JainMatrix Investments

Tag: wealth management

  • Page Industries – The Jockey Rides Too Fast

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    Date: 13 Jan 2015 CMP: Rs 11,766 Mid Cap – with Mkt Cap 13,020 crores Advice:  HOLD now, and buy on dips Overview: Page Industries with the Jockey franchise in India is a pioneer of the premium innerwear market. It is extending the success in menswear to womens wear and active wear, and with the…

  • Fundamental Thoughts – The Search for Stability

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    ——————————————————————————————————– Dear Investor, One of the biggest challenges for investors is to find a few valuable firms out of the 5000+ listed companies on the Indian stock exchanges. This search is not easy; it cannot be done very fast; I would say it is a multi-year process. Many great investors have suggested and used many…

  • MidCap Portfolio – Celebratory Outperformance

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    ————————————————————————————————————————— Date: 25th Dec 2014 JainMatrix Investments Mid & Small Cap Model Portfolio: Monthly Update In this, our last report of 2014, we wish our Subscribers and Readers a Merry Christmas and a Happy New Year. Its time to be grateful for the wonderful gifts of 2014. We also present readers with the Celebratory results of our Mid…

  • KEC International is a Modern Powerhouse

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    Date: February 16, 2012 CMP: Rs 60.6 Advice:  Firm is valued at Rs 82; available today at 37% discount Target:   March 2014 target of 245 KEC International is the second largest transmission tower manufacturer in the world. It delivers such projects in 45 countries. Synergistic diversifications into Power Systems, Telecom, Water and Railways have de-risked…

  • India’s Investment Rockstars

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    Poll Results on 22nd March Thank you readers for your enthusiastic participation in this Poll. The Winner of the Poll on India’s Investment Rockstars is – Madhusudan Kela. Here is a graphic of the candidates – with one additional name from Reader suggestions. Poll Article on March 7 I recently saw the Hindi movie, Rockstar. Its…