Source: Investor Presentation, NESCO Ltd.
Source: Investor Presentation, NESCO Ltd.
Author: Raoji
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Linkfest: October 09, 2017
Some stuff I am reading today morning:
Indian Energy Exchange IPO opens today (MC)
IPO Analysis: General Insurance Corp (SP Tulsian)
The Jay Amit Shah story (Op India)
Turnaround at ITI? (Forbes)
Stop wasting time (Microcap Club)
This single idea is worth atleast 100,000 $ (Katusa)
Family owned businesses do better than the rest (WP)
Why my Mom beats all Chief Investment Officers (Market Fox)
The thrill of losing money by investing in a restaurant (New Yorker)
Australia’s luck has run out (Bloomberg)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
The secret to finding your next 100 Bagger (Mohnish Pabrai)
Portfolio of Sunidhi Capital (AI)
Lulled by TINA (Udayan Mukherjee)
Punjab National Bank Investors take Note (AI)
RCom readies for fire sale of assets (Mint)
Stock Analysis: The curious case of HMVL (Ravichander)
Kitex’s Lost & Found Relations (AI)
Mega Trend: The rise of Indian Financial Assets (AI)
Kisi Nazar ko IKEA ka Intezar Hai (AI)
What if India turns out like China? (Bloomberg)
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Weekend Mega Linkfest: October 06, 2017
Some off beat reads for the weekend:
How Chinese tourists are changing the world (SCMP)
Why China got so angry with India (IE)
The fascinating history of Mysore Sandal Soap (BI)
Modinomics explained (Jaggi)
A Caste & Cultural war in Goa (Caravan)
When working from home doesn’t work (Atlantic)
Pakistan: The War Within (Diplomat)
Behind Saudi Arabia (Dawn)
Jackie Chan’s plans to keep on kicking (GQ)
Pune Villagers Vs Sunburn Festival (Scroll)
Why can’t we cure the common cold? (Guardian)
Travelogue: Machu Picchu, Peru (TeamBHP)
Best places to see the Northern Lights (Smithsonian)
The Kangana-Hrithik drama (HP)
Mumbai Notebook (Anil Dharker)
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Top 5 Holdings of LIC
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
Life Insurance Corporation of India is India’s largest life insurer and one of the biggest investors in the Indian Equity Markets.
Its top 5 holdings as on 30 June,2017 as per stock exchanges is as given below
| Company Name | Symbol | Entity | Value (In Crores) |
| ITC Limited | ITC | Life Insurance Corporation of India | 52,388 |
| State Bank Of India | SBIN | LIFE INSURANCE CORPORATION OF INDIA | 22,620 |
| Reliance Industries Limited | RELIANCE | Life Insurance Corporation of India | 21,080 |
| Oil & Natural Gas Corporation Limited | ONGC | LIFE INSURANCE CORPORATION OF INDIA | 19,275 |
| Tata Consultancy Services Limited | TCS | LIFE INSURANCE CORPORATION OF INDIA | 18,047 |