Tag: JainMatrix Investments

  • Bajaj Finance – a Firm you can Bank on

    _________________________________________________________________ 23-Jan-2014 CMP: Rs 1569 Mid Cap – Mkt Cap 7910 crores Advice: Buy with a March 2016 target of Rs 3435 JainMatrix Investments presents investors the complete report on Bajaj Finance as part of the Investor Rewards Fortnight.  Bajaj Finance is an NBFC on a rapid growth path. It is a leader in auto…

  • Repco Home – A Fortune at the bottom of the Pyramid

    _________________________________________________________________ 06-Jan-2014 CMP: Rs 340 Mid Cap – Mkt Cap 2120 crores Advice: Buy Target: 660 by March 2016 Here is a note on Repco Home Finance (RHF). Download the report using the Link – REPCO home finance_JainMatrix Investments_Jan2014 Summary Repco Home Finance is a Chennai based NBFC. The average loan ticket size is small,…

  • BHEL – a Power Value Play

    Originally posted on JainMatrix Investments: ———————————————————————————————- Date 7-Aug-13 CMP: Rs 116 Large Cap – Mkt Cap 28,300 crores Advice: Buy with a 2-3 year perspective Here is a short note on BHEL (Bharat Heavy Electricals Ltd) Introduction BHEL is an integrated power plant equipment manufacturing and implementation firm. Its turnover in FY2013 was 48,000 crores, with…

  • Just Dial Ltd – A Googol Possibilities

    ___________________________________________________________________ Report Date: 18-Dec-2013  CMP: Rs 1215 Mid Cap – Mkt Cap 8200 crores Advice:  Medium Risk, High Gain stock. BUY. JainMatrix Investments presents investors the complete report on Just Dial Ltd. as part of the Investor Rewards Fortnight.  Here is a note on Just Dial Ltd. (JDL). Business Profile JDL is a firm with…

  • Future Gazing – Business and the Internet of Things

    ______________________________________________________________ Introduction The original Factors of business and production were Money, Materials, Machines and Men.  They still are, but with a few big changes caused by – the Services sector, the Internet of Things and the Smartphone. In this article, let’s engage in some present and future gazing, and discuss the changes in these Factors:…

  • 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…

  • Balmer Lawrie – A Steady Boat

    ___________________________________________________________ 26-Nov-2013 CMP: Rs 306 Small Cap – Mkt Cap 880 crores Advice: Buy with a 2-3 year perspective Here is a note on Balmer Lawrie & Co (BLC). Business Overview BLC is a Public Sector Unit under Ministry of Petroleum and Nat Gas. Based in Kolkata, it is rated at as Mini-Ratna I Public…