Author: JainMatrix Investments
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25 Investing lessons – Great Investing Wisdom
Here is a brilliant tweet from @jposhaughnessy. I have added to it some of my commentary. In the note, he touches upon the classic challenges – uncertainty, fear, under-performance, the big new industries, standing out, biases and luck. It is great investing wisdom. Jim O Shaughnessy / My Thoughts I’ve added a few of my thoughts, and…
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Indian Hotels Sector – Time to check in?
Shares of many hotel companies have rallied in recent months. What are the reasons for this? Can investors find good investment ideas in this sector? Related Research: We had published a report on Mahindra Holidays in Mar 2013. The share is up 109% in 5 years, or 22% annualized. To read the report, click…
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Indian Roads Sector – A Delightful Drive Ahead?
Date 26th April Industry – Roads Construction Summary Here is a snapshot of the interesting Roads Sector. We sense a revival, and a number of players are active here. Additional Roads Sector Reports from JainMatrix Investments Please read our Feb 2018 report on HG Infra IPO by clicking on LINK. And our July 2017…
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ICICI Securities IPO – A Direct Purchase
Date 24th Mar; IPO Opens 22-26th Mar at Rs. 519-520 Valuations: P/E 34.6 times TTM Large Cap: Rs. 16,750 cr. Mkt cap Industry – Stock Broking Advice: SUBSCRIBE Summary Overview: ICICI Securities is a technology-based securities firm that offers a wide range of services including brokerage, financial products distribution and investment banking. They have been…
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How much is Conviction and Confidence worth?
Hi friends, here’s a small story I’d like to share with you. Over a year ago, JainMatrix Investments (JM) did a research and found an interesting investment opportunity. It was a mid cap firm. JM then went ahead and created a detailed 9 page equity research report and shared it with its subscribers. They projected…
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Bandhan Bank IPO – The New MFI Leader
Date 14th Mar; IPO Opens 15-19th Mar at Rs. 370-375 Large Cap: Rs. 44,780 cr. Mkt cap Industry – Commercial Bank Valuations: P/E 40.2 times TTM, P/B 4.9 times (Post IPO) Advice: SUBSCRIBE Overview: Bandhan is a commercial bank focused on serving underbanked and underpenetrated markets in India. Bandhan Bank has the largest microfinance loan…
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Launch of the JainMatrix Satellite Stocks Basket – A ValuePack
Dear Readers, We are glad to announce we cross 5 years since we started our Investment Service. On this occasion, we are proud to launch a new service – The Satellite Stocks Basket. JainMatrix Investments has had super success with the LC and MSC Stocks Basket over the last 5 years. Our experience of researching over 100…
JainMatrix Investments 