Month: November 2012
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Final review of Portfolio, ‘Bottom fishing in 2012’
——————————————————————————— Date: 28-Nov-12 JainMatrix Investments launched this portfolio in Jan 2012, when we published the report ‘Bottom fishing in 2012’. To read this now, click on LINK. This is the final review of this portfolio. In Jan, we said, ‘A bottom is in place, and the price reversal has started‘; there is ‘a change in…
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What are your preferences? – A Poll
Dear Reader, I’d like to check with you on a few aspects. Report size My typical Equity Research report is a 7 page pdf with 8-10 charts, graphs and tables. And lots of text. I write all this to communicate my understanding of the firm in question. But I’d like to ask you to tell me…
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Tara Jewels IPO: Rated Medium
………………………………………………………………………………………………………… Post IPO news dated 23-Nov-2012 The news is that Tara Jewels IPO got subscribed 1.9 times. The Retail and Qualified Institutional Investor portions got fully subscribed, while the HNI quota went over 3 times Happy to note that my prediction yesterday turned out right :-) ………………………………………………………………………………………………………… Investment Report dated 22-Nov-2012. Offering: IPO is of Price…
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Telecom: Auctions speak louder than words
The Indian Telecom sector these days is going through a couple of nerve racking events that I will call as ‘growing up pains’. News Updates 15thNov 2012: the Telecom 2G spectrum auctions closed, with 57% of spectrum unsold due to high minimum bid prices, poor industry conditions and availability of spectrum with the older players.…
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Hanung Toys – A Splashy Opportunity
_____________________________________________________________ Date: November 15, 2012 CMP: Rs 159 Small Cap – Mkt Cap 399 crores Hanung Toys & Textiles is a manufacturer / exporter of quality soft toys and home furnishings. With integrated facilities, an excellent clutch…
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Titan Industries – The Jewel in the Crown
—————————————————————————————————————————————— Date: November 9, 2012 CMP: Rs 294 Large Cap – Mkt Cap 26,000 crores Advice: Buy systematically Titan Industries is a power brand and runs the largest specialty retail chain in India. Following the pioneering success in watches and jewellery, it is now building the eyewear, precision components and accessories businesses. The FY12 turnover…
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