Thursday, July 25News That Matters

Stocks

Investment in Electric Vehicle themed Mutual Funds

Investment in Electric Vehicle themed Mutual Funds

Featured, Mutual Funds, News, Stocks
Electric vehicles is one of the major trends in the auto sector across the Globe.  India wants to achieve 100% electrification by 2030. EV market in India will be $200 billion. EV market will grow at CAGR of 36% till 2026. Few months back, I wrote an article around various stocks in Indian Market that will get benefit from electric vehicles growth. Read Article. Now, there are mutual funds being launched to focus on Electric Vehicles theme. Navi Electric Vehicles and Driving Technology Fund of Fund: This EV fund aim o track the performance of the STOXX Global Electric Vehicles & Driving Technology NET Index. This index comprises companies that are involved in the production of electric vehicles and assisted driving technologies. The index was launched in 2012. Currently, the STOX...
[Oct 2021] Rakesh Jhunjhunwala Latest Portfolio Holdings

[Oct 2021] Rakesh Jhunjhunwala Latest Portfolio Holdings

Featured, Stocks
ilntRakesh Jhunjhunwala, 53, India's most distinctive investor with a net worth of more than USD 1 billion.  He is one of the most famous and respected equity investors in India and manages his own portfolio as a partner in his asset management firm, Rare Enterprises. About Rakesh JhunJhunwala Son of an income tax officer, he started trading in stocks while in Sydenham college and plunged into investing as a full time profession soon after completing his education. He started his career with $100 in 1985 when the BSE Sensex was at 150. He made his first big profit of Rs 0.5 million in 1986 when he sold 5,000 shares of Tata Tea at a price of Rs 143 which he had purchased for Rs 43 a share just 3 months ago.   He made his first million in an iron ore mining company Sesa Goa whose shares ...
Paras Defence & Space Technologies IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status

Paras Defence & Space Technologies IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status

Stocks
Paras Defence & Space Technologies IPO is opening on 21st Sep 2021. Paras Defence operates in five verticals viz. defence and space optics, defence electronics, heavy engineering, electromagnetic pulse protection solutions and niche technologies. Its major clients include defence public sector undertakings such as Bharat Electronics, Bharat Dynamics and Hindustan Aeronautics, and companies in Belgium, Israel and South Korea. Issue Details of Paras Defence IPO:    IPO Opens on 21 Sep 2021 IPO Closes on  23 Sep 2021 Issue Price band Rs 165  - Rs 175 Any Discount NA Issue Size Rs 181 crore Minimum Investment 85 shares lot (min amount 14875) Max Investment (Retail) 13 lots / 1105 shares (amount Rs 193375) Registrar Link Intime Book Running Lead Managers Anand Rathi Li...
[Aug 2021] Ashish Dhawan Latest Portfolio

[Aug 2021] Ashish Dhawan Latest Portfolio

Stocks
Ashish Dhawan is an Indian private equity investor and philanthropist who co-founded and ran one of India's leading private equity funds, Chrysalis Capital.  He has served on the company's board since 1999, but left his full-time position at ChrysCapital in 2012 after twenty years in the investment management business. His net worth is approximated at $500 million. After passing out with top marks from St Xavier's Collegiate School and the prestigious St. James' School, Kolkata, Dhawan went on to graduate  from Yale University with a dual bachelor's degree. In 1997, he completed an MBA from Harvard Business School (HBS), graduating with distinction. See below Ashish Dhawan's latest portfolio (updated July 2021) TOTAL Portfolio - Rs 2400 crores Stock Value (Rs crores) Qty Jun 21 Mar 21 ...
IPO Tracker 2021 – Upcoming IPOs and Recently Listed IPOs

IPO Tracker 2021 – Upcoming IPOs and Recently Listed IPOs

Featured, Stocks
2021 has been a great year for IPOs. With more than 30 companies are planning to raise money through IPO. In H1 2021, the IPOs have given wonderful returns to the investors. Some IPO stocks have given 100- 300% return in 2021. See below the list of recently listed IPOs. Also see below the list of upcoming IPOs that you can consider to invest. We also add the details of these IPO and review their strengths / weakness to help you. Upcoming IPOs in 2021 -  (To read details and review, click on Stock Name Link) Stock IPO Dates IPO Size ( in Rs crores) Status CarTrade Tech Aug 9-11  2999 Closed Nuvoco Vistas Aug 9-11  5000 Closed Chemplast Sanmar Aug 10-12 3850 Closed Aptus Value Housing Aug 10-12 2780 Closed Utkarsh Small Finance Yet to Open 1350 Yet to Open Fincare Small Finan...
Top Foreign Investors (FII) in Indian Stock Market and their Holdings

