Category
Company Deep-Dives
Analytical frameworks for understanding Sri Lanka’s biggest listed businesses.
How a Sri Lankan Bank Makes Money
Banks are among the CSE's largest companies. Using Commercial Bank as a lens, here is how…
8 min readCompany Deep-DiveNestlé Lanka and the Power of a Brand Moat
Milo, Maggi, Nestomalt: how a company turns beloved brands into a durable, defensive business,…
7 min readCompany Deep-DiveCeylon Tobacco Company: The Dividend Machine
One of the CSE's biggest dividend payers is also one of its most debated stocks. Here is…
7 min readCompany Deep-DiveDialog Axiata: How a Telecom Giant Makes Money
Most Sri Lankans use its network every day. Here is how a telecom company like Dialog actually…
8 min readCompany Deep-DiveJohn Keells Holdings: The Conglomerate Discount, Explained
Sri Lanka's largest listed company is really seven businesses wearing one ticker. Understanding …
9 min readCompany Deep-DiveSri Lanka's Banks: How to Compare COMB, SAMP & HNB
Bank shares are among the most popular on the CSE, and the trickiest to analyse, because a bank …
9 min readCompany Deep-DiveLIOC: How a Fuel Retailer Makes (and Loses) Money
Lanka IOC sits at an unusual crossroads, a private company selling a product whose price the gov…
8 min readCompany Deep-DiveThe NDB Fraud Case: What It Means for Investors, and What It Teaches About Bank Risk
One of the largest internal frauds in Sri Lankan banking history hit a listed lender this year. …
8 min read