Categories
Annual Reports Excerpts

Converting Rs.1,000 to Rs.65,00,000

Source:Priyankar Sarkar

Excerpt from Asian Paints’ Annual Report

Categories
Links

Linkfest:August 24,2015

Some stuff I am reading today morning:

Offer for Sale Today:Indian Oil Corporation (BS)

Gulf Markets Crash (Market Watch)

Biggest threat to “Acche Din” is RBI Governor (ET)

India gets a new bank (Mint)

Shareholders of MMTC sob on 98% Wealth Erosion (Gaurav)

Nomura Research:Sell ITC (MyIris)

The $ 1 Trillion Exodus out of Emerging Markets (DR)

5 Things Investors shouldn’t do now (WSJ)

Why Oil Prices could sink to $15 a barrel (CNN)

Bihar:This violent State could make or break India’s future (Bloomberg)

Categories
Chart

Chart:Global Currencies Vs US $

Source:Sachin

Categories
Links

Weekend Mega Linkfest:August 21,2015

Some off beat reads for the weekend:

17 Bucket List Items ruined by real images (This World Rocks)

Congress:From here to where? (Open)

Aditya Puri:The driving force behind HDFC Bank (Forbes)

How Ranvir Sena killed Dalits (Newslaundry)

India’s deadly cities (Project Syndicate)

The question of who truly freed India (Caravan)

The Science behind Yoga and Stress (Uplift)

The married Kama Sutra (New Yorker)

The story of e-Commerce logistics company gojavas (YS)

Mothers of ISIS (Huffington Post)

Modern humans have become super predators (Smithsonian)

BBC Bigots (Media Crooks)

Travelogue:Parambikulam Tiger Reserve (Team BHP)

Gossip:Why Mulayam went soft on Modi (Gossip Guru)

The most WTF moments of 2015 so far (Buzz Feed)

Categories
CoatTailing

Portfolio of Government of Singapore 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

The Government of Singapore is one of the biggest investors in the Indian Equity Markets.

It’s significant holdings in India aggregating around Rupees 22,000 Crores (~ $ 3.4 Billion )as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Anant Raj Limited ANANTRAJ GOVERNMENT OF SINGAPORE 201506 12403490 4.2 50.36
Bajaj Finance Limited BAJFINANCE GOVERNMENT OF SINGAPORE 201506 1486463 2.77 768.52
Container Corporation Of India Limited CONCOR GOVERNMENT OF SINGAPORE (2) AAAJG0594R 201506 4008413 2.06 652.63
D.B.Corp Limited DBCORP GOVERNMENT OF SINGAPORE 201506 2570070 1.4 82
Dewan Housing Finance Corporation Limited DHFL GOVERNMENT OF SINGAPORE 201506 2657519 1.82 132.42
DLF Limited DLF Government Of Singapore 201506 46779769 2.62 546.39
Dr. Reddy’s Laboratories Limited DRREDDY GOVERNMENT OF SINGAPORE 201506 2050861 1.2 801.66
Gujarat Industries Power Company Limited GIPCL GOVERNMENT OF SINGAPORE INVESTMENT CORPORATION A/C GOVERNMENT OF SINGAPORE – E 201506 2100000 1.39 17.23
HDFC Bank Limited HDFCBANK Government of Singapore 201506 29172745 1.16 3231.9
Housing Development Finance Corporation Limited HDFC GOVERNMENT OF SINGAPORE 201506 24598831 1.56 3342.37
Indusind Bank Limited INDUSINDBK GOVERNMENT OF SINGAPORE 201506 6088903 1.15 582.01
Infosys Limited INFY GOVERNMENT OF SINGAPORE 201506 45051089 1.96 4899.76
IRB Infrastructure Developers Limited IRB GOVERNMENT OF SINGAPORE 201506 5187837 1.48 127.41
Larsen & Toubro Limited LT Government of Singapore 201506 12851160 1.38 2316.23
LIC Housing Finance Limited LICHSGFIN GOVERNMENT OF SINGAPORE 201506 5563932 1.1 275.36
Lupin Limited LUPIN GOVERNMENT OF SINGAPORE 201506 5614292 1.25 938.77
Mahindra & Mahindra Limited M&M GOVERNMENT OF SINGAPORE 201506 11504326 1.85 1529.73
Mahindra CIE Automotive Limited MAHINDCIE GOVERNMENT OF SINGAPORE 201506 6798891 2.1 182.18
Muthoot Finance Limited MUTHOOTFIN GOVERNMENT OF SINGAPORE 201506 8073048 2.03 160.53
Prestige Estates Projects Limited PRESTIGE GOVERNMENT OF SINGAPORE 201506 12783179 3.41 280.21
Sintex Industries Limited SINTEX Government of Singapore 201506 11381838 2.55 131.52
Sun Pharmaceuticals Industries Limited SUNPHARMA Government of Singapore 201506 36582391 1.52 3585.07
Tata Motors Limited TATAMTRDVR GOVERNMENT OF SINGAPORE 201506 11822405 2.33 290.3
UPL Limited UPL GOVERNMENT OF SINGAPORE 201506 4969557 1.16 266.62
Zee Entertainment Enterprises Limited ZEEL Government of Singapore 201506 13592139 1.42 531.52