FINANALYSISIntroduction Big tech or Tech giants like google, apple, amazon or Tencent , meta like many other has evolve and change their business model time to time over two decade. They are called big tech as their customer base is too large. The services provide them at free cost help them to generate by product […]
What is TAM ? TAM analyses in an attempt to identify gating factors on the growth of a startup over time. A TAM slide’s role in a pitch deck is to convince investors that the company is chasing an opportunity big enough to achieve venture-scale returns with the right execution. Three Ways To Calculate TAM. […]
The Amazon being the giant company with lot of potential has no profit in their books of accounts. In this blog we will try to solve this mystery. Growing and Expanding are the key factor for the development of companies. There are different way they expand and grow. what make difference between best and good […]
ICICI bank’s improving growth and higher provisioning positive for stock ICICI bank showed a better loan book growth and quality of assets along with a covid provision of 1000 Cr as compared to HDFC bank in March quarter. The proportion of loans rated AA increased to 50.3% this year as compared to 37.2% four years […]
US MODEL laissez-faire, there no interference of the govt entity. downsides to this approach: the Internet’s lack of friction both leads to Aggregators dominating markets and creates communities both good and bad. PROS. Large U.S. tech companies operate freely in the U.S., giving them a large and profitable user base to fund expansion abroad. New […]
Digital assets? Cryptos leave wealthy Indians in catch-22 situation. Under rbi LRS(liberalised remittance scheme) allow residents to invest upto $250000 per year aboard(stocks, bonds, properties among other things). Indian wealthy investor had invested in the bitcoin using rbi LRS or with use of the credit/debit cards. Bitcoin can’t be purchase directly from the Indian market […]
Chapter – 6 How Patience and Quality Intertwine ‘I have seen many storms in my life. Most storms have caught me by surprise, so I had to learn very quickly to look further and understand that I am not capable of controlling the weather, to exercise the art of patience and to respect the fury […]
Background :- Aswath Damodaran(finance professor-NYU’s Stern school of business) published a article titled “uber isn’t worth $17 billion. ” Using the combination of market data, math and financial analysis, he concluded that best estimated value for the uber is $5.9billion. This estimate of value was tied to certain “assumptions” with respect to TAM (total available […]
Two important factor which entrepreneur look for are Growth Scaling of the business Many people think that both are same things like A company getting bigger, gobbling up more market share, and making more money. But the crucial difference between the scaling and the growth is that > Growth of business Scaling the business Increase […]
Vi as a shared bond holder that all repayments and interest payment date for due later this year will be made. This assurance by the company helped to overcome the dry spell in Company bonds in secondary market. The largest trade in vi bonds took place on March 3 when the bond worth Rs. 263 […]
Chapter 1 – Uncertain Future “The best time to plant a tree was twenty years ago. The second best time is now.” Equity remains the most powerful driver in long term investments compare to any other like FD, Gold etc. The thing investors can do is to be patient with the equity investment. Equity markets had […]
Innovation and Disruption are main reasons for the growth and development technology. If the products which are designed perfectly without any fault and no chance of disruption then there could no scope of better technological growth or expansion in that area. Disruption is a critical element of the evolution of technology — from the positive […]
The blockage in Suez Canal could result in 5-15% hike in freight rates from india. Shipments of the raw material , steel items and basic chemical to india could delay. Indian’s shipments of oil, cotton, textile, furniture and machine parts to Europe , north America and south America could be delay by 10-15 days.
