Author: JainMatrix Investments
-
BGR Energy Systems – Time to Re-energize
Date: December 2, 2011 CMP: Rs 269; Small Cap – Market Cap 1952 crores Advice: Invest at lower levels. Target – Rs 800 in 24 months. BGR Energy is a leader in the Power Plant EPC space. However the industry headwinds have pulled down the business performance. BGR shares have fallen sharply to current under…
-
eClerx Services – A Profitable Process
Date: November 16, 2011 CMP: Rs 740; Small Cap – Market Cap 2196 crores Advice: Invest in SIP mode. Target – Rs 1572 in 18 months. eClerx is a niche Knowledge Process Outsourcing firm based in Mumbai. Their focus is on Financial Services and eCommerce, Sales and Marketing customers for process management and analytics. Rapid…
-
Bharti Airtel – Take the call
Date: November12, 2011 CMP: Rs 396; Large Cap Advice: Safe long term investment Target: 18 month – 800 There is an update on this report called Bharti Airtel – This is a year of consolidation (Aug 2012) available for readers. Bharti Airtel is a large telecom player. The market leading India business is seeing high competition,…
-
Gold as an Investment – Should you buy Gold now?
September 2011 Introduction: Gold has been in the news of late for a number of reasons, including the recent steep rise in prices. This metal caused a ‘gold rush’ – the migration in USA from East to unexplored West in the 1800s It has been a currency and a store of value for man since…
-
Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
-
Bharat Forge – the Forging Giant Returns
CMP: 291 Date: 12-08- 2011 Advice: Invest in SIP fashion Till 2006 Bharat Forge (BF) was primarily an auto components firm. A number of mergers and acquisitions in the 2004-07 periods saw BF also enter in several new geographies. Manufacturing is in 11 locations and 5 countries: India (4), Germany (3), China (2), Sweden…
-
L&T Finance Holdings – IPO – Invest
Price band 51-59 ; Issue period Retail – July 27 – 29, 2011. (For a detailed note on L&T Finance Holdings IPO with analysis, business charts and IPO risks, subscribe for free to this blog, on the right panel) Update on July 28th On the second last day, the IPO has already been subscribed 1.21…
