Tag: ACC

Categories
CoatTailing

Portfolio of Aberdeen in India

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

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Aberdeen is one of the largest FII investors in India.

Its  investments in India aggregating around Rupees 25,000 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
ABB India Limited ABB ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 3700000 1.75 463.48
ACC Limited ACC Aberdeen Global Indian Equity (Mauritius) Limited 201509 3768936 2.01 527.73
Ambuja Cements Limited AMBUJACEM Aberdeen Global Indian Equity (Mauritius) 201509 47149182 3.04 985.18
Asian Paints Limited ASIANPAINT ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201506 10770000 1.12 924.71
Bosch Limited BOSCHLTD Aberdeen Global Indian Equity (Mauritius) Limited 201509 602276 1.92 1309.56
Castrol India Limited CASTROLIND ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 6400000 1.29 296.99
Container Corporation Of India Limited CONCOR ABERDEEN GLOBAL INDIAN EQUITY MAURITIUS LIMITED 201509 6857000 3.52 929.16
Godrej Consumer Products Limited GODREJCP Aberdeen Global Indian Equity (Mauritius) Limited 201506 9270254 2.72 1163.97
Grasim Industries Limited GRASIM Aberdeen Global Indian Equity (Mauritius) Limited 201509 3122346 3.4 1138.86
Grasim Industries Limited GRASIM Aberdeen Emerging Markets Fund 201509 1691416 1.84 616.94
Gujarat Gas Limited GUJGASLTD ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 7362972 5.35 387.59
Hero MotoCorp Limited HEROMOTOCO ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201506 4510000 2.26 1170.82
Hero MotoCorp Limited HEROMOTOCO ABERDEEN EMERGING MARKETS FUND 201506 3848035 1.93 998.97
Hero MotoCorp Limited HEROMOTOCO ABERDEEN GLOBAL EMERGING MARKETS EQUITY FUND 201506 2438247 1.22 632.98
Hero MotoCorp Limited HEROMOTOCO ABERDEEN EMERGING MARKETS EQUITY FUND, A SERIES OF 201506 2320699 1.16 602.47
Housing Development Finance Corporation Limited HDFC ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 20746089 1.31 2775.62
Housing Development Finance Corporation Limited HDFC ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 20746089 1.31 2775.62
ICICI Bank Limited ICICIBANK ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 62100000 1.07 1777.61
Kansai Nerolac Paints Limited KANSAINER ABERDEEN ASSET MANAGEMENT ASIA LTD. 201509 25703551 4.77 663.02
Linde India Limited LINDEINDIA Aberdeen Asian Smaller Companies Investment Trust Plc. 201509 1674000 1.96 54.25
Nestle India Limited NESTLEIND ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LTD 201506 1620062 1.68 1025.28
Piramal Enterprises Limited PEL ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 8839228 5.12 871.02
Tata Power Company Limited TATAPOWER ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 36598000 1.35 257.65
The Jammu & Kashmir Bank Limited J&KBANK Aberdeen Global Indians Equuity (Mauritus)Ltd. 201509 16317089 3.37 146.85
The Ramco Cements Limited RAMCOCEM ABERDEEN GLOBAL-ASIAN SMALLER COMPANIES FUND 201509 6832395 2.87 234.18
The Ramco Cements Limited RAMCOCEM ABERDEEN GLOBAL-EMERGING MARKETS SMALLER COMPANIES FUND 201509 4856213 2.04 166.45
UltraTech Cement Limited ULTRACEMCO Aberdeen Emerging Markets Fund 201509 3532250 1.29 1024.71
UltraTech Cement Limited ULTRACEMCO Aberdeen Global – Emerging Markets Equity Fund 201509 3532250 1.29 1024.71
Categories
Cement

Cement Stocks on a tear

Normally, cement stocks soften when the monsoon begins.

This year seems to be an exception as the table below shows:

Symbol Close on 30 May,2014 Close on 18 June,2014 Gain
AMBUJACEM 217.6 221.5 1.79%
BIRLACORPN 361.55 386.95 7.03%
SHREECEM 6851.05 7335.5 7.07%
ACC 1337 1475.2 10.34%
INDIACEM 99.85 114.05 14.22%
MANGLMCEM 182.75 210.1 14.97%
OCL 226.7 263.15 16.08%
ULTRACEMCO 2382.2 2805.1 17.75%
JKCEMENT 333.65 406.4 21.80%
KAKATCEM 90.9 113.05 24.37%
JKLAKSHMI 190.4 238.1 25.05%
PRISMCEM 59.3 75.65 27.57%
NCLIND 25.85 33.8 30.75%
BURNPUR 10.1 13.3 31.68%
DALMIABHA 373.55 496 32.78%
KCP 36.95 49.65 34.37%

 

Categories
5Stocks CoatTailing

5 Stocks where LIC has been buying heavily the last quarter

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

5 Stocks where LIC has been buying heavily the last quarter are given below:

Symbol # of Shares on 30 June, 2013 % Shareholding on 30 June, 2013 # of Shares on 31 March, 2013 % Shareholding on 31 March, 2013 % in shareholding
AMBUJACEM 85929991 5.57 58775398 3.81 46.19%
BAJAJ-AUTO 12429007 4.3 10043324 3.47 23.92%
SBBJ 1555808 2.22 1346671 1.92 15.63%
CAIRN 172838526 9.05 150952015 7.9 14.56%
ACC 15598345 8.31 14042440 7.48 11.10%

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Categories
5Stocks Cement

Cement stocks crack in June 2013

This post is in continuation of my 5 Stocks Series (see here)

Cement stocks cracked in June 2013 as can be seen from the table below:

Symbol Close on 31 May,2013 Close on 28 June,2013 Loss
PRISMCEM 41.65 34.45 -17.29%
ANDHRACEMT 7.2 6 -16.67%
BINANIIND 86.55 72.6 -16.12%
INDIACEM 66.7 56.85 -14.77%
BIRLACORPN 250.5 218.2 -12.89%
HEIDELBERG 47.45 42.3 -10.85%
JKLAKSHMI 107.25 96.75 -9.79%
SAGCEM 210.7 194 -7.93%
SHREECEM 4957.35 4667.2 -5.85%
KCP 28.8 27.5 -4.51%
DALMIABHA 132.3 128.05 -3.21%
JKCEMENT 235.8 228.4 -3.14%
OCL 147.4 145.15 -1.53%
SANGHIIND 17.65 17.4 -1.42%
MANGLMCEM 121.15 119.55 -1.32%
BVCL 6.1 6.05 -0.82%
ULTRACEMCO 1878.3 1877 -0.07%
DECCANCE 185 185 0.00%
KAKATCEM 70 70 0.00%
ACC 1218.75 1222.65 0.32%
AMBUJACEM 182.35 186.85 2.47%
MADRASCEM 222.45 227.95 2.47%
NCLIND 24.95 25.8 3.41%