Categories
CoatTailing

Top 5 Holdings of Nalanda in India

This post is in continuation of my coat tailing series (see here)

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Nalanda is one of the most respected PE investors in India.

It’s top 5 holdings in India as on 31 December,2016 as per Stock Exchanges is given below:

Company NSE/BSE Symbol Entity # of Shares % Value (In Crores)
Page Industries Limited PAGEIND NALANDA INDIA FUND LIMITED 1110735 9.96 1827.48
Havells India Limited HAVELLS Nalanda India Equity Fund Limited 33044930 5.29 1345.26
Berger Paints (I) Limited BERGEPAINT Nalanda India Fund Ltd. 50749406 5.23 1306.29
AIA Engineering Limited AIAENG Nalanda India Equity Fund Limited 9127809 9.68 1180.04
Supreme Industries Limited SUPREMEIND NALANDA INDIA FUND LIMITED 8176502 6.44 738.3
Categories
Links

Linkfest: February 14,2017

Some stuff I am reading today morning:

Kolkata-City of launderers (ET)

GVK wins bids to rights of Navi Mumbai airport (Mint)

India’s Coal Giant risks burning investors (Bloomberg)

Top 5 Infra Mutual Funds (My Investment Ideas)

Behavioral Bias: The curse of knowledge (Subramoney)

Treat your builder like a stray dog ! (Ravi)

Sell Everything. Ya Right ! (Howard Lindzon)

Am I the only one nervous? (Pension Partners)

How to overcome Money Addiction (Financial Samurai)

The stock that changed my life (Michael)

Categories
Plug

Pre IPO : HDB Financial Services

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

It’s latest Financial Results 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
InvestorPresentations

How NOT to run a New Bank

Source: IDFC Bank’s Q3 FY2016-17 Presentation

Categories
Excerpts

Naren: Fixed Income attractive again

Hat Tip: Manoj Nagpal