Linkfest:August 12,2015
Some stuff I am reading today morning:
China devalues its currency (ET)
The Chinamen have ambushed the Currency Market (DR)
GST Bill’s fate to be decided today (BS)
PSU stocks may gain 30% under Modi (FE)
BSE SME Platform:Money Laundering route? (OB)
Turnkey Mutual Fund Solutions (FreeFinCal)
ICICI Research:Buy Kalpataru Power (MyIris)
The big AlphaBet (Om Malik)
Sundar Pichai will lead Google (NYTimes)
Is it possible to produce an innovative financial product? (CFA)
Chart: Sector Returns
Source:Prashant
Portfolio of Amal Niranjan Parikh
This post is in continuation of my coat tailing series (see here)
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Amal Niranjan Parikh is a well known Mumbai based stock broker.He was in the news for buying Harshad Mehta’s flats in an auction.
The significant holdings of his portfolio as per publicly available information is given below:
Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
Dalmia Bharat Limited | DALMIABHA | VIRAL AMAL PARIKH | 201506 | 1084728 | 1.34 | 66.87 |
Delta Corp Limited | DELTACORP | Viral Amal Parikh | 201506 | 2450000 | 1.06 | 19.44 |
Dhanlaxmi Bank Limited | DHANBANK | VIRAL AMAL PARIKH | 201506 | 5700000 | 3.21 | 17.56 |
GATI Limited | GATI | Amal Niranjan Parikh | 201506 | 2300000 | 2.63 | 42.2 |
Shilpa Medicare Limited | SHILPAMED | Amal Niranjan Parikh | 201506 | 770000 | 2 | 68.24 |
Tantia Constructions Limited | TANTIACONS | AMAL N PARIKH | 201506 | 274236 | 1.46 | 0.52 |
Linkfest:August 11,2015
Some stuff I am reading today morning:
Why the mid-cap mania should worry you (BS)
How stamp duty authorities have unleashed a tyranny (Firstpost)
Increase in futures lot will shut out retail investors (ET)
7 Reasons why every investor should read Credit Rating Reports (Vijay Malik)
Notes from the Piramal Enterprises AGM (Big Investor)
Prabhudas Lilladher Research:Buy Tata Motors (MyIris)
10 Ways to get your Income Tax Refund quickly (Basu Nivesh)
How inflation affects market returns (Common Sense)
Is Momentum misunderstood? (Irrelevant Investor)
A real time study of 100 baggers (DR)