Categories
Observations

Babus Prefer Buybacks

On 18th Sept 2018, KIOCL Ltd. announced a buyback of it’s shares @ 170 Rs/share

What is amusing is that the Govt of India owns 99% of the Company !

So even the Govt prefers buybacks to dividends.

 

 

Categories
Excerpts

Rana Kapoor Ki Kimat

Rana Kapoor Ki Kimat tum kya jaano, RBI babu….

Source: IDFC Securities Research

Categories
IPO

IRCON: Retail Vs Employees

Retail Investors rush in where Employees fear to thread

Source: NSE


 

Categories
Links

Linkfest: 20 September, 2018

Some stuff I am reading today morning:

RBI denies extension to Rana Kapoor (Mint)

BSE,NSE get SEBI clearance for Commodity Derivatives (MC)

Birla’s More Chain goes to Amazon, Samara (Digital FC)

Banks don’t want to lend for road projects (BQ)

Don’t rush to buy PSBs (Rediff)

Investor Profile: Prabhakar Kudva (ET)

Company Profile: VIP Industries (Fortune)

Turbulent times for Indian Aviation (FE)

IT Dept conducts survey operations on Jet Airways (BS)

What does speculation look like (Howard Lindzon)

Categories
CoatTailing

Portfolio of Hiten Anantrai Sheth

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

Hiten Anantrai Sheth is a well known investor in the Indian Equity Markets

His significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Asahi India Glass Ltd ASAHIINDIA HITEN ANANTRAI SHETH 199.2
Finolex Industries Ltd FINPIPE HITEN ANANTRAI SHETH 83.7
Rane Engine Valve Ltd RANEENGINE HITEN ANANTRAI SHETH 6.11
The Hi-Tech Gears Ltd HITECHGEAR HITEN ANANTRAI SHETH 13.65