Indian IT Services Sector – Add a Digital Portfolio

Dear Investors,

Which Indian Industry is globally competitive today?

In which industry are Indian skills and most respected and admired globally?

The answer is – the Indian IT Services Sector. JainMatrix Investments identified it as also most likely to generate future wealth.
The world is discovering the charms of real time reports and distributed teams. Waves of technology, digital and the internet are invading and engulfing enterprises and personal users alike. The Indian IT Services sector is uniquely positioned to dominate the global services market. Just 3 software firms figure in a recent Biggest Indian Wealth Creators in the top 50 list. However with the sector firms gaining critical size, many more will be added in the next 10 years.

We have made a report, Indian IT Services Sector – Add a Digital Portfolio. Our report covers the following:

  • IT Services – the state in India and Country Share worldwide.
  • We dive deeper to understand Progress, News and Trends. What is the impact of Covid?
  • Why is the IT Services sector doing well in India? What’s the Future of the Indian IT Services Industry?
  • We Benchmark a selection of the firms on financial parameters, across Large cap and Mid cap players. We chart the FY20 revenues by domestic and exports.
  • We map the share price performance of these firms over several years.
  • All this helps to arrive at a small high quality portfolio of the Sector, for investors.

Offer #1

  • Buy the JainMatrix Investments annual subscription for a special offer @ ₹14,999 (normal rates ₹16,999)
  • Get the Indian IT Services Sector report free along with the Welcome Kit and high performing Model Portfolios. It includes a whole year of guidance on direct equity investing in Indian Markets.
  • This offer is valid only for January 2021 as a special pre-budget offer.
  • See details
  • To take this offer, go to https://jainmatrix.com/talk-to-us/, fill your correct details. In the Question box, ask for – Special pre-budget JainMatrix Subscription offer. Give us a day or two to contact you to start.

Offer #2

This report is free. To get this report, go to https://jainmatrix.com/talk-to-us/, fill your correct details. In the Question box, ask for – Report on the Indian IT Services Sector. Give us a day or two to send it to you by email.

Happy investing !!

Regards,

Punit Jain – Founder, JainMatrix Investments

Disclaimer – While the report is free, we reserve our rights and may decline to share it in case our marketing objectives are not fulfilled.

Indian Automobile Sector – A Solid Portfolio

Dear investors,

We at JainMatrix Investments identified the Indian Auto sector as an industry worth focusing on.
Economic history tells us that first USA, then Japan, Germany, and now even South Korea, have this in common. A large Auto sector with excellent companies that became export powerhouses and helped raise their economy to the next level. It is already one of the biggest wealth creators of the Indian investment landscape. A recent Indian Wealth creators report had 5 auto firms in the top 25 list.

jainmatrix investments, auto sector report

Our report covers the following:

  • The auto sector sub-segments: Passenger cars, Two- Wheelers, Tractors and CVs. We map the Sector Market Shares of the players in the sub-segments.
  • We dive deeper into each to understand growth rates, demand drivers, exports and trends. Why is the Auto sector doing well in India?
  • We Benchmark a selection of the auto firms, on financial parameters, and note the news and updates in the industry and sub-segments.
  • We have a mapping of Relative share prices of these firms. What’s the Future of the Indian Auto Industry?
  • All this helps to arrive at a small portfolio of the Auto Sector, for investors.

This report is free. To get this report, go to https://jainmatrix.com/talk-to-us/, fill your correct details. In Question box, ask for – Report on the Indian Automobile Sector. Give us a day or two to send it to you by email.

Happy investing !!

Regards,

Punit Jain – Founder, JainMatrix Investments

Disclaimer – While the report is free, we reserve our rights and may decline to share it in case our marketing objectives are not fulfilled.

How much is Conviction and Confidence worth?

Hi friends, here’s a small story I’d like to share with you.

Over a year ago, JainMatrix Investments (JM) did a research and found an interesting investment opportunity. It was a mid cap firm. JM then went ahead and created a detailed 9 page equity research report and shared it with its subscribers. They projected a target price with a 50% gain in 2 years. They were convinced that this was an excellent firm, with good prospects. In the next 6 months, the share did well, it appreciated 60%, and seemed to justify the recommendation. The target price was achieved, but JM continued to be positive about the firm and retained a BUY on it.

Then things changed suddenly. There was a ‘bad news’ article about the firm in the papers. It contained unconfirmed but serious allegations. Suddenly there was uncertainty around the firm. The share price started falling. Market pundits all said they were unsure about the firm. Every action of the firm became suspect. Management interviews and press releases were cast aside by investors. Within weeks, the share price plunged 65%. In such a situation most investors would buckle under the pressure. Mutual funds cannot allow such losses on investments. HNI investors in the firm panicked. FPIs demanded investor calls and worried about everything. Naturally everyone was worried.
In share market parlance, this is called a Falling Knife.

