Tag: J&KBank

Categories
CoatTailing

Portfolio of Aberdeen 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

Aberdeen is one of the largest FII investors in India.

Its  investments in India aggregating around Rupees 25,000 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
ABB India Limited ABB ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 3700000 1.75 463.48
ACC Limited ACC Aberdeen Global Indian Equity (Mauritius) Limited 201509 3768936 2.01 527.73
Ambuja Cements Limited AMBUJACEM Aberdeen Global Indian Equity (Mauritius) 201509 47149182 3.04 985.18
Asian Paints Limited ASIANPAINT ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201506 10770000 1.12 924.71
Bosch Limited BOSCHLTD Aberdeen Global Indian Equity (Mauritius) Limited 201509 602276 1.92 1309.56
Castrol India Limited CASTROLIND ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 6400000 1.29 296.99
Container Corporation Of India Limited CONCOR ABERDEEN GLOBAL INDIAN EQUITY MAURITIUS LIMITED 201509 6857000 3.52 929.16
Godrej Consumer Products Limited GODREJCP Aberdeen Global Indian Equity (Mauritius) Limited 201506 9270254 2.72 1163.97
Grasim Industries Limited GRASIM Aberdeen Global Indian Equity (Mauritius) Limited 201509 3122346 3.4 1138.86
Grasim Industries Limited GRASIM Aberdeen Emerging Markets Fund 201509 1691416 1.84 616.94
Gujarat Gas Limited GUJGASLTD ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 7362972 5.35 387.59
Hero MotoCorp Limited HEROMOTOCO ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201506 4510000 2.26 1170.82
Hero MotoCorp Limited HEROMOTOCO ABERDEEN EMERGING MARKETS FUND 201506 3848035 1.93 998.97
Hero MotoCorp Limited HEROMOTOCO ABERDEEN GLOBAL EMERGING MARKETS EQUITY FUND 201506 2438247 1.22 632.98
Hero MotoCorp Limited HEROMOTOCO ABERDEEN EMERGING MARKETS EQUITY FUND, A SERIES OF 201506 2320699 1.16 602.47
Housing Development Finance Corporation Limited HDFC ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 20746089 1.31 2775.62
Housing Development Finance Corporation Limited HDFC ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 20746089 1.31 2775.62
ICICI Bank Limited ICICIBANK ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 62100000 1.07 1777.61
Kansai Nerolac Paints Limited KANSAINER ABERDEEN ASSET MANAGEMENT ASIA LTD. 201509 25703551 4.77 663.02
Linde India Limited LINDEINDIA Aberdeen Asian Smaller Companies Investment Trust Plc. 201509 1674000 1.96 54.25
Nestle India Limited NESTLEIND ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LTD 201506 1620062 1.68 1025.28
Piramal Enterprises Limited PEL ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 8839228 5.12 871.02
Tata Power Company Limited TATAPOWER ABERDEEN GLOBAL INDIAN EQUITY (MAURITIUS) LIMITED 201509 36598000 1.35 257.65
The Jammu & Kashmir Bank Limited J&KBANK Aberdeen Global Indians Equuity (Mauritus)Ltd. 201509 16317089 3.37 146.85
The Ramco Cements Limited RAMCOCEM ABERDEEN GLOBAL-ASIAN SMALLER COMPANIES FUND 201509 6832395 2.87 234.18
The Ramco Cements Limited RAMCOCEM ABERDEEN GLOBAL-EMERGING MARKETS SMALLER COMPANIES FUND 201509 4856213 2.04 166.45
UltraTech Cement Limited ULTRACEMCO Aberdeen Emerging Markets Fund 201509 3532250 1.29 1024.71
UltraTech Cement Limited ULTRACEMCO Aberdeen Global – Emerging Markets Equity Fund 201509 3532250 1.29 1024.71
Categories
CoatTailing

Portfolio of Mohnish Pabrai 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

Mohnish Pabrai is a well known investor who invests using value investing principles.

His significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:

Entity # of Shares % Symbol Date End
THE PABRAI INVESTMENT FUND IV LP 7571950 1.56 J&KBANK 201409
PABRAI INVESTMENT FUND 3 LTD 4860610 1 J&KBANK 201409
THE PABRAI INVESTMENT FUND II LP 993558 1.85 GICHSGFIN 201409
THE PABRAI INVESTMENT FUND IV,LP 27606634 2.05 SOUTHBANK 201409
PABRAI INVESTMENT FUND 3 LTD 17193578 1.28 SOUTHBANK 201409
THE PABRAI INVESTMENT FUND II, LP 15199788 1.13 SOUTHBANK 201409
Categories
Banks

Private Banks were big big winners yesterday

Yesterday, the Bank Nifty went up by nearly 10%.Banks-both PSU and Private- were big winners with all bank stocks closing in the green.

Some private banks showed outstanding gains as can be seen from the table below:

Symbol Close on 4 Sept,2013 Close on 5 Sept,2013 Gain
LAKSHVILAS 62 63.7 2.74%
KARURVYSYA 300.45 310.05 3.20%
SOUTHBANK 19.25 20.15 4.68%
DHANBANK 30.05 31.5 4.83%
J&KBANK 1051.2 1121.75 6.71%
DCB 41.2 44.15 7.16%
KTKBANK 79.75 85.75 7.52%
CUB 38 40.9 7.63%
HDFCBANK 564.05 609.5 8.06%
INDUSINDBK 366.9 397.5 8.34%
KOTAKBANK 608.5 662 8.79%
ICICIBANK 817.75 893.7 9.29%
INGVYSYABK 428.05 473.6 10.64%
FEDERALBNK 244.15 274.55 12.45%
AXISBANK 801.5 927.5 15.72%
YESBANK 236.05 287.5 21.80%
Categories
Banks

Private Banks got hammered in yesterday’s crash

Yesterday, the Nifty collapsed by around 4%.

The sector which was hit the hardest were private banks as can be seen from the table below:

Symbol Close on 2 Sept,2013 Close on 3 Sept,2013 Loss
YESBANK 252.95 229.1 -9.43%
AXISBANK 864.3 782.85 -9.42%
INDUSINDBK 381.05 348.4 -8.57%
FEDERALBNK 248.05 230.1 -7.24%
ICICIBANK 826.6 783.55 -5.21%
HDFCBANK 589.5 562.55 -4.57%
INGVYSYABK 429.35 410.25 -4.45%
KOTAKBANK 627 600.65 -4.20%
KARURVYSYA 310.45 300.45 -3.22%
DCB 42.2 41 -2.84%
KTKBANK 78.9 77.05 -2.34%
J&KBANK 1080.5 1055.25 -2.34%
SOUTHBANK 19.75 19.3 -2.28%
CUB 39.85 39 -2.13%
LAKSHVILAS 61.55 60.95 -0.97%
DHANBANK 30.15 30 -0.50%
Categories
5Stocks Banks

RBI’s tightening hammers Private Bank Stocks

On 15th July, 2013, RBI announced measures to tighten liquidity to prop up the rupee.The impact on private bank stocks have been dramatic as can be seen from the table below:

Symbol Close on 15 July, 2013 Close on 19 July, 2013 Loss
YESBANK 500.35 424.6 -15.14%
INDUSINDBK 506.35 445 -12.12%
ICICIBANK 1061.05 959.3 -9.59%
AXISBANK 1308.9 1191.9 -8.94%
KOTAKBANK 757.45 690.85 -8.79%
INGVYSYABK 624.95 575.55 -7.90%
KTKBANK 112.65 104.4 -7.32%
KARURVYSYA 433.45 410.7 -5.25%
DCB 51.95 49.6 -4.52%
FEDERALBNK 398.85 382.2 -4.17%
DHANBANK 33.95 32.95 -2.95%
J&KBANK 1278.45 1247.2 -2.44%
HDFCBANK 695.45 680 -2.22%
CUB 53.65 53.05 -1.12%
LAKSHVILAS 71.9 71.6 -0.42%
SOUTHBANK 23 22.95 -0.22%