Tag: #DCF
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Oriental Carbon and Chemicals – Indian company operating in an Oligopoly
Image credits: tirehub.com OCCL makes Insoluble Sulphur, which is used as a vulcanizer in the manufacturing of tires. There are 4 companies – Eastman / Flexsys (US), Shikoku (Japan), Chinese Sunsine and OCCL – that make a major chunk of the IS in the world. High capital intensity and long IS approval cycles by tire…
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Equity Research – Aditya Birla Sun Life (ABSL) Asset Management Company (AMC)
** I will be creating an equity research report for ABSL AMC. For now, I am sharing the summary of my analysis and valuation (long-term return expectations) of ABSL AMC ** ** Analysis and Valuation dated 29/7/2022 ** 2 months ago, I had put out an equity research report on HDFC AMC, in which I…
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Costco Equity Valuation
Costco Wholesale Corporation (Costco) has a solid business model with a predictable stream of subscription revenue, which constitutes 90% of the net profit. In the video (embedded below), I have projected out Costco’s financial statements and valued its equity. Although, Costco trades at a P/E of ~36 (amongst the highest in the retail business it…
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#businessvaluation #corporatefinance #DCF #emergingmarkets #equity #equityresearch #equityresearch #equityvaluation #IPO #equityvaluation #FinancialModeling #financialmodelling #financialstatementanalysis #fsa #hospital #injectionmolding #InsolubleSulphur #investandrise #investmentbanking #IPO #lyft #LyftIPO #SAHI #starhealth #valuation Acquisition Bandhan Bandhan Bank DCF Gruh GruhFinance Merger