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CoatTailing

Portfolio of CLSA 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

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
Categories
CoatTailing

Portfolio of Vanguard 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

Vanguard is one of the world’s largest fund houses.

Its  investments in India aggregating around Rupees 10,000 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Rs.Crores)
Crompton   Greaves Limited CROMPGREAV VANGUARD EMERGING MARKETS STOCK INDEX FUND, ASERIES OF VANGUARD INTERNATIONAL EQUITY INDE X FUND 201509 7416010 1.18 135.56
Gujarat Pipavav Port Limited GPPL VANGUARD INTERNATIONAL EXPLORER FUND 201509 9210502 1.91 166.99
Housing Development Finance Corporation Limited HDFC VANGUARD EMERGING MARKETS STOCK INDEX FUND, ASERIES OF VANGUARD INTERNATIONAL EQUITY INDE X FUND 201509 26560046 1.68 3553.47
Idea Cellular Limited IDEA Vanguard International Growth Fund 201509 61660100 1.71 866.02
Infosys Limited INFY VANGUARD EMERGING MARKETS STOCK INDEX FUND 201509 31883633 1.39 3666.3
Reliance Capital Limited RELCAPITAL Vanguard Funds 201509 3619337 1.43 149.84
Reliance Communications Limited RCOM Vanguard Funds 201509 30463362 1.22 242.03
Shriram Transport Finance Company Limited SRTRANSFIN Vanguard Emerging Markets stock index fund, aseries of vanguard International Equity inde x fund 201509 2879970 1.27 272.81
Tata Motors Limited TATAMTRDVR VANGUARD EMERGING MARKETS STOCK INDEX FUND, ASERIES OF VANGUARD INTERNATIONAL EQUITY INDE X FUND 201509 6386200 1.26 174.22
Zee Entertainment Enterprises Limited ZEEL Vanguard International Growth Fund 201509 15605650 1.62 674.4
Categories
Sellside Research

Emkay Report on RCom

This report is for informational purposes only.Not a recommendation to buy or sell.

Categories
Sellside Research

ICICI Report on RCom

This report is for informational purposes only.Not a recommendation to buy or sell.

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Video

RCom inflated book equity by 22000 Crores !!-Veritas