Author: Raoji

Categories
Cartoon

Remember this about the Stock Market

'Remember kid, if the market goes down, it's a buying opportunity and if the market goes up it's the start of a rally.'
‘Remember kid, if the market goes down, it’s a buying opportunity and if the market goes up it’s the start of a rally.’
Categories
CoatTailing

Portfolio of Kamal Kabra

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

Kamal Kabra is a well known investor in the Indian markets

His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
EIH Associated Hotels Limited EIHAHOTELS USHA KAMAL KABRA 201603 351000 1.15 11.31
EIH Associated Hotels Limited EIHAHOTELS KAMAL KABRA 201603 331000 1.09 10.67
Heritage Foods Limited HERITGFOOD KAMAL KABRA 201603 246900 1.06 12.57
Heritage Foods Limited HERITGFOOD KAMAL SHYAMSUNDER KABRA 201603 246000 1.06 12.53
INOX Leisure Limited INOXLEISUR KAMAL SHYAMSUNDER KABRA 201603 1000200 1.04 19.6
Kaya Limited KAYA Kamal Shyamsunder Kabra 201603 133007 1.03 11.83
Taj GVK Hotels & Resorts Limited TAJGVK Kamal Shyamsunder Kabra 201603 1202200 1.92 10.94
Categories
Links

Linkfest: May 27,2016

Some stuff I am reading today morning:

Markets on the cusp of a bull run (BS)

Rural India showing signs of revival (Bloomberg)

Why is Rajan veering towards Islamic Banking? (Jaggi)

Centre to rake in 10,000 Crores via buybacks (BL)

PI Industries makes a rich harvest for investors (Forbes)

Star Jeweler-Amrapali Jewels (OB)

Interview with Rajeev Thakkar,PPFAS (Vipin)

If you’re such a great investor,where’s your alpha? (Barry)

Some blunt investing advice (Behavior Gap)

Key criteria for a market bottom (TRB)

Categories
Plug

Pre IPO Opportunity in Bombay Stock Exchange

Bombay Stock Exchange (BSE) is India’s oldest Stock Exchange and is planning to file for an IPO in July 2016.

A limited quantity of shares of BSE are on offer for sale.

For those interested,please email me at Alpha Ideas.

Categories
Excerpts

SEBI to MF Distributors: Drop Dead

Refusing to budge on mandatory disclosure of commissions and other agent payouts by mutual funds, regulator Sebi today said it is in favour of a model where investor buys these products directly without any middlemen and a new online platform for buying and selling these instruments would be in place very soon.

“We should worry more about the investors than about those doing business of mutual fund distribution. Globally, the mutual fund is moving towards direct buying. Anyway, IFAs account for less than ten per cent of mutual fund industry’s asset under management,” Sebi Chairman U K Sinha said here today.

He ruled out any relook at commission disclosure norms and said there are more people doing transactions on ecommerce platforms in India than those transacting in mutual funds.

“If people can buy on ecommerce platforms directly, why cannot they do the same about mutual funds,” he said, while adding that the new framework for providing an online platform for mutual funds should be put in place soon after the next meeting of Nandan Nilekani committee in this regard on May 30.-from ET