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The Big Picture
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Linkfest:December 13,2016
Some stuff I am reading today morning:
Selling property?Expect letter from I-T dept (BS)
Paper Boat sails ahead (Mint)
Modi tries to cushion the Indian Economy (Bloomberg)
The savagery of demonetisation in Rural Karnataka (Quint)
How 1973-74 changed how people view investment performance (CS)
Holding wealth,the Azim Premji way (Forbes)
Mindless eating and finance (CS)
Don’t forget your annual financial checkup (RetireBy40)
The unhealthy desire for prestige (Financial Samurai)
Elites devastate India (DR)
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Chart: Top 10 Wealth Creators
Source: Motilal Oswal
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Portfolio of Westbridge Capital
This post is in continuation of my coat tailing series (see here)
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Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2016 as per stock exchanges is as given below:
| Company Name | NSE Symbol OR BSE CODE | Entity Name | Date End | # of Shares | % | Value (Rs Crores) |
| AIA Engineering Limited | AIAENG | Jwalamukhi Investments Holdings | 201609 | 1635000 | 1.73 | 211.37 |
| CEAT Limited | CEATLTD | Jwalamukhi Investment Holding | 201609 | 1820944 | 4.5 | 221.13 |
| CEAT Limited | CEATLTD | Westbridge Crossover Fund, Lic | 201609 | 1421375 | 3.51 | 172.6 |
| Cera Sanitaryware Limited | CERA | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 417465 | 3.21 | 108.29 |
| DFM Foods Ltd | 519588 | WESTBRIDGE CROSSOVER FUND LLC | 201609 | 1495251 | 14.95 | 328.95 |
| DFM Foods Ltd | 519588 | HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS | 201606 | 995166 | 9.95 | 218.93 |
| Dr. Lal Path Labs Ltd. | LALPATHLAB | Westbridge Crossover Fund, Llc (Foreign Company) | 201609 | 10641846 | 12.86 | 1253.66 |
| Greenlam Industries Limited | GREENLAM | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 1260287 | 5.22 | 90.99 |
| Greenlam Industries Limited | GREENLAM | WESTBRIDGE CROSSOVER FUND, LLC | 201609 | 1901342 | 7.88 | 137.28 |
| Greenply Industries Limited | GREENPLY | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 11884420 | 9.69 | 344.71 |
| Greenply Industries Limited | GREENPLY | WESTBRIDGE CROSSOVER FUND, LLC | 201609 | 3639875 | 2.97 | 105.57 |
| Hatsun Agro Product Limited | HATSUN | Jwalamukhi Investment Holdings | 201609 | 1856404 | 1.22 | 64.32 |
| Kajaria Ceramics Limited | KAJARIACER | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 4335405 | 5.46 | 269.12 |
| Kajaria Ceramics Limited | KAJARIACER | WESTBRIDGE CROSSOVER FUND LLC | 201609 | 5885420 | 7.41 | 365.34 |
| La Opala RG Limited | LAOPALA | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 1423417 | 2.56 | 79.43 |
| La Opala RG Limited | LAOPALA | WESTBRIDGE CROSSOVER FUND LLC | 201609 | 2512340 | 4.53 | 140.2 |
| Mayur Uniquoters Ltd | MAYURUNIQ | Jwalamukhi Investment Holdings | 201609 | 1805980 | 3.9 | 78.51 |
| Mayur Uniquoters Ltd | MAYURUNIQ | Westbridge Crossover Fund, LLC | 201609 | 2972000 | 6.42 | 129.21 |
| Prestige Estates Projects Limited | PRESTIGE | Jwalamukhi Investment Holdings | 201609 | 18089884 | 4.82 | 350.76 |
| Relaxo Footwears Limited | RELAXO | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 2418441 | 2.01 | 103.1 |
| TVS Motor Company Limited | TVSMOTOR | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 20725563 | 4.36 | 839.39 |
| V-Mart Retail Limited | VMART | JWALAMUKHI INVESTMENT HOLDINGS | 201609 | 1788102 | 9.9 | 92.72 |
Categories
Linkfest:December 12,2016
Some stuff I am reading today morning:
GST’s 1st April rollout under a cloud (Mint)
Mixed outlook for Gold in 2017 (MorningStar)
Stocks to bet on for Digital India (BL)
Airtel Payments Bank headed south (Quint)
Top 15 Mutual Funds that gave highest returns in 2016 (MyInvestmentIdeas)
Becoming a Trader (Prashanth)
No,don’t buy those “best stocks to own in 2017” (Barry)
Why spend a fortune on a college education? (Financial Samurai)
Approaching Winter:The Super Cycle has turned (DR)
The dangers of being too early (A VC)