Author: JainMatrix Investments
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Balmer Lawrie – A Steady Boat
___________________________________________________________ 26-Nov-2013 CMP: Rs 306 Small Cap – Mkt Cap 880 crores Advice: Buy with a 2-3 year perspective Here is a note on Balmer Lawrie & Co (BLC). Business Overview BLC is a Public Sector Unit under Ministry of Petroleum and Nat Gas. Based in Kolkata, it is rated at as Mini-Ratna I Public…
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Investment Note, Nov 2013
_________________________________________________________ The New Index highs actually seems like the early phase of a new Bull Run This is an environment where the Indian economy looks sluggish, interest rates and inflation are not coming down. At the same time, the indices are up to the new highs. Poll: The recent Diwali surge to highs did take…
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Outlook for Diwali 2013
—————————————————————————————————————————– Oct 8, 2013 Dear Reader, In 26 days from today, we usher in Diwali 2013. Usually it is analysts who get asked the question on the outlook. Instead, I would ask you the reader to answer this, in terms of a poll. I am trying to sense the mood, and this will be a useful…
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Balkrishna Industries – The Tyres Roll Faster
06 Sept 2013 CMP: Rs 238 Small Cap – Mkt Cap 2,300 crores. Advice: Buy (Target projections are for Subscribers Only). Summary BKT is a fast growing tyre exporter with Revenues, EBITDA and PAT up 25%, 28% and 44% CAGR in 6 years. It is poised to double capacity by FY15. The tyres sell to…
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Adani Port and SEZ – An Indian Port Dominator
——————————————————————————————————————————————– 23rd Aug 2013 CMP: Rs 123 Large Cap – Market Cap 25,500 crores Advice: Medium Risk, High Gain stock. BUY with a 2 yr perspective JainMatrix Investments presents investors the complete report on Adani Port and SEZ as part of the Investor Rewards Fortnight. Key Reasons to Invest: AP’s Mundra Port and Indian operations…
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BHEL – a Power Value Play
———————————————————————————————- 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 profits at 6,600 cr. It…
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NHPC – Steady, Cheap, Defensive Power Generator
———————————————————————————————- 16 July 2013 CMP: Rs 18.3 Large Cap – Mkt Cap 22,510 crores Advice: Buy Here is a short note on NHPC Ltd. (National Hydro Power Corp). Introduction NHPC is a listed PSU, a Mini-Ratna Category-I Enterprise. It is the major player in public sector hydro power in India. It has 5,700MW of installed hydro power…
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