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

Equity Bottom-Up

Industria De Diseno Textil SA / Equity Bottom-Up

<ul>
<li>Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.</li>
<li>Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.</li>
<li>Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.</li>
</ul>


Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.
Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.
Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.


Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/deutsche-post-ag" target="_blank" data-smartkarma-citation="entities:21608:1" rel="noopener">Deutsche Post (DHL GR)</a> and <a href="https://www.smartkarma.com/entities/reckitt-benckiser-group-plc" target="_blank" data-smartkarma-citation="entities:22105:1" rel="noopener">Reckitt Benckiser (RKT LN)</a> are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/intesa-sanpaolo-spa" target="_blank" data-smartkarma-citation="entities:21200:1" rel="noopener">Intesa Sanpaolo (ISP IM)</a> and <a href="https://www.smartkarma.com/entities/london-stock-exchange-group" target="_blank" data-smartkarma-citation="entities:22034:1" rel="noopener">London Stock Exchange (LSEG LN)</a> are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener"></a>The highest ranked between <a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener">Banco Bilbao Vizcaya Argentaria (BBVA SM)</a> and <a href="https://www.smartkarma.com/entities/industria-de-diseno-textil-sa" target="_blank" data-smartkarma-citation="entities:21278:1" rel="noopener">Industria De Diseno Textil (ITX SM)</a> could become the third addition, conditional on the deletion of <a href="https://www.smartkarma.com/entities/basf-se" target="_blank" data-smartkarma-citation="entities:21585:1" rel="noopener">BASF (BAS GR)</a>.</li>
</ul>



Deutsche Post (DHL GR) and Reckitt Benckiser (RKT LN) are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.

Intesa Sanpaolo (ISP IM) and London Stock Exchange (LSEG LN) are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.

The highest ranked between Banco Bilbao Vizcaya Argentaria (BBVA SM) and Industria De Diseno Textil (ITX SM) could become the third addition, conditional on the deletion of BASF (BAS GR).


STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating and $3 price target for VNCE and slightly reducing our projections for FY24 and FY25 after Vince reported 3QFY24 results just below expectations, driven by warmer weather, a concerted effort by management to continue to reduce overall discounting, especially in the outlet channel, and lower than expected wholesale reorders as the United States $ strengthened.</li><li>We do not believe any of these items materially impact the momentum and potential for the turn at Vince and, with the company resuming owned store growth both domestically and internationally in FY25, new product categories rolling in and the focus on higher pricing and margins remaining unabated, we believe the potential for upside remains strong.</li><li>As such, we are reiterating our Buy rating and $3 price target for VNCE.</li></ul>

We are reiterating our Buy rating and $3 price target for VNCE and slightly reducing our projections for FY24 and FY25 after Vince reported 3QFY24 results just below expectations, driven by warmer weather, a concerted effort by management to continue to reduce overall discounting, especially in the outlet channel, and lower than expected wholesale reorders as the United States $ strengthened.We do not believe any of these items materially impact the momentum and potential for the turn at Vince and, with the company resuming owned store growth both domestically and internationally in FY25, new product categories rolling in and the focus on higher pricing and margins remaining unabated, we believe the potential for upside remains strong.As such, we are reiterating our Buy rating and $3 price target for VNCE.

Pvh Corp - VNCE: 3Q Review: Turn Remains on Track; Reiterate Buy, $3 PT

<ul><li>We are reiterating our Buy rating, $3 price target and projections for Vince Holding with the company reporting 3QFY24 (October) results before the open on Tuesday.</li><li>We believe 3Q was another strong quarter for the company, as Vince focused on winning fashion, expanded the men's offerings and, we believe, gained further traction on the wholesale side.</li><li>Further, with the impact of the ABG Vince transaction (completed in May 2023) now fully incorporated, Vince can begin to demonstrate progress on a true "apples to apples" basis.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince Holding with the company reporting 3QFY24 (October) results before the open on Tuesday.We believe 3Q was another strong quarter for the company, as Vince focused on winning fashion, expanded the men's offerings and, we believe, gained further traction on the wholesale side.Further, with the impact of the ABG Vince transaction (completed in May 2023) now fully incorporated, Vince can begin to demonstrate progress on a true "apples to apples" basis.

Pvh Corp - VNCE: 3Q Preview: Showing Their Style; Reiterate Buy, $3 Price Target

<ul><li>We are reiterating our Buy rating, $3 price target and projections for Vince after visiting stores in Connecticut, New Jersey and New York.</li><li>As the stores enter the heart of Holiday selling, strong fashion items, better in stock levels, expansion into new accessory categories (belting) and a wider selection of key items such as men's bottoms, sweaters, outerwear and dresses, are driving traffic and sales.</li><li>Further, the launch of the Black Friday 25% off the store sale (similar to last year) is poised to once again register strong results.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince after visiting stores in Connecticut, New Jersey and New York.As the stores enter the heart of Holiday selling, strong fashion items, better in stock levels, expansion into new accessory categories (belting) and a wider selection of key items such as men's bottoms, sweaters, outerwear and dresses, are driving traffic and sales.Further, the launch of the Black Friday 25% off the store sale (similar to last year) is poised to once again register strong results.

Pvh Corp - VNCE: Snapping the Store: Luxury Holiday Winner; Reiterate Buy Rating, $3 PT

Spain

Industria de Diseno Textil, S.A. designs, manufactures, and distributes apparel.  The Company operates retail chains in Europe, the Americas, Asia, and Africa.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Industria De Diseno Textil SA (ITX SM)

Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

Sheikh Hasina Resignation, Army chief Waker-Uz-Zaman's new interim government formation -After a meeting of senior military and political leaders...

Nimish Maheshwari

STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

SX5P September 2024 Announcement: LSEG and ISP were the announced additions. DHL and RKT were the announced deletions. SX5E September 2024...

Dimitris Ioannidis

Pvh Corp - VNCE: 3Q Review: Turn Remains on Track; Reiterate Buy, $3 PT

We are reiterating our Buy rating and $3 price target for VNCE and slightly reducing our projections for FY24 and FY25 after Vince reported 3QFY24...

Small Cap Consumer Research

Pvh Corp - VNCE: 3Q Preview: Showing Their Style; Reiterate Buy, $3 Price Target

We are reiterating our Buy rating, $3 price target and projections for Vince Holding with the company reporting 3QFY24 (October) results before...

Small Cap Consumer Research

Pvh Corp - VNCE: Snapping the Store: Luxury Holiday Winner; Reiterate Buy Rating, $3 PT

We are reiterating our Buy rating, $3 price target and projections for Vince after visiting stores in Connecticut, New Jersey and New York. As the...

Small Cap Consumer Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)