Tag: JainMatrix Investments
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Here’s a Great Construction Achievement
Every once in a while, I come across an event or achievement that worth appreciating. Here is one such incident. It is terrific of Indian Railways to be able to do this. Indian Railways sets record, builds subway at a busy track in 5 hrs; watch video See LINK My thought here is that if many…
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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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25 Investing lessons – Great Investing Wisdom
Here is a brilliant tweet from @jposhaughnessy. I have added to it some of my commentary. In the note, he touches upon the classic challenges – uncertainty, fear, under-performance, the big new industries, standing out, biases and luck. It is great investing wisdom. Jim O Shaughnessy / My Thoughts I’ve added a few of my thoughts, and…
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Indian Hotels Sector – Time to check in?
Shares of many hotel companies have rallied in recent months. What are the reasons for this? Can investors find good investment ideas in this sector? Related Research: We had published a report on Mahindra Holidays in Mar 2013. The share is up 109% in 5 years, or 22% annualized. To read the report, click…
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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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ICICI Securities IPO – A Direct Purchase
Date 24th Mar; IPO Opens 22-26th Mar at Rs. 519-520 Valuations: P/E 34.6 times TTM Large Cap: Rs. 16,750 cr. Mkt cap Industry – Stock Broking Advice: SUBSCRIBE Summary Overview: ICICI Securities is a technology-based securities firm that offers a wide range of services including brokerage, financial products distribution and investment banking. They have been…
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Bandhan Bank IPO – The New MFI Leader
Date 14th Mar; IPO Opens 15-19th Mar at Rs. 370-375 Large Cap: Rs. 44,780 cr. Mkt cap Industry – Commercial Bank Valuations: P/E 40.2 times TTM, P/B 4.9 times (Post IPO) Advice: SUBSCRIBE Overview: Bandhan is a commercial bank focused on serving underbanked and underpenetrated markets in India. Bandhan Bank has the largest microfinance loan…
JainMatrix Investments 