Categories
Observations

The Prof. Mankekar Talwalkars Mystery

Came across this strange anomaly in the shareholder filings of Talwalkars Better Value Fitness Ltd.

As per NSE filings,

On 30 Sept,2016-Laxmi Shivanand Mankekar owns 12,58,800 shares

On 30 June,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares

So it appears that the Mankekar Family reduced its holdings

As per BSE filings,

On 30 Sept,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares

On 30 June,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares

So it appears that the Mankekar Family did not reduce its holdings

Never expected to find Schrodinger’s Cat in stodgy Stock Holding Filings !

Categories
CoatTailing

Portfolio of Kitara Capital

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

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Kitara is a well known Fund in the Indian Equity Markets.

Its significant holdings of more than 1% as on 30 September,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
APL Apollo Tubes Limited APLAPOLLO KITARA PIIN 1001 201609 3000000 12.72 269.02
Compuage Infocom Limited COMPINFO Kitara India Micro Cap Growth Fund 201609 1100000 9.36 27.73
Innoventive Industries Ltd 533402 KITARA PIIN 1101 201609 1875330 3.14 0.75
KDDL Limited KDDL KITARA INDIA MICRO CAP GROWTH FUND 201609 374680 3.72 9.16
Mold-Tek Packaging Limited MOLDTKPAC KITARA INDIA MICRO CAP GROWTH FUND 201609 900000 3.25 20.69
Poddar Housing and Development Ltd 523628 Kitara India Micro Cap Growth Fund 201609 84446 1.34 8.44
Shemaroo Entertainment Limited SHEMAROO Kitara India Micro Cap Growth Fund 201609 313384 1.15 10.53
Supreme Infrastructure India Limited SUPREMEINF KITARA PIIN 1101 201609 1650000 6.42 14.42
Vivimed Labs Limited VIVIMEDLAB KITARA PIIN 1102 201609 9150685 11.29 95.26
Categories
Chart

Chart: The World’s Riskiest Borrower

1x-1

Categories
Links

Linkfest: November 03,2016

Some stuff I am reading today morning:

18% Service Tax under GST (MoneyControl)

Fed gives subtle nod to December hike (Quint)

“The Dam is Breaking” (DR)

N Chandra is the favorite to become Tata Sons Chairman (ET)

Investors stay unconvinced about Tech Mahindra (Mint)

Interview with Rohit Chauhan (Safal Niveshak)

The Mega Rich have found an unlikely new refuge (Bloomberg)

Thoughts on blogging (TRB)

The rental economy (Climateer)

You cannot lose if you do not play (Mulloly)

Categories
Cartoon

Why Trump will Win

people-who-hate-trump-cartoon1