Tag: UPL

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CoatTailing

Top 5 Holdings of Govt. Pension Global 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

Govt Pension Global, the investment arm of the Govt of Norway, is one of the largest investors in the Indian Equity markets.

It’s top 5 Holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Bajaj Auto Limited BAJAJ-AUTO GOVERNMENT PENSION FUND GLOBAL 1307.92
Hero MotoCorp Limited HEROMOTOCO GOVERNMENT PENSION FUND GLOBAL 982.72
UPL Limited UPL Government Pension Fund Global 961.54
Havells India Limited HAVELLS Government Pension Fund Global 858.65
GAIL (India) Limited GAIL GOVERNMENT PENSION FUND GLOBAL 808.3
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Excerpts

Should UPL Shareholders worry about Black Magic?

Running a business in India is no easy task.Along with the typical risks,Indian businesses run risks that appear very unique to them.

Take for example,the risk faced by shareholders of United Phosphorus Ltd (UPL).

Their CEO Jaidev Shroff is widely respected in the industry with Sunil Singhania of Reliance Mutual Fund once calling him “The Best CEO he has ever met”

Now it appears that this fine fellow is a victim of Black Magic !:

Jaidev had earlier filed an FIR at the Khar police station, saying that his wife Poonam had spiked his drink with a mysterious powder concoction on the advice of a ‘Bengali baba’. The said drink had then left him drowsy and disoriented, he said.

Earlier this week, Poonam had filed an anticipatory bail application (ABA) in the sessions court, following Jaideep’s FIR. Police had arrested the ‘Bengali baba’, Gulam Moin Shattir Hakim Sufi, after he confessed to the crime during questioning.

On April 16, Jaidev also submitted a CD to police, in which Poonam is allegedly heard talking to the ‘Bengali baba’. The transcript mentions conversations like, “Maine unke paani ke andar dal diya thoda,” (I have added some of it in his water) and another instance where she mentions making banana juice for Jaidev, from which he took a sip.-from Mumbai Mirror

Maybe the IIMs should make Hanuman Chalisa a mandatory course requirement for MBA students !

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CoatTailing

Portfolio of Government of Singapore 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

The Government of Singapore is one of the biggest investors in the Indian Equity Markets.

It’s significant holdings in India aggregating around Rupees 22,000 Crores (~ $ 3.4 Billion )as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Anant Raj Limited ANANTRAJ GOVERNMENT OF SINGAPORE 201506 12403490 4.2 50.36
Bajaj Finance Limited BAJFINANCE GOVERNMENT OF SINGAPORE 201506 1486463 2.77 768.52
Container Corporation Of India Limited CONCOR GOVERNMENT OF SINGAPORE (2) AAAJG0594R 201506 4008413 2.06 652.63
D.B.Corp Limited DBCORP GOVERNMENT OF SINGAPORE 201506 2570070 1.4 82
Dewan Housing Finance Corporation Limited DHFL GOVERNMENT OF SINGAPORE 201506 2657519 1.82 132.42
DLF Limited DLF Government Of Singapore 201506 46779769 2.62 546.39
Dr. Reddy’s Laboratories Limited DRREDDY GOVERNMENT OF SINGAPORE 201506 2050861 1.2 801.66
Gujarat Industries Power Company Limited GIPCL GOVERNMENT OF SINGAPORE INVESTMENT CORPORATION A/C GOVERNMENT OF SINGAPORE – E 201506 2100000 1.39 17.23
HDFC Bank Limited HDFCBANK Government of Singapore 201506 29172745 1.16 3231.9
Housing Development Finance Corporation Limited HDFC GOVERNMENT OF SINGAPORE 201506 24598831 1.56 3342.37
Indusind Bank Limited INDUSINDBK GOVERNMENT OF SINGAPORE 201506 6088903 1.15 582.01
Infosys Limited INFY GOVERNMENT OF SINGAPORE 201506 45051089 1.96 4899.76
IRB Infrastructure Developers Limited IRB GOVERNMENT OF SINGAPORE 201506 5187837 1.48 127.41
Larsen & Toubro Limited LT Government of Singapore 201506 12851160 1.38 2316.23
LIC Housing Finance Limited LICHSGFIN GOVERNMENT OF SINGAPORE 201506 5563932 1.1 275.36
Lupin Limited LUPIN GOVERNMENT OF SINGAPORE 201506 5614292 1.25 938.77
Mahindra & Mahindra Limited M&M GOVERNMENT OF SINGAPORE 201506 11504326 1.85 1529.73
Mahindra CIE Automotive Limited MAHINDCIE GOVERNMENT OF SINGAPORE 201506 6798891 2.1 182.18
Muthoot Finance Limited MUTHOOTFIN GOVERNMENT OF SINGAPORE 201506 8073048 2.03 160.53
Prestige Estates Projects Limited PRESTIGE GOVERNMENT OF SINGAPORE 201506 12783179 3.41 280.21
Sintex Industries Limited SINTEX Government of Singapore 201506 11381838 2.55 131.52
Sun Pharmaceuticals Industries Limited SUNPHARMA Government of Singapore 201506 36582391 1.52 3585.07
Tata Motors Limited TATAMTRDVR GOVERNMENT OF SINGAPORE 201506 11822405 2.33 290.3
UPL Limited UPL GOVERNMENT OF SINGAPORE 201506 4969557 1.16 266.62
Zee Entertainment Enterprises Limited ZEEL Government of Singapore 201506 13592139 1.42 531.52
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CoatTailing