Top Foreign Investors (FII) in Indian Stock Market and their Holdings

Featured, Stocks
Do you want to know which FIIs are largest investors in India? and which stocks they are holding? While this should not be the only criteria to find good stocks, but it could definitely be one parameter. See below the FII who have invested more than $1billion in Indian Stock Market. (Last updated 26th July 2021) FII Portfolio Value No of Stocks (in Rs Crores) Government Of Singapore 97,593 39 Europacific Growth Fund 50,113 8 Government Pension Fund Global 49,263 72 Vanguard Fund 33,955 28 Oppenheimer Developing Markets Fund 31,540 5 Nalanda India Fund Limited 26.792 28 Smallcap World Fund Inc 20,308 28 Elara India Opportunities Fund Limited 16,776 24 Amansa Holdings Private Limited 14,678 21 Master Capital Services Ltd 12,964 23 Apms Investment Fund Ltd 11,649...
Top Indian stocks with high FII holdings

Top Indian stocks with high FII holdings

Stocks
FIIs investment has been one of the key drivers of the rising Indian equity market in recent years.  During Nov 2020 to Feb 2021, FII made net investment in Indian Equities to the tune of Rs 165000 crore ( $22 billion). April - Jun 2021 has been pretty flat with net selling of $2.4billion.  Many investors look at the FII holding as one of the parameter for finding good / favorite stock. But please note that FIIs may be holding it for a long time and their buy price may be much lower. Indian Stocks where FII holds  more than 30% of the company  (Last updated 26th July 2021) Stocks % Holding HDFC 72.2 Shriram Transport Finance 57.5 Zee Entertainment 57.5 Apollo Hospitals 53.2 Axis Bank 52.5 IndusInd bank 52.1 ICICI Bank 48 Kotak Mahindra Bank 42.8 Jubilant ...
India’s Top 10 Investors / Public Shareholders

India’s Top 10 Investors / Public Shareholders

Stocks
CNBC has issued a report on India's top 10 Individual investors or Public shareholders. These investors together hold shares that are valued at over USD 2 billion. Sr. No Shareholder Top Stocks Value of portfolio (Rs Crore) 1 Rakesh & Rekha Jhunjhunwala Titan, Lupin, CRISIL, NCC, Rallis check his latest portfolio 8,331 2 Anuradha Mahindra Kotak Mahindra Bank 1,740 3 Rajiv Rattan IndiaBulls Housing Finance, IndiaBulls Ventures 876 4 Ashish Dhawan Greenply, JB Chem, Greenlam, IIFL 782 5 Yusuffali M. A Federal Bank, South Indian Bank, Dhanlaxmi Bank 559 6 Prof. Shivanand Shankar Mankekar Century Tex, Strides Arcolabs, Shasun, Cox & Kings 513 7 Shabnam Dhillon Religare Enterprises 512 8 Bhavook Tripathi R Systems, Federal Mogul 494 9 Nimesh S. Shah Asahi Indi...
Stock Tips / Brokerage Recommendations

Stock Tips / Brokerage Recommendations

Stocks
In the post, I am sharing the recent recommendations from various brokerage houses. [embedpress]https://docs.google.com/spreadsheets/d/e/2PACX-1vS-79nLzxp_yoBgp5VboaE_bBqB2uxnpGNDncWZ3hJIKkLZ9QzHxBsgjGkEEYZReB5BlzElJWWgbz-w/pubhtml?gid=0&single=true[/embedpress] Stock Tips / Brokerage Recommendations - July 2021 Date Brokerage Stock Target CMP % Upside 23-Jul-2021 Anand Rathi Polycab 2197 1890 16% 23-Jul-2021 Sharekhan Gland Pharma 4400 4014 10% 23-Jul-2021 MOSL Gland Pharma 4460 4014 11% 23-Jul-2021 Sharekhan Mastek 2950 2716 9% 23-Jul-2021 Sharekhan Asian Paints 3550 3083 15% 23-Jul-2021 Sharekhan Bajaj Finance 7000 6180 13% 23-Jul-2021 Emkay ICICI Pru Life 750 645 16% 23-Jul-2021 MOSL Jubilant Foodworks 3630 3569 2% 23-Jul-2021 MOSL ICICI Securities 91...
CarTrade Tech IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

CarTrade Tech IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Stocks
CarTrade Tech IPO is opening on 9th Aug 2021. CarTrade Tech is a multi-channel auto platform (Online auto classifieds platform) with coverage and presence across vehicle types and value-added services through its brands — CarWale, CarTrade, Shriram Automall, BikeWale, CarTradeExchange, Adroit Auto and AutoBiz Issue Details of CarTrade Tech IPO:    IPO Opens on 09 Aug 2021 IPO Closes on  11 Aug 2021 Issue Price band Rs 1585 - Rs 1618 Any Discount NA Issue Size Rs 2999 crore Minimum Investment 9 shares lot (min amount 14562) Max Investment (Retail) 13 lots / 117 shares (amount Rs 189306) Registrar Link Intime Book Running Lead Managers Axis Capital, Citigroup, Kotak Capital, Nomura Listing BSE/NSE Download Red Herring Prospectus Some of the recently listed IPOs hav...