Some stuff I am reading today morning:
SEBI gives investors reasons to smile (Mint)
RCom’s realty plans (BS)
How did the recent IPOs fare? (MC)
Company Profile: SRF (OB)
Untangling the Mallya web (BT)
Interview with Saurabh Mukherjea (ET)
Going beyond technicalities in investing (Gautam Baid)
The mathematics of maintaining bet size (Albert Bridge Capital)
Is software eating value investing? (Common Sense)
The death of passive management (Institutional Investor)
Source: Goldman Sachs Research
Currently,Indian Equities are trading at 19x Forward P/E
This post is in continuation of my coat tailing series (see here)
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Shaunak Shah is a well known investor in the Indian Equity Markets
His significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| ABC Bearings Ltd. | 505665 | SHAUNAK JAGDISH SHAH | 16.67 |
| Datamatics Global Services Ltd. | DATAMATICS | SHAUNAK JAGDISH SHAH | 13.78 |
| Garden Silk Mills Ltd. | GARDENSILK | SHAUNAK JAGDISH SHAH | 1.82 |
| J L Morison (India) Ltd. | 506522 | SHAUNAK JAGDISH SHAH | 5.8 |
| Jayshree Chemicals Ltd. | 506520 | SHAUNAK JAGDISH SHAH | 1.06 |
I had blogged earlier about hosting a Alpha Ideas SME Stars Meet.
I am delighted to say that we got a terrific response to the suggestion.
As such, I along with Paresh Shah of Noble Capital , are now hosting a SME Stars Meet which aims to showcase the best listed Companies on the SME platforms of BSE & NSE .
The Details of the Meet are as follows:
Date: Saturday 13 October, 2018
Venue: The iconic Bombay Stock Exchange International Convention Centre, Mumbai
Timings: 9:00 am – 1:30 pm
Format: 12 SME Companies will present on their own businesses for 20 Mins. No Q&A.
Indicative List of Companies (In Alphabetical Order) :
1. Dhruv Consultancy Services Ltd, Navi Mumbai
2. E2E Networks Ltd, New Delhi
3. Focus Lighting & Fixtures Ltd, Mumbai
4. Ice Make Refrigeration Ltd, Ahmedabad
5. Infobeans Technologies Ltd, Indore
6. Iris Business Services Ltd, Navi Mumbai
7. Manorama Industies Ltd, Raipur
8. MMP Industries Ltd, Nagpur
9. Rajnish Wellness Ltd, Mumbai
10. Steel City Securities Ltd, Visakhapatnam
11. Synergy Green Industries Ltd, Kolhapur
12. Valiant Organics Ltd, Mumbai
Meals: Only Tea/Coffee. No Lunch.
Charges : Rs. 500 (Rupees Five Hundred ) Only
Note that a seat once reserved cannot be cancelled or refunded.
This Event is now sold out.
Some stuff I am reading today morning:
US-China trade war escalates (CNBC)
Govt proposes merger of Bank of Baroda,Dena Bank & Vijaya Bank (Mint)
IPO Review: IRCON International (BS)
Media Stocks: Election Bonanza (OB)
SEBI to announce key policies today (BL)
Interview with Udayan Mukherjee (MC)
Amazon employees leaking confidential data for bribes (ET)
Amitabh Chaudhry’s tough new job (Rediff)
The threat from Climate Change (Jeremy Grantham)
Profitable, difficult or important? (Seth Godin)