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
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 |
Bagrry’s India is a leading manufacturer of breakfast cereals and cornflakes
Their Notice of Shareholder Meeting contains this astounding excerpt:
Guess the promoters want to have the minority shareholders for breakfast !
Some stuff I am reading today morning:
CDSL’s IPO to open today (Money Control)
Investors bearish on small caps (ET)
SEBI likely to relax promoter norms (Mint)
Video: Basant Maheshwari on HFCs (ETNow)
Presentation: How to screen stocks (Niteen Dharmawat)
Sell Decision: Some mistakes to avoid (Niraj Bardia)
What if governments were run like companies? (Mulraj)
How Chris Sacca became a billionaire (Morningstar)
Humility- A Life in Markets (Howard Lindzon)
The Value Momentum Trend Philosophy (Alpha Architect)
“Storm-The Norm” by Anisha Motwani tells the story of 20 Indian Brands.
The brands covered are:
I particularly find the creation of brands very interesting-the amount of time,effort,energies,research and money to build a national brand is truly colossal.
Perhaps this explains why once a brand gets established, it becomes difficult to dislodge it and hence investors in companies with marquee brands have an advantage.
The author is successful in bringing “war stories from the sales field” to give the reader a flavor of sales and marketing.
One story that I found especially remarkable was that of Cadbury’s Diary Milk.
The Brand was more than 60 years old with slowing sales and the Company wanted to rejuvenate their brand.
Their research led them to this unique insight:
There is a significant difference in the cultural perspective on happiness between East and West.
In the West, happiness is to be found in personal striving and fulfillment of desires.
In the East, happiness tends to be defined in terms of interpersonal connectedness and social harmony.
Hence most happy occasions in India are collective-festivals,celebrations etc-and are ritually accompanied by sweet (meetha) consumption
Hence the brand shift from chocolate to meetha and their iconic campaign “Kuch Meetha HoJaaye !”
Do buy this book if interested in brands and marketing.
