Tag: india investing
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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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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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Bajaj Finance, Auto-matic Growth
___________________________________________________________________ This report was updated on 23rd Jan 2014, find the new report on Link. Date: 31st Jan 2012 CMP: Rs 723 Mid Cap with Market Cap Rs 2534 crores Advice: Invest Target: 1750 by 03/13 and 2700 by…
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Petronet LNG – entering a new Orbit
This report has been updated in June 2012 – see Petronet LNG – A Solid Gas Company Date: 19 December, 2011 CMP: Rs 157, Large Cap with Market Cap Rs 11,883 crores Advice: Invest, Target: Mar 2013 – 250 and Mar`14 – 301 Petronet LNG is doubling capacities in the next two years. It provides a…
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Bharti Airtel – Take the call
Date: November12, 2011 CMP: Rs 396; Large Cap Advice: Safe long term investment Target: 18 month – 800 There is an update on this report called Bharti Airtel – This is a year of consolidation (Aug 2012) available for readers. Bharti Airtel is a large telecom player. The market leading India business is seeing high competition,…
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Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
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A Titan for the long term
——————————————————————————————————- There is an update of this report dated Nov2012, Titan – The Jewel in the Crown Titan Industries is a power brand and the largest specialty retail chain in India. It is translating the success in watches into new categories by adding one every 5-7 years, and now also straddles jewellery, eye wear and…
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