JainMatrix Investments

Tag: equity research

  • Power Sector – A Complex Challenge

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    THOUGHT FOR THE DAY: The Power sector of India presents a complex set of challenges. On one hand there is no doubt that a 6-8 % growth in GDP also needs 10% growth in power supply. On the other hand, many plants set up recently are not able to supply power. Lets look at the challenges: Power…

  • PSUs are HOT investments

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    The government sector and PSUs were, till recently, not very good investments. The reasons were many. There was an uncertainty about their future. Now things have changed: The new Central government (well not new, now about 18 months in power) has undertaken a number of structural reforms that will slowly but surely improve the economy.…

  • SKS Microfinance – a Magical Mix

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    Date: 01st Sept, 2015 CMP: Rs 457 Mid Cap – with Mkt Cap of Rs 5800 crores Advice: High risk, high return stock, BUY Target: Rs 844 by Mar 2017, an 85% appreciation Summary Overview: SKS Microfinance is a leader in small business loans for low income people in rural and village areas. State policy…

  • Bajaj Finance – August 2015

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    JainMatrix Investments has just published a report on Bajaj Finance. We’ve been tracking this stock since many years. See some of our older reports – 23-Jan-2014 – BAJAJ FINANCE – A FIRM YOU CAN BANK ON 31st Jan 2012 – BAJAJ FINANCE, AUTO-MATIC GROWTH This share has provided 11X returns to shareholders over 5 years, to become one of…

  • Syngene Post IPO report

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    Post IPO report dated 17th Aug 2015 Dear Investor, Here is a short post listing report on the Syngene International IPO. The IPO that was open from 27-29th July received excellent response with a 32.05 times over-subscription. While Retail was only 4.8 times oversubscribed, the QIB portion was over 51.5 times and non institutional investors (NII) category…

  • Announcing our launch on Investing.com

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    Dear Readers, We are happy to announce our launch on the website, Investing.com. See the links Investing.com India Home Page – http://in.investing.com/ And the Syngene IPO report: http://in.investing.com/analysis/syngene-ipo:-good-pharma-r-d-spinoff-from-biocon-2349 I believe its a very popular website. In their own words, “Investing.com is a global financial portal and internet brand composed of 23 editions in 19 languages …. Founded…

  • Syngene IPO: Good Pharma R&D spinoff from Biocon

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    Date – 27th July 2015 Issue Price range: Rs. 240-250 and Issue Period: 27-29th July 2015 Target Market Cap Rs 5,000 crore and Industry – Pharma R&D First day – 32% subscribed Advice: Buy for 2-3 years The Syngene IPO is a first time offer from the high potential sector of pharma R&D Outsourcing. The Income, EBITDA…