About Us

We are passionate research analysts with a keen interest in analyzing publicly listed and private companies. With years of experience in working with leading investment banks and asset managers as clients, we’ve honed our skills in fundamental analysis—building detailed financial models, diving deep into ratio analysis, and benchmarking peers for valuations.


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Business Inputs in Financial Analysis

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There are broadly four key inputs essential for running a business, as shown in the chart below. In upcoming posts, we will explore publicly listed companies across various industries, examining and analyzing the key inputs required to drive their sales.  4o
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It All Starts With The Food

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To begin, we focus on analyzing the business inputs across different industries. In this post, we take examples of companies listed in the food and related space. Our methodology involves examining key factors: Cost of Goods Sold (COGS) Operational Expenditure (Opex) Capital Expenditure (Capex) Change in Working Capital We take the past three years' data and, evaluate the amount of each input required to generate $1 in sales. It is important to note that Capex and M&A may not fully capture the input-to-sales ratio, as they can generate revenue and earnings over multiple years. Companies Included: Thai Coconut (Thailand), Seeka (New Zealand)
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