Category: Daily Analysis
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BF Utilities – This can be a NICE buy
Originally posted on JainMatrix Investments: Date: July 6, 2012 CMP: 444 Mkt Cap: 1,674 crore P/E: 488 times Advice: A high risk high gain Investment with 3 year horizon BF Utilities, a part of…
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In defense of the Indian IT industry
_______________________________________________________________ Musings on the IT Sector An Article I came across an interesting article from a well known national daily entitled Jobs, pain and the world of IT. http://www.thehindu.com/todays-paper/tp-business/jobs-pain-and-the-world-of-it/article5517002.ece Its an article that’s critical of the IT industry practices and highlights a couple of problems. It expresses a certain point of view. Response I would like…
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BHEL – a Power Value Play
Originally posted on JainMatrix Investments: ———————————————————————————————- 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…
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Just Dial Ltd – A Googol Possibilities
___________________________________________________________________ Report Date: 18-Dec-2013 CMP: Rs 1215 Mid Cap – Mkt Cap 8200 crores Advice: Medium Risk, High Gain stock. BUY. JainMatrix Investments presents investors the complete report on Just Dial Ltd. as part of the Investor Rewards Fortnight. Here is a note on Just Dial Ltd. (JDL). Business Profile JDL is a firm with…
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Future Gazing – Business and the Internet of Things
______________________________________________________________ Introduction The original Factors of business and production were Money, Materials, Machines and Men. They still are, but with a few big changes caused by – the Services sector, the Internet of Things and the Smartphone. In this article, let’s engage in some present and future gazing, and discuss the changes in these Factors:…
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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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