Categories
CoatTailing

Portfolio of Kotak Mahindra

This post is in continuation of my coat tailing series (see here).

Kotak is a well known bank and capital markets entity in India.

As per stock exchanges websites, its significant holdings as on 31 Dec 2012 under various entities is as follows:

Company Name Entity # of Shares %
Accentia Tech. Kotak Mahindra (UK) Ltd A/c Kotaki 650000 3.82
Action Const. Equip Kotak India Focus Fund 1496051 1.51
APL Apollo Tubes Kotak Mahindra ( International ) Ltd 852000 3.88
Atlas Cycle(Haryana) Kotak Mahindra Investment Ltd 78642 2.42
Aurobindo Pharma Kotak India Focus Fund 3380870 1.16
Conart Engineers Kotak Mahindra Investments Ltd 44000 1.47
Diamond Power Infra Kotak India Pvt Equity Fund 839057 2.26
Diamond Power Infra Kotak Mahindra Trusteship Services Ltd – A/C K 2208050 5.93
Dishman Pharma Kotak India Focus Fund 1000000 1.24
Dishman Pharma Kotak Mahindra U.K.Ltd A/c Kotak India Focus Fund II 1000000 1.24
Eveready Inds. (I) Kotak Mahindra Prime Ltd 998900 1.37
Four Soft Kotak Mahindra Trusteeship Servi 3949447 10.14
Greenply Industries Kotak Mahindra UK Ltd A/c Kotak India Focusfund II 750000 3.11
Hindustan Media Vent Kotak Mahindra (UK) Ltd A/c Kotak India Focusfund II 750000 1.02
IL&FS Investment Mgr Kotak India Focus Fund 2643145 1.27
ING Vysya Bank Kotak Mahindra Trusteeship Services 1730846 1.13
Integra Engineering Kotak Mahindra Prime Ltd 690970 2.02
Intellvisions Soft Kotak Mahindra Investments Ltd 89000 1.27
Intrasoft Tech Kotak Mahindra Investments Ltd 927796 6.3
ION Exchage Kotak Mahindra Investments Ltd 158084 1.16
Kalindee Rail Nirman Kotak India Focus Fund 300000 2.42
Karnataka Bank Kotak Mahindra Investments Ltd 5944801 3.16
Karuturi Global Kotak Securities Ltd 9497174 1.17
Kewal Kiran Clothing Kotak Midcap 210608 1.71
KJMC Corporate Kotak Mahindra Investments Ltd 75000 2.39
Kotak Mahindra Bank Kotak Trustee Company Pvt. Ltd 26897060 3.61
Lloyd Electric&Engg. Kotak India Focus Fund 1569620 5.06
Mcnally Bharat Engg Kotak India Focus Fund 1480755 4.76
Mercator Kotak Mahindra (International) Ltd 5132000 2.1
Morganite Crucible(I Kotak Mahindra Prime Ltd 39457 1.41
Mount EverestMineral Kotak Mahindra Investments Ltd 1935461 5.69
Natco Pharma Kotak Mahindra (International) Ltd 444440 1.42
Natco Pharma Kotak Mahindra Trusteeship Services Ltd A/C Kotak India Venture Fund I 1055560 3.36
Onmobile Global Kotak Mahindra (UK) Ltd A/C Kotak India Focusfundi 2650000 2.32
Orbit Exports Kotak Mahindra Investmnets Ltd 188649 1.49
Oswal Spg & Wvg Kotak Mahindra Bank Ltd 13593900 14.91
Pentamedia Graphics Kotak Mahindra Bank Ltd 60000000 14.46
Rama Paper Mills Kotak Mahindra Investment Ltd 80000 1.06
RCL Foods Kotak Mahindra Investment Ltd 80000 1.76
Spice Jet Kotak Mahindra Prime Ltd 5500000 1.14
Sunteck Realty Kotak Mahindra Trusteeship Services Ltd A/c Kotak Alternate Opportunities India Fund 5502383 8.74
Tamboli Capital Kotak Mahindra Investments Ltd 100080 1.01
Tata Coffee Kotak Mahindra Prime Ltd 573145 3.07
TD Power Systems Kotak Mahindra (International) Ltd. 478204 1.44
Time Technoplast Kotak India Focus Fund 3796689 1.81
Time Technoplast Kotak Mahindra (UK) Ltd A/c Kotak India Focus Fund II 2500000 1.19
Tulip Star Hotels Kotak Mahindra Investment Ltd 200000 4.34
Usher Agro Kotak Securities Ltd 606134 1.59
Venus Remedies Kotak India Focus Fund 420000 4.31
Virinchi Tech. Kotak Mahindra Investments Ltd 255000 1.42
Vivimed Labs Kotak Mahindra International Ltd 166000 1.19
Whirlpool Of India Kotak Monthly Income Plan 1464310 1.15

