Problem Statement
Our Client, a US-based hedge fund, wanted us to track the Technology, Media and Telecom sector and identify key economic factors that affect the revenue growth, operating cost, cost of capital etc. of portfolio companies and help them in updating the financial model with latest market updates.
JMI Implementation
- JMI team conducted deep research on Technology, Media and Telecom sector and identified the key factors including Government and Regulatory Changes, GDP growth, Inflation and Sectoral revenue growth etc.
- Tracked the market-driven factors like liquidity, momentum and fund flow for each stock and analyzed the co-variance in relation with mean return, industry growth etc.
- Conducted detailed fundamental research and analyzed the financial model of firms such as Intel, Apple, Sony, ASML, Live Nation etc. and figured out key metrics for each company.
- JMI team tracked & maintained the latest financials and key parameters for each company and updated the model accordingly
- Models were updated on a daily basis and any significant impact was highlighted to the client immediately.
In-depth Study on Sector to identify key metrics
Tracked the market-driven factors like liquidity, momentum and fund flow
Conducted Fundamental Research on Portfolio Company
Keep track on latest financials and key parameter for each company
Updated the model with key parameters on daily basis
Results
- JMI team kept track of the latest financials and identified the key economic and market-driven factors that have an impact on the TMT sector.
- JMI team delivered the updated financial model with the latest market updates on a daily basis.