By the way interesting to note that Bhaiyya has fairly low weightage to Banking & Fin Svcs sector(CRISIL+KVB+GEOJIT=17.38%)----------
This is why I believe at best, he is a trader.
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Posted: 16/Mar/2007 at 12:43pm
Originally posted by vipul
By the way interesting to note that Bhaiyya has fairly low weightage to Banking & Fin Svcs sector(CRISIL+KVB+GEOJIT=17.38%)----------
This is why I believe at best, he is a trader.
Vipulji traders do not make billion dollars. RJ is a trader in parts but here he is an investor. There are many investors who have minimum allocation to certain sectors but they are not traders just because they have minimum exposure to sectors.
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Posted: 16/Mar/2007 at 8:05pm
I am not sure why he bought BEML again. The growth seems to be slackening on this one. But he is the BOSS and knows better!
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How come Emkay in its report on TV Today have shareholding pattern as on 31st Dec,06. Emkay had a talk with management.Its a visit note. I cannot see the same on BSE site.
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Posted: 23/Mar/2007 at 1:43am
The last time I saw the BSE site they had not updated the TV Today shareholding pattern - maybe someone like the educompstock must have told them by looking into the depository list
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Posted: 23/Mar/2007 at 8:04am
i am not sure why he has bought BEML again---during the 11 th 5 yr plan production of railway vehicles also known as rolling stock will be doubled for fy 08 the expenditure on rolling stock is 5000crs considering this cos like bhel and beml will benefit in the long run beml produces integrated rail coaches electric multiple units , rail buses tracl laying eqiupment and the big thrust on metro rail projects which shall benefit rotem.business std march 52007
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Posted: 23/Mar/2007 at 10:28am
Thanks. Reliance growth fund also has it in its top holding and I did not that reason.
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