Tag: Infrastructure
-
Expectations and Thoughts on a New India – Post Elections Note
Date: 1st June 2019 Recent Events – Elections Last week we had an election result day and the 2019 central election came to a dramatic end. We welcome the second term of BJP and the National Democratic Alliance at the center. The 6 week long 7 phase election was an emotional, high decibel multimedia war…
-
The Roads Sector – Is it a Revival?
Thought for the Day: Roads a very important sector for modern India. But India’s road sector had been stagnating since 2012, hit by both an economic slowdown and private sector disinterest. The famed PPP model had yielded poor results. A number of projects were delayed or in financial distress. Cut to 2015, and the story may have…
-
Navkar Corp IPO – Location Challenges – Avoid
Date Aug 25th, 2015 IPO Period: 24-26 Aug 2015 Industry – Logistics Mid Cap share – 2210 cr market capitalization Advice: Avoid Summary Navkar Corporation is logistics firm that provides container handling and storage services. It is established in the JNPT port region and has expansion plans locally and in Vapi Gujarat. The Income, EBITDA and Profits have…
-
L&T: At the Business Crossroads
——————————————————————————————————————————————- Date: 22-Jan-13 CMP: 1033 (adjusted for July 2013 bonus) Large Cap – Mkt Cap 96,000 crores Advice: Invest for the long term JainMatrix Investments presents investors the complete report on Larsen & Toubro Ltd as part of the Investor Rewards Fortnight. Summary L&T is a buy at…
-
Adani Port – The Great Australian Adventure
————————————————————————————————- Date: 20-Sep-12. CMP: Rs 115 Large Cap – Market Cap 23,450 crores Firm is valued at Rs 136 (18% over CMP) Price Target is Rs 215 by Apr 2014, an 84% appreciation. Advice: …
-
Adani Port: Infra play at good valuations V2
See the Sept 2012 update called ‘Adani Port – The Great Australian Adventure’ at LINK Date: May 30, 2012. Price: Rs 118, Large Cap with market cap of 23,600 crores Advice: Medium Risk, High Gain stock at attractive entry point. Buy systematically. JainMatrix valuation for Adani Port is 147, a 25% discount to CMP. Target: 181 by 04/13, and 231…
-
BGR Energy Systems – Time to Re-energize
Date: December 2, 2011 CMP: Rs 269; Small Cap – Market Cap 1952 crores Advice: Invest at lower levels. Target – Rs 800 in 24 months. BGR Energy is a leader in the Power Plant EPC space. However the industry headwinds have pulled down the business performance. BGR shares have fallen sharply to current under…
JainMatrix Investments 