asking for Govt protection to ward off Canada’s Alimentation Couche-Tard takeover approach.


Japan Morning Connection: Sony, PPIH, 7&I

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>A group of shareholders aims to raise around US$330m via selling around 3.6% of <a href="https://www.smartkarma.com/entities/yamaha-motor-co-ltd" target="_blank" data-smartkarma-citation="entities:7411:1" rel="noopener">Yamaha Motor (7272 JP).</a>
</li>
<li>This will be another cross-shareholding unwind and hence, won’t be a huge surprise, although the stock hasn’t been doing particularly well lately.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>


A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP).

This will be another cross-shareholding unwind and hence, won’t be a huge surprise, although the stock hasn’t been doing particularly well lately.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>Japan's Meteorological Agency has issued a warning of an upcoming serious 8-9-point earthquake</li>
<li>The expected epicenter is home to at least one dozen semiconductor wafer fabrication plants: "Fabs"</li>
<li>While it's hard to predict earthquakes, this news should be considered when investing in the area.</li>
</ul>


Japan's Meteorological Agency has issued a warning of an upcoming serious 8-9-point earthquake
The expected epicenter is home to at least one dozen semiconductor wafer fabrication plants: "Fabs"
While it's hard to predict earthquakes, this news should be considered when investing in the area.


<ul>
<li>
<a href="https://www.smartkarma.com/entities/colowide-co-ltd" target="_blank" data-smartkarma-citation="entities:13967:1" rel="noopener">Colowide Co Ltd (7616 JP)</a> aims to raise around US$230m in order to fund its prospective M&amp;A transactions over the next few years</li>
<li>While the company has undertaken a number of M&amp;A transactions in the past, it hasn’t clearly stated its intended targets for this round.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>



Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&amp;A transactions over the next few years
While the company has undertaken a number of M&amp;A transactions in the past, it hasn’t clearly stated its intended targets for this round.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


Colowide Placement - Needs a Very Large Correction

Japan

Sony Corporation manufactures audio, home video game consoles, communications, key device and information technology products for the consumer and professional markets.  The Company's other businesses include music, pictures, computer entertainment, and online businesses.

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Sony Corp (6758 JP)

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Japan Morning Connection: Sony, PPIH, 7&I

Sony's stock remains attractive as a long, PPIH is a laggard worth considering, and 7&I seeks government protection against takeover.

Andrew Jackson

Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind

A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.

Sumeet Singh

Could a Japan "Megaquake" Disrupt Semis?

Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...

Jim Handy

Colowide Placement - Needs a Very Large Correction

Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&A transactions over the next few years

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

​Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Japan Morning Connection: Sony, PPIH, 7&I

​Sony's stock remains attractive as a long, PPIH is a laggard worth considering, and 7&I seeks government protection against takeover.

Andrew Jackson

Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind

A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.

Sumeet Singh

Could a Japan "Megaquake" Disrupt Semis?

Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...

Jim Handy

Colowide Placement - Needs a Very Large Correction

Colowide Co Ltd (7616 JP) aims to raise around US$230m in order to fund its prospective M&A transactions over the next few years

Sumeet Singh

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sony's stock remains attractive as a long, PPIH is a laggard worth considering, and 7&I seeks government protection against takeover.