Author: JainMatrix Investments
-
A Note on Crypto-currency
Introduction Cryptocurrencies (CC) are digital currencies that utilize blockchain technology to provide improved security, anonymity and decentralization. There is no central authority to manage it and no third parties are needed to facilitate transactions. The most popular currencies on the market are bitcoin and ethereum, which have market caps of $44.86 B and $6.7 B…
-
Security and Intelligence Services IPO
Good Growth but Expensive Date 01st Aug 2017 IPO Open 31st Jul – 2nd Aug at Rs. 805-815 Mid Cap: Rs. 6,000 cr. Mkt cap Industry – Security Services P/E: 66.5 times Advice: The IPO is rated as AVERAGE Summary Overview: SIS is a provider of private security and facility management services in India and…
-
IRB Infra Developers – In InvIT we Trust
Date 25th July 2017 CMP: Rs 217 Mid Cap with Rs 7,600 cr. Mkt Cap Industry – Infra/ Roads Advice: BUY Summary Overview: IRB Infra is a top 5 roads & highway construction firm. It has a good portfolio of legacy and current projects, including Mumbai-Pune expressway and Ahmedabad – Vadodara highway. The 10 year…
-
Equity Investment Made Easy by JainMatrix – July 2017
Dear Investors, This is a very exciting period in the Indian stock markets. We at JainMatrix Investments are tracking events and empowering equity investors through our reports: We had signaled euphoria in March this year and predicted positivity based on several macroeconomic and political developments. Read our article Investment Notes –Euphoria. We are optimistic on the…
-
Stock Market Awareness Presentation by JainMatrix
Last week, JainMatrix Investments conducted a Stock Market Awareness Presentation for employees of an IT services company in Bangalore. The one hour session was meant to expose some of the basics of the stock market to new investors, as well as touch upon some advanced concepts to more experienced investors. This initiative is a small attempt…
-
AU SF Bank IPO – Transformation Required, Valuations Stretched
Report dated 26th June IPO Open 28-30th June at Rs. 355-358 Valuations: P/E 31 times TTM, P/B 5.1 times Large Cap: Rs. 10,000 cr. Mkt cap Industry – Small Finance Bank Advice: AVOID Overview: AUB is a Jaipur based small finance bank (SFB) which operates in 3 business lines: vehicle finance; MSME and SME loans.…
-
The JainMatrix Investments Outlook – June 2017
A short market note When demonetization happened in Nov-Dec 2016, there was high uncertainty and markets fell sharply. By end Dec however, the Indices bottomed out. The cash shortage was being overcome and other fears receded. Since then, the key indices recovered smartly by about 21%. We feel that the event is behind us and even the…
JainMatrix Investments 