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>Indian Whiskey Maker Allied Blenders &amp; Distillers Sets Terms for $180 Million IPO</li>
<li>Indian State-Owned Banks Sell Bonds as Foreign Demand Surges Ahead of Index Inclusion</li>
<li>K92 Mining Expands Loan and Offtake Agreement with Trafigura to Advance Kainantu Operations</li>
</ul>


Indian Whiskey Maker Allied Blenders &amp; Distillers Sets Terms for $180 Million IPO
Indian State-Owned Banks Sell Bonds as Foreign Demand Surges Ahead of Index Inclusion
K92 Mining Expands Loan and Offtake Agreement with Trafigura to Advance Kainantu Operations


#21Business Buzz: ABD $180 Mn IPO, State Owned Banks Sell Bonds, K29 Secures $120 Mn Loan

<ul>
<li>UBS merger with Credit Suisse sparks concerns over reduced competition and higher financing costs</li>
<li>EU announces tariffs on Chinese electric vehicles, risking trade tensions with China</li>
<li>Preliminary wage deal at BHP’s Spence copper mine averts potential costly strike</li>
</ul>


UBS merger with Credit Suisse sparks concerns over reduced competition and higher financing costs
EU announces tariffs on Chinese electric vehicles, risking trade tensions with China
Preliminary wage deal at BHP’s Spence copper mine averts potential costly strike


#17Business Buzz: BHP Averts Strike, UBS Market Concerns, EU Tariffs on Chinese EVs

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

AngloGold Ashanti Spon Adr / Technical Analysis

<ul>
<li>We continue to see more global indexes/Sectors breaking out to new highs, with the latest being the MSCI Emerging Markets index (local currency), breaking out from a 2-year base--add exposure.</li>
<li>In terms of MSCI EM specifically, this is a huge risk-on signal for global equities, as EM is pretty much as risky as it gets across the global landscape.</li>
<li>Our bullish outlook (since early November 2023) remains intact; continue to ride this trend higher, and treat pullbacks as buying opportunities.</li>
</ul>


We continue to see more global indexes/Sectors breaking out to new highs, with the latest being the MSCI Emerging Markets index (local currency), breaking out from a 2-year base--add exposure.
In terms of MSCI EM specifically, this is a huge risk-on signal for global equities, as EM is pretty much as risky as it gets across the global landscape.
Our bullish outlook (since early November 2023) remains intact; continue to ride this trend higher, and treat pullbacks as buying opportunities.


MSCI Emerging Markets Finally Join the Rally; China/HK Improve; Upgrading Taiwan, Downgrading Brazil

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.

Equity Bottom-Up

<ul>
<li>SLB and Halliburton entered 2026 with solid Q4 momentum and improving international fundamentals, but sharply different market reactions highlighted how expectations and positioning shaped post-earnings performance.</li>
<li>The Venezuela catalyst drove outsized gains in oilfield services as first-cycle beneficiaries. However, estimates suggest the total revenue impact may be smaller than market enthusiasm implies.</li>
<li>Analysts raised targets for both firms, but rating trends diverged: SLB retained universal Buy support, while Halliburton faced growing caution tied to North America exposure.</li>
</ul>


SLB and Halliburton entered 2026 with solid Q4 momentum and improving international fundamentals, but sharply different market reactions highlighted how expectations and positioning shaped post-earnings performance.
The Venezuela catalyst drove outsized gains in oilfield services as first-cycle beneficiaries. However, estimates suggest the total revenue impact may be smaller than market enthusiasm implies.
Analysts raised targets for both firms, but rating trends diverged: SLB retained universal Buy support, while Halliburton faced growing caution tied to North America exposure.


SLB and Halliburton: Robust Earnings and the Limits of Market Expectations

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul>
<li>UBS Group AG's second-quarter 2025 results showcase a blend of strong financial performance, strategic progress, and future challenges.</li>
<li>The company registered a profit before tax of $2.7 billion, marking a 30% increase year over year.</li>
<li>This was driven by a solid revenue growth of 4% and a decrease in operating expenses of 3% to $8.7 billion.</li>
</ul>


UBS Group AG's second-quarter 2025 results showcase a blend of strong financial performance, strategic progress, and future challenges.
The company registered a profit before tax of $2.7 billion, marking a 30% increase year over year.
This was driven by a solid revenue growth of 4% and a decrease in operating expenses of 3% to $8.7 billion.


UBS Group AG: Restructuring of Noncore & Legacy Operations to Up Their Game!

Switzerland

UBS Group AG provides financial services to private, corporate, and institutional clients. The Company offers investment, retail, and corporate and institutional banking, as well as holistic wealth management planning and asset management services. UBS Group also offers securities services such as fund administration and third-party fund management.

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UBS Group (UBS US)

#21Business Buzz: ABD $180 Mn IPO, State Owned Banks Sell Bonds, K29 Secures $120 Mn Loan

Indian companies in various sectors are taking advantage of favorable market conditions to raise funds and expand their operations through IPOs,...

Nimish Maheshwari

#17Business Buzz: BHP Averts Strike, UBS Market Concerns, EU Tariffs on Chinese EVs

"UBS-Credit Suisse merger sparks competition fears. EU tariffs on Chinese EVs heighten trade tensions. BHP's Spence mine wage deal averts costly...

Nimish Maheshwari

MSCI Emerging Markets Finally Join the Rally; China/HK Improve; Upgrading Taiwan, Downgrading Brazil

MSCI EM Finally Joins the Rally; China/Hong Kong Continue to Improve; Downgrading Brazil to Market Weight; Upgrading Taiwan to Overweight;...

Vermilion Research

SLB and Halliburton: Robust Earnings and the Limits of Market Expectations

SLB and Halliburton start 2026 strong, but market reactions differ due to expectations and positioning. Venezuela catalyst boosts oilfield...

Mint Finance

UBS Group AG: Restructuring of Noncore & Legacy Operations to Up Their Game!

UBS Group AG's second-quarter 2025 results showcase a blend of strong financial performance, strategic progress, and future challenges.

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#21Business Buzz: ABD $180 Mn IPO, State Owned Banks Sell Bonds, K29 Secures $120 Mn Loan

​Indian companies in various sectors are taking advantage of favorable market conditions to raise funds and expand their operations through IPOs,...

Nimish Maheshwari

#17Business Buzz: BHP Averts Strike, UBS Market Concerns, EU Tariffs on Chinese EVs

"UBS-Credit Suisse merger sparks competition fears. EU tariffs on Chinese EVs heighten trade tensions. BHP's Spence mine wage deal averts costly...

Nimish Maheshwari

MSCI Emerging Markets Finally Join the Rally; China/HK Improve; Upgrading Taiwan, Downgrading Brazil

MSCI EM Finally Joins the Rally; China/Hong Kong Continue to Improve; Downgrading Brazil to Market Weight; Upgrading Taiwan to Overweight;...

Vermilion Research

SLB and Halliburton: Robust Earnings and the Limits of Market Expectations

​SLB and Halliburton start 2026 strong, but market reactions differ due to expectations and positioning. Venezuela catalyst boosts oilfield...

Mint Finance

UBS Group AG: Restructuring of Noncore & Legacy Operations to Up Their Game!

UBS Group AG's second-quarter 2025 results showcase a blend of strong financial performance, strategic progress, and future challenges.

Baptista Research

Indian companies in various sectors are taking advantage of favorable market conditions to raise funds and expand their operations through IPOs,...

SLB and Halliburton start 2026 strong, but market reactions differ due to expectations and positioning. Venezuela catalyst boosts oilfield...