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 Motors introduces the Tata.ev app to help EV owners find and navigate to reliable charging stations.</li>
<li>Bharti Airtel postpones the call for INR15,000 crore of its rights issue.</li>
<li>SBI will deploy 2,000 executives to enhance its wealth management services, aiming to attract high-net-worth individuals.</li>
</ul>


Tata Motors introduces the Tata.ev app to help EV owners find and navigate to reliable charging stations.
Bharti Airtel postpones the call for INR15,000 crore of its rights issue.
SBI will deploy 2,000 executives to enhance its wealth management services, aiming to attract high-net-worth individuals.


# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

<ul>
<li>Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.</li>
<li>HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.</li>
<li>Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.</li>
</ul>


Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.
HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.
Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.


# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

<ul>
<li>L&amp;T wins contracts for key grid infrastructure in India, Saudi Arabia, UAE, advancing clean energy.</li>
<li>Airtel re-farms mid-band spectrum to boost 5G speeds and coverage, launching SA technology soon.</li>
<li>Adani Total Gas reports 20% profit rise, driven by higher CNG and PNG sales.</li>
</ul>


L&amp;T wins contracts for key grid infrastructure in India, Saudi Arabia, UAE, advancing clean energy.
Airtel re-farms mid-band spectrum to boost 5G speeds and coverage, launching SA technology soon.
Adani Total Gas reports 20% profit rise, driven by higher CNG and PNG sales.


# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Companies in India have disclosed their shareholding pattern as of end-June in July. There are companies with significant float changes from end-December and/or end-March.</li>
<li>The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in action from passive trackers.</li>
<li>Depending on the date that the shareholding was published, there could be 12 stocks with passive inflows from global trackers while 5 could see passive outflows in August.</li>
</ul>


Companies in India have disclosed their shareholding pattern as of end-June in July. There are companies with significant float changes from end-December and/or end-March.
The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in action from passive trackers.
Depending on the date that the shareholding was published, there could be 12 stocks with passive inflows from global trackers while 5 could see passive outflows in August.


India: Potential Free Float Changes & Passive Flows in August

India

Bharti Airtel Limited, a part of Bharti Enterprises, provides telecommunications services throughout India. The Company provides GSM Mobile Services, broadband, fixed line telephone services, long distance services (international & national) and enterprise services.

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Bharti Airtel (BHARTI IN)

# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.

Sudarshan Bhandari

India: Potential Free Float Changes & Passive Flows in August

Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 4...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

​Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

​Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

​L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.

Sudarshan Bhandari

India: Potential Free Float Changes & Passive Flows in August

Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 4...

Brian Freitas

Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.