Author: Raoji

Categories
Links

Linkfest: September 21,2015

Some stuff I am reading today morning:

Subhiksha founder Subramaniam arrested for fraud (BS)

NTPC 7.62% Tax Free Bonds (One Mint)

NMDC’s high dividends are under threat (Mint)

Uber:The butterfly that fluttered in India (Linkedin)

Meeting with Triumph and Disaster (Prof Bakshi)

You are the slave of your house (Nooresh)

Thank you RR for not raising interest rates (Subramoney)

The Experience Fallacy (Common Sense)

Goldman Sachs:No rate hike till mid-2016 (Zero Hedge)

Ebook:Young earners guide to money management (FreeFinCal)

Categories
AGM

Preferential allotment by RBL Bank

(Disclosure:I am market making in the shares of RBL Bank)

Ahead of its IPO,RBL Bank plans a preferential allotment to select investors like Asian Development Bank,CDC etc at 190-200 Rs/share

[gview file=”https://alphaideas.in/wp-content/uploads/2015/09/EGM_Notice_October_14_2015.pdf”]

Categories
Links

Weekend Mega Linkfest:18 September,2015

Some off beat reads for the weekend:

Jyothi Reddy: From a farm laborer to an IT millionairess (YS)

The growing tribe of India’s super rich households (Forbes)

Burning down Mickey Mouse (Medium)

Who killed the 20th Century’s greatest spy? (Guardian)

Angela Merkel and the revival of Germany (Guardian)

How Homo Naledi changes the story of human evolution (NG)

Netaji: Understanding Mamata’s timing (One India)

Why Kashmir marathon was a disaster (DailyO)

The return of rage in Kashmir (Open)

Hero Motocorp’s big battle (Outlook Business)

Why Nandan Nilekani’s sales pitch for Aadhar is hard to buy (NL)

Top 20 selling Car models in India in August 2015 (Team BHP)

How an 18th Century philosopher helped solve my midlife crisis (Atlantic)

Don’t build that killer app just yet (Forbes)

How food became religion in Lima,Peru (Smithsonian)

Categories
Observations

Ambit’s Somersault

September 10,2015

Saurabh Mukerjea,Head of Institutional Research,Ambit:

“We are looking at the propsect of Sensex reaching 22,000 by year end”

September 18,2015

Andrew Holland,CEO,Ambit Investment Advisors:

“I expect the Nifty to trade close to 10,000 by year end”

Huh?

Categories
CoatTailing

Portfolio of Gagandeep Credit Capital

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

Gagandeep Credit Capital is the investment arm of well known investor Anuj Anantrai Sheth

It’s significant holdings in India aggregating around Rupees 1400 Crores  as on 30 June,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Rs Crores)
Asahi India Glass Limited ASAHIINDIA GAGANDEEP CREDIT CAPITAL PRIVATE LIMITED 201506 7800000 3.21 112.28
Bannari Amman Spinning Mills Limited BASML Gagandeep Credit Capital Pvt Ltd 201506 987475 6.27 17.23
Bannari Amman Sugars Limited BANARISUG GAGANDEEP CREDIT CAPITAL PVT LTD 201506 362744 3.17 23.58
Bharat Forge Limited BHARATFORG Gagandeep Credit Capital Pvt. Ltd. 201506 2810062 1.21 264.19
Elgi Equipments Limited ELGIEQUIP GAGANDEEP CREDIT CAPITAL PVT. LTD 201506 8152575 5.15 100.89
Essel Propack Limited ESSELPACK GAGANDEEP CREDIT CAPITAL PVT.LTD. 201506 3476686 2.21 52.2
Finolex Industries Limited FINPIPE GAGANDEEP CREDIT CAPITAL PVT LTD 201506 1389500 1.12 36.02
IP Rings Ltd 523638 Gagandeep Credit Capital Pvt Ltd 201506 100000 1.42 0.8
JSW Steel Ltd JSWSTEEL Gagandeep Credit Capital Pvt Ltd 201506 4152765 1.72 394.09
Kartik Investments Trust Ltd 501151 Gagandeep Credit Capital Pvt Ltd 201506 6200 2.54 0.17
Lakshmi Machine Works Ltd 500252 Gagandeep Credit Capital Pvt Ltd 201506 293954 2.61 101.32
Precot Meridian Limited PRECOT GAGANDEEP CREDIT CAPITAL PVT LTD 201506 269280 2.24 1.56
Rane Engine Valve Limited RANEENGINE Gagandeep Credit Capital Pvt Ltd 201506 81970 1.22 4.1
Sona Koyo Steering Systems Limited SONASTEER GAGANDEEP CREDIT CAPITAL PRIVATE LIMITED 201506 3093611 1.56 18.1
Super Sales India Ltd 512527 Gagandeep Credit Capital Pvt Ltd 201506 361740 11.78 11.21
Super Spinning Mills Limited SUPERSPIN GAGANDEEP CREDIT CAPITAL PVT LTD 201506 1400000 2.55 1.08
Tube Investments of India Limited TUBEINVEST Gagandeep Credit Capital Pvt. Ltd. 201506 4409610 2.36 175.9
TVS Srichakra Limited TVSSRICHAK Gagandeep Credit Capital Pvt Ltd 201506 346770 4.53 92.81