Fundamentals

Fundamentals December 30, 2018

Spicejet Ltd – Analysis of Future Prospects (as on December 18)

Report date: 26-12-18 A. REVENUE DRIVERS Air Transport Services constitute 99.95% of the total revenues. The Revenue estimates for 2018-19 are: Revenue Head Total for the YE 2018 PAX in YE 2018 Revenue/User PAX estimated…

Fundamentals, Market IQ December 12, 2018

Is the Hype Around Ethanol Justified?

Ever since the Indian Government increased the percentage of ethanol to be blended with fuel to 10%, and sugar and second generation ethanol makers have started jumping around. Many analysts too have started putting out…

Fundamentals, Market IQ December 5, 2018

The Lithium Battery Ecosystem

Experts say that Lithium (Li-Ion) batteries are the new oil. Electric vehicles are already upon us and their usage is expected to grow phenomenally. Here then is a list of all materials and chemicals that…

Fundamentals, Market IQ December 2, 2018

How to Analyze GDP Numbers and Read Sectoral Trends

The Government of India releases GDP (Gross Domestic Product) number every quarter. The press release contains information on various sectors of the economy and also includes the components of how the GDP is made up…

Fundamentals November 18, 2018

How Understanding Inventories Can Help You Analyze Company Quality

Inventory analysis can be best explained by way of an example. Assumptions 1. You are a manufacturer of goods (this post is not applicable for the services sector) and have just started a factory. 2….

Fundamentals, Market IQ September 22, 2018

How to Keep Tabs on the Indian Corporate Debt Market

The recent DHFL bond fiasco has added to the list of factors that should be continuously monitored by an equity investor. Here’s what you need to do: Basic Understanding of how Bond Yields Work Assume…