First spike in sugar stocks, then tea/coffee stocks, today milk stocks (Parag Milk at 52 week high)…next cutlery? 😄
— Nitin Nadkarni (@nitinadkarni) June 16, 2016
Categories
Categories
Portfolio of Steinberg 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
Steinberg is a Mauritius based FII well known for its picks in the mid-cap space.
It’s significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| DCB BANK LIMITED | DCBBANK | Steinberg India Emerging Opportunities Fund Limited | 201603 | 4800000 | 1.69 | 47.42 |
| Firstsource Solutions Limited | FSL | STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITED | 201603 | 11774000 | 1.75 | 55.1 |
| Hindustan Media Ventures Limited | HMVL | STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITE | 201603 | 1600000 | 2.18 | 43.99 |
| Noida Toll Bridge Company Limited | NOIDATOLL | Steinberg India Emerging Oppurtunities Fund Limited | 201603 | 5460000 | 2.93 | 12.99 |
| Wonderla Holidays Limited | WONDERLA | STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITE | 201603 | 635000 | 1.12 | 25.26 |
Categories
Linkfest: June 16,2016
Some stuff I am reading today morning:
Fed keeps rates unchanged (FE)
10 Takeaways from the new Aviation Policy (FP)
RBI faces ghosts of Rupee’s past (ET)
PE firms denied exits (Mint)
SBI merger to create banking powerhouse (BS)
5 things to note about Wipro (Morningstar)
The importance of having an Investment Philosophy (SWC)
Sherlock Holmes on how to be a better investor (Fool)
How 2 amateurs became stock market millionaires (Sparkfin)
Saudi Aramco IPO is actually the IPO of the whole country (NYTimes)
Categories
Anil Ambani gets a Love Letter
Somehow found the tone and content of this letter very funny
Categories
Timing your investment in a family biz
30% of family business makes it through 2nd generation, 15% through 3rd and 4% through the 4th.
— Harsh Goenka (@hvgoenka) June 14, 2016