Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<h2>Company Overview</h2><p><a href="https://www.smartkarma.com/entities/2930" target="_blank" data-smartkarma-citation="entities:2930:1">Mrf Ltd (MRF IN)</a> traces its origin to a shack in Madras, India where it began as a manufacturer of rubber balloons in the 1940s. A decade later, the company started manufacturing tread rubber, thus beginning its foray into the tyre sector. The company went public in 1961 and in the same year partnered with US-based Mansfield Tire &amp; Rubber to manufacture and export tyres to the USA. Today, MRF operates 8 plants across India and uses its 4,500-strong dealers and 300 exclusive…</p>

Company OverviewMrf Ltd (MRF IN) traces its origin to a shack in Madras, India where it began as a manufacturer of rubber balloons in the 1940s. A decade later, the company started manufacturing tread rubber, thus beginning its foray into the tyre sector. The company went public in 1961 and in the same year partnered with US-based Mansfield Tire &amp; Rubber to manufacture and export tyres to the USA. Today, MRF operates 8 plants across India and uses its 4,500-strong dealers and 300 exclusive…

MRF Set to Cement Leadership As Peers Strained By Capacity Constraints & High Debt Levels