Arvind Shrouti,Option Positive The 3-Phase Fundamental Analysis.

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Presentation transcript:

Arvind Shrouti,Option Positive The 3-Phase Fundamental Analysis

Arvind Shrouti,Option Positive 1. Economic Analysis To Assess the General Economic situation both within the country and internationally Tools: Various Economic Indicators – Economic Growth, Monsoon & Agriculture, Industrial Production, Inflation, Interest Rates, Foreign Exchange Reserves, Balance of Trade, Budgetary Deficit, Public & Foreign Debt, Domestic Savings & Capital-Output Ratio, Employment, Tax Rates, Infrastructure, Government Policy, Political Situation, International Developments, etc.

Arvind Shrouti,Option Positive 2. Industry Analysis Life Cycle of an Industry- Pioneering Stage, Expansion Stage, Stagnation Stage and Declining Stage What are the strengths of the Industry? What are the vulnerabilities of the Industry? What are the opportunities available to it? What are the threats it faces?

Arvind Shrouti,Option Positive General Analysis of the Company

Arvind Shrouti,Option Positive Sales/turn over, Capital employed/capital size, Employment size, Value Added= Income – Non Factor Expenditure. (Here non- factor expenditure means expenditure other than employee cost, depreciation and interest). Material intensity/input intensity sales = value added

Arvind Shrouti,Option Positive Information Required Capital intensity/capital output ratio: capital = value added Value added per man-day Return to capital per man-day Rate of profit: Share of Capital = Capital employed

Arvind Shrouti,Option Positive Information Required  Employee cost (Bargainable/unionized) per man day  Prize mark up i.e., value added per unit  Trend of output prices and input prices.  Capacity utilization of the plant and machinery  Market share of the firm  Ratio of financial result/ratio of operational results

Arvind Shrouti,Option Positive Information Required  Ratio of debt/ratio of equity,  Percentage of non-operational income,  Break even point of sales and output,  Balance Sheet & Profit & Loss Account of Last 3 Years of the Company.  Productivity Data for each workstation including all elements.

Arvind Shrouti,Option Positive THANK YOU