Date: 05th June 2020 CMP: Rs 1,688 Mid Cap with Mkt Cap Rs 22,000 crores Industry: Quick Service Restaurant (QSR) Advice: HOLD. Buy if it falls below Rs 1,400 summary Overview: Jubilant Foodworks is India’s leading Quick Service Restaurant chain which operates Domino’s Pizza and Dunkin’ Donuts chains in India. FY20 revenues and profits were … Continue reading Jubilant Foodworks – Ship to Steady this Year
Date: 1st June 2019 Recent Events – Elections Last week we had an election result day and the 2019 central election came to a dramatic end. We welcome the second term of BJP and the National Democratic Alliance at the center. The 6 week long 7 phase election was an emotional, high decibel multimedia war … Continue reading Expectations and Thoughts on a New India – Post Elections Note
Date 14th Mar; IPO Opens 15-19th Mar at Rs. 370-375 Large Cap: Rs. 44,780 cr. Mkt cap Industry – Commercial Bank Valuations: P/E 40.2 times TTM, P/B 4.9 times (Post IPO) Advice: SUBSCRIBE Overview: Bandhan is a commercial bank focused on serving underbanked and underpenetrated markets in India. Bandhan Bank has the largest microfinance loan … Continue reading Bandhan Bank IPO – The New MFI Leader
Apex Frozen Foods Ltd. A 225% gain for our Subscribers for purchases from open markets in just 3 months. The IPO allottees still holding have got a 324% gain in 3 months. At JainMatrix Investments, we’ve done a lot of research reports in the last year. We’ve had our share of (many) successes and (a few) failures. … Continue reading The Most Profitable Research this year from JainMatrix Investments
Date 13th Nov; ETF Opens 15-17th Nov Product Type: Mutual Fund – ETF Listing: Within 5 days post allotment Raising Fund: Rs. 8,000 cr. Sector: Diversified Advice: Buy with a 3 year perspective Summary Overview: The BH22 is PSU heavy open-ended ETF scheme. The BH22 will cover 6 sectors and 22 firms including PSUs, PSBs … Continue reading Bharat 22 ETF New Fund Offer – A Balanced ETF
Date: 30th Oct 2017 Bharat Financial Inclusion is dropped from the JainMatrix Investments – Mid and Small Cap (Multi Bagger) Model Portfolio News Update The merger of micro finance lender Bharat Financial Inclusion (BFIL) and IndusInd Bank (IIB) was announced on 14th Oct. BFIL will merge into IIB in a swap where BFIL shareholders will receive … Continue reading Bharat Financial Inclusion – News Based Exit from MSC Model Portfolio
Thought for the day What are Payment and Small Finance Banks? The RBI granted licenses for Payment Banks to 11 entities. This includes telecom firms Vodafone and Airtel; NBFC Cholamandalam Distribution Services; groups Reliance Industries and Aditya Birla Nuvo; and individuals Dilip Sanghvi, MD of Sun Pharma and Vijay Shekhar Sharma (Paytm). The Dept. of … Continue reading New Banks: Big Changes in Small Change
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