Tag: #equityresearch #equityvaluation #IPO
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HDFC AMC – Equity Research Reports
Please use the below gdrive link to access the pdf report document: 2022 Q3: https://drive.google.com/file/d/1kQdvxuFlmzaI9Vx0ZT3dnadndoS95Hjw/view?usp=sharing Here is the video link to the 2022 Q3 report: In the video, I give a quick walk through of my report on the company. I primarily focus on the industry and my investment thesis. You would find more details…
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Value in Facebook
Facebook earns close to 99% of its revenue by advertising. Marketers pay for ad products based on the number of impressions delivered or the number of clicks done by users. The business continues to impress me given that my friends, family and colleagues are so hooked to the platform and most of them (albeit to…
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Bandhan and Gruh Merger Valuation
This blog post has two sections – In the first section, we value Gruh Finance separately (before merging into Bandhan). We have analysed and valued Bandhan separately here (in our previous blog post). In the second section, we value the merged entity and estimate the value of synergy to assess if Gruh’s pricing as per…
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Bandhan Bank IPO Valuation
Image Credits: businessnewsdaily The objective is to give a range of fair values to Bandhan Bank’s IPO to help the reader make an informed decision before investing (and the idea is certainly not to predict listing/short-term gains). Relative valuation alone does not really help us when the firm does not have a close second. In…
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LT Foods Stock Valuation
Edit (20th Jan 19) – Updated valuation present in https://youtu.be/GlGAZMqMNWY The objective of this article is to analyze the fundamentals of LT Foods (Daawat Rice) Stock and estimate a fair value per share based on its fundamentals. I have attempted to compare the stock with its peers using certain key financial ratios. I have gone ahead and modeled the financial…
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