Categories
CoatTailing

Portfolio of New Leaina Investments

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

New Leaina Investments is a well known FPI in the Indian Equity Markets

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

Company Name NSE Symbol Entity Value (In Crores)
CIL Nova Petrochemicals Ltd CNOVAPETRO New Leaina Investments Limited 1.64
IndusInd Bank Ltd INDUSINDBK New Leaina Investments Limited 1083
Kavveri Telecom Products Ltd KAVVERITEL NEW LEAINA INVESTMENTS LIMITED 0.55
Orient Abrasives Ltd ORIENTABRA NEW LEAINA INVESTMENTS LIMITED 13
PG Electroplast Ltd PGEL NEW LEAINA INVESTMENTS LIMITED 3.22
Categories
SME

Rajshree Polypack: Discount Mein Kharidenge

Hat Tip: M Kabra

Rajshree Polypack got listed today.It’s IPO price was 120 Rs/share.

Interesting to see only buyers in this counter but below the IPO price !

Categories
Anecdotes

Dhirubhai Ambani’s advice on IPO

Source : Annual Report 2017-18 of Iris Business Services

Categories
Links

Linkfest: 24 September, 2018

Some stuff I am reading today morning:

RBI’s rare Sunday statement (RBI)

Modi rolls out Ayushman Bharat scheme (MC)

MF investors suffered losses in 2018 (FE)

Usha Martin’s big surprise (ET)

How Leel Electricals screwed minority shareholders (Evernote)

Why the Modi Govt is the most statist (Raghav Bahl)

Making Mutual Funds less pricey (BL)

Fool me 3 times (Morgan Housel)

A walking contradiction- Warren Buffett (Real Investment Advice)

On the US-China trade war (Andy Xie)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

8K Miles & the Minority Shareholder (AI)

HDFC AMC: Insiders know best (AI)

Some one hit a jackpot today (AI)

Rana Kapoor Ki Kimat (AI)

An open letter to Hatsun’s RGC (Vikas Kasturi)

How to 4x your money – Kedaara Ishtyle (AI)

Alpha Ideas SME Stars Meet (AI)

How to measure efficiency of a firm’s capital allocation (AI)

A Bearish Indicator for the Indian Equity Markets (AI)

The IL&FS debacle (MFCritic)