Day: November 17, 2015

Alok Industries:The Stock From Hell

Post author By Raoji
Post date November 17, 2015
2 Comments on Alok Industries:The Stock From Hell

Alok Industries Limited has informed the Exchange that ”We request the Exchnage to refer Company’s earlier letter by which Company had intimated the Exchange about the Board Meeting scheduled on November 9, 2015 to consider Un-audited Provisional Financial Results of the company for the quarter ended September 30, 2015.In this connection, Company regret to inform the Exchange that due to some glitches in the IT system, Company are unable to retrieve our financial/ accounting data properly and coupled with excessive absenteeism of key management people on account of festival season, Company is compelled to postpone the aforesaid meeting.Company shall fix up the next date of the meeting once the technical problem in the IT system is resolved”

-filed on National Stock Exchange website

Tags alok

ForecastingFolly

Forecasting Folly: Equirus Edition

Post author By Raoji
Post date November 17, 2015
2 Comments on Forecasting Folly: Equirus Edition

In the Business India edition dated Oct 26-Nov 8,2015, Pankaj Sharma of Equirus made the following statement:

(Source:Safir)

Subsequently,on Nov 6,2015, Dr.Reddy’s Labs received a warning letter from the United States Food and Drug Administration regarding its manufacturing facilities.

This caused the stock price to crash losing 15% in the next couple of days & eroding more than 10,000 Crores in market cap.

Forecasting Folly,anyone?

Tags drreddy, Equirus

CoatTailing

Portfolio of Aberdeen in India

Post author By Raoji
Post date November 17, 2015
1 Comment on Portfolio of Aberdeen in India

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

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Aberdeen is one of the largest FII investors in India.

Its investments in India aggregating around Rupees 25,000 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company	Symbol	Entity	Date End	# of Shares	%	Value (In Crores)
ABB India Limited	ABB	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	3700000	1.75	463.48
ACC Limited	ACC	Aberdeen Global Indian Equity (Mauritius) Limited	201509	3768936	2.01	527.73
Ambuja Cements Limited	AMBUJACEM	Aberdeen Global Indian Equity (Mauritius)	201509	47149182	3.04	985.18
Asian Paints Limited	ASIANPAINT	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201506	10770000	1.12	924.71
Bosch Limited	BOSCHLTD	Aberdeen Global Indian Equity (Mauritius) Limited	201509	602276	1.92	1309.56
Castrol India Limited	CASTROLIND	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	6400000	1.29	296.99
Container Corporation Of India Limited	CONCOR	ABERDEEN GLOBAL INDIAN EQUITY MAURITIUS LIMITED	201509	6857000	3.52	929.16
Godrej Consumer Products Limited	GODREJCP	Aberdeen Global Indian Equity (Mauritius) Limited	201506	9270254	2.72	1163.97
Grasim Industries Limited	GRASIM	Aberdeen Global Indian Equity (Mauritius) Limited	201509	3122346	3.4	1138.86
Grasim Industries Limited	GRASIM	Aberdeen Emerging Markets Fund	201509	1691416	1.84	616.94
Gujarat Gas Limited	GUJGASLTD	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	7362972	5.35	387.59
Hero MotoCorp Limited	HEROMOTOCO	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201506	4510000	2.26	1170.82
Hero MotoCorp Limited	HEROMOTOCO	ABERDEEN EMERGING MARKETS FUND	201506	3848035	1.93	998.97
Hero MotoCorp Limited	HEROMOTOCO	ABERDEEN GLOBAL EMERGING MARKETS EQUITY FUND	201506	2438247	1.22	632.98
Hero MotoCorp Limited	HEROMOTOCO	ABERDEEN EMERGING MARKETS EQUITY FUND, A SERIES OF	201506	2320699	1.16	602.47
Housing Development Finance Corporation Limited	HDFC	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	20746089	1.31	2775.62
Housing Development Finance Corporation Limited	HDFC	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	20746089	1.31	2775.62
ICICI Bank Limited	ICICIBANK	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	62100000	1.07	1777.61
Kansai Nerolac Paints Limited	KANSAINER	ABERDEEN ASSET MANAGEMENT ASIA LTD.	201509	25703551	4.77	663.02
Linde India Limited	LINDEINDIA	Aberdeen Asian Smaller Companies Investment Trust Plc.	201509	1674000	1.96	54.25
Nestle India Limited	NESTLEIND	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LTD	201506	1620062	1.68	1025.28
Piramal Enterprises Limited	PEL	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	8839228	5.12	871.02
Tata Power Company Limited	TATAPOWER	ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED	201509	36598000	1.35	257.65
The Jammu & Kashmir Bank Limited	J&KBANK	Aberdeen Global Indians Equuity (Mauritus)Ltd.	201509	16317089	3.37	146.85
The Ramco Cements Limited	RAMCOCEM	ABERDEEN GLOBAL-ASIAN SMALLER COMPANIES FUND	201509	6832395	2.87	234.18
The Ramco Cements Limited	RAMCOCEM	ABERDEEN GLOBAL-EMERGING MARKETS SMALLER COMPANIES FUND	201509	4856213	2.04	166.45
UltraTech Cement Limited	ULTRACEMCO	Aberdeen Emerging Markets Fund	201509	3532250	1.29	1024.71
UltraTech Cement Limited	ULTRACEMCO	Aberdeen Global – Emerging Markets Equity Fund	201509	3532250	1.29	1024.71