Categories
Linkfest:Dec 11, 2012
Some stuff that I am reading today morning:
Can India still be a breakout nation? (RuchirSharma)
Festive season fails to resuscitate sluggish Mumbai property sales (FE)
Reform push continues with bank Bill (Mint)
What is behind Gujarat’s agricultural miracle? (BS)
Etihad set to buy 48% stake in Kingfisher Airlines (MumbaiMirror)
Cheated by relatives (Subramoney)
Debate: Is Mahatma Gandhi National Rural Employment Guarantee Act working? (IdeasforIndia)
US Intelligence agencies see a different world in 2030 (Bloomberg)
The silly season begins (TRB)
13 insights from Paul Tudor Jones (Ivanhoff)
Hong and Sraer’s explanation of the low vol anomaly (Falkenblog)
Categories
Portfolio of Elara Capital
This post is in continuation of my coat tailing series (see here)
Elara Capital is a well known investment bank which has done quite a few high profile deals. Elara Capital Plc. is registered as a Foreign Institutional Investor (FII) in India. It manages several funds including Elara Emerging Markets Fund, domiciled in Luxembourg and Elara India Opportunities Fund Ltd (EIOF), a fund domiciled in Mauritius.
Their holdings (as per stock exchange’s sites) are given below:
| Company Name | Entity Name | # of Shares | % |
| Lyka Labs | Elara Capital PLC A/C Clearwater C | 925811 | 4.29 |
| Ruchi Soya Inds. | Elara India Opportunities Fund | 10106067 | 3.03 |
| India Nivesh | Elara India Opportunities Fund Ltd | 444500 | 1.18 |
| Shree Ram UrbanInfra | Elara India Opportunities Fund Ltd | 503985 | 1.23 |
| Banswara Syntex | Elara India Opportunities Fund Ltd | 658780 | 4.46 |
| Elpro International | Elara India Opportunities Fund Ltd | 405000 | 8.78 |
| Alembic | Elara India Opportunities Fund Ltd | 4935982 | 3.7 |
| Winsome Diamonds | Elara India Opportunities Fund Ltd | 2100000 | 1.97 |
| Spanco Ltd | Elara India Opportunities Fund Ltd | 1400000 | 4.26 |
| International Convey | Elara India Opportunities Fund Ltd | 6500000 | 9.63 |
| Sterling Biotech | Elara India Opportunities Fund Ltd | 4455831 | 1.66 |
| SVC Resources | Elara India Opportunities Fund Ltd | 2396000 | 3.45 |
| Adani Enterprises | Elara India Opportunities Fund Ltd | 11097262 | 1.01 |
| Oricon Enterprises | Elara Capital PLC A/c Clearwater Capital Partner | 4462640 | 4.35 |
| Sujana Metal | Elara India Opportunities Fund Ltd | 9600000 | 4.89 |
| Usha Martin | Elara India Opportunities Fund Ltd | 6880494 | 2.26 |
| Onward Technologies | Elara India Opportunities Fud Ltd | 550000 | 4.02 |
| Diamond Power Infra | Elara Capital PLC A/C Clearwater Capital Partnerssingapore Fund III Pvt Ltd | 1267861 | 3.41 |
| Shri Lakshmi Cotsyn | Elara Capital PLC | 376810 | 1.32 |
| Shri Lakshmi Cotsyn | Elara India Opportunities Fund Ltd | 830000 | 2.92 |
| Kamat Hotels (India) | Elara Capital PLC A/C Clearwater Capital Partners Singapore Fund III Pvt Ltd | 257431 | 1.35 |
| Asian Oilfield Serv. | Elara India Opportunities Fund Ltd | 280000 | 1.83 |
| GCV Services | Elara India Opportunities Fund Ltd | 4855000 | 4.84 |
| KGN Inds. | Elara India Opportunities Fund Ltd | 5676637 | 2.55 |
| Karuturi Global | Elara India Opprtunities Fund Ltd | 61057000 | 7.54 |
| Intellvisions Soft | Elara India Opportunities Fund Ltd | 141280 | 2.02 |
| Rei Agro | Elara Capital Plc. A/C Clearwater Capital Partners Singapore Fund III Pvt Ltd | 29190620 | 3.05 |
| Rei Agro | Elara India Opportunities Fund Ltd | 20553574 | 2.15 |
| Dhanlakshmi Bank | Elara India Opportunities Fund Ltd | 2648220 | 3.11 |
| Pritish Nandy Comm | Elara India Opportunities Fund Ltd | 1000000 | 6.91 |
| Usha Martin Educatn. | Elara India Opportunities Fund Ltd | 1277291 | 4.84 |
| Strides Arcolab | Elara India Oppurtunities Fund Ltd | 976863 | 1.66 |
| Gallantt Metal | Elara India Opportunities Fund Ltd | 5000000 | 6.15 |
| Adhunik Metaliks | Elara Capital Plc A/c Clearwater Capital Partnerssingapore Fund III Pvt Ltd | 3773658 | 3.06 |
| Usher Agro | Elara India Opportunities Fund Ltd | 2590312 | 6.81 |
| Autoline Inds | Elara India Opportunities Fund Ltd | 200778 | 1.64 |
| Sancia Global Infra | Elara India Opportunities Fund Ltd | 766925 | 1.77 |
| Nitin Fire Protectn | Elara Capital PLC A/c Vespera Fund Ltd | 5401916 | 2.45 |
| Nitin Fire Protectn | Elara India Opportunities Fund Limited | 3723553 | 1.69 |
| SE Investments | Elara India Opportunities Fund Ltd | 1396704 | 3.44 |
| Renaissance Jewell | Elara India Opportunities Fund Ltd | 507034 | 2.66 |
| C Mahendra Exports | Elara India Opportunities Fund Ltd | 1587444 | 2.65 |
| Rossell India | Elara India Opportunities Fund Ltd | 3500000 | 9.54 |
| Gallantt Ispat | Elara India Opportunities Fund Ltd | 1325145 | 4.95 |
| SE Power | Elara India Opportunities Fund Ltd | 2144704 | 5.28 |
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Categories
Linkfest:Dec 10, 2012
Some stuff that I am reading today morning:
Indian economy may beat expectations by 2013:GS (FE)
E-commerce firms face survival test (Mint)
Sahara and Ponzi schemes (Firstpost)
IPO Analysis: P C Jeweller (FirstChoiceIPO)
Bunting’s laws of investing (BigPicture)
Is Greece in default again? (Felix)
Speak to wife 1& 3 (TRB)
Where Steve Cohen learned to trade (BusinessWeek)
What if ? (DailyReckoning)
Linkedin’s incredible year 2012 (BusinessInsider)