Tag: manappuram

Categories
CoatTailing

Top 5 Holdings of Ashish Dhawan

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

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his role as Sr.Managing Director at ChrysCapital.

His top 5 significant holdings in India as on 31 Dec,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Aditya Birla Nuvo Limited ABIRLANUVO ASHISH DHAWAN 1.12 224.21
Dish TV India Limited DISHTV Ashish Dhawan 1.48 171.75
Manappuram Finance Limited MANAPPURAM ASHISH DHAWAN 2 171.22
JB Chemicals & Pharmaceuticals Limited JBCHEPHARM ASHISH DHAWAN 5.68 166.22
IDFC Limited IDFC ASHISH DHAWAN 1.72 149.46

 

Categories
CoatTailing

Portfolio of Baring 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

Baring India is a well known Private Equity firm which has considerable investments in the listed space.

It’s significant holdings in India aggregating around Rupees 2,667 Crores (~400 Million $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND III LISTED INV LTD 201506 855623 3.85 24.64
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND II LISTED INV LTD 201506 285218 1.28 8.21
Dabur India Limited DABUR BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 26230000 1.49 777.85
Indoco Remedies Limited INDOCO Baring India Pvt. Equity Fund III Listed Investment Ltd 201506 3708301 4.02 134.46
Kaya Limited KAYA Baring India Private Equity Fund III Listed Investments Ltd 201506 147058 1.14 16.38
KS Oils Limited KSOILS BARING PRIVATE EQUITY ASIA III MAURITIUS 201506 35704070 7.78 5.17
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 79360973 9.43 212.69
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND II LIMITED 201506 26453439 3.14 70.9
Marico Limited MARICO BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 7352941 1.14 319.74
MphasiS Limited MPHASIS BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4114679 1.96 170.72
Muthoot Finance Limited MUTHOOTFIN BARING BINDIA PRIVATE EQUITY FUND III LIMITED 201506 5167891 1.3 102.76
Muthoot Finance Limited MUTHOOTFIN BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4827150 1.21 95.99
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Limited 201506 3000000 7.78 265.88
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Listed Investments Limited 201506 553712 1.44 49.07
Sintex Industries Limited SINTEX Baring India Private Equity Fund III Listed Investments Ltd. 201506 13961290 3.13 161.32
TD Power Systems Limited TDPOWERSYS Baring India Private Equity Fund III Listed Investments Limited 201506 805778 2.42 24.23
Vardhman Holdings Limited VHL BARING INDIA PRIVATE EQUITY FUND III INVESTMENT LIMITED 201506 71484 2.24 7.15
Vardhman Textiles Limited VTL Baring India Private Equity Fund III Listed Investments limited 201506 2002936 3.15 150
Zydus Wellness Limited ZYDUSWELL Baring India Private Equity Fund III Listed Investments Limited 201506 767919 1.97 70.03
Categories
5Stocks

5 Stocks that fell by around 20% in the first half of April 2013

This post is in continuation of my 5 Stocks series (see here)

5 Stocks that fell by around 20% in the first half of April 2013 (28 March, 2013-15 April,2013) are listed below:

Symbol Close on 28 March 2013 Close on 15 April 2013 Loss (%)
Infy 2899.35 2339.05 -19.33%
Manappuram 21.6 17.4 -19.44%
VisaSteel 43.65 35 -19.82%
MuthootFin 183.6 132.25 -27.97%
Aanjaneya 133.55 78.1 -41.52%
Categories
5Stocks

5 Stocks which fell by more than 28% last week

This post is in continuation of my 5 Stock series (see here)

5 Stocks which fell by more than 30% last week (15 March, 2013-22 March, 2013) are given below:

Symbol Close on 15 March, 2013 Close on 22 March, 2013 Fall (%)
MANAPPURAM 34.2 23.55 -31.14%
BRANDHOUSE 6.7 4.7 -29.85%
HDIL 65.5 46.5 -29.01%
SURANAIND 121.25 86.2 -28.91%
SPENTEX 5 3.6 -28.00%
Categories
Gold

The Gold Test

Gold has breached its 1600 $ level causing its fans and investors plenty of heartbreak and losses.

In an interesting article way back Sept, 2011, Bill Bonner argued that:

Gold has had a spectacular 11-year run. It’s time for a rest for the metal…and a test for the metal lovers. That’s just the way it works.

Markets and lovers always test their admirers. Gold should be giving its fans a test…before moving in the final stage of the bull market.

 

A test here means a 50% retracement from its peaks…that’s around 1200$ levels.

If such a scenario comes to pass, both Muthoot and Manappuram will be slaughtered further in the markets.
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