Tag: DBRealty

Categories
CoatTailing

Portfolio of Rakesh Jhunjhunwala

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

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
Categories
CoatTailing

Portfolio of Nomura in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Nomura is a well known Japanese FII

Their significant holdings in India as on 31 Dec,2014 as per Stock Exchanges is given below:

 

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
Ansal Properties & Infrastructure Limited ANSALAPI Nomura Singapore Ltd. 201412 7087359 4.5 20.09
D B Realty Limited DBREALTY Nomura Singapore Limited 201412 5564582 2.29 41.21
Era Infra Engineering Limited ERAINFRA NOMURA SINGAPORE LIMITED 201412 2279409 1.25 1.42
Eveready Industries India Limited EVEREADY THE NOMURA TRUST AND BANKING CO. LTD AS THE TRUSTEE OF NOMURA INDIA STOCK MOTHE 201412 898303 1.24 21.56
Gujarat Pipavav Port Limited GPPL NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 5092567 1.05 121.89
Nitest Estates Limited NITESHEST NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 12971738 8.89 21.93
Repco Home Finance Limited REPCOHOME NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 1243273 1.99 85.57
Sadbhav Engineering Limited SADBHAV Nomura India Investment Fund Mother Fund 201412 5111341 2.98 171.79
Subex Limited SUBEX NOMURA SINGAPORE LIMITED 201412 10234433 6 10.39
Categories
Raoji's Corner

Bombay High Court as a source of alpha

In a country like India, judiciary plays a key role in deciding the fortunes of companies and sectors.

This was aptly illustrated recently in the case of DB Realty.

In the afternoon of 31 Dec,2014, DB Realty released an announcement to the exchanges in respect of certain properties proposed for development by the Company, its subsidiary and associates arising out of Orders passed by the Hon’ble High Court Bombay.

As soon as this press release hit the exchanges,all hell broke loose.The stock raced from Rs.58.05 to close at the highs of the day at Rs.69.95 -a gain of 20%

Even today the stock closed at Rs.76.85 a gain of around 9.85%

Effectively, the stock has gained 33% since it released its press release to the stock exchanges

The markets obviously got excited by the prospects of DB Realty in light of these favorable orders

Take for example,the Bandra (W) project of DB Realty:

From a CNBC interview:

So what will the revenue potential be for this particular project and when do you think the project will come on stream?
A: This should take about six months because now we will be submitting our plans in the next three months and may take about three months to get the approval. Unlike Mahalaxmi project or Marine Lines project where the designs, plans are already submitted. So, we expect those two projects to kind of receive the approval in about three months and Bandra project should be in about six months. So, that has a potential of 12 lakh square feet and again at about Rs 40,000 – 50,000 we have about Rs 5,000 crore potential there as well.

Now comes the interesting part-the orders passed by the Bombay High Court have come in much earlier.The order of the Bandra (W) project (Case No:WP/3152/2014(stamp) ) was passed on 18 December,2014 !

So it took nearly 2 weeks for the stock markets to realize and understand the implications of this order.It would have probably taken longer than that had the Company itself not informed the exchanges.

So is the Case List of the Bombay High Court a fertile area to ferret out stock ideas?