Tag: JainMatrix Investments
-
Buying a Car? Here’s the Real Cost
Last week I sold my car. It was a beautiful machine. I bought this Hyundai i10 in 2013. It became the default safe ride for work commutes, local errands and weekend joyrides. Occasionally we travelled intercity in it. Then my son grew old enough, and he learnt to drive in it. He added college commutes…
-
IPOs of Subsidiaries of Listed firms – are Safer and Create Value
20th July 2025 Summary This article investigates a trend in Indian markets — listing of subsidiaries by Corporates that are large conglomerates and sector leaders. Who really benefits from these listings? Are they a source of genuine value creation? To understand this, we map the data on subsidiary IPOs by reputed Indian Corporates between Jul’23…
-
Belrise Industries IPO – Strong as the Chassis
Date: 21st May 2025 IPO is open from 21-23rd May, at ₹ 85-90/share Mid Cap. of mkt cap ₹ 8,000 cr. PE is 27 times. Sector: Auto Components The IPO to raise ₹ 2,150 cr. Opinion: BUY with a 2-3 year perspective See here, an automobile Chassis – IPO highlights IPO application dates: 21 –…
-
IRCTC Ltd – Navaratna Back on the Rails – BUY
Date: 10th Apr 2025 Large Cap with mkt cap ₹ 57,000 crores. CMP: ₹ 715, current PE: 47 Times Advice: Buy with a price Target of ₹ 1,179 Why IRCTC: This next gen Railways PSU has monopolies in internet rail ticketing, food and catering and Rail Neer. High potential segments include Tourism, travel packages and…
-
The Changing World Order, and the India Opportunity
07th April – Time to read article – text 10 min, video 43 minutes. Today the Indian markets fell sharply, up to 5%, but lets look at this event in the global context. I came across this wonderful video by Ray Dalio recently, (43 minutes) and this helps us put the current market scenario in…
-
Should you Invest or Prepay your Home loan? – Jan 2025
We wish readers a very happy new year 2025 In Apr 2023, we published an article, Real Estate v/s Equity for personal wealth creation. In this Article, we extend our thoughts and analysis to a related situation Introduction Last month, my conversation with an investor went like this – Rahul (not his real name): I…
-
Business Standard – Revealing the 100X strategy: ultimate wealth creation
I came across an excellent article on Business Standard. This is very useful for investors new to Equity. Several important concepts are covered here. Do Read – https://www.business-standard.com/economy/analysis/revealing-the-100x-strategy-the-ultimate-instrument-of-wealth-creation-124121701224_1.html Warm regards Punit Jain
