MONEY TALKS

CREDIT SERIES-4- MARKET INTELLIGENCE

Case –II – Stock Market Data Market movement of share prices and market cap is one of the most intelligent indexes especially if it’s a homogenous business and there is adequate free float. So there was this company which was into lending for a certain asset class. Key performance indicators of the lending business –… Continue reading CREDIT SERIES-4- MARKET INTELLIGENCE

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MONEY TALKS

CREDIT SERIES-3- MARKET INTELLIGENCE

If market intelligence points to something, explore that further We have all been caught with surprise on a number of occasions when an account always repaying on time suddenly starts delaying. So my experience is that it is something which starts showing signs in other areas as well before it starts in the delay mode.… Continue reading CREDIT SERIES-3- MARKET INTELLIGENCE

MONEY TALKS

CREDIT SERIES-2- Numbers are numbers

Case II – Related party numbers and merger/de merger stories This company is into supplying capital goods to various industries. Their factory,  biggest in Asia on some parameters and being covered by a prominent international news channel on their documentary. This business had two parts – one pure material supply and another material supply+installation+other services.… Continue reading CREDIT SERIES-2- Numbers are numbers