JainMatrix Investments

Category: Daily Analysis

  • Bajaj Finance – a Firm you can Bank on

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    Originally posted on JainMatrix Investments: _________________________________________________________________ 23-Jan-2014 CMP: Rs 1569 Mid Cap – Mkt Cap 7910 crores Advice: Buy with a March 2016 target of Rs 3435 JainMatrix Investments presents investors the complete report on Bajaj Finance as part of the Investor Rewards Fortnight.  Bajaj Finance is an NBFC on a rapid growth path. It…

  • KEC International

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    Originally posted on JainMatrix Investments: Date: March 11, 2013 CMP: Rs 55.0 Small Cap: Market Cap 1394 crores KEC International is a Power transmission EPC firm with operations in 48 countries. The synergistic diversifications into Power Systems, Telecom, Water and Railways are stabilizing. The Order Book has grown by 10.3% in a challenging FY13 year.…

  • BHEL – a Power Value Play

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    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…

  • Just Dial Ltd – A Googol Possibilities

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    ___________________________________________________________________ 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…

  • Future Gazing – Business and the Internet of Things

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    ______________________________________________________________ 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:…

  • Balmer Lawrie – A Steady Boat

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    ___________________________________________________________ 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…

  • Investment Note, Nov 2013

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    _________________________________________________________ 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…