Retail Investors rush in where Employees fear to thread
Source: NSE
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Author: Raoji
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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)
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Portfolio of Hiten Anantrai Sheth
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
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 |
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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.
HDFC AMC saw huge subscription in its IPO
STOCK MOVE
+50% from issue price
-17% from peakSome employees (including Fund Managers) have been bookin profits in D open mkt
Total shares sold in open mkt
=Only 0.3% of total shares
But 2% of total free floatin stock@CNBCTV18Live pic.twitter.com/3mKv5th63u— Nigel D'Souza (@Nigel__DSouza) September 17, 2018
Source: Antique Research
