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Punit Jain
35 followers -
An equity investment professional ... My firm is JainMatrix Investments
An equity investment professional ... My firm is JainMatrix Investments

35 followers
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Dear investor, You got into an amusement park. And decided to take a peaceful ride, say a merry go round. You sat down, and found to your surprise that you are actually on a High Thrill Ride, buckled in, and you cant get off. The market today is a little…
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Date 24th July; IPO Opens 25-27th July at Rs. 1095-1100 Valuations: P/E 32.3 times TTM, P/B 10.7 times (Post IPO) Mid Cap: Rs. 23,300 cr. Mkt cap Industry – Asset Management SUBSCRIBE for the IPO Summary Overview: HDFC AMC is the #2 player among AMCs by…
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Every once in a while, I come across an event or achievement that worth appreciating. Here is one such incident. It is terrific of Indian Railways to be able to do this. My thought here is that if many construction firms in India watch, learn and…
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25th June 2018 Mid Cap of Rs. 13,000 cr. Industry – Auto Ancillary; IPO Opens 26-28th June at Rs. 965-967 Valuations: P/E 28.9 times TTM Advice: SUBSCRIBE Summary of Report Overview: Varroc Engineering is a global tier-1 auto component firm. They design,…
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Here is a brilliant tweet from @jposhaughnessy. With my commentary. Since this is great investing wisdom, I suggest you take a few minutes to read this.  Jim O Shaughnessy   / My Thoughts I’m adding a few of my thoughts, and an Indian angle. Here are the…
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Shares of many hotel companies have rallied in recent months. What are the reasons for this? Can investors find good investment ideas in this sector?   Related Research: We had published a report on Mahindra Holidays in Mar 2013. The share is up 109% in 5…
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Date 26th April   Industry – Roads Construction  Summary Here is a snapshot of the interesting Roads Sector. We sense a revival, and a number of players are active here. Additional Roads Sector Reports from JainMatrix Investments Please read our Feb 2018…
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Date 24th Mar; IPO Opens 22-26th Mar at Rs. 519-520 Valuations: P/E 34.6 times TTM Large Cap: Rs. 16,750 cr. Mkt cap Industry – Stock Broking Advice: SUBSCRIBE Summary Overview: ICICI Securities is a technology-based securities firm that offers a wide…
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Hi friends, Here’s a small story I’d like to share with you. Over a year ago, we did a research and found an interesting investment opportunity. It was a mid cap firm. We then went ahead and created a detailed 9 page equity research report and shared it…
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Date 14th Mar; IPO Opens 15-19th Mar at Rs. 370-375 Large Cap: Rs. 44,780 cr. Mkt cap Industry – Commercial Bank Valuations: P/E 40.2 times TTM, P/B 4.9 times (Post IPO) Advice: SUBSCRIBE  Overview: Bandhan is a commercial bank focused on serving…
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