Coromandel International: Available at Juicy Valuation?
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Harsh Vora
- Apr 27
- 7 min
Apcotex Industries: A promising small-cap company
Note: This is a premium article available to read only under subscription. I’ve been studying Apcotex Industries, a small cap company...
Harsh Vora
- Apr 19
- 3 min
TCI Express: Set for a bounce?
Note: This is a premium article available to read only under subscription. India’s logistics market was worth Rs 33.63 lakh crore in 2022...
Harsh Vora
- Mar 31
- 10 min
What is Nifty 50's fair DCF value?
Please note: This post includes Excel files for download. These files include raw data as well as DCF calculation. As of March 31th 2023,...
Harsh Vora
- Mar 30
- 2 min
Coal India - A Value Buy or a Value Trap?
Coal India, a public sector enterprise, has fallen about 21% from its all time high price in the recent market correction. This has led...
Harsh Vora
- Aug 4, 2021
- 2 min
The importance of reading concall transcripts: A case study of Alkyl Amines
This note is to stress the importance of reading concall transcripts of companies whose fundamentals you wish to study. Alkyl Amines...
Harsh Vora
- May 30, 2021
- 4 min
The Taper Tantrum Series: Taking Cognisance of the Risks Involved
Taper tantrum, or the US Fed signaling that it’d reduce printing and supplying new money, could spell tough times for India’s stock markets
Harsh Vora
- May 30, 2021
- 5 min
The Taper Tantrum Series: Understanding its Fundamentals
This is part one of the two-part series, in which I explore one of the major short-term risks facing India’s equity market.
Harsh Vora
- May 23, 2021
- 11 min
Market Leader Series: Understanding Indian Energy Exchange's Business
This is the second part of the Market Leader Series, in which I discuss companies that lead their respective sectors. The first part,...
Harsh Vora
- May 11, 2021
- 3 min
How Operating Leverage Benefitted Intellect Design
First off, some background about Intellect Design: Intellect Design is an IT company, which specifically develops and sells digital...
Harsh Vora
- Nov 30, 2020
- 7 min
Burger King IPO Analysis: Know the Pros and Cons Before Investing
Burger King, as most of you know, is a fast food chain of restaurants that operates in the "QSR or Quick Service Restaurants" industry.
Harsh Vora
- Nov 20, 2020
- 9 min
Market Leader Series: A Deeper Look at Polycab India's Financials
This is the first part of the Market Leader Series, in which I'll discuss companies that lead their respective sectors. In this article,...
Harsh Vora
- Oct 31, 2020
- 3 min
What is Reliance Jio's true ARPU, after all?
In this article, we will discuss how ARPU -- a key metric to analyze the telecom sector -- is calculated and why Jio's "comparable" ARPU...
Harsh Vora
- Sep 18, 2020
- 15 min
A Deep Dive Into Lumax Industries
The auto sector has been seeing encouraging recovery since July, with major auto makers reporting an improvement in YoY sales degrowth,
Harsh Vora
- Jan 27, 2020
- 7 min
Why did many companies report a higher tax expense despite a reduction in the corporate tax rate?
Why did many companies report a higher tax despite a reduction in the corporate tax rate?
Harsh Vora
- Jan 19, 2020
- 7 min
How should investors read the cash flow statement of a company?
When an investor studies a company’s financials, he looks at three primary statements. These comprise the income statement (which shows...
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