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Why Delhi Finance Professionals Are Choosing the Valuation Master Class Boot Camp

By Andrew Stotz

Delhi’s finance ecosystem is buzzing with opportunities, but standing out in this competitive space requires more than just textbook knowledge. The Valuation Master Class Boot Camp has become the go-to program for Delhi-based professionals who want hands-on valuation experience, greater confidence, and career-changing transformation.

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Can TTM Technologies Turn Into a High Profitable Growth Company?

By Andrew Stotz

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.

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Can Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?

By Andrew Stotz

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.

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How Much Can Gazprom Prosper From Europe’s Energy Crisis?

By Andrew Stotz

Bright future of natural gas as a transition fuel, if Europe holds back Gazprom expansion, pivot to Asia, and domestic market still not fully penetrated yet.

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Is PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?

By Andrew Stotz

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.

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How Sustainable Is PBF Energy’s Pure Play Refinery Business Model?

By Andrew Stotz

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.

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How Much Can Equinor Exploit Europe’s Energy Crisis?

By Andrew Stotz

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.

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Does SKF’s High Value Creation Deserve a Re-Rating?

By Andrew Stotz

Consolidation of manufacturing sites drives margin expansion, high single-digit industry growth mainly driven by Asia, and consistent value creation while peers struggle.

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Can Management’s Commitment Return Sumitomo’s Stock to Previous Heights?

By Andrew Stotz

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.

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Is EasyJet’s Cash Injection Enough to Fund Tough Recovery?

By Andrew Stotz

Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.

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