Valuation Master Class
How Much More Can the Taiwanese Giant Hon Hai Grow?
Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.
Read MoreCan TTM Technologies Turn Into a High Profitable Growth Company?
Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.
Read MoreIs EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
Read MoreCan Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?
Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.
Read MoreIs PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?
Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.
Read MoreWill Crane’s M&A Strategy Lead To Further Value Creation?
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
Read MoreHow Much Can Equinor Exploit Europe’s Energy Crisis?
Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.
Read MoreHow Sustainable Is PBF Energy’s Pure Play Refinery Business Model?
Scaling necessary to survive in thin-margin business, high oil price could offset gains from demand rebound, and growing environmental burden is a poison pill for margin.
Read MoreCan Management’s Commitment Return Sumitomo’s Stock to Previous Heights?
Gearing up in M&A activity to drive top-line growth, growing CAPEX lays foundation for organic growth, and management focus on ROIC should enhance returns.
Read MoreVMC: What Is the Valuation Master Class?
The Valuation Master Class is the only program that trains you exactly how to value actual companies like a pro and get your dream job in finance.
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