Author name: Rohan Seth

Co-Founder of The Financial Pandora

Rohan Seth

LIC: Business Analysis

By / October 7, 2020

LIC, the life insurance behemoth that is a monopoly owned by the Government of India, has been in existence since long. It covers ~ 70% of the market and has the investment portfolio which is bigger than the entire mutual fund industry of India. Recently, there has been reports that LIC will face divestment to the tune of 25% in parts. LIC also generated huge amounts of free cash and according to the author, the intrinsic value is the greatest in the Indian stock markets. Read the comprehensive industry and the company analysis, to understand most of the aspects of the business.

Compuage Infocom: A bet on wholesale distribution

By / October 5, 2020

Compuage Infocom is a small cap IT hardware and software wholesale distribution company with a visionary management and decent fundamentals.
There are also some major problems with the business- not such a good outlook for the business nature, capital allocation problems and capital structure problems just to name a few. The company can be thought of as a bet on Indian IT industry, which has a really bright future along with the risks that it carries due to being a small cap play. The report is a comprehensive one, encompassing almost everything you need to know while researching this business. So dig in and sit tight for this journey!

Cimmco ~ A potential turnaround small cap?

By / August 26, 2020

Cimmco Ltd is an Indian listed small cap company, started its operations in 1943. In the recent years, the co has been suffering losses, quite a volatile business, poor performance overall and not so good future prospects. Looking deeply at the business and changing dynamics, I believe there is a slight recovery hint! Operating Profit, Gross Profit, Net Profit and Revenue going up. Tried to cover the most of the aspects of the business, that will try to give one a holistic view on this business. It is a comprehensive report, so please take out some time to read it.

Biocon Limited: Research Report

By / August 19, 2020

Biocon- India’s largest biotechnological company started its operations back in 1978. Yes, 40+ years in the business and still if the reader goes deeper in the analysis, one will observe some interesting tenets of the company. There are lot of firsts of the company, getting FDA approvals and building a factory in Malaysia to a heavy weight R&D spender, this company has demonstrated a knack for opportunities. The company also had some troubling endeavours like poor performance, not a predictable journey and quite a volatile business and rejection of its vaccine from the CG’s list of medicines that could be used for COVID-19. Read the entire research report here.