Author: JainMatrix Investments
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Bata India has Happy Feet
————————————————————————————————————————————— Date: July 27, 2012 CMP: Rs 895 Large Cap – Market Cap 5,750 crores Advice: Buy systematically Target: 2 year target of 1258 Bata India is the largest manufacturer and marketer of footwear products in India. Riding the ‘consumption’ theme, the growth figures are impressive as FY11 sales at 1659 crores are up 15%,…
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BF Utilities – This can be a NICE buy
Date: July 6, 2012 CMP: 444 Mkt Cap: 1,674 crore P/E: 488 times Advice: A high risk high gain Investment with 3 year horizon BF Utilities, a part of the Bharat Forge group, is…
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Petronet LNG – A Solid Gas Company
——————————————————————- The latest report on Petronet LNG – A Recovery in Kochi, created in May 2014 is available for your reading. Petronet LNG – A Recovery in Kochi Date: June 15, 2012 CMP: Rs 132 Large Cap with Market Cap Rs 11,883 crores Advice: Buy now and systematically …
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Hindalco – a Freshly Wrapped Opportunity
Date: June 12, 2012 CMP: 121 Mkt Cap: 23,300 crore P/E: 8.44 times Hindalco has built a substantial integrated global business in Aluminium and Copper. Consolidated Revenues, EBITDA and PAT have gained by 38%, 22% and 14.4% CAGR over 7 years. Debt has been reduced; the share price is reversing…
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Adani Port: Infra play at good valuations V2
See the Sept 2012 update called ‘Adani Port – The Great Australian Adventure’ at LINK Date: May 30, 2012. Price: Rs 118, Large Cap with market cap of 23,600 crores Advice: Medium Risk, High Gain stock at attractive entry point. Buy systematically. JainMatrix valuation for Adani Port is 147, a 25% discount to CMP. Target: 181 by 04/13, and 231…
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State Bank of India – FY12 results
Date: May 21, 2012 SBI Market Price: 2020 This Indian Banking heavyweight declared outstanding results on May 18th for FY12. SBI chairman Pratip Chaudhuri reported improvements: PAT has shot up…
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An Investor’s Checklist
I came across a Post in one of my Investor Groups: Unfaithful Banks and the Importance of Financial Literacy: Large Bank loots Celebrity after big promises of 24% returns – See LINK Now I’m not sure about this particular incident, but I have certainly come across a number of cases of Investors who have lost money…