Portfolio of Skagen Kon-Tiki Verdipapirfond 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

Skagen Kon-Tiki Verdipapirfond is a well known FII which specializes in Emerging Markets

Their significant portfolio holdings as on 30 September,2014 as per stock exchanges is as given below:

Symbol Entity # of Shares % Date End Value in Crores
APOLLOTYRE SKAGEN KON-TIKI VERDIPAPIRFOND 20406475 4.01 201409 446.90
BHARTIARTL Skagen Kon-Tiki Verdipapirfond 44368848 1.11 201409 1530.72
TATAGLOBAL Skagen Kon-Tiki Verdipapirfond 12304260 1.99 201409 180.87
TATAMTRDVR SKAGEN GLOBAL VERDIPAPIRFOND 8226456 1.71 201409 270.65
TECHM SKAGEN KON-TIKI VERDIPAPIRFOND+ 2529440 1.07 201409 647.03
UPL SKAGEN KON-TIKI VERDIPAPIRFOND 10294488 2.4 201409 337.65
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CoatTailing

Portfolio of Merrill Lynch 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

Merrill Lynch 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
ABAN MERRILL LYNCH CAPITAL MARKETS ESPANA 814965 1.87 201406
ANANTRAJ MERRILL LYNCH CAPITAL MARKETS ESPANA S.A.S.V. 5264100 1.78 201406
ASTRAZEN Merrill Lynch Capital Markets Espana S.A.S.V 403857 1.62 201406
BALRAMCHIN Merrill Lynch Capital Markets Espana S.A. S.V. 3246943 1.33 201406
CESC MERRILL LYNCH CAPITAL MARKETS ESPANA SA 1281147 1.03 201406
DONEAR Merrill Lynch Capital Markets ESPANA S. A. S.V. 3965000 7.63 201406
FINANTECH Merrill Lynch Capital Markets Espana S.A.S.V. 713479 1.55 201406
GANESHHOUC MERRILL LYNCH CAPITAL MARKETS ESPANA S.A.S.V 579213 1.77 201406
GEMINI MERRILL LYNCH INTERNATIONAL 19746885 15.94 201406
GILLETTE MERRILL LYNCH CAPITAL MARKETS ESPANA S.A. S.V. 688000 2.11 201406
GLENMARK Merrill Lynch Capitakl Markets Espana S.A. S.V. 3299384 1.22 201406
IIFL MERRILL LYNCH CAPITAL MARKETS ESPANA S.A. S.V. 9597606 3.19 201406
INFRATEL Merrill Lynch Capital Markets Espana S.A. S.V. 25811959 1.37 201406
JUBLFOOD MERRILL LYNCH CAPITAL MARKETS ESPANA S.A. S.V 1856220 2.84 201406
MASTEK MERRILL LYNCH CAPITAL MARKETS ESPANA S.A.S.V. 312668 1.41 201406
MCDOWELL-N Merrill Lynch Capital Markets Espana S.A.S.V 2169471 1.49 201406
MCLEODRUSS Merrill Lynch Capital Markets ESPANA S.A. S.V. 2935574 2.68 201406
PHOENIXLTD Merrill Lynch Capital Markets Espana S.A. S.V. 2311250 1.6 201406
PVR Merrill Lynch Capital Markets Espana S.A. S.V. 454151 1.1 201406
SKSMICRO MERRILL LYNCH CAPITAL MARKETS ESPANA S.A. S.V. 4851312 3.85 201406
SRTRANSFIN Merrill lynch Capital Markets Espana s.a. S.v. 2872750 1.27 201406
SUBEX MERRILL LYNCH CAPITAL MARKETS ESPAN 10192621 6.12 201406
TATAMTRDVR Merrill Lynch Capital Markets Espana S.A. S.V. 15139005 3.14 201406
UPL MERRILL LYNCH CAPITAL MARKETS ESPANA S A 5187026 1.21 201406
VENUSREM MERRILL LYNCH CAPITAL MARKETS ESPA 414136 3.62 201406
WOCKPHARMA MERRILL LYNCH CAPITAL MARKETS ESPANA S.A.S.V 1195629 1.09 201406