Source:James Crabtree
Ancient Chinese Wisdom
Linkfest:August 27,2015
Some stuff I am reading today morning:
In Charts:FIIs are taking money off the table (Capital Mind)
Merchant Bankers chosen for stake sale in 5 PSUs (BS)
ICICI Pru’s Naren:This is the time to invest (Money Control)
Udayan Mukherjee:This is the time to remain in cash (Money Control)
ICICI Research:10 Stocks to Buy in the pandemonium (RJ)
The scary movie playing out in metals (Mint)
How to pick up best Health Insurance plan for women? (My Investment Ideas)
Timing the markets with value and trend (Faber)
Don’t join the China panic (Swedroe)
This is the Start of the sell-off, not the End (Bill Bonner)
Benjamin Graham Financial Network
Source:Jason Zweig
Portfolio of Rakesh Jhunjhunwala
This post is in continuation of my coat tailing series (see here)
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Rakesh Jhunjhunwala is probably the biggest Indian individual investor in the Indian Equity Markets.
His and his wife’s significant holdings in India aggregating around Rupees 7770 Crores (~1.2 Billion $) as on 30 June,2015 as per Stock Exchanges is given below:
Company | Symbol/BSE Code | Entity | Date End | # of Shares | % | Value (In Crores) |
Adinath Exim Resources Limited | 532056 | JHUNJHUNWALA RAKESH | 201506 | 98554 | 2.4 | 0.15 |
Agro Tech Foods Limited | ATFL | JHUNJHUNWALA RAKESH RADHESYAM | 201506 | 1153700 | 4.73 | 68.04 |
Agro Tech Foods Limited | ATFL | JHUNJHUNWALA REKHA RAKESH | 201506 | 524559 | 2.15 | 30.94 |
Anant Raj Limited | ANANTRAJ | SHRI JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 9500000 | 3.22 | 38.57 |
APTECH LIMITED | APTECHT | Rare Equity Pvt Ltd | 201506 | 9933496 | 24.9 | 53.64 |
APTECH LIMITED | APTECHT | Rakesh Jhunjhunwala | 201506 | 4319100 | 10.83 | 23.32 |
APTECH LIMITED | APTECHT | Rekha Jhunjhunwala | 201506 | 2555977 | 6.41 | 13.8 |
Aurobindo Pharma Limited | AUROPHARMA | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 4000000 | 1.37 | 293.9 |
Autoline Industries Limited | AUTOIND | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 520000 | 4.21 | 3.13 |
Autoline Industries Limited | AUTOIND | JHUNJHUNWALA REKHA RAKESH | 201506 | 731233 | 5.93 | 4.41 |
Bilcare Limited | 526853 | JHUNJHUNWALA RAKESH | 201506 | 1735425 | 7.37 | 13.7 |
Bilcare Limited | 526853 | JHUNJHUNWALA REKHA RAKESH | 201506 | 267500 | 1.14 | 2.08 |
CRISIL Limited | CRISIL | Jhunjhunwala Rakesh and Rekha | 201506 | 4000000 | 5.6 | 781.5 |
D B Realty Limited | DBREALTY | Jhunjhunwala Rekha Rakesh | 201506 | 5000000 | 2.06 | 30.25 |
Delta Corp Limited | DELTACORP | Jhunjhunwala Rakesh Radheshyam | 201506 | 10500000 | 4.55 | 83.32 |
Delta Corp Limited | DELTACORP | Jhunjhunwala Rekha Rakesh | 201506 | 7500000 | 3.25 | 59.51 |
Dewan Housing Finance Corporation Limited | DHFL | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 5000000 | 3.43 | 249.15 |
Edelweiss Financial Services Limited | EDELWEISS | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 10000000 | 1.26 | 64.35 |
Escorts Limited | ESCORTS | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 9975000 | 8.14 | 144.14 |
