Tag: JainMatrix Investments
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Mindtree Ltd. – A Possible Star
_____________________________________________________________ 12 June 2013 CMP: Rs 800 Mid Cap – Mkt Cap 3550 crores. Advice: Buy Executive Summary Mindtree Ltd is a mid-sized IT services company based out of Bangalore. It has good management, experienced professionals drawn from the industry. The growth of the firm has been steady. Revenues, EBITDA and PAT have gained by 26%,…
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JainMatrix Mid Cap Model Portfolio Update March 2013
…… JainMatrix Investments presented the Mid Cap Model Portfolio in Feb 2013. Its time to review the portfolio, understand the changes in this period, and continue with our planned investments wherever appropriate. The seven (7) stocks recommended are tracked with updates on the following basis: Q3FY13 updates FY13 Budget effect Any sharp price movements Overall…
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Mahindra Holidays: Take this break !!
———————————————————————————————————————————— Mar 7, 2013 CMP: Rs 276 Mid Cap – Market Cap 2334 crores Advice: BUY JainMatrix Investments presents investors the complete report on Mahindra Holidays published earlier for subscribers only. Here is a note on Mahindra Holidays. Summary: Mahindra Holidays is an Indian leader in Vacation Ownership/ Timeshare. It has an excellent brand and…
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There’s nothing wrong with Apple Inc.
Feb 21st 2013 CMP: $446 Global #1 Cap – Mkt Cap $ 421 billion. Advice: Buy Note our more recent Feb 2015 note on Apple Apple Inc and the Happiest Moment This week, a subscriber asked me a simple sounding question … What do you think of Apple at this point? Let me try to…
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NBCC: Small PSU Construction Sub-Contractor IPO, Avoid
Report Date: 27th March The updates of 26th EOD are: Overall 58% subscription with Retail 93% and Institutions 52% with FIIs also stepping in. HNIs are at only 3%. These are not great numbers. My sense is that HNI will dive in today only, and with Retail and Institutions doing their bit, subscription may go to 2-3…
JainMatrix Investments 