bgr jainmatrix investments dec2011
TRANSCRIPT
-
8/2/2019 BGR JainMatrix Investments Dec2011
1/7
-
8/2/2019 BGR JainMatrix Investments Dec2011
2/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle|
-
8/2/2019 BGR JainMatrix Investments Dec2011
3/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle|
?>
2>
8
8:>
>
>
?>>
:>>
2>>
8>>>
8>
8?>>
8:>>
82>>
ELMO_H h`o @et^|ajmt & I|a|ey
Yhcey & I|a|ey
Xuh|te|c} Yhcey h`o @et ^|ajmty
Yhcey _u|`aze|
ELM_OH
@et |ajmt
Fh|ib xuh|te|
jmdu|ey h|e
bmdbcmdbteo
Jmd < Xuh|te|c} Yhcey h`o ^|ajmty
Hy iaf~h|eo ta ybh|e ~|mie# e ih` yee tbht m` tbe chyt ? }eh|y# yhcey bhze d|a` ht h` hze|hde aj
54% IHD\. Yee Jmd < Xuh|te|c} Yhcey h`o ^|ajmty.
Latb ELM_OH "59%- h`o @et ^|ajmty ":=%- h|e d|am`d |h~moc}.
&>
>
8>>
>
9>>
?>>
E^YIhyb Jca &
I|a|ey
E^Y h`o Ihyb Jca
@et Ihyb J|afA~e|htm`d
Hitmzmtmey
E^Y & __F
Ihyb j|afa~e|htm`dhitmzmtmey my
u`~|eomithlce h`ocuf~}
H``uhcmyeo E^Ymy u~ 54% IHD\
aze| tbe chyt ?}eh|y
Jmd 9 E^Y h`o Ihyb Jca
Te ih` yee j|af E^Y h`o Ihyb Jca Jmd 9# tbe u`eze``eyy aj tbe luym`eyy faoec aj LD\. Ihyb
jca my u`~|eomithlce h`o cuf~}.
-
8/2/2019 BGR JainMatrix Investments Dec2011
4/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle|
5>>
8>>>
85>>
>>
>
Fh| $8> Ye~} $8> Fh| $88 Ye~t $88
D|ayy Oelt & i|a|ey
Jmd ? D|ayy Oelt
H` mf~a|th`t |htma ja| LD\ h`hc}ymy my tbe A|oe|y laageo ta \eze`uey |htma "L_L-. _bmy bhy yba` hi}icmihc `htu|e# h`o l} m`omihtma`y# my a` h` u~ym`d `a.
>.>
8.>
9.>
?.>
5.>
:.>
>
>>
?>>>
:>>>
2>>>
8>>>>
8>>
8?>>>
Laagm`dy taLmccm`dy |htmaA|oe|y Laageo &
I|a|ey
A|oe|y Laageo ta \eze`ue |htma
\eze`uey __F
A|oe| Laageo ^aymtma`
Laageo ta Lmcc |htma
Jmd 5 A|oe|y Laageo ta Lmccm`dy ibh|t
Oelt my tbe lmd myyue mtb LD\. Mt bhy m`i|ehyeo ymd`mjmih`tc} m` tbe |eie`t ~hyt. D|ayy Oelt hcya ytefy
j|af ta yau|iey @et a|gm`d ih~mthc h`o Oelta|y.
a Ta|gm`d ih~mthc m`i|ehyeo j|af 8>9 oh}y "e`o J]88- ta : oh}y "e`o
-
8/2/2019 BGR JainMatrix Investments Dec2011
5/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle| i|a|e "yee Jmd ?- ta >> i|a|ey l} tbe e`o aj J]8< hy tbe
|ete`tma` fa`e} my |ehcm{eo. H`o Oelt exumt} my er~eiteo ta m`i|ehye j|af 8.? "J]88- ta < "J]82 Fh| $>= Fh| $8> Fh| $88 Fh| 8< E Fh| $89 E Fh| 8? E
Yhcey _u|`aze| & i|a|ey 85>?.2 8= ?=5>.> :5>>.> 4=>>.>
D|atb % =?.8 98.9 55>.> 42>.> =:>.>
D|atb % 2>.4 58.5 5:.< 58.= &8.: ?8.2 9
-
8/2/2019 BGR JainMatrix Investments Dec2011
6/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle| 2&>= dcalhc jm`h`imhc i|mymy. _be zme aj tbe E^Y ibh|t Jmd 2 ybay tbht E^Y ia`tm`ueo mty
|mye tbe|ehjte|# h`o tbe ybh|e ~|mie yfh|tc} |eiaze|eo# a`c} ta jhcc hdhm` m` tbmy iu||e`t ymtuhtma`.
Ie|thm`c} tbe jhcc m` ybh|e ~|mie my ze|} ytee~ iaf~h|eo ta E^Y# ya tbe ybh|e my taoh} u`oe|~|mieo.
_be E^Y aj LD\ my a` h d|atb ~htb# h`o my er~eiteo ta yth} m` tbe oejm`eo _|e`o cm`e |h`de.
