Categories
CoatTailing

Portfolio of Deutsche Securities in India

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

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Deutsche Securities Mauritius Ltd. is a well known FII

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

 

Symbol Entity # of Shares % Date End
ANSALAPI Deutsche Securities Mauritius Ltd 1701334 1.08 201406
CYIENT Deutsche Securities Mauritius Ltd 5456424 4.87 201406
IBIPL DEUTSCHE SECURITIES MAURITIUS LIMITED 15193146 1.19 201406
IIFL DEUTSCHE SECURITIES MAURITIUS LIMITED 10352623 3.44 201406
JUBILANT Deutsche Securities Mauritius Limited 3861216 2.42 201406
JUBLINDS Deutsche Securities Mauritius Limited 190338 1.61 201406
MEGASOFT DEUTSCHE SECURITIES MAURITIUS LIMITED 1197125 2.7 201406
MONNETISPA DEUTSCHE SECURITIES MAURITIUS LIMITED 5018300 7.62 201406
PENIND DEUTSCHE SECURITIES MAURITIUS LIMITED 3175744 2.64 201406
SOUTHBANK DEUTSCHE SECURITIES MAURITIUS LIMITED 35320766 2.62 201406
VOLTAMP DEUTSCHE SECURITIES MAURITIUS LIMITED 105249 1.04 201406
ZUARI Deutsche Securities Mauritius Ltd. 899027 2.14 201406
ZUARIGLOB Deutsche Securities Mauritius Ltd. 899027 3.05 201406
Categories
5Stocks

5 Stocks with MNC tieups having record sales

This post is in continuation of my 5 Stocks Series (See here)

5 Stocks with MNC tieups having record sales are given below:

Company MNC TieUp CHG in TTM Sales % CHG in TTM PAT %
Lovable Lingerie Lovable 17.65 34.74
DCW Arkema 19.27 202.62
Page Industries Jockey 26.26 23.55
Astral Poly Lubrizol 37.89 48.03
Jubilant Foodworks Dominoes 42.76 37.74
Categories
Stock

Timing is everything when you short a stock !

On 4th Feb, 2013 Jubilant Foodworks releases its quarterly results to the exchange.The markets are disappointed with same store sales and the stock falls by 5.3% to 1138.2

The management has an analyst call the same evening post market hours.

On 5th Feb, 2013 the stock falls by around 8.5% to 1041

There is panic amongst investors and traders built up short positions

On 6th Feb, 2013 morning, Deutsche Bank puts out a Buy target of 1260 Rs on Jubilant Foodworks.The stock rallies and closes to 1134.65, squeezing the traders who went short.

People who lost money naturally suspect the timing of the report.They point out that Deutsche Bank has relationships with the Jubilant group (It was appointed the joint broker in Oct 2011 by Jubilant Energy ).

Ah well, you win some, you lose some

Categories
InvestorPresentations

Jubilant Foodworks:Investor Presentation Feb 2013

[gview file=”https://alphaideas.in/wp-content/uploads/2013/02/Jubilant-FoodWorks-Q3-FY13-Results-presentation.pdf”]

Categories
Chart Stock

Chart:Jubilant Foodworks India Vs Dominoes Pizza USA

(Hattip Moneycontrol)