JainMatrix Investments

Author: JainMatrix Investments

  • Thanks for the appreciation

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    JainMatrix Investments
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    Dear Readers, I’d like to thank one of my subscribers for his appreciation note. Punit Jain On Fri, May 22, 2015 at 6:37 PM, Mohit <mohit…..@gmail.com> wrote: Feels nice to see that 2 of your recommended midcaps are featuring here – Great Going http://economictimes.indiatimes.com/markets/stocks/news/sensex-fails-to-close-above-28k-top-five-wealth-creating-ideas-for-next-6-12-months/articleshow/47384944.cms?intenttarget=no&utm_source=newsletter&utm_medium=email&utm_campaign=Marketnewsletter&ncode=75e036f12d536de5fd71b7688111e757  

  • Investment Outlook and Large Cap Portfolio Note

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    JainMatrix Investments
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    Positive Outlook and The Portfolio Outperforms by 6.2% Report dated: 20th May 2015 JainMatrix Investments presents its Investment Outlook, and the May 2015 update of its Retirement LC Model Portfolio. Investment Outlook Note It’s now one year since the new government was elected in at the center. We are fairly pleased with this year in the…

  • Parag Parikh (61) passes away

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    JainMatrix Investments
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    This is a small tribute to Mr Parag Parikh, a veteran investor in Indian equities. He died in a car crash in Omaha, USA, where he had gone to attend the annual shareholder meeting of Warren Buffett’s Berkshire Hathaway Corporation. Spanning several decades, his investing career was a marvel of independence and of taking the difficult but…

  • Retirement Planning: a Poll and some Radical Thoughts

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    JainMatrix Investments
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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

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    JainMatrix Investments
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    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

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    JainMatrix Investments
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    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

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    JainMatrix Investments
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    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…