Categories
Links

Linkfest: 19 June, 2018

Some stuff I am reading today morning:

Expect sharp global correction by Diwali (Udayan Mukherjee)

ICICI Bank Board finally gets a spine (ET)

Enforcement Directorate arrests Geodesic MD, Chairman (AA)

Lavasa: Billionaire’s folly, Banker’s nightmare (Quint)

Stock Talk: Omax Autos (The Astute Investor)

US-China trade war intensifies (CNBC)

Stock Markets-Holiday Season (Bala)

Sleepy but well-run companies can deliver super human returns (FT)

How I built my fortune (Katusa)

Jeff Bezos is now the world’s richest man (FE)

Categories
CoatTailing

Top 5 Holdings of Malabar 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

Malabar Investments 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/BSE Code Entity Value (In Crores)
Hatsun Agro Product Limited HATSUN Malabar India Fund Limited 186.31
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 126.11
Safari Industries (India) Limited 523025 MALABAR INDIA FUND LIMITED 127.41
Safari Industries (India) Limited 523025 Malabar Value Fund 27.13
Security and Intelligence Services (India) Limited SIS Malabar India Fund Limited 125.09
Vaibhav Global Limited VAIBHAVGBL MALABAR INDIA FUND LIMITED 84.77
Categories
SME

Sungold Media: Experienced Promoters

Source: DRHP Filings of Sungold Media & Entertainment Ltd

Categories
Links

Linkfest: 18 June, 2018

Some stuff I am reading today morning:

IPO Review: RITES (ET)

A Master Class on India’s Hotel Industry (Lemon Tree Conference Call)

Indigo’s LHLC plans (FE)

Concerns on DMart (BS)

Info Edge’s biggest edge (Forbes)

A Qute option for Indian roads (Rediff)

Sab Bhav Ke Khiladi Hain (Neeraj Batra)

Investor Profile: Manu Bhatia (MC)

Lessons from a momentum fund manager (Morningstar)

The #1 Rule in Investing (Pension Partners)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

Top buys & sells by MFs in May 2018 (AI)

India’s silent Metro revolution (AI)

2 Fund Managers on 1 Page (AI)

Podcast: Value Investing in India (Malabar)

Look where Indian HNIs are parking their money (ET)

CLSA : Uncanny Coincidence (AI)

Uday Kotak : 3 Mega Trends (AI)

Ganesh Films: An IPO or a joke? (AI)

Layoffs at Tech Mahindra (MC)

Company Profile: Veeba Foods (Forbes)