Author: JainMatrix Investments
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In defense of the Indian IT industry
_______________________________________________________________ Musings on the IT Sector An Article I came across an interesting article from a well known national daily entitled Jobs, pain and the world of IT. http://www.thehindu.com/todays-paper/tp-business/jobs-pain-and-the-world-of-it/article5517002.ece Its an article that’s critical of the IT industry practices and highlights a couple of problems. It expresses a certain point of view. Response I would like…
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Power Grid FPO 2013 – Apply
Originally posted on JainMatrix Investments: ___________________________________________________________ FPO Update 11th Dec The FPO closed finally with 6.74 times subscription. Of this, Retail was 2.17 X, QIB 9.09 X and HNI 9.7 X. So Retail applicants should get 40-60% of their applied shares. The pricing declared in this FPO was Rs 90, at the upper end of the range. Thus…
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BHEL – a Power Value Play
Originally posted on JainMatrix Investments: ———————————————————————————————- 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…
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Just Dial Ltd – A Googol Possibilities
___________________________________________________________________ Report Date: 18-Dec-2013 CMP: Rs 1215 Mid Cap – Mkt Cap 8200 crores Advice: Medium Risk, High Gain stock. BUY. JainMatrix Investments presents investors the complete report on Just Dial Ltd. as part of the Investor Rewards Fortnight. Here is a note on Just Dial Ltd. (JDL). Business Profile JDL is a firm with…
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Future Gazing – Business and the Internet of Things
______________________________________________________________ Introduction The original Factors of business and production were Money, Materials, Machines and Men. They still are, but with a few big changes caused by – the Services sector, the Internet of Things and the Smartphone. In this article, let’s engage in some present and future gazing, and discuss the changes in these Factors:…
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Power Grid FPO 2013 – Apply
___________________________________________________________ FPO Update 11th Dec The FPO closed finally with 6.74 times subscription. Of this, Retail was 2.17 X, QIB 9.09 X and HNI 9.7 X. So Retail applicants should get 40-60% of their applied shares. The pricing declared in this FPO was Rs 90, at the upper end of the range. Thus the FPO has been a…
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Hope in the Roads Sector
_____________________________________________ Introduction: One of the signs of mis-governance in India has been the Roads sector, and the way the Policies have been created and executed. Issues: The problems of the sector are obvious. Short of funds, the govt developed the PPP (Public Private Partnership) model to not just involve the private sector, but fund the entire…
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