Source: IDBI Capital Research
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Some stuff I am reading today morning:
TCS may buy back shares worth 10,000 Crores (TOI)
Look where Indian HNIs are parking their money (ET)
Further RBI rate hikes likely (Mint)
Govt mulls selling 100% stake in Air India (BS)
The rise and fall of Alok Industries (Quint)
Company Profile: Parle Products (OB)
VC Fund: Saama Capital (Forbes)
Scheme mergers are costlier than you think (MFCritic)
When do you average down? (Bronte Capital)
Podcast: Value Investing in India (Malabar Investments)
This post is in continuation of my coat tailing series (see here)
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TIMF Holdings is a well-known investor in the Indian Stock Markets.
It’s top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| MAS Financial Services Ltd | MASFIN | TIMF HOLDINGS | 37.17 |
| Indiabulls Integrated Services Ltd | IBULISL | TIMF HOLDINGS | 63.34 |
| Sequent Scientific Ltd | SEQUENT | TIMF HOLDINGS | 84.32 |
| JM Financial Ltd | JMFINANCIL | TIMF Holdings | 210.63 |
| Radico Khaitan Ltd | RADICO | TIMF HOLDINGS | 327.30 |
Commodity investing’s golden rule.
Buy valuable assets cheap.
Sell bumper earnings cheap.— Shyam Sekhar (@shyamsek) June 11, 2018