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Categories
Video

How to analyze a managed futures investment

Categories
Anecdotes Mumbai

Why Mumbai cannot become Shanghai

The man who would launch the building of the new Shanghai, Mayor Zhu Rongji, like all of history’s authoritarian city builders, had the mind of an engineer. As one famous anecdote has it, at a state dinner in Australia, Zhu went to the bathroom and was gone for so long that his worried hosts went to check on him. Found in his shirtsleeves tinkering with the toilet tank, Zhu embarrassingly explained that he had grown so fascinated by the Australian water-conserving commode that he couldn’t resist taking apart its dual-flush system and putting it back together again. “We must introduce this toilet to China,” Zhu gushed in his fluent English. [10] But the engineer-mayor’s ultimate passion wasn’t for minor advances in toilet hydraulics. He preferred civil engineering on a pharaonic scale.

Soon after Deng approved his Wall Street of the East plan, Zhu held a meeting with Western financial executives at the top of the Peace Hotel (formerly the Cathay) on the Bund. Zhu directed the assembled bankers to look out across the Huangpu River to Pudong. The blighted spit of land they looked down on, he explained with the calm assurance of the certifiably insane, would become the world’s leading financial center. “It was just warehouses and shacks and rice paddies,” a Wall Street executive in attendance later recalled. “And there were people living there. So I asked Zhu, ‘What are you going to do about all of those people?’ And he just said, ‘We’ll move them.’”

And move them he did. In Pudong, 300,000 residents were pushed out of their homes and relocated to high-rise apartments. [11] The repetitive rehousing slabs — just stacks of simple rooms rising 25 stories in the air — may have been a physical improvement over the shacks of the old Pudong, but many inhabitants were loath to move, fearing the destruction of their village-like neighborhoods’ sense of community. Those who failed to appreciate their government’s largesse were forcibly evicted by armed police and hired goons. Oftentimes, the authorities would cut off water and electricity to neighborhoods they were clearing to convince the hesitant. Overall, one million families were moved in the effort to remake Shanghai. [12]

-from DesignObserver

 

Categories
Letters

Albert Einstein:God is a human weakness

Princeton, 3. 1. 1954

Dear Mr Gutkind,

Inspired by Brouwer’s repeated suggestion, I read a great deal in your book, and thank you very much for lending it to me. What struck me was this: with regard to the factual attitude to life and to the human community we have a great deal in common. Your personal ideal with its striving for freedom from ego-oriented desires, for making life beautiful and noble, with an emphasis on the purely human element. This unites us as having an “unAmerican attitude.”

Still, without Brouwer’s suggestion I would never have gotten myself to engage intensively with your book because it is written in a language inaccessible to me. The word God is for me nothing more than the expression and product of human weakness, the Bible a collection of honorable, but still purely primitive, legends which are nevertheless pretty childish. No interpretation, no matter how subtle, can change this for me. For me the Jewish religion like all other religions is an incarnation of the most childish superstition. And the Jewish people to whom I gladly belong, and whose thinking I have a deep affinity for, have no different quality for me than all other people. As far as my experience goes, they are also no better than other human groups, although they are protected from the worst cancers by a lack of power. Otherwise I cannot see anything “chosen” about them.

In general I find it painful that you claim a privileged position and try to defend it by two walls of pride, an external one as a man and an internal one as a Jew. As a man you claim, so to speak, a dispensation from causality otherwise accepted, as a Jew the privilege of monotheism. But a limited causality is no longer a causality at all, as our wonderful Spinoza recognized with all incision, probably as the first one. And the animistic interpretations of the religions of nature are in principle not annulled by monopolization. With such walls we can only attain a certain self-deception, but our moral efforts are not furthered by them. On the contrary.

Now that I have quite openly stated our differences in intellectual convictions it is still clear to me that we are quite close to each other in essential things, i.e; in our evaluations of human behavior. What separates us are only intellectual “props” and “rationalization” in Freud’s language. Therefore I think that we would understand each other quite well if we talked about concrete things.

With friendly thanks and best wishes,

Yours,

A. Einstein

 

(Source:LettersfromNote)

Categories
BookReview

Book Review:A bank for the buck


This is in continuation of my book review series (see here)

A bank for the buck” by Tamal Bandyopadhyay is a book on the birth and growth of HDFC Bank

I have admired Tamal for his incisive newspaper columns and he has covered the Indian financial industry for a long time (see this).

This book contains lots of interesting anecdotes (see this) which gives one a ringside view of the making of HDFC Bank.

One thing that stuck me while reading this book is how much “an old boy’s network” the Indian banking industry is.Everybody seems to know everybody else in the Indian banking sector.

Would strongly recommend this book to readers who want to know more about HDFC Bank and the Indian banking industry.