At JM, the approach is to analyse such situations from the fundamentals and find the facts out of the news flow. The recent quarterly results of the firm were excellent. The stated 3 year vision was taking shape. There is normally no reason to disbelieve management statements and official press releases. Most of the rumors were vague, difficult to disprove and causing more controversy. Its possible that share market operators may have grasped this opportunity to drive down the price. But this can only be done for a short period of time.

It requires a lot of character to stand up to a Falling Knife. But the analyst at JM was sure. So JM advised their subscribers to hold on and not be swayed by the price movements and controversy.

jainmatrix investments

After the 65% fall, the share stabilized. It then started rising again. The JM subscribers, who were invested and took our advice, saw their notional losses disappear. The brave ones actually took advantage of the fall and saw a nice profit in a few weeks.

This brings me to my question,

How much is Conviction and Confidence worth to an investor in the stock markets?

Any answers, my friends?

Feel free to add your comments, below, to this post.

Regards,

Punit Jain, founder JainMatrix Investments.
PS – This note has been created as marketing and educational content to help investors. No security is mentioned here. Such a situation can arise many times in the stock markets.

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. JM has been publishing equity research reports since Nov 2012.

This note has been created as educational content to help investors. No security is mentioned here. Such situations can arise many times in the stock markets. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

Launch of the JainMatrix Satellite Model Portfolio – A ValuePack

Dear Readers,

We are glad to announce we cross 5 years since we started our Investment Service.
On this occasion, we are proud to launch a new service – The Satellite Model Portfolio.


JainMatrix Investments has had super success with the LC and MSC Model Portfolios over the last 5 years. Our experience of researching over 100 firms in the last 3 years has thrown up a number of exciting stock finds.
Given the recent environment changes, we re-evaluated these firms (outside of LC and MSC) and picked the best opportunity 7 firms in terms of projected stock performance to create the Satellite Model Portfolio.

This has the following characteristics:

  1. It has 7 High Quality Investment Ideas with a 2 to 2.5 year Investment Horizon.
  2. This is an independent, Multi-Cap Portfolio with firms from different sectors.
  3. This Opportunistic portfolio is chosen on the basis of deep fundamental research and High Conviction by the JainMatrix Research Analyst.

As Subscribers, you will receive the list of 7 stocks with 2.5 years Target prices and introduction notes outlining them and providing the key reasons why we like them. We will also monitor and maintain this Portfolio and guide you on your Investment in it.

In addition Subscribers will receive

  • Exclusive access to high quality investment reports, including
    1. Market Trends and event notes
    2. IPO/ FPO/ OFS/ NFO reports based on opportunities.
    3. Periodic updates on the Satellite Model Portfolio with any change in stocks if required.
  • The subscription will be initiated with a welcome call for introductions and Service detailing.
  • Email and WhatsApp based queries can be addressed to JainMatrix Investments on the recommended stocks, portfolios and Investment Decisions
  • The Satellite Model Portfolio Service is a ValuePack subscription for 1 year
  • Pricing can be checked on Pricing and Payment Options page.
  • Its an independent ValuePack offering for new investors. For bigger investors it can be the satellite portfolio with innovative new ideas.

Take advantage of the Fall of the markets of Feb-Mar 2018 and invest in this high potential Satellite Model Portfolio. 

JainMatrix Investments is a boutique Investment Advisory firm for Indian stock markets. Our original equity research identifies investment target firms with high conviction, and the easy to read reports make investing simple. The research process is thorough, and the opinions independent, honest and direct. And sharply focused on investment returns and wealth building for the long term. Our subscribers trust us to provide stock entry and exit calls, tracking, guidance and personal support.
We have provided excellent advisory services for over 5 years; Our Investment Service (Core Portfolio) has fetched outstanding results over this period. (See Track Record).

Here’s to your Happy and profitable investing.

Regards,
Punit Jain 
JainMatrix InvestmentsBangalore

DISCLAIMER

This service and related documents have been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. These documents are not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Punit Jain is a registered Research Analyst (SEBI Registration No. INH200002747) under SEBI (Research Analysts) Regulations, 2014. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

 

JainMatrix Investments – Track Record

 

One year record – 63% for MSC model portfolio

Dear Investor,                                                                                                             27th Dec 2017

JainMatrix Investments is a premium Investment Service for Indian equity. We build wealth through in-depth equity research and Model Portfolio appreciation over the long term. It is the best way to get great returns, lower costs and yet be in control of your own portfolio. We simplify investing for individuals. Investors trust our advisory services for stock picks, tracking and personalized support. JainMatrix is run by Punit Jain, a SEBI registered Research Analyst.

