JainMatrix Investments

Author: JainMatrix Investments

  • Equity Portfolio Thoughts – Control, Wealth and your Reflection

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    ——————————————————————————————————- Date 23rd March 2015   Summary An Indian investor is free to invest in any of 5000+ stocks listed on the exchanges. He may have a range of needs in his equity portfolio, which we have captured in a hierarchy. He may like to progress on this range and exercise his choices in a…

  • Inox Wind IPO – Positive, and for the Environment

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    ———————————————————————————————– Date 18th March 2015 Price range: Rs. 315-325 IPO Period:  18-20th Mar 2015 Mid Cap – Rs 7200 cr Mkt Cap Industry – Wind Power (Equipment and Projects) Advice: medium risk BUY, and hold for 2 years Summary: INOX is certainly in the right sector of Wind power generation, where we should see good…

  • Adlabs IPO – Last Day Update

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    ———————————————————————————————————- Date: 12th March 2015 Today is the closing of this IPO. Readers may have see my IPO analysis report published on 10th March. Adlabs Entertainment IPO – Premature Offering, Avoid The Update on this IPO is: Subscription so far has been poor – at 18% of the entire IPO offering, reported at 5 pm…

  • Adlabs IPO – Premature Offering, Avoid

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    _______________________________________________________________________ Date 10th March 2015 Price range: Rs. 221-230 with Retail discount  Period:  10-12th Mar 2015  Small Cap – Rs 1800 cr Mkt Cap; Industry – Amusement Parks   Advice: High Risk, Avoid Summary: Adlabs Entertainment has two new amusement parks that are wonderful properties with unique attractions and located in an affluent customer catchment area. However…

  • A meeting with Saurabh Mukherjee

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    ————————————————————————————————— Dear Investors, I had the pleasure of meeting a high profile Indian securities professional, Saurabh Mukherjee. He is CEO of Institutional Equities at Ambit. He was in Bangalore to promote his book, Gurus of Chaos. It was interesting to hear his journey and perspectives on Indian markets, refreshingly positive and optimistic. Photo credits – thanks Bangalore…

  • Outlook – Budget Opportunity;Midcaps Shine

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    ————————————————————————————————————————— Date: 21st Feb 2015 JainMatrix Investments : a Mid & Small Cap Review of Model Portfolio We are in a run up to the great Indian Budget 2015, and this report tries to map some of the business and economic outlook. We also present readers with the review and results of our Mid & Small…

  • Page Industries – The Jockey Rides Too Fast

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    Date: 13 Jan 2015 CMP: Rs 11,766 Mid Cap – with Mkt Cap 13,020 crores Advice:  HOLD now, and buy on dips Overview: Page Industries with the Jockey franchise in India is a pioneer of the premium innerwear market. It is extending the success in menswear to womens wear and active wear, and with the…