Author: JainMatrix Investments
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Consumer Sector – Who leads the FMCG pack?
Date: June 7, 2012 The comparison of four leading FMCG / Consumer stocks, ITC, HUL, Godrej Consumer and Asian Paints throws up some interesting insights. ITC is keeping up excellent margins while investing in 4-5 newer areas beyond cigarettes. HUL has the best brands, but is seeing growth constraints. Asian Paints is a dominator in…
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Weekend Musings – Startup City, Bangalore
Visit and Like JainMatrix FB or Follow on JainMatrix Twitter for reports. This weekend I visited a conference in Bangalore called Startup City. This is apparently an annual phenomenon, and I was frankly surprised at the energy, the excitement and the talent on display here. The stalls were dominated by software product & service companies, plus Ecommerce,…
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Tata Motors – A Jaguar like leap
Date: June 1, 2012 CMP: 225 Mkt Cap: 74,000 crore P/E: 5.3 times Introduction Tata Motors (TM) is a major player in the Indian automobile sector, with a presence across Commercial vehicles and passenger cars. International acquisitions have also helped substantially in growth. TM declared…
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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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IRB Infra Developers – A Rising Road Star
Date: 7 Aug’12 Price: Rs 125.8 Mid Cap with mkt cap 4190 crores Advice: Medium Risk, High Gain stock at attractive entry point. Buy systematically JainMatrix valuation for IRB is 254. It is available at 50% discount.…
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IT sector stocks – The Elephant can Dance V2
Date: 24th May 2012 This update of the April 19 article by JainMatrix Investments includes FY12 results of all three firms. A comparison of top Indian IT stocks, Infosys, TCS and Wipro throws up some interesting insights. Infosys, the long time leader and IT bellwether, is losing its pace of growth. It is still ahead in terms…
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Hindustan Unilever – Too much euphoria?
Date: May 22, ’12 CMP: 424 Mkt Cap 91,900 cr. PE 33.4 HUL is the bellwether in fast moving consumer goods (FMCG), and its performance indictes the directions for the industry. The current market cap of 91,900 crore ranks it #13 in India.…
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