Day: September 4, 2015

Categories
Links

Weekend Mega Linkfest:September 04,2015

Some off beat reads for the weekend:

14 Companies that caught Ratan Tata’s eye (Quint)

Top lies spread by Indian media in August 2015 (OpIndia)

Let’s call Pakistan’s nuclear bluff (DailyO)

How Trump invented Trump (Bloomberg)

Why Naresh Goyal is smiling (Forbes)

Thai Commercials:Great at making people cry (Atlantic)

A refugee’s odyssey from Syria to Sweden (Guardian)

The fortune teller of Kabul (Guardian)

Travelogue:Chattisgarh Chronicles (TeamBHP)

13 untold truths about selling to schools in India (Rodinhoods)

Insurance startup Coverfox gets 14 M$ funding (YS)

Some tales of Muslim Conversion to Hindus (Wire)

Why you hate Google’s new logo (New Yorker)

Why drivers in China intentionally kill pedestrians they hit (Slate)

How to save on your car insurance premiums (TeamBHP)

Categories
Tweets

Market Neutral Strategy

Categories
CoatTailing

Portfolio of Baring India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Baring India is a well known Private Equity firm which has considerable investments in the listed space.

It’s significant holdings in India aggregating around Rupees 2,667 Crores (~400 Million $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND III LISTED INV LTD 201506 855623 3.85 24.64
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND II LISTED INV LTD 201506 285218 1.28 8.21
Dabur India Limited DABUR BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 26230000 1.49 777.85
Indoco Remedies Limited INDOCO Baring India Pvt. Equity Fund III Listed Investment Ltd 201506 3708301 4.02 134.46
Kaya Limited KAYA Baring India Private Equity Fund III Listed Investments Ltd 201506 147058 1.14 16.38
KS Oils Limited KSOILS BARING PRIVATE EQUITY ASIA III MAURITIUS 201506 35704070 7.78 5.17
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 79360973 9.43 212.69
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND II LIMITED 201506 26453439 3.14 70.9
Marico Limited MARICO BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 7352941 1.14 319.74
MphasiS Limited MPHASIS BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4114679 1.96 170.72
Muthoot Finance Limited MUTHOOTFIN BARING BINDIA PRIVATE EQUITY FUND III LIMITED 201506 5167891 1.3 102.76
Muthoot Finance Limited MUTHOOTFIN BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4827150 1.21 95.99
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Limited 201506 3000000 7.78 265.88
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Listed Investments Limited 201506 553712 1.44 49.07
Sintex Industries Limited SINTEX Baring India Private Equity Fund III Listed Investments Ltd. 201506 13961290 3.13 161.32
TD Power Systems Limited TDPOWERSYS Baring India Private Equity Fund III Listed Investments Limited 201506 805778 2.42 24.23
Vardhman Holdings Limited VHL BARING INDIA PRIVATE EQUITY FUND III INVESTMENT LIMITED 201506 71484 2.24 7.15
Vardhman Textiles Limited VTL Baring India Private Equity Fund III Listed Investments limited 201506 2002936 3.15 150
Zydus Wellness Limited ZYDUSWELL Baring India Private Equity Fund III Listed Investments Limited 201506 767919 1.97 70.03
Categories
Cartoon

Broker Evaluation

Categories
Links

Linkfest: September 04,2015

Some stuff I am reading today morning:

3 Cheers for Dharmendra Pradhan,Oil Reforms Hero (Firstpost)

India rate cut becoming a question of when not if (Bloomberg)

RBI’s new rules will cause banks to take 20,000 Crore hit (BS)

B2C Definition can roil eCommerce firms (Mint)

MCX:Out of the Jignesh Shah shadow (Forbes)

Karvy Research:Nandan Denim (RJ)

8 Questions to ask before you buy a stock (VR)

3 Thumb Rules that work in retirement (Subramoney)

All about Senior Citizen’s Saving Scheme (ApnaPlan)

Mining Twitter for market signals (FT)