Author: JainMatrix Investments
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Balkrishna Industries – The Tyres Roll Faster
06 Sept 2013 CMP: Rs 238 Small Cap – Mkt Cap 2,300 crores. Advice: Buy (Target projections are for Subscribers Only). Summary BKT is a fast growing tyre exporter with Revenues, EBITDA and PAT up 25%, 28% and 44% CAGR in 6 years. It is poised to double capacity by FY15. The tyres sell to…
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Adani Port and SEZ – An Indian Port Dominator
——————————————————————————————————————————————– 23rd Aug 2013 CMP: Rs 123 Large Cap – Market Cap 25,500 crores Advice: Medium Risk, High Gain stock. BUY with a 2 yr perspective JainMatrix Investments presents investors the complete report on Adani Port and SEZ as part of the Investor Rewards Fortnight. Key Reasons to Invest: AP’s Mundra Port and Indian operations…
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BHEL – a Power Value Play
———————————————————————————————- 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 profits at 6,600 cr. It…
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NHPC – Steady, Cheap, Defensive Power Generator
———————————————————————————————- 16 July 2013 CMP: Rs 18.3 Large Cap – Mkt Cap 22,510 crores Advice: Buy Here is a short note on NHPC Ltd. (National Hydro Power Corp). Introduction NHPC is a listed PSU, a Mini-Ratna Category-I Enterprise. It is the major player in public sector hydro power in India. It has 5,700MW of installed hydro power…
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Cairn India – A Formula for Success
05 July 2013 CMP: Rs 294 Large Cap – Mkt Cap 56,100 crores Advice: Buy Executive Summary Formula for success: rise early, work hard, strike oil – (a quote by J. Paul Getty) Cairn India is a large cap and the top Indian private sector Oil E&P firm. It has excellent Oil exploration and producing…
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Mindtree Ltd. – A Possible Star
_____________________________________________________________ 12 June 2013 CMP: Rs 800 Mid Cap – Mkt Cap 3550 crores. Advice: Buy Executive Summary Mindtree Ltd is a mid-sized IT services company based out of Bangalore. It has good management, experienced professionals drawn from the industry. The growth of the firm has been steady. Revenues, EBITDA and PAT have gained by 26%,…
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Tribhovandas Bhimji Zaveri
Date: May 5th, 2013 Mid Cap –Mkt Cap 1452 crores CMP: Rs 219 Tribhovandas Bhimji Zaveri is a strong niche brand that is spreading out with a national rollout. It has a focus on luxury, high quality jewellery, and excellent design. Revenues, EBITDA and Profits have grown by 35%, 44% and 50% respectively CAGR over the…
