Tag: equity research
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HDFC AMC IPO – A Quality Asset
Date 24th July; IPO Opens 25-27th July at Rs. 1095-1100 Valuations: P/E 32.3 times TTM, P/B 10.7 times (Post IPO) Mid Cap: Rs. 23,300 cr. Mkt cap Industry – Asset Management SUBSCRIBE for the IPO Summary Overview: HDFC AMC is the #2 player among AMCs by AUM and #1 by profits. HDFC operates as a…
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Varroc Engineering IPO – An Auto-matic BUY
25th June 2018 Mid Cap of Rs. 13,000 cr. Industry – Auto Ancillary; IPO Opens 26-28th June at Rs. 965-967 Valuations: P/E 28.9 times TTM Advice: SUBSCRIBE Summary of Report Overview: Varroc Engineering is a global tier-1 auto component firm. They design, make and supply exterior lighting systems, plastic and polymer, electricals-electronics and precision metallic…
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Launch of the JainMatrix Satellite Stocks Basket – 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 Stocks Basket. JainMatrix Investments has had super success with the LC and MSC Stocks Basket over the last 5 years. Our experience of researching over 100…
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Vikas Ecotech – Get ‘Vikas’ for your Investments
Date: 22nd Jan 2018 CMP: Rs. 40.7 Today we have published an update report on Vikas Ecotech. To remind you, on 24th Apr 2017, at a CMP: Rs. 21.25, we had published this report on this website. We had set a Target price of Rs. 52.7 by May 2019, a growth of 143% from then CMP, over 25…
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Bharat22 ETF – A Balanced ETF – Post Listing Note
Date 29th Nov Equity MF- ETF, Diversified Allotment price: Rs. 35.97 CMP: Rs. 37.42 Advice: Buy with a 3 year perspective Here is a post listing note on Bharat 22 ETF (BH22). In this note, we continue from the 13th Nov Note – Bharat 22 ETF NFO Offer – A Balanced ETF Subscription, Allotment Price…
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Bharat 22 ETF New Fund Offer – A Balanced ETF
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…
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Bharat Financial Inclusion – News Based Exit from MSC Model Portfolio
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…
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