Tag: equity research
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BHEL – a Power Value Play
———————————————————————————————- 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 profits at 6,600 cr. It…
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NHPC – Steady, Cheap, Defensive Power Generator
———————————————————————————————- 16 July 2013 CMP: Rs 18.3 Large Cap – Mkt Cap 22,510 crores Advice: Buy Here is a short note on NHPC Ltd. (National Hydro Power Corp). Introduction NHPC is a listed PSU, a Mini-Ratna Category-I Enterprise. It is the major player in public sector hydro power in India. It has 5,700MW of installed hydro power…
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Cairn India – A Formula for Success
05 July 2013 CMP: Rs 294 Large Cap – Mkt Cap 56,100 crores Advice: Buy Executive Summary Formula for success: rise early, work hard, strike oil – (a quote by J. Paul Getty) Cairn India is a large cap and the top Indian private sector Oil E&P firm. It has excellent Oil exploration and producing…
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There’s nothing wrong with Apple Inc.
Feb 21st 2013 CMP: $446 Global #1 Cap – Mkt Cap $ 421 billion. Advice: Buy Note our more recent Feb 2015 note on Apple Apple Inc and the Happiest Moment This week, a subscriber asked me a simple sounding question … What do you think of Apple at this point? Let me try to…
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IT sector stocks – The Elephant can Dance V2
Date: 24th May 2012 This update of the April 19 article by JainMatrix Investments includes FY12 results of all three firms. A comparison of top Indian IT stocks, Infosys, TCS and Wipro throws up some interesting insights. Infosys, the long time leader and IT bellwether, is losing its pace of growth. It is still ahead in terms…
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Hindustan Unilever – Too much euphoria?
Date: May 22, ’12 CMP: 424 Mkt Cap 91,900 cr. PE 33.4 HUL is the bellwether in fast moving consumer goods (FMCG), and its performance indictes the directions for the industry. The current market cap of 91,900 crore ranks it #13 in India.…
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IT sector stocks – The Elephant can Dance
Viewers may prefer to see the latest May 2012 version of this report at LINK Date: 19th April 2012 One of the Subscribers on JainMatrix Investments raised a query – here it is: Hi Punit, I have a question about the IT sector stocks. I own Infy, TCS and Wipro. How can I evaluate which…
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