Firstsource Solutions Limited | FSL | Jhunjhunwala Rakesh Radheshyam | 201506 | 25000000 | 3.75 | 80 |
Fortis Healthcare Limited | FORTIS | Jhunjhunwala Rakesh Radheshyam | 201506 | 5000000 | 1.08 | 92.9 |
Geojit BNP Paribas Financial Services Limited | GEOJITBNPP | Jhunjhunwala Rakesh Radheshyam | 201506 | 18037500 | 7.76 | 94.52 |
Geojit BNP Paribas Financial Services Limited | GEOJITBNPP | Jhunjhunwala Rekha Rakesh | 201506 | 4500000 | 1.94 | 23.58 |
Geometric Limited | GEOMETRIC | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 8211250 | 12.72 | 94.59 |
Geometric Limited | GEOMETRIC | RAKESH RADHESHYAM JHUNJHUNWALA | 201506 | 3000000 | 4.65 | 34.56 |
Geometric Limited | GEOMETRIC | REKHA JHUNJHUNWALA | 201506 | 990000 | 1.53 | 11.4 |
Intellect Design Arena Limited | INTELLECT | Jhunjhunwala Rekha Rakesh | 201506 | 3750000 | 3.75 | 43.37 |
ION EXCHANGE INDIA LTD | 500214 | Jhunjhunwala Rakesh | 201506 | 800000 | 5.51 | 18.96 |
Karur Vysya Bank Limited | KARURVYSYA | JHUNJHUNWALA RAKESH RADHESHYAM | 201503 | 3636897 | 2.99 | 171.84 |
Kesoram Industries Limited | KESORAMIND | Jhunjhunwala Rekha Rakesh | 201503 | 5000000 | 4.56 | 43.08 |
Lupin Limited | LUPIN | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 6527605 | 1.45 | 1091.48 |
Man Infraconstruction Limited | MANINFRA | Jhunjhunwala Rakesh Radheshyam | 201506 | 3000000 | 1.21 | 12.75 |
Mcnally Bharat Engineering Company Limited | MBECL | Rakesh Radheshyam Jhunjhunwala | 201506 | 500000 | 1.23 | 4.88 |
Mcnally Bharat Engineering Company Limited | MBECL | Rekha Rakesh Jhunjhunwala | 201506 | 3498349 | 8.62 | 34.11 |
Multi Commodity Exchange of India Limited | MCX | Jhunjhunwala Rakesh Radheshyam | 201506 | 2010000 | 3.94 | 226.12 |
NCC Limited | NCC | JHUNJHUNWALA REKHA RAKESH | 201506 | 45233266 | 8.24 | 394.89 |
NCC Limited | NCC | RAKESH JHUNJHUNWALA | 201506 | 11600000 | 2.09 | 101.27 |
Orient Cement Limited | ORIENTCEM | Jhunjhunwala Rakesh Radheshyam | 201506 | 2500000 | 1.22 | 46.52 |
POLARIS CONSULTING & SERVICES LIMITED | POLARIS | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 4750000 | 4.75 | 95.64 |
Prakash Industries Limited | PRAKASH | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 4000000 | 2.97 | 12.14 |
Prozone Intu Properties Limited | PROZONINTU | RAKESH JHUNJHUNWALA | 201506 | 3150000 | 2.06 | 10.63 |
Rallis India Limited | RALLIS | Mr. Rakesh Jhunjhunwala | 201506 | 20105820 | 10.34 | 472.19 |
Rallis India Limited | RALLIS | Mr. Rakesh Jhunjhunwala | 201506 | 20105820 | 10.34 | 472.19 |
Titan Company Limited | TITAN | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 59650645 | 6.72 | 2028.72 |
Titan Company Limited | TITAN | JHUNJHUNWALA REKHA RAKESH | 201506 | 16966075 | 1.91 | 577.02 |
TV18 Broadcast Limited | TV18BRDCST | Jhunjhunwala Rekha Rakesh | 201506 | 44560000 | 2.6 | 150.61 |
Viceroy Hotels Limited | VICEROY | JHUNJHUNWALA RAKESH RADHESHYAM | 201506 | 5707566 | 13.46 | 9.13 |
Viceroy Hotels Limited | VICEROY | JHUNJHUNWALA REKHA RAKESH | 201506 | 500000 | 1.18 | 0.8 |
VIP Industries Limited | VIPIND | JHUNJHUNWALA RAKESH RADHESHYAM | 201503 | 3655500 | 2.59 | 35.66 |
VIP Industries Limited | VIPIND | RAKESH JHUNJHUNWALA | 201503 | 6315000 | 4.47 | 61.6 |