Tag: Mundra Port and SEZ
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Adani Port – The Great Australian Adventure
————————————————————————————————- Date: 20-Sep-12. CMP: Rs 115 Large Cap – Market Cap 23,450 crores Firm is valued at Rs 136 (18% over CMP) Price Target is Rs 215 by Apr 2014, an 84% appreciation. Advice: …
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Adani Port: Infra play at good valuations V2
See the Sept 2012 update called ‘Adani Port – The Great Australian Adventure’ at LINK Date: May 30, 2012. Price: Rs 118, Large Cap with market cap of 23,600 crores Advice: Medium Risk, High Gain stock at attractive entry point. Buy systematically. JainMatrix valuation for Adani Port is 147, a 25% discount to CMP. Target: 181 by 04/13, and 231…
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‘Bottom Fishing in 2012’ Review of Portfolio – April’12
Date: April 18, 2012 In Jan this year, JainMatrix Investments published a report, ‘Bottom fishing in 2012’ …… To read this now, click on LINK The report indicated that: ‘A bottom is in place, and the price reversal has started‘; there is ‘a change in sentiment‘, and ‘a coordinated rise’ in the share prices. A…
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Bottom fishing in 2012 ……
———————————————————————————————————————————— JainMatrix Investments has published a review of this portfolio, please click on the link October Review Article Published January 17th 2012 A Happy New Year to you! January 17th 2012 In my first post of 2012, I’d like to mull over a very basic question. There are a number of fundamentally good companies, firms in…
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Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
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