Categories
Links

Linkfest: December 23,2015

Some stuff I am reading today morning:

Top 20 stocks that have remained FII favorites (FE)

Alkem Labs,Dr.Lal to make debut today (Moneycontrol)

Interview with Mark Mobius (VRO)

Prediction impossible (Prashanth)

Don’t trust the nice guys for investing (Tonyisola)

It’s alright to be confused (Common Sense)

The best source of investable ideas (Stock Charts)

3 Steps to take when you inherit property (Mint)

Shamalov married Putin’s daughter and became a billionaire (Reuters)

2015:The Best year in History (Atlantic)

Categories
Video

Honest Confession by Udayan Mukherjee

Categories
CoatTailing

Portfolio of CLSA in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

CLSA Global Markets is a well known FII investor in the Indian markets.

Its top 5 investments in India aggregating around Rupees 1,550 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:


Company
Name		 Symbol Entity Name Date End # of Shares  % Value In Crores
IDFC
Limited		 IDFC CLSA GLOBAL MARKETS PTE. LTD. 201509 27530245 1.73 132.15
Hathway
Cable & Datacom Limited		 HATHWAY CLSA GLOBAL MARKETS PTE. LTD. 201509 33349680 4.02 146.74
Petronet
LNG Limited		 PETRONET CLSA GLOBAL MARKET PTE.
LIMITED		 201509 8315775 1.11 200.41
Reliance
Communications Limited		 RCOM CLSA Global Markets Pte. Ltd. 201509 42285000 1.7 363.65
United
Spirits Limited		 MCDOWELL-N CLSA GLOBAL MARKETS PTE LTD 201509 2343024 1.61 707.59
Categories
Links

Linkfest:December 22,2015

Some stuff I am reading today morning:

10 stocks that jumped over 500% in 2015 (FE)

Narayana Hrudayalaya’s IPO sails through (BS)

How big should be an emergency fund be? (Morningstar)

Ambit:Watchword for markets is caution (MoneyControl)

The end of Basant Maheshwari’s Equity Desk Forum (RJ)

7 ways to earn tax free income (ET)

21 of the world’s most interesting charts (Bloomberg)

What money does to your character (TRB)

The Bear is coming (DR)

16 Mobile Theses (Ben Evans)

Categories
Excerpts

RBL Bank raises 488 Crores

Private lender RBL Bank has raised Rs 488 crore via pre-IPO preferential placement to international investors Asian Development Bank, CDC Group Plc, family offices and long-only funds such as DVI Fund (Mauritius) Ltd and Rimco (Mauritius) Ltd.

The latest round of fundraising values the Kolhapur-headquartered bank, formerly known as the Ratnakar Bank Limited, at nearly Rs 6,500 crore. ADB has picked up 4.45% stake, making its maiden equity investment in RBL, while UK-based CDC Group, which had invested in the bank in 2014, will see its stake go up to 4.91% after the latest private placement.

The bank’s net total income in 2014-15 grew 59% toRs 960 crore from Rs 603 crore a year ago, while its net profit surged 124% to Rs 207 crore. Both advances and deposits grew 47% over that in the previous year, to Rs 14,450 crore and Rs 17,099 crore, respectively. At the end of the financial year, the bank’s gross and net non-performing assets stood at 0.77% and 0.27%, respectively. –from ET