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 1–2 of 2 · filtered from 100Clear filters
  1. 010Coravi Auto Parts sells 45% of its output to the US, and a 25% tariff is imposed. Customers absorb 40% of it. What happens to volumes and EBITDA, and how would you defend your view under challenge?Macro and commodity sensitivityHardFranklin TempletonSan Mateo · 2024
  2. 035Tamravat Copper mines 200,000 tonnes a year at a cash cost of USD 6,500 a tonne. The copper price falls from USD 9,000 to USD 8,000. What happens to EBITDA, and how does a 30% hedge at USD 8,800 change it?Macro and commodity sensitivityHardSell-side equity researchHedge fund long/short

Company names and figures are illustrative.