Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: Rakesh Jhunjhunwala's latest Portfolio -March'07 Post Reply Post New Topic
<< Prev Page  of 15 Next >>
Author Message
tigershark
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Quote tigershark Replybullet Posted: 06/Aug/2007 at 11:24am
the percentage you seem to be mentioning is the companys percentage not his portfolios percentage all this long ted is showing his portfolio % for eg punj lloyd forms 5.3% of his portfolio and viceroy is less than 2% of his portfolio.he is equally exited on pune based cos.
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
IP IP Logged
kg
Senior Member
Senior Member
Avatar

Joined: 08/Mar/2007
Location: India
Online Status: Offline
Posts: 228
Quote kg Replybullet Posted: 06/Aug/2007 at 11:36am
Ok i stand corrected..the % indicated by me are the % of his holdings in those companies and only the declared ones :)
 
Pune ...apart from praj can u pl indicate....
 
Can we establish a trend ...Tier II cities ...
Lets rock
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 06/Aug/2007 at 11:38am
Bilcare, Garware Wall Ropes
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
kg
Senior Member
Senior Member
Avatar

Joined: 08/Mar/2007
Location: India
Online Status: Offline
Posts: 228
Quote kg Replybullet Posted: 07/Aug/2007 at 1:33pm

how do i post an excel sheet here ...have compiled the movement of shares over the a few quarters..
Lets rock
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 07/Aug/2007 at 1:38pm
Just paste it!
'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
IP IP Logged
kattur
Newbie
Newbie
Avatar

Joined: 26/Sep/2006
Location: India
Online Status: Offline
Posts: 36
Quote kattur Replybullet Posted: 07/Aug/2007 at 3:12pm

RJ doesn't have to tell the stock exchange about his percentage portfolio - he has to inform them only about the percentage ownership of A company if it goes beyond a certain percentage.  I thought it was obvious.  Please see the subtitle in my earlier posting.  Besides the unlisted companies, he may be invested in many listed companies in a smaller way.
kattur
IP IP Logged
kattur
Newbie
Newbie
Avatar

Joined: 26/Sep/2006
Location: India
Online Status: Offline
Posts: 36
Quote kattur Replybullet Posted: 07/Aug/2007 at 3:16pm

here is a list of some investments of RJ in unlisted companies as of July this year:

  • Innovassynth Technologies (45% subsidiary of listed company - Futura Polyester)
  • Tops Security
  • Klt Auto
  • Concord Biotech
  • A2z Enggineering
  • Care hospitals
  • Dharti dredging
  • Manish Pharma,
  • John Energy
  • JBCN Mgmt Consulting
  • Nandan Biomatrix
  • Hungama Mobile
  • Inventurus
  • Leconcierge

can anyone make sense of this list?  Are any of these likely to be listed in the near future?
kattur
IP IP Logged
hura
Newbie
Newbie


Joined: 03/Aug/2007
Online Status: Offline
Posts: 1
Quote hura Replybullet Posted: 07/Aug/2007 at 4:33pm
Originally posted by krishnagoenka

hi .
checked for viceroy his holding is 11.73% (37.5 L shares - no change ) and Punj is 1.93% (50.4 L - no change). Bilcare shareholding pattern is not available for JQ and hence probably not updated.
 
and basantji ..u were absolutely right he sold some nagarjuna construction last qtr ..10 L shares...
 
Dont kno for sure but there is something exciting happening in hyderabad which seems to be exciting RJ a lot of the companies in which he has invested hail from AP ...
a) nagarjuna b) alphageo c) In his pvt holding he has purchased some land for development ....
IP IP Logged
<< Prev Page  of 15 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump 		You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.109 seconds.
 Bookmark this Page

Partner Site India Forums : Indian Television, Bollywood, Bollywood movies, Discuss TV Shows India, Indian Television Serials Forum, Star Plus, Set India, Zee TV with Daily Update
Powered by