Categories
Links

Linkfest:March 10,2015

Some stuff I am reading today morning:

Which metric you should trust to value the market? (WP)

2% down is big? (CapitalMind)

The outlook for IT stocks gets murky (Mint)

Stock Review: Zen Technologies (BigInvestor)

Do not invest in NPS for saving tax (FreeFinCal)

Diversification means always having to say you are sorry (Investor’s Paradox)

Why is it so hard to change your mind about the markets (CommonSense)

3 Ways “Old Money” hangs on to its riches (Daily Reckoning)

3 Costs Investors must control (Rick Ferri)

Bernard Baruch’s 10 rules of investing (TRB)

Categories
CoatTailing

Portfolio of Nomura in India

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

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Nomura is a well known Japanese FII

Their significant holdings in India as on 31 Dec,2014 as per Stock Exchanges is given below:

 

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
Ansal Properties & Infrastructure Limited ANSALAPI Nomura Singapore Ltd. 201412 7087359 4.5 20.09
D B Realty Limited DBREALTY Nomura Singapore Limited 201412 5564582 2.29 41.21
Era Infra Engineering Limited ERAINFRA NOMURA SINGAPORE LIMITED 201412 2279409 1.25 1.42
Eveready Industries India Limited EVEREADY THE NOMURA TRUST AND BANKING CO. LTD AS THE TRUSTEE OF NOMURA INDIA STOCK MOTHE 201412 898303 1.24 21.56
Gujarat Pipavav Port Limited GPPL NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 5092567 1.05 121.89
Nitest Estates Limited NITESHEST NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 12971738 8.89 21.93
Repco Home Finance Limited REPCOHOME NOMURA INDIA INVESTMENT FUND MOTHER FUND 201412 1243273 1.99 85.57
Sadbhav Engineering Limited SADBHAV Nomura India Investment Fund Mother Fund 201412 5111341 2.98 171.79
Subex Limited SUBEX NOMURA SINGAPORE LIMITED 201412 10234433 6 10.39
Categories
Banks Chart

Chart: PSU Banks are selling at a huge discount to book

Source:Mint

g_m2m_psu-bank_web

Categories
Technology

The 4 Horsemen of Tech:Who Wins/Loses

Categories
Links

Linkfest:March 09,2015

Some stuff I am reading today morning:

NPS is now attractive (ET)

The rocky road ahead for capital starved PSU banks (Mint)

Adlabs Imagica IPO review (BS)

Ace Investor Gajendra Nagpal involved in 100 Crore scam (RJ)

PPF-The building block to happy retirement (Bala)

Nomura Research Report: Cairn (MyIris)

Samsung loses to Apple (Big Picture)

Lessons from Buffett’s Tesco mistake (ClearEyes)

Lord Rothschild:The geo-political situation is dangerous (Telegraph)

The East India Company:The original corporate raiders (Guardian)