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>JSW Group is set to acquire Everstone Capital's 8% stake in MG India, raising its ownership to 43%. While strengthening its position, JSW will still fall short of majority control.</li>
<li>
<a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a>  unveils its ‘e For Me’ vision for electric mobility, focusing on the e VITARA electric SUV and an ecosystem to support EV adoption. </li>
<li>
<a href="https://www.smartkarma.com/entities/temasek-holdings-pte-ltd" target="_blank" data-smartkarma-citation="entities:28816:1" rel="noopener">Temasek Holdings Pte Ltd (TMSK SP)</a>  is set to acquire a minority stake in Haldiram Snacks for a valuation of $10-$11 billion. </li>
</ul>


JSW Group is set to acquire Everstone Capital's 8% stake in MG India, raising its ownership to 43%. While strengthening its position, JSW will still fall short of majority control.

Maruti Suzuki India (MSIL IN)  unveils its ‘e For Me’ vision for electric mobility, focusing on the e VITARA electric SUV and an ecosystem to support EV adoption. 

Temasek Holdings Pte Ltd (TMSK SP)  is set to acquire a minority stake in Haldiram Snacks for a valuation of $10-$11 billion. 


#83 India Insight: JSW to Acquire MG India, Maruti Unveils EV Vision, Temasek to Invest in Haldiram

<ul>
<li>Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry</li>
<li>Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme</li>
<li>Temasek to Invest $10 Billion in India Over Next Three Years</li>
</ul>


Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry
Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme
Temasek to Invest $10 Billion in India Over Next Three Years


#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>The gap between OPEC and IEA’s oil demand forecasts widened: OPEC kept its 2024 forecast at 2.25m bpd, while IEA lowered its forecast to 960k bpd from 1.1m bpd.</li>
<li>Europe’s attempt to cut Russian LNG imports grows stronger, as the French Senate Committee recommends cutting Russian dependence.</li>
<li>Since 17/June, Energy majors began recovering. Berkshire increased its holdings in Occidental, while Shell expanded its LNG market access by acquiring Pavilion Energy.</li>
</ul>


The gap between OPEC and IEA’s oil demand forecasts widened: OPEC kept its 2024 forecast at 2.25m bpd, while IEA lowered its forecast to 960k bpd from 1.1m bpd.
Europe’s attempt to cut Russian LNG imports grows stronger, as the French Senate Committee recommends cutting Russian dependence.
Since 17/June, Energy majors began recovering. Berkshire increased its holdings in Occidental, while Shell expanded its LNG market access by acquiring Pavilion Energy.


[ETP 25/2024] Energy Majors Bounce Back; Their Expansion Spree Continues

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>
<a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> ’s AI debut was going to be a complicated one considering challenges highlighted privacy concerns over partnership with Chat GPT.</li>
<li>
<a href="https://www.smartkarma.com/entities/general-motors-co" target="_blank" data-smartkarma-citation="entities:18811:1" rel="noopener">General Motors (GM US)</a> Approves $6 Billion Share Buyback Amid Strong Gasoline Vehicle Demand</li>
<li>
<a href="https://www.smartkarma.com/entities/alaska-air-group-inc" target="_blank" data-smartkarma-citation="entities:19543:1" rel="noopener">Alaska Air Group (ALK US)</a> Loses Appeal in $160 Million Trademark Case with <a href="https://www.smartkarma.com/entities/virgin-america-inc" target="_blank" data-smartkarma-citation="entities:17423:1" rel="noopener">Virgin America (VA US)</a> Group</li>
</ul>



Apple (AAPL US) ’s AI debut was going to be a complicated one considering challenges highlighted privacy concerns over partnership with Chat GPT.

General Motors (GM US) Approves $6 Billion Share Buyback Amid Strong Gasoline Vehicle Demand

Alaska Air Group (ALK US) Loses Appeal in $160 Million Trademark Case with Virgin America (VA US) Group


#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Private Capital Markets

Globe Fintech Innovations  / Private Capital Markets

<ul>
<li>Fintech adoption in ASEAN shows significant potential driven by increased smartphone adoption, internet penetration and a growing middle-class population.</li>
<li>More than 70% of population in the region is either unbanked/underbanked, creating a favourable landscape for FinTech enterprises to create solutions and establish market presence.</li>
<li>In this Original, we have deep dived into three key fintech players in the region including Coda Payments, Akulaku and GCash operating across some of largest markets in the region.</li>
</ul>


Fintech adoption in ASEAN shows significant potential driven by increased smartphone adoption, internet penetration and a growing middle-class population.
More than 70% of population in the region is either unbanked/underbanked, creating a favourable landscape for FinTech enterprises to create solutions and establish market presence.
In this Original, we have deep dived into three key fintech players in the region including Coda Payments, Akulaku and GCash operating across some of largest markets in the region.


ASEAN Fintech Unicorns: Serving the Unbanked and the Underbanked

Singapore

Temasek Holdings (Private) Limited operates as an investment company. The Company invests in financial services, telecommunications, media, technology, transportation, industrials, life sciences, consumer, real estate, energy and resources industries. Temasek Holdings serves customers worldwide.

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Temasek Holdings Pte Ltd (TMSK SP)

#83 India Insight: JSW to Acquire MG India, Maruti Unveils EV Vision, Temasek to Invest in Haldiram

JSW Group increases stake in MG India, Maruti Suzuki unveils electric mobility vision, Temasek Holdings to acquire stake in Haldiram Snacks.

Sudarshan Bhandari

#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...

Sudarshan Bhandari

[ETP 25/2024] Energy Majors Bounce Back; Their Expansion Spree Continues

Oil prices rise on seasonal demand growth and Middle East conflicts. Henry Hub slides on the forecast of cooler temperatures next week. Energy...

Mint Finance

#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...

Nimish Maheshwari

ASEAN Fintech Unicorns: Serving the Unbanked and the Underbanked

Fintech in ASEAN has potential with over 70% of the population unbanked/underbanked. We have explored ASEAN Fintech landscape and three key...

Shifara Samsudeen, FCMA, CGMA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#83 India Insight: JSW to Acquire MG India, Maruti Unveils EV Vision, Temasek to Invest in Haldiram

​JSW Group increases stake in MG India, Maruti Suzuki unveils electric mobility vision, Temasek Holdings to acquire stake in Haldiram Snacks.

Sudarshan Bhandari

#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

​Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...

Sudarshan Bhandari

[ETP 25/2024] Energy Majors Bounce Back; Their Expansion Spree Continues

Oil prices rise on seasonal demand growth and Middle East conflicts. Henry Hub slides on the forecast of cooler temperatures next week. Energy...

Mint Finance

#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

​Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...

Nimish Maheshwari

ASEAN Fintech Unicorns: Serving the Unbanked and the Underbanked

​Fintech in ASEAN has potential with over 70% of the population unbanked/underbanked. We have explored ASEAN Fintech landscape and three key...

Shifara Samsudeen, FCMA, CGMA

JSW Group increases stake in MG India, Maruti Suzuki unveils electric mobility vision, Temasek Holdings to acquire stake in Haldiram Snacks.

Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...

Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...

Fintech in ASEAN has potential with over 70% of the population unbanked/underbanked. We have explored ASEAN Fintech landscape and three key...