Break up of research function
Monitoring actual investment and keeping the watch list
| CORPORATE | NEWS FLOW | MARKET CURRENT |
| Actions on Ground Management due diligence Corporate office visit Plant & Work site visit |
Actions on Ground Analysts meet Company presentations Industry Seminars Trade fairs & Exhibitions |
Actions on Ground Interaction & liaison with- Peer group investors Sector Analysts Fund Houses Brokerages Bankers Credit rating agencies |
|
Market Survey |
Desk Research Analysing news from- News channels News Papers News wires Magazines Internet |
Desk Research Setting up benchmarks of- Valuation criterion Earning multiples Re-rating & De-rating |
| Competitor Survey Strategy, Customer, Dealers & Employee Desk Research |
|
|
| Estimates & Projection Sales & Volume Critical cost component Critical raw material Profit EPS |
||
| Follow up with- Top management Middle management Customers & Dealers Industry sources |
DEAL EXECUTION
BUY
Determining buy quantity
Articulating buying strategy
Fixing price range
Sourcing the lot at discount or premium to ruling price
Accumulation from bourses
Analysing seller’s profile & selling pattern
EXIT PLANNING & REVISION
SELL
Determining sell quantity
No sell price floor unless negotiated deal
Articulating selling strategy
Passing the lot at premium or discount to ruling price
Open market selling on bourses
SEAMLESS CO-ORDINATION WITH BROKERAGES
Tactful dialogue on deal execution
Daily tally of executed deals
Daily tally of unexecuted deals – Analysing reasons thereof
Reworking methodology on unexecuted deals
Tally funds and stocks on each settlement
