This is the first of the multi-part blog series on the Diagnostics Industry. (Featured image credits: https://pixabay.com/photos/laboratory-analysis-chemistry-2815641/) In the next few blogs, I would discuss about the various dimensions of the diagnostics industry and insights for investors about this industry. This blog will start with a high-level overview of the Healthcare sector. The big picture …
This blog will discuss the analysis of Related Party Transactions (RPT) by the MNC stocks. We will see the practical aspects of analysis discussed in the last blog. I will consider transactions from some listed companies as examples. This kind of analysis is very exhaustive with no boundaries. However, in this blog, I cover the …
In our earlier blog, we saw that the view of MNCs having the highest corporate governance standards is debatable. This view could be more of a perception. Two areas where one can get insights about corporate governance are, (1) Royalty pay-outs and (2) Related Party Transactions. I discussed Royalty in my earlier three blogs. Royalty …
In this blog, we will discuss MNC Holding, (1) The different modes the parent company hold the Indian entity and (2) Direct Vs. fellow subsidiary. This understanding is essential to understand the various related party transactions that you will see in the next blog. (Featured image credits: https://www.duupdates.in/multinational-companies-india-mnc-india/amp/) To better understand this blog, you need …
In the last blog, we saw that there are 6 tools used for Royalty Analysis. We also saw in detail two of the tools (Royalty details and Royalty amount). This blog will cover the remaining four tools for Royalty Analysis. (Featured image: Oracle Headquarters) To better understand this blog, you need to read my three earlier …
Tools to Analyze Royalty, Do you know them? – P2 Read More »
This blog will focus on a much lesser known and discussed topic – Royalty Analysis. This aims to analyse royalty and gathering interpretations. (Featured image: Oracle Headquarters) You will see a few qualitative and quantitative tools with examples. I believe you will find it interesting. To better understand this blog, you need to read my …
Tools to Analyze Royalty, Do you know them? – P1 Read More »
In the last blog, we saw a few basic details of MNC companies covering their unique traits, premium valuation, and diverse views on corporate governance. The term corporate governance is broad and encompasses multiple facets ranging from outright accounting fraud, concealing and misrepresentation of information, Related Party Transactions that are not in the best interest …
There are different themes in investing i.e. Investing in PSU, Sector specific companies, Holding companies etc. One such theme is investing in MNC companies. In this and the next few blogs, we will understand more about MNC companies and what needs to be analyzed from an investment perspective. (Image credit: Toyota Headquarters) Hi, This is …
Resource page of Rakesh Jhunjhunwala. Here you will find his interviews, media appearance, articles and videos. Though it is not exhaustive at present, ultimately it would become one with all your support. Do share any other resources that you know in the comments section. Before moving to the list of resources, I would like to …
Rakesh Jhunjhunwala Resource Page – All in one place Read More »
In the last five blogs, we saw the A-Z of Dividends, their importance in fundamental analysis & various dividend metrics. This blog will discuss a practical approach for applying these learnings using a company from the listed space. I consider the example of VST Industries. One reason to consider this is because I have studied …
