Credit rating business has fantastic economics. They enjoy superior operating margins in ~30% consistent, solid return ratios i.e Return on equity of about 30%. The business requires no debt. The only expense on their books is qualified personnel. FINANCIAL STATEMENT...
You may have heard enough about buying monopoly businesses or businesses with a strong economic moat which can not be replaced. The article below presents examples of some such monopoly businesses in India. Company Name Market Share Description Coal India 82% market...
Tata Motors is undergoing a significant restructuring to unlock shareholder’s value- The Company announced plans to demerge its commercial vehicle (CV) and passenger vehicle (PV) businesses into separate listed entities, with an expected completion timeline of...
Zomato, an Indian online food delivery company, listed on July 14, 2021, at ₹115 per share, delivering a strong 53% listing gain and reaching ₹161 shortly after. However, by November 2021, market sentiment shifted, as valuation concerns surfaced given widening losses,...
Asian Paints has long been recognized as a cash-generating powerhouse. Currently, the stock is undergoing a time correction and is available at a 5-year low PE ratio of 63, which stands below its historical median PE ratio of 76.4. Despite the near-term challenges of...
