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>India’s ambitious growth trajectory aims for 8-10% of global GDP by 2040, driven by strategic investments in 18 high-growth sectors, blending national priorities and global opportunities. </li>
<li>
Key sectors identified span technology, manufacturing, and sustainability, with a projected $1.7-2 trillion in revenue by 2030, shaping India’s global economic leadership. </li>
<li>Collaborative action and policy support are essential for unlocking sectoral potential, positioning India to capitalize on its capabilities and become a key player in the global economy.</li>
</ul>


India’s ambitious growth trajectory aims for 8-10% of global GDP by 2040, driven by strategic investments in 18 high-growth sectors, blending national priorities and global opportunities. 

Key sectors identified span technology, manufacturing, and sustainability, with a projected $1.7-2 trillion in revenue by 2030, shaping India’s global economic leadership. 
Collaborative action and policy support are essential for unlocking sectoral potential, positioning India to capitalize on its capabilities and become a key player in the global economy.


Thematic Report on Sectors of the Future: India’s Path to Global Economic Leadership

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.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/chery-automobile-co-ltd-3fd31c4e-aba6-43af-bdf8-c5a7af8cf9b2" target="_blank" data-smartkarma-citation="entities:44473:1" rel="noopener">Chery Automobile</a> raised around US$1.2bn in its Hong Kong IPO. The lockup on its pre-IPO investors is set to expire soon.</li>
<li>Chery Auto is a Chinese passenger vehicle company which designs, develops, manufactures and sells passenger vehicles, including internal combustion engine vehicles and new energy vehicles, both domestically and overseas.</li>
<li>In this note, we will talk about the lockup dynamics and possible placement.</li>
</ul>



Chery Automobile raised around US$1.2bn in its Hong Kong IPO. The lockup on its pre-IPO investors is set to expire soon.
Chery Auto is a Chinese passenger vehicle company which designs, develops, manufactures and sells passenger vehicles, including internal combustion engine vehicles and new energy vehicles, both domestically and overseas.
In this note, we will talk about the lockup dynamics and possible placement.


Aequitas: Chery Auto IPO Lockup - US$8bn Pre-IPO Release

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>The current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
<li>According to The National Renewable Energy Laboratory (NREL), U.S. will need 1.0 million Level 2 and 182,000 DC Fast charging points by 2030 to support the charging of electric vehicles.</li>
<li>Based on the current growth rates, U.S. is likely to fall short of these numbers by 2030. The pace of growth needs to pick up rapidly.</li>
</ul>


The current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.
According to The National Renewable Energy Laboratory (NREL), U.S. will need 1.0 million Level 2 and 182,000 DC Fast charging points by 2030 to support the charging of electric vehicles.
Based on the current growth rates, U.S. is likely to fall short of these numbers by 2030. The pace of growth needs to pick up rapidly.


US EV Charging Infrastructure Tracker - June 2025

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>1211 HK : BYD Issues Super Short-Term Commercial Paper. (-)</li>
<li>1211 HK/ TSLA US/LI US/1810 HK /XPEV US:2025 June 9 – June 15 NEV Delivery Rankings(+/+/-/-//)</li>
<li>New Energy Vehicles: Lithium Carbonate Price Falls to 60,000 Yuan/Ton (+)</li>
</ul>


1211 HK : BYD Issues Super Short-Term Commercial Paper. (-)
1211 HK/ TSLA US/LI US/1810 HK /XPEV US:2025 June 9 – June 15 NEV Delivery Rankings(+/+/-/-//)
New Energy Vehicles: Lithium Carbonate Price Falls to 60,000 Yuan/Ton (+)


[Blue Lotus Daily]:1211 HK/ TSLA US/LI US/ 1810 HK /XPEV US/New Energy Vehicles

<ul>
<li>Total public EV charging stations (incl. temporary unavailable locations) were 77,646 as of May 31, 2025. Compared to the end of FY24, it is an increase of 3.5%.</li>
<li>Total EV charging ports (including the temporary unavailable ports) were 221,045, up nearly 6.9% compared to the end of 2024 and up 0.4% over April 2025</li>
<li>California has the highest number of active DC Fast ports as of May 2025 at 14,499 (~26% of the total), followed by Texas at 3,757.</li>
</ul>


Total public EV charging stations (incl. temporary unavailable locations) were 77,646 as of May 31, 2025. Compared to the end of FY24, it is an increase of 3.5%.
Total EV charging ports (including the temporary unavailable ports) were 221,045, up nearly 6.9% compared to the end of 2024 and up 0.4% over April 2025
California has the highest number of active DC Fast ports as of May 2025 at 14,499 (~26% of the total), followed by Texas at 3,757.


US EV Charging Infrastructure Tracker - May 2025

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

Thematic Report on Sectors of the Future: India’s Path to Global Economic Leadership

India aims for 8-10% of global GDP by 2040 through strategic investments in key sectors, projecting $1.7-2 trillion in revenue by 2030 and...

Sudarshan Bhandari

Aequitas: Chery Auto IPO Lockup - US$8bn Pre-IPO Release

Chery Automobile raised around US$1.2bn in its Hong Kong IPO. The lockup on its pre-IPO investors is set to expire soon.

Sumeet Singh

US EV Charging Infrastructure Tracker - June 2025

The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...

GSBR Research

[Blue Lotus Daily]:1211 HK/ TSLA US/LI US/ 1810 HK /XPEV US/New Energy Vehicles

BYD issues super short-term commercial paper while NEV delivery rankings fluctuate among various companies. Lithium carbonate price drops to...

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker - May 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. China, on the other hand, is eyeing ultrafast EV charging technology...

GSBR Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report on Sectors of the Future: India’s Path to Global Economic Leadership

​India aims for 8-10% of global GDP by 2040 through strategic investments in key sectors, projecting $1.7-2 trillion in revenue by 2030 and...

Sudarshan Bhandari

Aequitas: Chery Auto IPO Lockup - US$8bn Pre-IPO Release

Chery Automobile raised around US$1.2bn in its Hong Kong IPO. The lockup on its pre-IPO investors is set to expire soon.

Sumeet Singh

US EV Charging Infrastructure Tracker - June 2025

​The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...

GSBR Research

[Blue Lotus Daily]:1211 HK/ TSLA US/LI US/ 1810 HK /XPEV US/New Energy Vehicles

​BYD issues super short-term commercial paper while NEV delivery rankings fluctuate among various companies. Lithium carbonate price drops to...

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker - May 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. China, on the other hand, is eyeing ultrafast EV charging technology...

GSBR Research

India aims for 8-10% of global GDP by 2040 through strategic investments in key sectors, projecting $1.7-2 trillion in revenue by 2030 and...

The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...

BYD issues super short-term commercial paper while NEV delivery rankings fluctuate among various companies. Lithium carbonate price drops to...