Tag: IRB Infrastructure
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Indian Roads Sector – A Delightful Drive Ahead?
Date 26th April Industry – Roads Construction Summary Here is a snapshot of the interesting Roads Sector. We sense a revival, and a number of players are active here. Additional Roads Sector Reports from JainMatrix Investments Please read our Feb 2018 report on HG Infra IPO by clicking on LINK. And our July 2017…
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IRB Infra Developers – In InvIT we Trust
Date 25th July 2017 CMP: Rs 217 Mid Cap with Rs 7,600 cr. Mkt Cap Industry – Infra/ Roads Advice: BUY Summary Overview: IRB Infra is a top 5 roads & highway construction firm. It has a good portfolio of legacy and current projects, including Mumbai-Pune expressway and Ahmedabad – Vadodara highway. The 10 year…
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Hope in the Roads Sector
_____________________________________________ Introduction: One of the signs of mis-governance in India has been the Roads sector, and the way the Policies have been created and executed. Issues: The problems of the sector are obvious. Short of funds, the govt developed the PPP (Public Private Partnership) model to not just involve the private sector, but fund the entire…
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IRB Infrastructure Developers – A Rising Road Star
Viewers may like to see the May 2012 update of this report at LINK Date: March 15, 2012. Price: Rs 199, Mid Cap with a market cap of 6617 crores JainMatrix valuation for IRB is 271. It is available at 36% discount. Target: 352 by 03/13, and 432 by 03/14. Advice: Buy now and systematically IRB Infrastructure…
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