Tag: JainMatrix Investments
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How is India doing against COVID19 in 3 graphs
Its been 3 months since Covid infection hit India. I believe India has done well so far. But lets check out the facts using just 3 graphs in Logarithmic Scale. (click to expand image) India’s COVID-19 Curve, compared to other countries. (Source visualcapitalist.com) Total Coronavirus Cases in India (Source: worldometers.info) Total Coronavirus Deaths in India…
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Colgate Palmolive (India) – A Shiny Idea
Date: 25th May 2020 ; CMP: Rs 1,313 Large Cap – Mkt Cap Rs. 35,700 and Industry: Consumer – FMCG Valuation: P/E at 37.3 Advise: BUY Summary Overview: Colgate Palmolive (India) is the leader in India’s oral care market with a 49% share. Their range includes toothpastes, toothpowder, toothbrushes, mouthwashes and personal care products products…
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Indian Speciality Chemicals Sector – A Spotlight
The Indian economy has been hit by the Covid-19 epidemic. Even in this tough market, we find that the Indian Specialty Chemicals sector has the potential to not just survive, but actually grow rapidly. Introduction The Chemical sector constitutes a significant part of Indian economy. It’s a very diversified industrial sector, as chemicals cover over…
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COVID 19 – Call in the Indian Army to Handle this Emergency
Dear Friends, Let me start with the worst case scenario for India. 60% of Indians get infected with Covid-19. Thats 78 crore people * 5% of these are serious and need hospitalization. That’s 3.9 crore people. # We dont have so much healthcare capacity 1% of the infected succumb to the infection. Thats 78 lakh…
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The War on COVID-19 – An Indian Investor Perspective
A premium report, shared with premium subscribers only.
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SBI Cards – IPO is an Easy Transaction
IPO Opens 2-5th Mar at ₹750-755/share Large Cap: ₹ 71,000 cr. Mkt cap Sector – BFSI, Credit Cards Valuations: P/E 51.4 times TTM, P/B 14.6 times (Post IPO) Advice: SUBSCRIBE Summary Overview: SBIC offers credit cards to individual cardholders and corporate clients for a range of lifestyle, rewards, travel and fuel and shopping needs. SBIC…
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Reliance Industries – A Firm to Rely On
CMP: ₹1,532 Industry: Refining, Petrochem, ++ Conglomerate Large Cap with ₹9,85,000 crore mkt cap Current Valuation: P/E: 23 times and P/B: 2.4 times BUY with a target of ₹2,200 by May 2022 Summary Overview: Reliance Industries is the largest private sector firm and #1 by market cap in India. RIL has over decades proven its…
JainMatrix Investments 