Author: JainMatrix Investments
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‘Bottom Fishing in 2012’ Review of Portfolio – April’12
Date: April 18, 2012 In Jan this year, JainMatrix Investments published a 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. A…
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NBCC: Small PSU Construction Sub-Contractor IPO, Avoid
Report Date: 27th March The updates of 26th EOD are: Overall 58% subscription with Retail 93% and Institutions 52% with FIIs also stepping in. HNIs are at only 3%. These are not great numbers. My sense is that HNI will dive in today only, and with Retail and Institutions doing their bit, subscription may go to 2-3…
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KEC International is a Modern Powerhouse
Date: February 16, 2012 CMP: Rs 60.6 Advice: Firm is valued at Rs 82; available today at 37% discount Target: March 2014 target of 245 KEC International is the second largest transmission tower manufacturer in the world. It delivers such projects in 45 countries. Synergistic diversifications into Power Systems, Telecom, Water and Railways have de-risked…
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India’s Investment Rockstars
Poll Results on 22nd March Thank you readers for your enthusiastic participation in this Poll. The Winner of the Poll on India’s Investment Rockstars is – Madhusudan Kela. Here is a graphic of the candidates – with one additional name from Reader suggestions. Poll Article on March 7 I recently saw the Hindi movie, Rockstar. Its…
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MCX – 800 pound Gorilla of Commodities; Invest
Update on Feb 28th – Stunning demand, low allotment, bullish signs Update: MCX got subscribed 54 times (4.5 till 2nd day), with QIB 49 times (3.68); HNI 150 (1.9) and Retail 24 (6.9). Allotment price has been fixed at 1032. From a target of 663 crores, the process has generated 36,000 crores !! I have to admit to…
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Bajaj Finance, Auto-matic Growth
___________________________________________________________________ This report was updated on 23rd Jan 2014, find the new report on Link. Date: 31st Jan 2012 CMP: Rs 723 Mid Cap with Market Cap Rs 2534 crores Advice: Invest Target: 1750 by 03/13 and 2700 by…
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Indian Telecom at Cross-Roads
Feb 03, 2012 – The SC judgement striking down 122 telecom licenses from 2008 is a sharp indictment on governance in Indian Telecom. First Come First Served is a poor way to award licenses. The maximum damage may be to the new Telecom operators, and to business confidence of foreign investors. The justice process has just started with…
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