Year: 2011
-
Future Ventures IPO note – April 2011
Update on April 29th Future Ventures has got a dull response till today. The overall subscription is 1.52 times the offer. QIB section is oversubscribed 0.26 times, HNI is (strangely) 7.8 times and Retail 0.6 times. Poor response may be not just because of poor reviews (see my IPO note below) but also concurrent investments…
-
Muthoot Finance Limited – IPO (18-21st April 2011)
Update on April 20th Muthoot Finance got over subscribed 7.09 times till today. The IPO closed today for QIB bidders and tomorrow for retail and HNI. Of the categories, the QIB portion was subscribed 25 times; HNI 0.98 times and Retail 1.34 times This indicates a likely surge tomorrow in the latter two categories. The Maximum…
-
This is a good time to add Small Caps
This may be a very good time to add Small Cap stocks to your portfolio. Let me substantiate the logic and reasoning for this. If we list out equity-oriented investments in order of Safer to Riskier (and generally Lower to Higher return), they are: Sensex/ Nifty / ETFs /Large cap Mutual Funds Mid Cap and…
-
My investment rupee says Yes Bank
Yes Bank is an aggressive high potential new generation bank. The recent fall in prices by 28% makes this an attractive entry point for long term investment. There is an updated report of Yes Bank available at link The Brave Warrior of Indian Banks by JainMatrix Investments includes Q1FY13 results, news updates and FY15 projections.…
-
Steep Fall in Indices – Stay calm
Here is a quick round up – of the bad news: Sensex is 17% down from November 2010 peaks. Particularly second half of Jan onwards, fall has been steep Sensex is below its 200 Day Moving Average – DMA FIIs are withdrawing funds from India. After investing $28 billion plus in 2010 they have now…
-
Petronet LNG – This stock beats an FD anyday !!
This report on Petronet LNG was published in Feb 2011. An update is available at Link Petronet LNG is a gem of a stock that has given equity investors safe and high returns for the last 7 years. Description and Profile Petronet LNG is a PSU created to import, process and sell LNG in the…
-
For Long term investments start a direct market SIP
This article has been updated. Click on this link to see the latest version. March 2016 – A Superior Investing Process – Do a DIP SIP Jan 2011 The market indices have fallen, and it seems like a good time to invest? But you’re not sure what to invest in? Should you choose just one…
JainMatrix Investments 