First Principles Framework 1. Economic/Value Destruction Default Fundamental Principle: Present Value of Assets + Future Value Creation < Present Value
Category: EL tools
A First Principles Analysis of Corporate Defaults: Asian Case Studies
1. Economic/Value Destruction Default A. China HNA Group (2021) Anbang Insurance (2018) B. India Jet Airways (2019) Kingfisher Airlines (2012)
A First Principles Analysis of Corporate Defaults: Global Case Studies
1. Economic/Value Destruction Default Fundamental Principle: Present Value of Assets + Future Value Creation < Present Value of Obligations A.
Discussion of Corporate Defaults on first Principles with Claude
PromptYou are a veteran banker skilled in credit, recovery and generating business with minimal risks. You have seen and involved
Workshop Title: Banking the CFO’s Journey : Aligning Solutions to Business Life Cycles
CHAPGPT: Based on these input about the CFO strategies and the bankers’ business opportunities to advise and propose banking solutions,
Yvonne Yacht (YY)
“Yvonne’s Yacht” is introduced for you to master the balance sheet analysis. The Yacht visualizes the numbers – which don’t
Accounts Receivable Purchase Financing Cash and Trade Flows
Who are the main parties? Identify the various counterparties involved and the flows of cash Bank is able to provide
5 steps – Capital Market Solutions
1. Inject Equity by EXISTING Shareholders 2. Inject NEW MINORITY Equity 3. Inject NEW MAJORITY Equity 4. Sell NON-PRODUCTIVE Assets
3 Step Value Approach
Dupont analysis Is the business creating value? EWS! Focus on how the business is creating value EV analysis What’s the
Counterparties vs. Credit bases
Credit Bases v Counterparty Contracts – Points to note Coverage Length Renewal Relationship Exit Clauses Which is better? De-facto –