We created two Model Portfolios 5 years ago, with our best picks at that time. We have since been managing the Large Cap (LC) and Mid and Small Cap (MSC) Model Portfolios. We remove under-performers and replace them with promising new picks, to give investors a solid core portfolio of equity assets to replicate in their personal holdings.

Today 5 years later, we share with you an update of the Track Record for the JainMatrix Model Portfolios. ..

..

PERFORMANCE TRACKER

See the compilation of performance of the Model portfolios. See Table and Graphs. JainMatrix Investments, track record
Recipients of this tracker should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well.  ..
JainMatrix Investments, Track Record
..

PERFORMANCE DESCRIPTION

The market has been positive since Jan 2017. Broadly in line with this, JainMatrix Investments  Model Portfolios continue to do well against their stated objectives.
  • We have a portfolio universe of 70 tracked stocks, the finest firms found through our equity research over 4.8 years.
  • From this universe, we created 2 focused portfolios of 6-8 shares each – a Large Cap and a Mid & Small Cap portfolio.

Mid and Small Cap Model Portfolio – MSC

  • JainMatrix InvestmentsThe objective of MSC is to simply outperform over a 1 year plus period by investing in growth or turnaround firms with solid fundamentals and excellent managements.
  • The JainMatrix MSC Multi-bagger Model Portfolio gave 57.5% annualized returns over 58 months, compared to S&P BSE Smallcap of 36.1% (the best performing including CNX Midcap and S&P BSE Midcap) over same period. It outperformed by 21.4% annualized.
  • Our Portfolio has themes of Auto & Auto Ancillary, exports, Infrastructure and Consumption.

Large Cap Model Portfolio – LC

  • The objective of LC is to preserve capital and outperform the Nifty by 2-5% a year by investing for 2 year plus periods in firms with solid fundamentals and excellent managements.
  • The JainMatrix LC Retirement Model Portfolio gave 16.6% annualized returns over 60 months since inception, compared to Nifty with 15.8% over the same period. It outperformed by 0.8% annualized. Performance has been better in the last 1 year.
  • The 6-8 LC shares here represent growth or value leaders from 6-8 high potential sectors.

Ours is a 100% equity approach, so investors should allocate to other asset classes with inputs from a good adviser/ financial planner. However if the investment climate turns sharply negative, we reserve the right to exit equity.

Other Valuable Research – IPOs, Stock Ideas, Sector and Trend reports

  • In addition to the Model Portfolios, we also present new stock ideas from listed and IPO firms and reports that identify sectoral trends.
  • Our IPO reports have had a good success rate and help identify winners and avoid overpriced or under-rated IPO firms. Subscribers also receive valuable Listing Day – buying range advise on IPO picks, so that they can take large positions, as allotments in good offerings may be limited to 1-2 lots.
  • Our sectoral and economy notes help develop long term thinking after events like demonetization, budgets, etc.

Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey. ..

SUBSCRIBE NOW TO GET THE BEST INVESTMENT SERVICE

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  • See useful investment reports on the RECENT RESEARCH REPORTS panel on the right. Or from the SEE REPORTS tab on the Menu on top.
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DISCLAIMERS

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an independent expert/advisor. Punit Jain is a registered Research Analyst and compliant with SEBI (Research Analysts) Regulations, 2014. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

JainMatrix Makes Two Announcements

Dear Investors,

In this festive season, I would like to make two announcements, which hopefully are adding to the happiness quotient of the people involved:

I) We update our Track Record

We have had the Best All Round Performance So Far by JainMatrix Investments. In numbers, our Mid and Small Cap Model Portfolio gave 26% compounded annual returns over 4.5 years. And our Large Cap Model Portfolio gave 13.2% cagr over same period. See more details on link –

Track Record Update Sept 2017

Here’s hoping we can keep up this performance in future, in good times and bad.

2) Stock Market Awareness Initiative AT CARGILL INDIA

JainMatrix Investments conducted a Wealth and Stock Market Awareness Presentation for employees of an IT / Business services company in Bangalore. The 1.5 hour session was meant to expose employees to some of the savings and wealth concepts and basics of stock market to new investors, as well as touch upon some advanced concepts for experienced investors.

This initiative is a attempt to share learnings, help people develop the right attitude towards equity and stock markets, and also address the typical myths and misconceptions they have.

See some snaps from there:

jainmatrix Investments, Cargill jainmatrix Investments, Cargill jainmatrix Investments, Cargill

I’d like to thank Cargill India folks for their warm reception.

Here’s to your happy investing,

Punit Jain

DISCLAIMERS

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an independent expert/advisor. Punit Jain is a registered Research Analyst and compliant with SEBI (Research Analysts) Regulations, 2014. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.