Author: JainMatrix Investments
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Motherson Sumi – Global Ancillary Growth
Originally posted on JainMatrix Investments: ________________________________________________________________________ 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,…
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Great investors and playing cards…
————————————————————— On another platform, someone asked the question, Why are many great investors also great card players? It could be Bridge, Blackjack or even Poker. Here are my thoughts on this subject. Investing is similar to card games because: In both you are given a hand (or an investment idea) that can be quite random…
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A Snowman in the Summer Sun?
———————————————————————————————————————————— Snowman Logistics IPO – Original report Date August 27, 2014 Industry – Logistics, and Small Cap share – 783 cr. mkt cap Price range: Rs. 44 – 47 and IPO Period: 26-28 August 2014 Here is a note on Snowman Logistics Ltd. IPO (SLL). Summary: SLL is a leader in cold chain infra and logistics, has…
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MidCap Portfolio – Come, Invest in India
—————————————————————————————————————————- Date: 19th Aug 2014 JainMatrix Investments launched its Mid and Small Cap portfolio in Feb 2013. This is the fifth update report on this portfolio, along with a brief investment note. (Our portfolio is only shared with Subscribers, but here’s the Investment Outlook from this report). Mid/Small Cap Model Portfolio – Aug 2014 – Investment…
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JainMatrix on The Real Estate Industry
—————————————————————————————————————————————– Date: Aug 1, 2014 Sector: Real Estate Advice: The sector is on a resurgence path with high upside potential for investors. At the same time, we have to watch out for the regulatory and project management risks Dear Readers, JainMatrix Investments has published an equity research report on a pick from the Real Estate sector…
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Mahindra Holidays: Take this break !!
Originally posted on JainMatrix Investments: ———————————————————————————————————————————— Mar 7, 2013 CMP: Rs 276 Mid Cap – Market Cap 2334 crores Advice: BUY JainMatrix Investments presents investors the complete report on Mahindra Holidays published earlier for subscribers only. Here is a note on Mahindra Holidays. Summary: Mahindra Holidays is an Indian leader in Vacation Ownership/ Timeshare. It…
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The Rationale behind a SELL decision
————————————————————————————————————————– With the Indian markets pushing to new highs over the last 6 months, its time to ask a loaded, important, yet difficult question. When should you SELL your stock? I assume here that you are a long term investor. You are growing your equity portfolio from a minimum 3 year perspective and want to…
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