Author: JainMatrix Investments
-
Reliance Nippon AMC IPO – An Asset Indeed
Date 24th Oct IPO Opens 25-27th Oct with Application Price range is Rs. 247-252 Valuations: P/E 38.2 times TTM, P/B 6.1 times (Post IPO) Mid Cap: Rs. 15,400 cr. Mkt cap and Industry – Asset Management Advice: SUBSCRIBE Overview: RNAMC is one of the largest asset management companies in India, managing total AUM of Rs. 3,62,000…
-
Greetings
Dear Investors, Here is wishing you and your family a calm, happy and prosperous Diwali 2017. Regards, JainMatrix Investments
-
JainMatrix Makes Two Announcements
Dear Investors, In this festive season, I would like to make two announcements, which hopefully are adding to the happiness quotient of the people involved: I) We update our Track Record We have had the Best All Round Performance So Far by JainMatrix Investments. In numbers, our Mid and Small Cap Model Portfolio gave 26%…
-
MAS Financial Services IPO – Small but Ambitious
Date 9th Oct IPO Opens 6-10th Oct at Rs. 456-459 Valuations: P/E 36.6 times TTM, P/B 4.4 times (Post IPO) Small Cap: Rs. 2,500 cr. Mkt cap Industry – NBFC Advice: SUBSCRIBE with a 2 year perspective Summary Overview: MAS is a Gujarat-headquartered NBFC with the business products focused on middle and low income customer…
-
A Recent Conversation with a Subscriber
I was speaking last week to a Subscriber of our Investment Service. The conversation went like this: Me: Mr ABC, how are you? ABC: Fine, Punit Me: Great. Mr ABC, its been one year since you signed up for our service. How has been your experience? ABC: Good, good. I would like to find out…
-
Capacite Infraprojects IPO: Play the Trump Card
IPO Opens 13-15th Sep at Price range: Rs. 245-250 Small Cap: Rs. 1,700 crore cap Industry – Construction P/E 24.4 and P/B 2.37 times (Post IPO) Advice: Investors can BUY this IPO with a 2 year perspective Summary Overview: It is a Mumbai based construction contracting firm started in 2012; makes Residential & Commercial buildings in…
-
Apex Frozen Foods – IPO – An Apex Buy
Report – 20th Aug 2017 IPO Open 22–24 Aug at Rs. 171-175 range P/E: 22.4 times TTM, P/B: 2.45 times Small Cap with Rs. 547 cr. Mkt cap Industry – Seafood exports Advice: BUY with a 2 year perspective Summary Overview: Apex is a Kakinada AP based integrated producer and exporter of frozen shrimp. Exports…
JainMatrix Investments 