Author: JainMatrix Investments
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JainMatrix Investments – A Milestone and a Rebranding Announcement
Dear Valued Clients and Subscribers, As a SEBI registered Research Analyst since 2016, we are thrilled to announce a milestone in our journey. This year, we are celebrating 11 years of our dedication and growth at JainMatrix Investments. Throughout this incredible journey, your unwavering support, interest, and feedback have been instrumental in propelling us forward.…
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Aadhar Housing Finance IPO – Constructive
Date 08th May; IPO Opens 8-10th May, at ₹ 300-315/share Mid Cap: ₹ 13,500 cr. Mkt cap Sector – NBFC, Affordable Housing Valuations: P/E 18.4, P/B 2.9 times Opinion: Subscribe Summary: Aadhar Housing Finance is a leader in independent affordable housing finance firms. The industry has high growth and AHF is likely to grow in…
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NBFC Sector – Can a generational leap of Technology help dominate the Market?
Summary: This report was published on 25nd Mar 2024, so all prices and news are dated accordingly. This is a research note on 3 leading Indian NBFC firms, Bajaj Finance, Jio Financial Services and L&T Finance Holdings. We profile the firms in terms of their structure, business segments, share price history and key financial parameters.…
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Large Caps, Mid Caps and Small Caps?
Did you know that the definition of a large-cap, mid-cap and small-cap in India changes every 6 months? This applies particularly for Indian Mutual Funds, so that as of now – Per the recent review, the large-cap threshold is now ₹ 67,000 cr., up from ₹ 49,700 cr. in Jun’23. The range for mid-caps is now ₹ 22,000…
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RP Tech – The ICT Distribution Leader – IPO
Also known as Rashi Peripherals Ltd. 07th Feb, IPO Opens 7-9th Feb Pricing range – ₹ 295-311/share Valuations: P/E 16.6, EV/EBITDA – 2.07, P/B 2.6 times Small Cap: ₹ 2,000 cr. Mkt cap Sector – Technology Summary RP Tech distributes global technology brands in India. They specialize in ICT products and have a 9.5% market…
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JainMatrix Investments – Indian Banking Sector Investment Report
The Banking sector in India is looking attractive for equity investments. In this investment report, we have analysed 32 listed banks to identify the best firms on two broad parameters 1) Blue Chip banks 2) High growth and turnaround banks. We identify a 5 bank basket for a 2-3 year period investment horizon. Do read…
