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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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   Topic: ENAM Portfolio
Posted: 16/Jul/2007 at 10:08am |
ENAM Portfolio
| Company Name |
% stake |
| Bannari Amman |
3.4 |
| Champagne Indage |
1.4 |
| Educomp Solution |
5.9 |
| Elder Health |
2.8 |
| Elgi Equipment |
1.7 |
| Ess Dee Aluminiu |
7.2 |
| FDC |
1.5 |
| Greenply Inds. |
3.8 |
| Guj. Flourochem. |
1.3 |
| Helios Matheson |
1.0 |
| Hi-Tech Gears |
3.1 |
| IP Rings |
7.1 |
| Kar Mobiles |
4.3 |
| Kernex Microsyst |
1.1 |
| Khaitan Elect. |
4.4 |
| Lak. Mach. Works |
2.4 |
| Motherson Sumi |
1.4 |
| MRF |
5.1 |
|
Munjal Showa |
7.1 |
| Pantaloon Retail |
1.0 |
| Plethico Pharmac |
1.3 |
| Polyplex Corpn |
3.6 |
| Prima Agro |
2.0 |
| Prithvi Info
|
1.2 |
| Rane Engine Val. |
3.9 |
| Rane Holdings |
1.1 |
| Rico Auto Inds |
2.3 |
| Shree Ram Mills |
3.7 |
| SPL Polymers |
1.2 |
| Sterling Tools |
1.8 |
| Super Spinning |
1.4 |
| Taneja Aerospace |
2.6 |
| XL Telecom |
3.5 |
Source: Dead Presidents
Comments from TEDdies invited...
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 16/Jul/2007 at 10:17am |
Devesh
While I have no comments on this Enam list, please try to get personal portfolio investments of Wipro Chairman Azim Premji. I have heard that he holds some very good stocks apart from Wipro of course.
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Life can only be understood backwards—but it must be lived forwards
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posted: 16/Jul/2007 at 10:25am |
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Azim Premji has invested in Jindal Drilling, Today's Writing, Fulford (India). He has a penchant for pharma stocks and has invested in Novartis,Pfizer,Merck and Aventis Pharma.At last count, his investments were worth over Rs.350 crore. He has invested in unlisted companies also.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 16/Jul/2007 at 11:22am |
I think that these stocks are held by Vallab Bhanshalli, his HUF, Nemish Shah etc all together! ALso the source should be BSEIndia.com.
Unfortunately I wasn't too excited to see this portfolio. Maybe expectations were quite high but the stock selection is not something that we can associate Vallab Bhanshalli's thought process with!
Anyway ENAM does not need my approval to buy stock!!!
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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243
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Posted: 17/Jul/2007 at 12:25pm |
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Is this like RJ's portfolio, where the percentage means ENAM holds that particular percentage of the company? That is - Does ENAM own 1% of Pantaloon or does Pantaloon constitute 1% of ENAM's equity portfolio?
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basant
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Posted: 17/Jul/2007 at 12:28pm |
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No that 1% is the proportion of Pantaloon's equity capital in ENAM's portfolio - not like the RHJ portfolio whgere the percentages indicate RJ's exposure to a particular stock in terms of his overall exposure.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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smartcat
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Location: India
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Posted: 17/Jul/2007 at 12:40pm |
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aah ok.
My comments about ENAM's portfolio -
- ENAM is extremely bullish about auto ancilliary companies - Hitech Gears, IP rings, Motherson SUmi, MRF, Munjal Showa, Rane Engine, Rane Holdings, Rico Auto.
- Gujarat Fluoro makes refrigerent chemicals. But unlike most chemical companies, this company has a NPM of almost 40%! It has a 30% CAGR net profit growth rate. And sone pe suhaaga is that it owns 51% of INOX Leisure. I had considered investment in this company some time back but there is hardly any info on this company anywhere. Their website has always been 'under construction'.
- Champagne Indage is a the largest wine company in India. Wine consumption is growing at 30% CAGR unlike beer or hard liquor. I had considered investment in this one, but stock price ran up. And then I lost interest in FMCGish space.
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basant
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Posted: 17/Jul/2007 at 1:37pm |
extremely bullish about auto ancilliary companies - Hitech Gears, IP rings, Motherson SUmi, MRF, Munjal Showa, Rane Engine, Rane Holdings, Rico Auto.
_________________________________________________________
Since mid nineties! Lot has changed after that especiallly the exchange rate, domestic demographic story etc.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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