Source: Motilal Oswal Research
Categories
Will History repeat in 2019?
Source: Motilal Oswal Research
Author: Raoji
Categories
Mudar Patherya’s Missing Disclosure
Mudar Patherya runs the Communications firm Trisys which is well known for helping companies with the Annual Reports.
He also writes on the stock markets for Business Standard.
Today he wrote a piece on Rajratan Global Wires.
What was missing in the piece was an important disclosure… that Rajratan is a client for his company as can be seen from their latest annual report
Categories
Portfolio of Schroders 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
Schroders is a well known asset management firm which invests in the global equity markets.
It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Apollo Hosptials Enterprise Ltd | APOLLOHOSP | Schroder International Selection Fund Asian Opportunities | 259.6 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAPACIFIC FUND PLC | 69.67 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAN ALPHA PLUS FUND | 56.51 |
| Gateway Distriparks Ltd | GDL | Schroder International Selection Fund Asian Small | 22.63 |
| Mahanagar Gas Ltd | MGL | Schroder International Selection Fund Emerging Asia | 190.83 |
| Sobha Ltd | SOBHA | Schroder International Selection Fund Emerging Asia | 230.68 |
| The Phoenix Mills Ltd | PHOENIXLTD | Schroder International Selection Fund Emerging Asia | 130.41 |
Categories
Linkfest: 09 July, 2018
Some stuff I am reading today morning:
Equity Fund inflows drop (Quint)
Why global investors are adopting a ‘wait n watch’ policy (FE)
What to expect in Q1 2018 results (Mint)
Samsung builds world’s biggest mobile factory in Noida (ET)
Conversion of unlisted shares into demat form (BL)
Why your family jeweller is losing out (Rediff)
SME Stock: OmFurn (Dhruva Pandey)
Stock Talk: Kitex Garments (RJ)
Tweet: Biyani made money for shareholders after all (The Unprofessor)
Cheap Shower Curtains (Seth Godin)
Categories
Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas This Week:
HDFC AMC Employees hit the jackpot (AI)
Dilip Buildcon: The Shrem Redemption (AI)
How to screw shareholders-Bharti Edition (AI)
ICICI Securities IPO: A 240 Cr Scandal (ET)
India’s top wealth firms (AI)
2 Resons why I didn’t recommend KRBL (Equity Master)
Kwality Ltd: From Rs 160 to Rs 21 (Gaurav)
Kwality Ltd: Intense anti-climax (AI)
In defense of Naren (Subramoney)
My learnings from my investment journey (Rakesh Jhunjhunwala)