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

<p><a href="https://www.smartkarma.com/entities/10346" target="_blank" data-smartkarma-citation="entities:10346:1">Pricol Ltd (PRIC IN)</a> is an Indian automotive component manufacturer with operations around the globe. The company operates two subsidiaries in Indonesia and Brazil while also acquiring plants in Europe and Mexico through a recent deal. Pricol aims to increase its revenue by more than 2x in the next three years and has set out on a deal-making spree. </p><ul><li>After successfully completing the acquisition of a wiping systems company in FY2018, Pricol seeks inorganic growth in the telematics segment. </li><li>The company has signed partnerships with two international companies to produce BS VI compliant components. </li><li>Pricol's largest business segment of two-wheelers is likely to see double-digit growth continuing for the next 2-3 years.</li></ul>

Pricol Ltd (PRIC IN) is an Indian automotive component manufacturer with operations around the globe. The company operates two subsidiaries in Indonesia and Brazil while also acquiring plants in Europe and Mexico through a recent deal. Pricol aims to increase its revenue by more than 2x in the next three years and has set out on a deal-making spree. After successfully completing the acquisition of a wiping systems company in FY2018, Pricol seeks inorganic growth in the telematics segment. The company has signed partnerships with two international companies to produce BS VI compliant components. Pricol's largest business segment of two-wheelers is likely to see double-digit growth continuing for the next 2-3 years.

Pricol Widens Product Portfolio in Light of New Auto Regulations (BS VI) In India