Beat The Street Profile picture
Jul 2, 2022 12 tweets 7 min read Read on X
A mega thread of threads 🧵of business / industry events we have covered so far..!! (Will be contiguously updating as and when)

Events means something of significant nature have strong impact on Co / Sector

Like Retweet Follow Share if you find valuable

#investing #StockMarket
A quick thread 🧵on Single Use Plastic Ban starting from July-22.

What it means for packaging & paper sectors?
Whether its threat or opportunity?



#plasticban
Govt allows Private Captive networks & Why its a problem for telcos ?

A quick thread 🧵

#Airtel #Jio #VI #Bhartiairtel #RelianceJio #vodafoneidea #5g

RBI Annual Report 21-22: which gives overview of whats happening in Indian economy & world economy

A long thread 🧵 on RBI Annual Report covering insightful charts, tables & facts



#investing #economy #rbi
Asian Paints Panic? As if Grasim will start selling paints from tomorrow



#Asianpaints
City Gas Distribution companies are facing lot of problem and are seeing continuous declining margin

A thread on what's going on



Negative for ATGL, IGL, MGL, Gujarat Gas
A quick thread cum explainer 🧵 on Govt Tax imposition on crude producers and refiners and What could the impact on earnings of various companies



Like Retweet Follow Share if you find valuable
Conventional Energy Business is more Profitable than Renewable Business

Why EV Business of Tata Motors and M&M are valued at same valuations even after fact that Tata Motors sells 100x more EVs than M&M ?



#Tatamotors #Mahindra #EV

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More from @BeatTheStreet10

Dec 23
Bharat Gold Developers: SEBI suspended trading after complaints received from retail investors and seeing social media post

That's the power of retail investors and social media

A thread 🧵

#redflag #forensic #corproategovernance #fraud Image
Share price rose 10x in last 1 year

The company changed the industry/ sector it operates in multiple times

Promoter holding is almost zero due to two large preferential issues
The company made juicy announcements with biggies to give comfortable exits to preferential investors

But later found these announcements were baseless Image
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Image
Read 9 tweets
Dec 9
🚨 Mishtann Foods: A Sweet Facade Turns Sour!

On Dec 5, SEBI dropped a bombshell: an Interim Order cum Show Cause Notice against Mishtann Foods (MFL).

Here's a thread 🧵
Mishtann Foods is not just cooking rice, it's cooking its books.

#Redflags #corporategovernance #mishtannfoodsImage
The Rise and the Red Flags 🚩
Market cap: ₹1600 Cr as of Dec 4, 2024(Before SEBI Order)

2 Lower Circuit of 20% in last 2 days

Public shareholders surged 800x in 6 years
(FY18: 516 → Sep 2024: 4.23 lakh)

Promoter Hitesh Patel sold ~3 Cr shares (₹50 Cr) in Jul-Aug 2024. Image
Before Analysing,

Some Suspicious Metrics 📊

₹1288 Cr sales with just ₹3 Cr in fixed assets (Asset T/O: 400x!)
Margins jumped from 2% to 28% in 4 yrs
Operating cash flow? Negative for 6 yrs
₹16 Cr inventory for ₹1288 Cr sales?
Just 5 permanent employees.

Unbelievable.
Read 25 tweets
Oct 23
Are FIIs really selling?

A Data-backed Research 🧵

Trivia: Historically FII selling creates a floor for the markets and ends up in double-digit returns post 1 year
FII selling? Only Noise: India still has +ve FII flows for CY24TD Image
DII acting as a counter force to fierce FII selling Image
Image
Read 13 tweets
Jun 25
Nandan Denim - Fin-influencers promoting this stock so that promoters can have a comfortable exit

A thread covering Forensic Analysis 🧵⛳️
Influencers have been promoting this smallcap stock suddenly all together.... go and search on Instagram..!!

Enough reels are their....
Also, thanks to another non-cash corporate action which does not change anything fundamentally just creates price appreciation

Some influencers even talk about magic - "Agar aap 1 share logey to aapko 9 shares free mai milenge..!!" Image
Read 10 tweets
May 10
Beat The Street Did It Again

SEBI Takes Action Against VARANIUM CLOUD

How Varanium Cloud take away shareholder's wealth and money into Cloud

A thread on SEBI's action and revisit of our Forensic Findings

#VaraniumCloud #SEBI #Forensic #Fraud #Redflag #CorporateGovernance Image
Before we move ahead, Beat The Street has been front runner in exposing multiple frauds, redflags and conducting forensic analysis on multiple listed entities

Also if you are looking for bespoke Forensic Analysis and Services please email us to contact@beatthestreet.in

We have doing it for free so that retail investors can learn

Please do consider taking our handle to a larger investor..!!
Fund Diversion

Beat The Street have raised multiple concerns on fund diversion at Varanium Cloud - some of those have been noted by even SEBI also.

Our Old note
Read 23 tweets
Mar 14
Electoral Bonds in Charts

Who are the King Makers - Who Funded Whom?

A thread
BJP got 10 times political funding as compared to Congress Image
BJP got highest funding among all political parties Image
Read 6 tweets

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