Author: Raoji

Categories
Links

Linkfest:01 December,2016

Some stuff I am reading today morning:

10 stocks recommended by Porinju Veliyath (RJ)

Banks to be hit by Payday Cash Crunch Crush (FE)

Jets loaded with banned cash draw India’s ire (Bloomberg)

Analjit Singh buys more of Max Ventures (BL)

5 Reasons why NPAs will not come down anytime soon (MC)

Startup Valuation Markdowns explained (FirstPost)

50 Unfortunate truths about investing (BI)

The agony of investing in small caps (Common Sense)

Some advice for a would-be trader (MarketWatch)

Top 100 Financial Advisor Blogs (FeedSpot)

Categories
CoatTailing

Portfolio of ChrysCapital

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

ChrysCapital is a well known PE major which invests via its investment arm Lavender Investments.

Its significant holdings in India as on 30 September,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
City Union Bank Limited CUB LAVENDER INVESTMENTS LTD 201609 23608955 3.95 317.07
Cyient Limited CYIENT LAVENDER INVESTMENTS LIMITED 201609 4732101 4.2 231.78
Hindustan Media Ventures Limited HMVL LAVENDER INVESTMENTS LIMITED 201609 3050000 4.16 82.81
IPCA Laboratories Limited IPCALAB Lavender Investments Limited 201609 4989773 3.95 283.02
Magma Fincorp Limited MAGMA LAVENDER INVESTMENTS LIMITED 201609 18851431 7.96 196.24
The South Indian Bank Limited SOUTHBANK LAVENDER INVESTMENTS LIMITED 201609 38127000 2.82 80.26
Torrent Pharmaceuticals Limited TORNTPHARM LAVENDER INVESTMENTS LIMITED 201609 2445120 1.44 344.41
Categories
Video

Biyani on Retail

Categories
Excerpts

India IT low cost?Nah

Source: S Ketharaman

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Categories
Links

Linkfest: November 30,2016

Some stuff I am reading today morning:

Cheaper home loan rates of 6%-7% ? (ET)

Investors wary of more losses (Reuters)

RBI cut likely in December (Mint)

Franklin Templeton fined 10L by SEBI (BL)

IPO Review: Laurus Labs (My Investment Ideas)

Why Nandan Nilekani is bullish on demonetisation (FE)

Best thing for investors (Subramoney)

These Charts show how India has become ‘Modified’ (Bloomberg)

When I was a boy (David Merkel)

Retirement options for foreigners in Thailand (RetireBy40)