Equity Research case studies, worked step by step

Cases
100
Traced to a firm
30
Topics
12
Hard
30
Topic
All topicsStock pitch15Earnings and results9Forecasting and modelling10DCF and intrinsic value9Relative valuation7Financials6Sector economics9Forensic accounting9Industry structure and moats7Macro and commodity sensitivity7Capital allocation and corporate actions7Buy-side portfolio judgement5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–3 of 3 · filtered from 100Clear filters
  1. 006Zenvora Broking earns 60% of its revenue from equity derivatives. New rules cut derivative volumes by 30%. With 70% of costs fixed, what happens to revenue and profit?FinancialsCoreSell-side equity researchHedge fund long/short
  2. 031Build Nirvela Bank's return on equity from an ROA tree: margin, fees, cost to income, credit cost, tax and leverage. Where is the gap to a peer earning 17%?FinancialsCoreSell-side equity researchIndian brokerage research
  3. 068The policy rate is cut 50 bp. At Dhanvela Small Finance Bank 70% of loans reprice at once while term deposits reprice over a year. What happens to net interest margin over the next four quarters?FinancialsCoreSell-side equity researchIndian brokerage research

Company names and figures are illustrative.