April 2015 – JainMatrix Investments

Retirement Planning: a Poll and some Radical Thoughts

Apr 29, 2015

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Dear Reader, I came across this interesting article recently, and would like to share it with you. The inglorious goal of doing nothing – LiveMint, April 21st 2015. In short the article describes a person who retired at 40 and is living in a remote location and doing nothing – just enjoying his peaceful retired life.…

Britannia Industries – A Premiumization Play in Foods

Apr 24, 2015

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JainMatrix Investments

in STOCK ANALYSIS

23rd April 2015 CMP: Rs 2151 Large Cap – Mkt Cap 26,000 crores Advice: BUY, with a target of Rs 3168, a 47.3% appreciation by Mar’17. Summary Britannia rides not just the consumption theme, but within that the large food segment and also commands a premium image. Britannia is a powerful brand in this space. As…

VRL Logistics IPO – Winner Takes All

Apr 14, 2015

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JainMatrix Investments

in IPO/FPO ANALYSIS

Date 14th April 2015 IPO Price range: Rs. 195-205 IPO Period: 15-17th Apr 2015 Mid Cap – Rs 1900 cr Mkt Cap Industry – Transportation, Goods and Passengers Advice: BUY, with a 2 year holding period Summary: The transportation sector is recognized as a leading indicator of the economic cycle of the country. We expect…

Inox Wind IPO – Positive, and for the Environment

Apr 10, 2015

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JainMatrix Investments

in IPO/FPO ANALYSIS

Dear Investor, Here is a short post facto report on the Inox Wind IPO. The IPO received excellent response with an 18 times over-subscription. Retail was only 2 times over while institutional, HNI and corporates’ portions were subscribed over 35 times. Naturally the pent up demand showed up on listing. Listing on April 9th, yesterday, was…

Month: April 2015

Retirement Planning: a Poll and some Radical Thoughts

Britannia Industries – A Premiumization Play in Foods

VRL Logistics IPO – Winner Takes All

Inox Wind IPO – Positive, and for the Environment