Tag: equity research
-
Rule #2 – Long Term Equity Investments must not be funded by loans
Dear investor, Long Term Equity Investments must be made using your savings or available cash surpluses. While equity can give very high returns occasionally, this is not predictable. The volatility in the asset class means that there can even be several years of underperformance followed by a reversal. Taking a loan for such investments can…
-
Pitfalls – Rule #1 – Overinvesting in a single stock
JainMatrix Investments shares Pitfalls – Rule #1 in the video below Dear Investor, In my Research Analyst advisory practice, I often found that investors can fall in love with a particular stock, and overinvest in it, rather than taking a basket or portfolio approach. This exposes investors to this risk. In the equity markets, there…
-
Lessons from 10 years, and Pitfalls in Investing
Dear Investor, At JainMatrix Investments, I am happy to announce we have completed 10 years as a Research Analyst company. (we did get the RA certification in 2016, when the norms kicked in, but were practicing from earlier). On this occasion, the best thing I can share with you, dear investor, are my learnings from…
-
IRCTC – Equity Research Report from JainMatrix Investments
Here is a small video from Punit Jain of JainMatrix Investments. We have published a report on IRCTC. Its a valuable report, with a discussion around revenue segments, outlook, 3 year financial projections and a May 2025 Price Target. Disclaimer This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use…
-
LIC IPO – Buy the Family Silver
JainMatrix Investments presents an Investment Report on RACL Geartech Ltd. 03rd May 2022 Sector – Life Insurance IPO Opens 4-9th May Price range ₹902-949 /share; discount for policyholders is ₹60, and for employees is ₹45 Large Cap: ₹ 6,00,000 crore Mkt cap Summary Positives: 1) High life insurance market share 2) massive Assets Under Management…
-
Star Health IPO – A Toast, to your Health!!
Date 30th Nov; IPO Opens 30-2nd Dec, at ₹ 870-900/share Large Cap: ₹51,800 cr. Mkt cap; Sector – Insurance, Health Advice: SUBSCRIBE Why Buy Now: The waves of Covid have pushed SHI into losses but 1) we do not anticipate more severe waves in future, and 2) SHI should be able to recover through faster…
-
A View on the Sensex
Date: 28th Nov 2021 The Sensex Returns V/S GDP Growth chart Chart Explanation Chart Notes: 2021SF is 2021 So Far. CY is calendar year. Also a positive ‘High-Low Return’ number indicates that intra-year high was after intra-year low and vice-versa. Data Sources: wikipedia, Bloomberg, Credit Suisse. The CY Sensex returns reflect key events – 1999…
JainMatrix Investments 