Hat Tip: Siddharth
Category: PrivateEquity
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Portfolio of Creador
This post is in continuation of my coat tailing series (see here).
Creador is a well known private equity firm with investments in India, Indonesia and Malaysia.
Their portfolio as on Dec 2012 as per stock exchange filings is given below:
| Company Name | Entity | # of Shares | % |
| Chola. Invest & Fin. | Creador 1 LLC | 6627727 | 5 |
They also have investments in Repco Home Finance (discussed here)
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This post is in continuation of my coat tailing series (see here)
Clearwater Capital is one of the largest private equity firms in the world
They were recently in the news for offloading their stake in Sayaji Hotels.
Their portfolio in India as on Dec 2012 as per stock exchange filings is given below:
| Company Name | Entity Name | # of Shares | % |
| Adhunik Metaliks | Clearwater Capital Partners Cyprus Ltd | 5463180 | 4.42 |
| Diamond Power Infra | Clearwater Capital Partners Cyprus Ltd | 3248161 | 8.73 |
| Dolphin Offshore Ent | Clearwater Cap Partners Cyprus Ltd | 194749 | 1.16 |
| Dolphin Offshore Ent | Clearwater Cap Partners Cyprus Ltd | 658313 | 3.92 |
| Dolphin Offshore Ent | Clearwater Capital Partners Clo I Pte Ltd | 809037 | 4.82 |
| Flexituff International | Clearwater Capital Partner Cyprus Ltd | 2236592 | 10.28 |
| Jamna Auto Inds. | Clearwater Capital Partners ( Cyprus ) Ltd | 9614147 | 24.34 |
| Jamna Auto Inds. | Clearwater Capital Partners Singapore Fund III Pvt Ltd | 1578947 | 4 |
| Kamat Hotels (India) | Clearwater Capital Partners Cyprus Ltd | 3941803 | 20.64 |
| Lyka Labs | Clearwater Capital Partners Cyprus Ltd | 1650000 | 7.65 |
| Oricon Enterprises | Clearwater Capital Partners Singapore Fund III Pvt Ltd | 10900000 | 10.63 |
| Sayaji Hotels | Clearwater Capital Partners Cyprus Ltd | 4757891 | 27.16 |
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Apollo is one of the largest alternate asset managers in the world with over 113 Billion $ under management.
In late 2009, they invested around 100 Million $ in Dish TV India.The deal was structured as follows:
- DishTV agreed to issue 117,035,000 new equity shares of Re. 1 each @ Rs.39.8 per share
- These shares were in the form of 117,035 Global Depositary Receipts (“GDRs”), at a price of US$ 854.5 per GDR (with each GDR representing 1,000 equity shares of Re 1.(works out to 1 USD=46.57 INR)
The good folks at Apollo even get a board seat at Dish TV so that they can keep a close eye on their investment.
Today, there is news release that Apollo plans to sell off its stake .
Now the current price of Dish TV (todays close) is Rs.66.25.Assuming the conversion rate to be 54.11, each GDR works out to be around 1224 $. They may be able to get a premium over the prevailing market price as well.
Not a bad $ return for around 3.5 years of work.
Now only if Apollo’s investment in Welspun Corp gave a similar kind of returns !