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Chart

Chart: PSU Banks available at Discount

Source:MOSL

Hat Tip:Mahesh

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CoatTailing

Portfolio of Akash Bhanshali

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

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Akash Bhanshali of Enam is a well known Investor in the Indian Equity Markets.

Hiss significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Ansal Properties & Infrastructure Limited ANSALAPI Akash Bhanshali 201603 2977900 1.89 6.25
Aroni Commercials Ltd 512273 AKASH BHANSHALI 201603 94722 2.3 0.76
Balrampur Chini Mills Limited BALRAMCHIN AKASH BHANSHALI 201603 7773232 3.17 90.67
Career Point Limited CAREERP Akash Bhanshali 201603 450967 2.49 4.95
Future Enterprises Ltd FELDVR Akash Bhanshali 201603 477228 1.21 0.81
Future Enterprises Ltd FELDVR Akash Bhanshali 201603 605445 1.54 1.03
GeeCee Ventures Ltd 532764 AKASH BHANSHALI 201603 868600 4 11.2
Greenlam Industries Limited GREENLAM AKASH BHANSHALI 201603 296771 1.23 17.8
KHAITAN ELECTRICALS LTD. KHAITANELE AKASH BHANSHALI 201603 326525 2.84 1.07
Maharashtra Seamless Limited MAHSEAMLES AKASH BHANSHALI 201603 1224766 1.83 28.4
Pratibha Industries Limited PRATIBHA Akash Bhanshali 201603 1527371 1.51 4.59
Titagarh Wagons Limited TWL AKASH BHANSHALI 201603 1435745 1.24 12.67
Usha Martin Limited USHAMART AKASH BHANSHALI 201603 4686800 1.6 5.76
Welspun Corp Limited WELCORP Akash Bhansali 201603 4572307 1.89 32.3
Zodiac Clothing Company Limited ZODIACLOTH AKASH BHANSHALI 201603 1361700 6.98 28.79
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Links

Linkfest: June 07,2016

Some stuff I am reading today morning:

Will Mahindra’s bet on two-wheelers pay off? (Mint)

Brokerages face SEBI fire in NSEL scam (BS)

What makes Wonderla an amazing business? (Jatin Khemani)

Sharekhan Research Report: TCPL Packaging (RJ)

How short termism wrecks a company (Ant Investor)

Start of a new bull market? (Prashanth)

How smart people are sold dumb stuff (TRB)

Value and price effects of Big Name Investing (Aswath Damodaran)

The Quartet of Financial Independence (Joshua Kennon)

Second and Third Tier Markets (A VC)

Categories
Chart

Chart: Samir Arora’s returns

Source: Prashanth

Returns are in $

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Video

Raamdeo Agrawal Unplugged