Source: Bloomberg
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Chart:India’s Credit Growth Falters
Source: Bloomberg
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Time out for Bulls?
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Linkfest: May 24, 2016
Some stuff I am reading today morning:
The hunt for great Indian Companies (Saurabh Mukherjea)
Wealthy investors left with little with Ujjivan,Thyrocare listings (BS)
Fed Hike is likely in June/July (Tim Duy)
Mutual Funds that gave the highest returns (MyInvestmentIdeas)
Cinepolis enters the multiplex business in India (OB)
How Bajaj Finserv became a financial powerhouse (Forbes)
Modi’s Shuttle blasts into Elon Musk’s Race for Space (Bloomberg)
Eager to be wrong (Farnam Street)
6 Lessons I learned in an Investment Office (II)
Warren Buffett on scheduling meetings (SignalVNoise)
3 Large Caps where promoter holding has significantly increased in the last quarter:
| Company Name | Symbol | Promoter Holding on 31 Dec,2015 (In %) | Promoter Holding on 31 March,2016 (In %) |
| Kansai Nerolac Paints Limited | KANSAINER | 69.27 | 73.12 |
| Adani Power Ltd | ADANIPOWER | 58.13 | 63.13 |
| Godrej Properties Ltd | GODREJPROP | 72.85 | 74.95 |
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Portfolio of Vijay Kedia
This post is in continuation of my coat tailing series (see here)
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Vijay Kedia is a well known investor in the Indian markets
His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| Amrutanjan Health Care Limited | AMRUTANJAN | VIJAY KISHNANLAL KEDIA | 201603 | 156853 | 1.07 | 6.41 |
| Amrutanjan Health Care Limited | AMRUTANJAN | KEDIA SECURITIES PRIVATE LIMITED | 201603 | 288478 | 1.97 | 11.79 |
| Apcotex Industries Limited | APCOTEXIND | Vijay Kishanlal Kedia | 201603 | 231814 | 1.12 | 6.55 |
| Aries Agro Limited | ARIES | VIJAY KISHANLAL KEDIA | 201603 | 598091 | 4.6 | 7.38 |
| Astec LifeSciences Limited | ASTEC | KEDIA SECURITIES PRIVATE LIMITED | 201603 | 200000 | 1.03 | 4.62 |
| Cera Sanitaryware Limited | CERA | VIJAY KEDIA | 201603 | 250000 | 1.92 | 49.94 |
| Cheviot Co Ltd | 526817 | Vijay Kishanlal Kedia | 201603 | 50000 | 1.11 | 3.54 |
| Lykis Ltd | 530689 | Vijay Kishanlal Kedia | 201603 | 3234383 | 16.69 | 19.4 |
| Lykis Ltd | 530689 | Kedia Securities Private Limited | 201603 | 2479435 | 12.8 | 14.87 |
| Panasonic Energy India Co Ltd | 504093 | Vijay Kishanlal Kedia | 201603 | 93004 | 1.24 | 2.97 |
| Repro India Limited | REPRO | Vijay Kishanlal Kedia | 201603 | 673416 | 6.18 | 26.16 |
| Sibar Software Services India Ltd | 532302 | Vijay Kedia | 201603 | 203900 | 1.27 | 0.01 |
| Speciality Restaurants Limited | SPECIALITY | Kedia Securities Private Limited | 201603 | 500000 | 1.06 | 4.47 |
| Steward & Lloyds India Ltd | 504960 | Vijay Kishanlal Kedia | 201512 | 142014 | 4.73 | 0.31 |
| Sudarshan Chemical Industries Limited | SUDARSCHEM | Vijay Kishanlal Kedia | 201603 | 2642479 | 3.82 | 30.85 |
| TCPL Packaging | 523301 | Vijay Kishanlal Kedia | 201603 | 119961 | 1.38 | 6.59 |