Author: JainMatrix Investments
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Telecom: Auctions speak louder than words
The Indian Telecom sector these days is going through a couple of nerve racking events that I will call as ‘growing up pains’. News Updates 15thNov 2012: the Telecom 2G spectrum auctions closed, with 57% of spectrum unsold due to high minimum bid prices, poor industry conditions and availability of spectrum with the older players.…
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Hanung Toys – A Splashy Opportunity
_____________________________________________________________ Date: November 15, 2012 CMP: Rs 159 Small Cap – Mkt Cap 399 crores Hanung Toys & Textiles is a manufacturer / exporter of quality soft toys and home furnishings. With integrated facilities, an excellent clutch…
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Titan Industries – The Jewel in the Crown
—————————————————————————————————————————————— Date: November 9, 2012 CMP: Rs 294 Large Cap – Mkt Cap 26,000 crores Advice: Buy systematically Titan Industries is a power brand and runs the largest specialty retail chain in India. Following the pioneering success in watches and jewellery, it is now building the eyewear, precision components and accessories businesses. The FY12 turnover…
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Indian IT Sector Mid Caps – A Treasure Trove
This is a partial summary of the report, “Indian IT Sector Mid Caps – A Treasure Trove”. The 11 page full report with eight IT firms’ analysis and investment recommendations, is available only to Subscribers. Date: October 14, 2012 India has a competitive advantage in the global IT services. This is borne out by the…
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October report on ‘Bottom fishing in 2012’
——————————————————————————————————- Date: 3-Oct-12 In Jan 2012, JainMatrix Investments published the report ‘Bottom fishing in 2012’. To read this now, click on LINK The report indicated that: ‘A bottom is in place, and the price reversal has started‘; there is ‘a change in sentiment‘ and ‘a coordinated rise ’in the share prices. It suggested a portfolio…
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Adani Port – The Great Australian Adventure
————————————————————————————————- Date: 20-Sep-12. CMP: Rs 115 Large Cap – Market Cap 23,450 crores Firm is valued at Rs 136 (18% over CMP) Price Target is Rs 215 by Apr 2014, an 84% appreciation. Advice: …
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Yes Bank: The Brave Warrior of Indian Banks
_____________________________________________________________ This report has been refreshed, read the latest April 2014 report Yes Bank – A Rediscovery Date: September 12, 2012 CMP: Rs 333 Its a Large Cap with Mkt Cap Rs 11,833 cr …
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