Majority of the retail investor look at the response from the institutional buyer and a high net worth individuals before deciding whether to bid or not The huge oversubscription number from the HNIS with the help of the leverage money and grey market activities ahead of the IPO sometime mislead the retail investor The regulator […]
Kesoran industries. The Indian cement manufacturer defaulted on its debt last year. Trying to restructure repayment. Kesoran allotted equity share and preference share to 10 creditors as part of its plan to restructure debt. Funds raise from the bond sale was used to repay existing loans and overdue liabilities. They were rated D by Crisil […]
Vehicle owners scraping their old vehicle could get rebate on road tax :- 25% personal vehicles 15% for commercial vehicle 5% discount on purchase of new vehicle against the scrapping certificate. Vehicle scrapping policy by union transport minister Nitin Gadkari with aim of creating the ecosystem for phasing out of unfit and polluting vehicles. The […]
Minimum 100 complaints, indicating similar nature of defects for three and four wheelers then company has to initiate recall. The auto companies could be fined between 10 lakhs to 1,00,00,000 Under the new motor vehicle act 2019 the manufacturer or accountable for the exchange or repair of the defective vehicles or reimburse the buyer with […]
vedanta higher the offer price for the buyback of shares in its Indian subsidiary. Earlier the buyback was Rs. 160 now it is 235. Nearly 4% premium on Tuesday’s closing price of Rs. 226.55 Final acceptance ratio may be around 75-80%. If all the investors tender their shares then promoters will hold 72% which will […]
SBI RETURNS MONEY TO BONDHOLDERS AHEAD OF MATURITY:- Callable bonds SBI raised money via 15 year callable bonds in march 2011 Return 9.95% annually Exercised the call option after 10 year and return the money to bondholders before maturity. Due gradual decrease in the interest rate during years natural for companies to exercise the call option. […]
SBI and BOB bonds yield rose by 103 bps in secondary market trades. Bond yields rise , price of bonds falls Mutual funds house have sold these papers and HNIs and large corporates have bought it at a heavy discount MF House are major investor in the perpetual bonds. Wednesday last week, the capital market […]
In a general language A company whose primary business is selling tech or tech services is a tech company, now let’s discuss this in detail. What is a tech company?, if you ask this question 50 years ago from now then u will get a simple answer that IBM is a tech company and everyone […]
The reason some product become popular is because users aren’t paying a sustainable price for them. They’re getting investor-subsidized services, and of course they like that. The gap between great product and great business can be ten miles wide. A Product is something that solves someone’s problem. A business is a product that works so […]
In this modern era Software is like lifeline for everyone, we can’t imagine our life without software. Today’s Fastest growing Music Companies like iTunes and Spotify, video games Companies like Zynga, Largest video services company Netflix, Largest bookseller company Amazon etc. This all companies are running on software and occupy a large amount of market […]
2 key SaaS metrics to chart a path of profitability for investors. Customer Acquisition Cost(CAC) ratio Customer Lifetime Value(CLTV). For the startups the profitability is not that all matters. More important for the startups is to grow the customer base and grab the market share. Eg. CRED. What is CAC Ratio? Is comparison between two […]
KEY-TAKEAWAY GOVT WILL DISINVEST 26% STAKE IN BANGALORE BASED PUBLIC SECTOR ENTERPRISE BHARAT EARTH MOVERS LIMITED OUT OF 54.03% ALONG WITH MANAGEMENT CONTROL. DEPARTMENT OF INVESTMENT AND PUBLIC ASSET MANAGEMENT (DIPAM) MINIMUM NET WORTH REQUIREMENT FOR BIDDERS AT RS 1400 cR . LAST DATE FOR THE SUBMITTING THE BID IS 1 MARCH 2021. DISINVESTMENT WILL […]
BLOCK DEALS It is a single transaction, of a minimum quantity of five lakh shares or a minimum value of Rs 5 crore, between two parties which are mostly institutional players. The transaction happens through a separate trading window. The deals happen in the beginning of trading hours for a time span of 35 minutes. […]
IN BUDGET 2021, A GOVT HAD PROPOSED THE ASSET RECONSTRUCTION COMPANY (ARC).ARC WILL BUY THE NPA (NON PERFORMING ASSETS) FROM BANKS. What is this proposed bad bank ? under this proposal , a new ARC will be formed which will buy the NPAs from the banks. ARC will work like an holding company to an AMC(asset […]
Interest earned by the EPF contribution above 2.5 lakh will be taxed under income tax rate. Tax exemption to ULIP’s with a premium of more than 2.5 lakh/ year has been removed. Gains will be taxed in same rate as of equity oriented mutual funds. Gains from equity oriented MF above 1 lakh(for MF hold […]
The huge market platform the online e-commerce site they know a lot about our likes and dislikes. We humans think that We are so unpredictable, original, irrational and so creative. When the fact is that we are much more predictable than we think. What u search is stored and computed and use as a marketing […]
