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>Tata Hitachi Targets Increased Market Share Amid Chinese Competition, Plans Manufacturing Expansion</li>
<li>Railways to Receive PLI Boost, Aiming to Reduce Import Dependency and Foster Local Manufacturing</li>
<li>India's Coal Production Surges 14% in June, Reaching 84.63 Million Tonnes, Boosting Sector Efficiency</li>
</ul>


Tata Hitachi Targets Increased Market Share Amid Chinese Competition, Plans Manufacturing Expansion
Railways to Receive PLI Boost, Aiming to Reduce Import Dependency and Foster Local Manufacturing
India's Coal Production Surges 14% in June, Reaching 84.63 Million Tonnes, Boosting Sector Efficiency


#23 India Insight: Tata Hitachi Market Share, Patanjali Acquires Non-Food Business, ITC Exports

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

Agnico Eagle Mines Limited is a gold producer with operations primarily in northwestern Quebec, northern Mexico, northern Finland and Nunavut.  The Company also has exploration activities in Canada, Europe, Latin America, and the United States.  Agnico Eagle Mines focuses on the exploration, development, and expansion of its gold properities primarily from underground operations.

<ul><li>What you need to know: • Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities sold off more dramatically.</li><li>• Silver fell more sharply than gold (down 9%) following the strong outperformance in May (up 14%), and silver equities followed suit.</li><li> • Copper also dropped significantly in June, down 9% to $4.4/lb while the copper equities outperformed the metal slightly, down 7%.</li></ul>

What you need to know: • Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities sold off more dramatically.• Silver fell more sharply than gold (down 9%) following the strong outperformance in May (up 14%), and silver equities followed suit. • Copper also dropped significantly in June, down 9% to $4.4/lb while the copper equities outperformed the metal slightly, down 7%.

Agnico Eagle Mines Ltd - Mining Monthly: June Edition

Omai Gold Mines Corp. operates as an exploration and development company. The Company focuses on gold properties. Omai Gold Mines serves customers worldwide.

<ul>
<li>As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have published in the last three months.</li>
<li>This period has been marked by dynamic performance across various sectors, with notable highlights in the companies we cover.</li>
<li>The best performers from our coverage universe include, ADF Group (+74%), Trigon Metals (+39%), BQE Water (+29%), and Dynacor Group (+12%).</li>
</ul>


As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have published in the last three months.
This period has been marked by dynamic performance across various sectors, with notable highlights in the companies we cover.
The best performers from our coverage universe include, ADF Group (+74%), Trigon Metals (+39%), BQE Water (+29%), and Dynacor Group (+12%).


Omai Gold Mines Corp - Q4/24 Recap: All Our Research in One Place!

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

DFR Gold Inc provides exploration and mining services. The Company explores and develops gold projects in West Africa. DFR Gold serves customers worldwide.

<p>Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants Trust (MRCH), PB Holding (PBH) and Biodexa Pharmaceuticals (BDRX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website. </p>

Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants Trust (MRCH), PB Holding (PBH) and Biodexa Pharmaceuticals (BDRX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website. 

<ul>
<li>GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date</li>
<li>Tata Steel UK pursues legal action against Unite union over planned July 8 strike</li>
<li>IREDA could unlock Rs. 22-lakh crore debt market for renewables energy</li>
</ul>


GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date
Tata Steel UK pursues legal action against Unite union over planned July 8 strike
IREDA could unlock Rs. 22-lakh crore debt market for renewables energy


#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

Canada
Insights on Canada

Agnico Eagle Mines Ltd - Mining Monthly: June Edition

What you need to know: • Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities...

Atrium Research

Omai Gold Mines Corp - Q4/24 Recap: All Our Research in One Place!

As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have...

Atrium Research

DFR Gold - Termination of coverage

Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR),...

Edison Investment Research

#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.

Sudarshan Bhandari

#23 India Insight: Tata Hitachi Market Share, Patanjali Acquires Non-Food Business, ITC Exports

​Tata Hitachi aims for growth against Chinese competition, Railways to boost local manufacturing, India's coal production up 14% in June.

Sudarshan Bhandari

Agnico Eagle Mines Ltd - Mining Monthly: June Edition

What you need to know: • Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities...

Atrium Research

Omai Gold Mines Corp - Q4/24 Recap: All Our Research in One Place!

As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have...

Atrium Research

DFR Gold - Termination of coverage

Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR),...

Edison Investment Research

#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

​Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.

Sudarshan Bhandari

Tata Hitachi aims for growth against Chinese competition, Railways to boost local manufacturing, India's coal production up 14% in June.

Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.