Author: JainMatrix Investments
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JainMatrix Mid Cap Model Portfolio Update March 2013
…… JainMatrix Investments presented the Mid Cap Model Portfolio in Feb 2013. Its time to review the portfolio, understand the changes in this period, and continue with our planned investments wherever appropriate. The seven (7) stocks recommended are tracked with updates on the following basis: Q3FY13 updates FY13 Budget effect Any sharp price movements Overall…
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KEC International – A Power Utilization Play
————————————————————————————————————————— June 2014 Promotion – this share has appreciated 112% to today’s CMP 117. This is the 2013 update of the report called KEC International is a Modern Powerhouse, published in Feb 2012. Available on LINK. Date: March 11, 2013 CMP: Rs 55.0 Small Cap: Market Cap 1394 crores Advice: Firm is valued at Rs 82; available today at…
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Mahindra Holidays: Take this break !!
———————————————————————————————————————————— 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 has an excellent brand and…
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There’s nothing wrong with Apple Inc.
Feb 21st 2013 CMP: $446 Global #1 Cap – Mkt Cap $ 421 billion. Advice: Buy Note our more recent Feb 2015 note on Apple Apple Inc and the Happiest Moment This week, a subscriber asked me a simple sounding question … What do you think of Apple at this point? Let me try to…
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L&T: At the Business Crossroads
——————————————————————————————————————————————- Date: 22-Jan-13 CMP: 1033 (adjusted for July 2013 bonus) Large Cap – Mkt Cap 96,000 crores Advice: Invest for the long term JainMatrix Investments presents investors the complete report on Larsen & Toubro Ltd as part of the Investor Rewards Fortnight. Summary L&T is a buy at…
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Arshiya International: A Collapsing Star
————————————————————————————————- 15 Jan 2013 CMP: Rs 56.9 Small Cap – Mkt Cap 352 crores. Advice: There is more pain to come. Exit. Executive Summary Arshiya International is a small cap Logistics and Transportation firm. It…
