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 faces record electricity demand due to rising temperatures and industrial growth, expecting to reach 270 GW this summer, which raises concerns about grid readiness.</li>
<li>To meet this surge, India is expanding its power generation, relying heavily on coal for energy security, while gradually incorporating renewables, hydro, and nuclear energy.</li>
<li>This approach creates a paradox, as burning more fossil fuels to cope with heatwaves worsens the climate crisis, underscoring the urgent need for clean energy infrastructure and grid modernization. 
</li>
</ul>


India faces record electricity demand due to rising temperatures and industrial growth, expecting to reach 270 GW this summer, which raises concerns about grid readiness.
To meet this surge, India is expanding its power generation, relying heavily on coal for energy security, while gradually incorporating renewables, hydro, and nuclear energy.
This approach creates a paradox, as burning more fossil fuels to cope with heatwaves worsens the climate crisis, underscoring the urgent need for clean energy infrastructure and grid modernization. 



How India Is Powering Up Its Summer Energy Demand?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<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

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

<ul>
<li>ONGC plans to increase gas production from 1,527 to 1,675 MMSCM by drilling new wells</li>
<li>Vedanta aims to reduce debt by $3 billion through cash flow, asset sales, and strategic measures</li>
<li>Tata Power will acquire Paradeep Transmission Ltd to build and operate a 765 kV transmission line</li>
</ul>


ONGC plans to increase gas production from 1,527 to 1,675 MMSCM by drilling new wells
Vedanta aims to reduce debt by $3 billion through cash flow, asset sales, and strategic measures
Tata Power will acquire Paradeep Transmission Ltd to build and operate a 765 kV transmission line


# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

<ul>
<li>Tata Power's INR 20,000-crore investment in renewables to boosts clean energy</li>
<li>Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position</li>
<li>India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components</li>
</ul>


Tata Power's INR 20,000-crore investment in renewables to boosts clean energy
Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position
India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components


# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components

India

Tata Power is an Indian electric utility company that generates, transmits, and distributes electricity. It offers a range of energy solutions including solar, wind, hydro, and thermal power, along with EV charging infrastructure and home automation. The company is headquartered in Mumbai, India, and was founded in 1919.

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Tata Power (TPWR IN)

How India Is Powering Up Its Summer Energy Demand?

India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...

Nimish Maheshwari

# 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

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

# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Sudarshan Bhandari

# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components

Tata Power invests INR 20,000 crore in renewables, Zee Entertainment raises $239 million, India approves INR 70,000 crore warship order with...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

How India Is Powering Up Its Summer Energy Demand?

​India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...

Nimish Maheshwari

# 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

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

# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

​ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Sudarshan Bhandari

# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components

​Tata Power invests INR 20,000 crore in renewables, Zee Entertainment raises $239 million, India approves INR 70,000 crore warship order with...

Sudarshan Bhandari

India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...

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

ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Tata Power invests INR 20,000 crore in renewables, Zee Entertainment raises $239 million, India approves INR 70,000 crore warship order with...