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Portfolio of CLSA in India
This post is in continuation of my coat tailing series (see here)
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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 |
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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)
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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
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Linkfest:December 21,2015
Some stuff I am reading today morning:
Govt readies 2016 pipeline of PSU share sales (FE)
Narayana Hrudalaya’s IPO receives poor response (ET)
Why investors should ignore market events (VRO)
Future Uncertain ! (Prashanth)
Why we believe in HDFC Equity and HDFC Top 200 (Morningstar)
Are builders finding it tough to repay loans? (Mint)
3 Stocks Religare is bullish on (Moneycontrol)
5 Things young investors should do to save for retirement (Vanguard)
Avoiding forced irrationality (Common Sense)
Beware the recency pitfall (Swedroe)