JainMatrix Investments by Punit Jain

Punit Jain is a SEBI Registered Research Analyst. He started JainMatrix Investments, Reg. INH200002747
mail [email protected]
cell 9886110032

[JainMatrix Investments by Punit Jain @jainmatrix]

@aakancvedi 1/2 Pros of OFS only
- company is in good shape, does not need to raise and strengthen balance sheet.
- Promoter selling to enable IPO? Or early investors looking for an exit?
- how will IPO happen if equity is not made available?
- no dilution of equity base

[JainMatrix Investments by Punit Jain @jainmatrix]

SIF – An Exciting Product Innovation from MFs
See our note of this new investment product
https://t.co/O6ziBawTI2

[JainMatrix Investments by Punit Jain @jainmatrix]

The Four SuperTrends that Indian Investors must know
Over the next few years, four sectors in India are taking off and have great potential. The GoI too is targeting these high potential and underdeveloped industries.
See link
https://t.co/N7L4RVNjgn

[JainMatrix Investments by Punit Jain @jainmatrix]

@kenjitokenllc @spectatorindex Japan govt. Should introduce tax breaks for marriage and children. Simple. Two birds with one stone.

[JainMatrix Investments by Punit Jain @jainmatrix]

@aakancvedi 3/3
- So dont look at OFS or fresh issue in isolation.
- What will strengthen the company?
- what are prospects, valuations post listing?
- is promoter holding substantial post ipo so that he will continue to work towards it's success?

[JainMatrix Investments by Punit Jain @jainmatrix]

@aakancvedi 1/3 Pros of fresh raise only
- fresh equity raise enables ipo
- company balance sh. is stronger, growth funds raised, can cut debt
- promoter very positive on prospects, unwilling to dilute stake
- Stable promoter / investor holding
- some dilution of equity capital, eps falls

[JainMatrix Investments by Punit Jain @jainmatrix]

@Akshat_World 1) Why start with peak of 2021, take the peak of '20, or start of '21. That changes your base 30%. More if you go to mid '20, as best phase was '20-24.
2) indian investors don't invest in usd, they need to only worry about inflation
These are wrong messages about indian market.

[JainMatrix Investments by Punit Jain @jainmatrix]

@porinju This is a rear view mirror of these 2 companies. Whats the future for them? What are the growth rates? Is there scope to profitably expand capacities? Are you investing for this year's returns or the next 10 years?

[JainMatrix Investments by Punit Jain @jainmatrix]

Check out my latest article: Tata Capital IPO – Emerging Player https://t.co/eWLDfZqF11 via @LinkedIn

[JainMatrix Investments by Punit Jain @jainmatrix]

@ZenNivesh Time to rebuild, find new lines of business, new industries to cater to, and reward the shareholders who are still with you.

[JainMatrix Investments by Punit Jain @jainmatrix]

@punitjain
Multiculturalism, is a lovely word.
I think multiculturalism is an important facet of India

[JainMatrix Investments by Punit Jain @jainmatrix]

@Aadhirai_Sathya @dmuthuk I suspect that imported cars sold in india will have additional taxes that may raise this ratio of 8/21 = 38%

[JainMatrix Investments by Punit Jain @jainmatrix]

@imYadav31 @KiaInd Speak to at least 3 dealerships, make a plan b and plan c, and firmly pushback, refuse to buy unless you get what you want.
Forget cars, even apartments the sales guys will take you for a ride if they can

[JainMatrix Investments by Punit Jain @jainmatrix]

The Changing World Order, and the India Opportunity
https://t.co/5GYw4zaS6X

[JainMatrix Investments by Punit Jain @jainmatrix]

@RamamoorthyKar3 @chandrarsrikant @ChristinMP_ @moneycontrolcom I think a visit to Delhi with its extensive network would have been sufficient.
After all this study, we have useless fares, most expensive in india.
Bangalore metro is very very wasteful, delayed and expensive.
Hoping for some recovery soon

[JainMatrix Investments by Punit Jain @jainmatrix]

@TVMohandasPai Clearly Traffic authorities and planners have been unable to keep up with demand.
Supply of essential road and transport infra is 5 years behind demand.
Optimistic that our most capable govt. can up their game and cover up on this in the next 4 years (before the next elections)

[JainMatrix Investments by Punit Jain @jainmatrix]

2/n Who made these rules?
Who the heck would be interested in Indian aviation unless he already had some airline operations?
Would you let an industry expert start a new firm or prefer someone totally new to the sector?

[JainMatrix Investments by Punit Jain @jainmatrix]

1/n
How to improve Ease of Doing Business in India.
Here is an example. Till some time back, we had aviation sector investment rules that said - anyone can invest in Indian aviation firms except those that are already in Airlines sector.
How does this work?

[Trung Phan @TrungTPhan]

During a talk with Stanford last year, Jensen Huang was asked about how he has dealt with Nvidia’s multiple stock drawdowns of 50% or more…his answer:

[JainMatrix Investments by Punit Jain @jainmatrix]

@bc_dubi @elonmusk With an ageing population, the nature of consumption changes. Different products, more importance to healthcare.
And there is nothing wrong with that.
I think the globe is overpopulated and countries need to embrace lower population, lesser consumption, but better health