Break up of research function

Monitoring actual investment and keeping the watch list

CORPORATE NEWS FLOW MARKET CURRENT
Actions on Ground
Management due diligence
Corporate office visit
Plant & Work site visit
 Actions on Ground
Analysts meet
Company presentations
Industry Seminars
Trade fairs & Exhibitions
 Actions on Ground
Interaction & liaison with-
Peer group investors
Sector Analysts
Fund Houses
Brokerages
Bankers
Credit rating agencies

 Market Survey
Strategy, Customer, Dealers &
Employee Industry sources

 Desk Research
Analysing news from- 
News channels
News Papers
News wires
Magazines
Internet
 Desk Research
Setting up benchmarks of-
Valuation criterion
Earning multiples
Re-rating & De-rating


 Competitor Survey
Strategy, Customer, Dealers &
Employee Desk Research
  • Corporate result analysis
  • Company conference call 
  • Interviews of management 
  • Views of industry experts
  • Monitoring price trend 
  • Analysing deal size 
  • Sensing market grapevine 
Estimates & Projection
Sales & Volume 
Critical cost component
Critical raw material
Profit
EPS
   
Follow up with-
Top management
Middle management
Customers & Dealers
Industry sources
   

DEAL EXECUTION


BUY

Determining buy quantity
Articulating buying strategy
Fixing price range
Sourcing the lot at discount or premium to ruling price
Accumulation from bourses
Analysing seller’s profile & selling pattern

EXIT PLANNING & REVISION

SELL

Determining sell quantity
No sell price floor unless negotiated deal
Articulating selling strategy
Passing the lot at premium or discount to ruling price
Open market selling on bourses

SEAMLESS CO-ORDINATION WITH BROKERAGES

Tactful dialogue on deal execution
Daily tally of executed deals
Daily tally of unexecuted deals – Analysing reasons thereof
Reworking methodology on unexecuted deals
Tally funds and stocks on each settlement


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