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>GameStop shares fell 12.1% after a disappointing annual shareholder meeting</li>
<li>Nvidia insiders sell over $700 million in shares as stock soars 164%</li>
<li>Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom</li>
</ul>


GameStop shares fell 12.1% after a disappointing annual shareholder meeting
Nvidia insiders sell over $700 million in shares as stock soars 164%
Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom


#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

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.

Equity Bottom-Up

<ul class="">
<li>AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products.</li>
<li>Kuaishou, the second largest short video app in China, will promote JD.com (JD) instead of Alibaba (BABA) and Pinduoduo (PDD).</li>
<li>The State Post Bureau of China expected home delivery orders to increase by 39.6% YoY in May.</li>
</ul>


AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products.
Kuaishou, the second largest short video app in China, will promote JD.com (JD) instead of Alibaba (BABA) and Pinduoduo (PDD).
The State Post Bureau of China expected home delivery orders to increase by 39.6% YoY in May.


China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

The SIA has released April's semiconductor shipment numbers, and they look positive enough.  There is still considerable uncertainty both from the COVID pandemic and from the on-again, off-again US/China Trade War.

The SIA has released April's semiconductor shipment numbers, and they look positive enough.  There is still considerable uncertainty both from the COVID pandemic and from the on-again, off-again US/China Trade War.

Semiconductors in April: COVID Impact Still Small

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

On May 21 last, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">Nvidia</a> reported first quarter revenues of  $3.08 billion, up 39% YoY,  down 1% sequentially and slightly ahead their outlook, driven by upside in their data center and gaming platforms. Their outlook too was reasonably upbeat with second quarter revenues of $3.65 billion at the midpoint. Allowing for inclusion of revenues from the recently closed (April 27) acquisition of <a href="https://www.smartkarma.com/entities/mellanox-technologies-ltd" target="_blank" data-smartkarma-citation="entities:27424:1" rel="noopener">Mellanox</a>, this would still represent a modest QoQ increase, consistent with normal seasonality. While the automotive segment will be a headwind for NVIDIA in the current quarter, we expect the company to be a net beneficiary from COVID-19 related tailwinds overall, based on strength in their gaming and datacenter segments.

On May 21 last, Nvidia reported first quarter revenues of  $3.08 billion, up 39% YoY,  down 1% sequentially and slightly ahead their outlook, driven by upside in their data center and gaming platforms. Their outlook too was reasonably upbeat with second quarter revenues of $3.65 billion at the midpoint. Allowing for inclusion of revenues from the recently closed (April 27) acquisition of Mellanox, this would still represent a modest QoQ increase, consistent with normal seasonality. While the automotive segment will be a headwind for NVIDIA in the current quarter, we expect the company to be a net beneficiary from COVID-19 related tailwinds overall, based on strength in their gaming and datacenter segments. 

Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.

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

Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the “wait-and-see” phase). Until this consolidation period resolves below support or above resistance we are maintaining a relatively neutral stance considering the wide range of outcomes. Many major indexes are testing logical resistance and until we see breakouts it is hard to get too bullish. In this report we highlight attractive stocks from a RS perspective.

Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the “wait-and-see” phase). Until this consolidation period resolves below support or above resistance we are maintaining a relatively neutral stance considering the wide range of outcomes. Many major indexes are testing logical resistance and until we see breakouts it is hard to get too bullish. In this report we highlight attractive stocks from a RS perspective.

U.S. Equity Strategy: Round Trip Back To Resistance

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.

AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...

Ming Lu

Semiconductors in April: COVID Impact Still Small

The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...

Jim Handy

Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.

On May 21 last, Nvidia reported first quarter revenues of $3.08 billion, up 39% YoY, down 1% sequentially and slightly ahead their outlook,...

William Keating

U.S. Equity Strategy: Round Trip Back To Resistance

Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

​GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.

AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...

Ming Lu

Semiconductors in April: COVID Impact Still Small

The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...

Jim Handy

Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.

On May 21 last, Nvidia reported first quarter revenues of $3.08 billion, up 39% YoY, down 1% sequentially and slightly ahead their outlook,...

William Keating

U.S. Equity Strategy: Round Trip Back To Resistance

Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...

Vermilion Research

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...