Categories
Tweets

Merger Abhi Baaki Hain

Management seems desperate…

Categories
Links

Linkfest: June 20, 2017

Some stuff I am reading today morning:

IHH Healthcare seals deal for Fortis, SRL (Mint)

Who killed the Chit Fund? (ET)

Lockheed Martin and Tata to make fighter jets in India (Quint)

Who rules the Indian skies? (Quint)

Advanced Enzymes confident of growth (BL)

H1 B Visa-What is means for tech companies (Enterprise)

Do not talk about your stocks publicly (Safal Niveshak)

A professional stumbler (Seth Godin)

Research : Strategic timing of Earnings News (AA)

Should your company be profitable? (A VC)

Categories
Cartoon

Moral Hazard ?

Categories
Plug

Pre IPO : HDB Financial Services Ltd

HDB Financial Services is the Financial Services arm of HDFC Bank.

It’s latest Annual Report can be downloaded from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
CoatTailing

Portfolio of Shyam Sekhar

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

Shyam Sekhar is a well known investor who invests in small caps and turn around situations

His significant portfolio holdings as on 31 March,2017 as per stock exchanges is as given below:

Company Name BSE Code Entity % Value (In Crores)
Aries Agro Ltd 532935 S. SHYAM 1.17 2.46
Electrosteel Castings Ltd 500128 S. SHYAM 1.03 11.68
Jayant Agro Organics Ltd 524330 S. SHYAM 1.13 17.71
Linc Pen & Plastics Ltd 531241 S. SHYAM 1.29 5.46
Prima Plastics Ltd 530589 S. SHYAM 2.14 6.41
Rama Phosphates Ltd 524037 S. SHYAM 1.58 2.80
Singer India Ltd 505729 S. SHYAM 2.11 5.18