Linkfest: 20 September, 2018

Some stuff I am reading today morning:

RBI denies extension to Rana Kapoor (Mint)

BSE,NSE get SEBI clearance for Commodity Derivatives (MC)

Birla’s More Chain goes to Amazon, Samara (Digital FC)

Banks don’t want to lend for road projects (BQ)

Don’t rush to buy PSBs (Rediff)

Investor Profile: Prabhakar Kudva (ET)

Company Profile: VIP Industries (Fortune)

Turbulent times for Indian Aviation (FE)

IT Dept conducts survey operations on Jet Airways (BS)

What does speculation look like (Howard Lindzon)

Portfolio of Hiten Anantrai Sheth

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

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Hiten Anantrai Sheth 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)
Asahi India Glass Ltd ASAHIINDIA HITEN ANANTRAI SHETH 199.2
Finolex Industries Ltd FINPIPE HITEN ANANTRAI SHETH 83.7
Rane Engine Valve Ltd RANEENGINE HITEN ANANTRAI SHETH 6.11
The Hi-Tech Gears Ltd HITECHGEAR HITEN ANANTRAI SHETH 13.65

HDFC AMC: Insiders know best

Today HDFC AMC shares are getting hammered due to SEBI’s decision to cut Mutual Fund management fees.

What is interesting is that the employees probably knew this was coming and sold well in advance.