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Public Markets

Sector & Theme Report

A sector or investment theme for investors: how the industry works, what drives demand, the regulation, where the economics sit along the value chain, the listed companies that benefit, and what is already priced in.

Publishes
Pages or slides
Excel, Word and PowerPoint on request

10 days of Pro, or of Firm on a work email address to start. No card needed.

What you give, what you get

Your brief and files. Its method.

Sector & Theme Report carries its own method: what to research, how deep to go and what the output must contain. Your brief and files say what it is about.

You give

  • A brief: who the work is for and what question it must answer, in a few lines.
  • Your files, from your computer, Google Drive or OneDrive: filings, models, decks, transcripts, statements. Read whole, never cut into fragments.
  • Nothing else. The playbook carries the method, and Mool gathers what the method calls for.

You get

  • Pages or slides, with Excel, Word and PowerPoint files on request on Pro.
  • Every figure sourced and dated, with the working shown.
  • Follow-ups in plain words that edit the pages in place.
  • Quick answers to a reader's question from the research itself.
  • A document you can share by link, or keep in your account.

How it runs

From brief to finished research.

Every step shows in the activity feed as it happens: what was read, what was searched, what was found and what was written.
  1. 01

    Brief

    Pick the playbook, say what the work is about in a few lines and add your files: filings, models, decks, transcripts, statements.

  2. 02

    Research

    Mool plans the work and does it, reading your files whole and gathering what else the method calls for. Every step shows in the activity feed as it happens.

  3. 03

    Publish

    The research arrives as pages or slides, each figure sourced and dated, with Excel, Word and PowerPoint files when you asked for them.

  4. 04

    Follow up

    Ask for changes in plain words and the pages are edited in place. Ask a question and it is answered from the research itself.

Public Markets

The other playbooks for public markets work, and the page on how investors and analysts use Mool.
  • Concall Tracker

    What management said over the last four to twelve quarters and whether they delivered: guidance against outcomes, the themes that keep coming back, shifts in tone, and the questions to ask next. Built from Indian earnings call transcripts.

  • Equity Research

    An investment view on one listed company: the thesis, the business and its economics, financial analysis, forecasts, valuation with scenarios, a target price, the risks and the catalysts. As a brief note or a full report.

  • Event Impact Note

    A fast take on something that just happened, such as a deal, a regulation, a management change, a rating action or a policy move: what changed, who is affected, the quantified impact, and what to do about it.

  • Forensic Accounting Check

    Earnings quality and governance red flags from an Indian listed company's annual reports: cash conversion, working capital, related-party transactions, contingent liabilities, auditor remarks and promoter pledges, in a red-flag scorecard.

  • IPO Note

    Subscribe or avoid on an Indian IPO: the offer terms, the business, financials, valuation against listed peers, the use of proceeds, and the risks set out in the offer document. Best with the RHP attached.

  • Peer Comparison

    A like-for-like comps table for a listed company and its peers: growth, margins, returns, balance sheet and valuation multiples, and whether the company's premium or discount to peers is earned.