Author: JainMatrix Investments
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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…
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IRB Infrastructure Developers – A Rising Road Star
Viewers may like to see the May 2012 update of this report at LINK Date: March 15, 2012. Price: Rs 199, Mid Cap with a market cap of 6617 crores JainMatrix valuation for IRB is 271. It is available at 36% discount. Target: 352 by 03/13, and 432 by 03/14. Advice: Buy now and systematically IRB Infrastructure…