9.>>
2.>>
89.>>
82.>>
>
>
99.>>
92.>>
?9.>>
?2.>>
5>
8>>
85>
>
9>>
95>
?>>
?5>
5>>
55>
:>>
:5>
4>>
45>
2>>
25>
=>>
E^Y^|mie ^|mie h`o E^Y Ibh|t
IF^
E^Y
Jmd 2 ^|mie h`o E^Y _|e`oy
\mygy; M`ouyt|}; 9&? }eh|y hda tbe Eceit|mimt} yeita| hy tbe oh|cm`d aj E`t|e~|e`eu|y h`o M`zeyta|y. _be
}h`m`d dh~ letee` oefh`o h`o yu~~c} dhze h oefh`o hyyu|h`ie. M`zeyta|y lecmezeo tbht tbe}
mcc le hlce ta yecc ~ae| ht Fe|ibh`t |htey# h`o ~ch``eo ja| ch|de de`e|htma` hoomtma`. Daze|`fe`t
taa e`iau|hdeo tbmy mtb tbe Eceit|mimt} Hit# >9 tbht tb|e a~e` tbe yeita| ta ^|mzhte m`zeyta|y.
a _aoh} y}ytefmi jchy h|e h~~eh|m`d m` tbe yeita|. _be|e my jm`h`imhc yt|eyy hfa`d Utmcmtmey#
~h|tmiuch|c} Ythte Eceit|mimt} Lah|oy tbht h|e jhim`d _h|mjj m`jcermlmcmt} h`o Iacceitma` myyuey.
a ^ae| ^ch`ty m` M`omh h|e jhim`d h` myyue mtb juec cm`ghdey h`o h yba|thde aj Iahc! @htu|hc Dhy.
_bmy bhy hjjeiteo tbe m`zeytfe`t icmfhte m` tbmy yeita|. _be ~|akeity u`oe| ereiutma` l} LD\
fh} hcya le hjjeiteo# h`o ereiutma`!iaffmyyma`m`d fh} le oech}eo.
a ^|akeit ereiutma` oech}y oue ta daze|`fe`t iceh|h`iey cmge e`zm|a`fe`thc# ch`o hixumymtma`# eti.
M`te|eyt |htey m`i|ehyey m` tbe M`omh` eia`af} h|e ie|thm`c} mf~hitm`d tbe lhch`ie Ybeet aj LD\
LD\; LD\ my ie|thm`c} jhim`d h yba|tjhcc m` A|oe| Laagm`dy oue ta tbmy e`zm|a`fe`t. Baeze|# hy
yee` m` Jmd 5 tbmy my |eze|ym`d# h`o e er~eit |eiaze|} m` tbe `ert :&8< fa`tby.
Ze|tmihc jaiuy \myg# hy |eze`uey h|e eyye`tmhcc} j|af tbe ^ae| De`. ze|tmihc. Baeze|# tbmy my lem`d
hoo|eyyeo l} LD\ erte`om`d mty E^I# fh`ujhitu|m`d h`o teib`acad} yt|e`dtby ta atbe| ze|tmihcy.
-
8/2/2019 BGR JainMatrix Investments Dec2011
7/7
LD\ E`e|d}; M`zeyt ht cae| cezecy Oeiefle| ta taoh}y . _bmy my fhyymze zhcue oeyt|uitma`.
Mt my ~h|tc} leihuye LD\ bhy hcya lee` m` tbe `ey ja| hcc tbe |a`d |ehya`y m` tbe chyt 8< fa`tby;
a M` @az8># LD\ hy m` tbe `ey ja| h Jm`h`ie l|mle|} yihf. _be iaf~h`} ich|mjmeo tbht mt bhy `a
oehcm`dy mtb CMIBJ h`o Fa`e} Fhtte|y# h`o iaa~e|hteo mtb tbe hutba|mtmey.
a M` Ait 88# LD\ |eiemzeo h `atmie j|af tbe Ie`t|hc Erimye Oe~h|tfe`t# ja| thr ezhyma` aj \y
8>4 i|a|e. _be iaf~h`} my ia`jmoe`t tbht mt bhy `at ezhoeo threy# h`o mcc iceh| tbeye ibh|dey.
A~m`ma`# Autcaag h`o \eiaffe`ohtma`
M`omh bhy h yu|dm`d d|atb m` eceit|mimt} oefh`o# h`o tbe|e my h =&89% ~ae| oejmimt taoh}. _bmy mcc
moe` m` tbe `ert je }eh|y.
Hy h cehom`d E^I iaf~h`}# LD\y ja|tu`ey h|e icayec} cm`geo ta tbe mf~|azefe`ty m` tbe |educhta|}
e`zm|a`fe`t h`o aze|hcc m`ouyt|mhc icmfhte aj tbe M`omh` ~ae| yeita|. M` h ythlce e`zm|a`fe`t# LD\
ybauco ~e|ja|f eriecce`tc} lhyeo a` iu||e`t ygmcc yety h`o fh`ujhitu|m`d h`o ereiutma` ih~himtmey.
_be ia|e u`oe`mhlce yt|e`dtby aj LD\ mcc thge h|au`o < xuh|te|y ta efe|de m` tbe ja|f aj luym`eyy
fet|miy cmge A|oe|y laageo# lmccm`dy# ~|ajmthlmcmt} h`o E^Y# hy tbe daze|`fe`t hoo|eyyey m`ouyt|}
y}ytefmi myyuey. LD\ hcya `eeoy ta |e~hm| tbe Lhch`ie Ybeet h`o fh`hde tbe oelt cezecy. H daaoymd` my tbht Fe|ibh`t ~ae| |htey h|e `a a` tbe u~ym`d m` M`omh.
J]88 hy h` eriecce`t }eh|# h`o LD\ mcc `at le hlce ta yba h`} ymd`mjmih`t mf~|azefe`ty m`
J]8