Author: JainMatrix Investments
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Motherson Sumi Systems – Global Auto Ancillary Growth
________________________________________________________________________ Report Date: 25 Feb’14 Market Price: 220 Large Cap – Mkt Cap 19,460 crores Advice: Buy with a Mar’16 target of 451, a 104% appreciation Motherson Sumi Systems is an Indian auto ancillary firm that is growing rapidly through global acquisitions. It cut its teeth as a Maruti Suzuki vendor, then expanded capabilities, product lines…
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How The Economic Machine Works
Dear Reader, Normally I send you a note, ask you to open your wallet and invest in a firm. Today I am going to ask you to invest something more valuable …. your time. This is a beautiful video showing How The Economic Machine Works, takes 30 minutes but very watchable. By Ray Dalio, a…
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Britannia Ind. – A Ready to Eat Investment
_________________________________________________________________ 03-Feb-2014 CMP: Rs 880 Mid Cap – Mkt Cap 10,500 crores JainMatrix Investments has published a report on Britannia Industries for its Subscribers. A partial report is available below. Edited from it are Product Overview, Risk factors, Bench-marking, Financial Projections and 2 year target prices for BIL stock. The JainMatrix Investment service is available for a…
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Bajaj Finance – a Firm you can Bank on
_________________________________________________________________ 23-Jan-2014 CMP: Rs 1569 Mid Cap – Mkt Cap 7910 crores Advice: Buy with a March 2016 target of Rs 3435 JainMatrix Investments presents investors the complete report on Bajaj Finance as part of the Investor Rewards Fortnight. Bajaj Finance is an NBFC on a rapid growth path. It is a leader in auto…
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Repco Home – A Fortune at the bottom of the Pyramid
_________________________________________________________________ 06-Jan-2014 CMP: Rs 340 Mid Cap – Mkt Cap 2120 crores Advice: Buy Target: 660 by March 2016 Here is a note on Repco Home Finance (RHF). Download the report using the Link – REPCO home finance_JainMatrix Investments_Jan2014 Summary Repco Home Finance is a Chennai based NBFC. The average loan ticket size is small,…
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Power Grid FPO 2013 – Apply
Originally posted on JainMatrix Investments: ___________________________________________________________ FPO Update 11th Dec The FPO closed finally with 6.74 times subscription. Of this, Retail was 2.17 X, QIB 9.09 X and HNI 9.7 X. So Retail applicants should get 40-60% of their applied shares. The pricing declared in this FPO was Rs 90, at the upper end of the range. Thus…
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BHEL – a Power Value Play
Originally posted on JainMatrix Investments: ———————————————————————————————- Date 7-Aug-13 CMP: Rs 116 Large Cap – Mkt Cap 28,300 crores Advice: Buy with a 2-3 year perspective Here is a short note on BHEL (Bharat Heavy Electricals Ltd) Introduction BHEL is an integrated power plant equipment manufacturing and implementation firm. Its turnover in FY2013 was 48,000 crores, with…
