Remove 2021 Remove Marketability Remove Price to Book
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Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!

Musings on Markets

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public. The service was initiated in 2017 and it had 1.5

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Data Update 3: Inflation and its Ripple Effects!

Musings on Markets

Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and politicians seemed to be either in denial or casually dismissive of its potential for damage. While the implied inflation in bond rates is low, investors seem to be anticipating higher inflation.

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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.

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Is Hyundai’s Parallel Strategy a Potent Value Play?

Andrew Stolz

They have 90% market share of in FCEV. In 2021, it sold more than 100,000 battery electric vehicles (BEV). This gives it a market share of 5%, compared to Tesla’s 14.6%. If it can maintain a 6-7% EBIT margin it changes the market’s assessment of the company. Analysts are more positive about Hyundai than the market.

EBIT 52
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Inflation and Investing: False Alarm or Fair Warning?

Musings on Markets

As we approach the mid point of 2021, financial markets, for the most part, have had a good year so far. With other items, where prices can be volatile over short period, like gasoline, services often measure inflation with and without these items to reduce the effect of volatility.

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Data Update 1 for 2023: Setting the table!

Musings on Markets

Counter made-up numbers : It remains true that people (analysts, market experts, politicians) often make assertions based upon either incomplete or flawed data, or no data at all. For instance, is it true, as some assert, that inflation was high last year because companies raised prices to increase profits? Price to Book 3.