Tag Archives: Crompton Greaves

Portfolio Review: 02 July 2011

My buys for this week

NIIT Technology (184.35)

Shanthi Gears (43.00)

Dabur India (116.45)

Honeywell Automation (2,557.55)

Crompton Greaves (264.40)

Mayur Uniquoter (352.05)

Balmer Lawrie & Co (607.15)

Mahindra Satyam (84.55)

Lupin (448.50)

Ashiana Housing (145.70)

TCS (1186.35)

Hindalco (186.40)

Exide Industries (161.40)

Asian Paints (3,308.30)

Note: I buy shares for long term, may be for 3-5 years or even more. One should see the above buys in this perspective. It is not a recommendation to buy, it is what I intend to buy.

Portfolio Review: 20 November 2010

After 4% decline in the previous week, Indian stock market benchmark index BSE Sensex dropped another 2.84% last week to close at 19585.44. NSE Nifty shed 2.99% in the week to close at 5890.30. The corruption scandal and global worries are cited as reasons for the decline. This week is beginning with political uncertainties in the wake of 2G scam!

My portfolio’s return in the past week was -2.18% and the year to date return stands at 9.66%. Shares of most of the companies in my portfolio declined in the past week with Berger Paints, Mangalam Cements, Tech Mahindra, Amara Raja Batteries and Reliance leading the losers! However Bharti Airtel and Hero Honda, which are in top 10 in my portfolio, gained more than 7% last week. The biggest news in my portfolio was the launch of new logo by Airtel.  The company crossed the significant milestone of 200 million customers.

Good buys in my watch list

Script Sector 3 Years Target Current Price Expected Margin
Mangalam Cement Cement 400.00 138.70 188%
Graphite India Engineering 200.00 92.30 117%
KSB Pumps Engineering 1,072.00 508.00 111%
Ess Dee Aluminium Packaging 942.00 487.00 93%
Tata Sponge Iron Metal 700.00 366.00 91%
Maharashtra Seamless Metal 750.00 392.50 91%
Swaraj Engines Auto Ancil 850.00 471.30 80%
Amara Raja Batteries Auto Ancil 301.60 173.00 74%
Tractors India Ltd Construction 1,150.00 676.55 70%
Divis Laboratories Pharma 1,095.00 669.50 64%
Tech Mahindra IT 1,112.00 680.75 63%
Opto Circuits Healthcare 450.00 277.10 62%
HUL FMCG 483.00 298.70 62%
NTPC Power 293.00 184.30 59%
BHEL Engineering 3,567.00 2,256.65 58%
Honeywell Automation Engineering 4,100.00 2,610.00 57%
Bharti Airtel Telecom 510.00 328.85 55%
Mphasis IT 841.00 561.15 50%

News Update

Dr Reddy’s Laboratories today said it has received approval from US health regulator to launch generic Zafirlukast tablets, used for treating asthma, in the American market. According to IMS health, Zafirlukast tablets had total sales of around USD 50 million in the US market for twelve months ended August 31, 2010. – Economic Times, 20 Nov 2010

India’s GSM subscribers base grew 3 per cent in October with the addition of 14.7 million subscribers with telecom giant Bharti Airtel alone signing over 3 million users. Bharti Airtel now gains a market share of 28.76 per cent, with 146.29 million subscribers — the highest in the country. Vodafone added 2.49 million subscribers in the country, a growth of 40 per cent as against 1.78 million the previous month to have a total of 118 million subscribers. – Economic Times

The world’s fifth largest telecom operator Bharti Airtel, has christened itself as ‘airtel’, launching a global campaign that would re-brand its operations across the world. On Thursday, company’s CMD Sunil Bharti Mittal lifted the veil off the new logo – an artistically written small ‘A’ above ‘Airtel’ with the letters in lower case – all in red against a white background. Subsequently, the brand name – Zain Telecom in Africa and Warid Telecom in Bangladesh would be changed to ‘airtel’. – The Times of India

GAIL (India) Ltd has struck a long-term natural gas supply deal with state-owned National Fertilisers Ltd and Gujarat Narmada Valley Fertiliser Company Ltd, which have decided to convert their manufacturing plants from naphtha to gas, a more efficient feedstock.  – The Financial Express

Looking to cash in on the boom in auto sales, domestic utility vehicle major Mahindra & Mahindra has lined up as many as seven new products in the passenger vehicle segment that will hit the roads over the next 15-18 months. The list includes an all-new premium SUV from its own stable and two from the recently-acquired Korean company Ssangyong , apart from new versions of Logan, the mid-sized passenger car. – The Economic Times

Anand Mahindra-led Mahindra Group, which entered aerospace last year, has zeroed in on yet another business opportunity.  The group has firmed up plans for getting into solar energy generation business and is looking to rope in a partner, which would bring in domain expertise as well as funding for the venture. – DNA

Crompton Greaves Ltd (CGL), a part of the $4 billion Avantha Group, has claimed that it has become the world’s first company to develop high range power product- 1200 KV Capacitive Voltage Transformer (CVT). The company has spent close to Rs.70 crore to develop this high range power product, which has been indigenously developed and manufactured at its state-of-the-art Nashik facility. – Business Standard

Opto Circuits (India) announced that Criticare Systems USA, the company`s wholly owned subsidiary has released its next-gen CO2N2O module. The module is a compact version of the proven Criticare Systems Poet series CO2 detection technology, which, using non-dispersive infrared technology, will measure inspired and expired CO2 and N2O gases. – Myiris

Interesting Read

Small commercial vehicles fly as rural demand strengthens

The small commercial vehicle (SCV) segment, which is growing at a rate of 18% annually on the back of strong demand from hinterland and boom in construction, retail and production sectors, has caught the fancy of commercial vehicle makers. Tata Motors is the dominant player with Ace while Piaggio Vehicles and Bajaj Auto are the other major companies.M&M has recently entered the segment with Maxximo, Force Motors and Ashok Leyland have lined up forays. General Motors plans to enter the segment in 2012. – http://www.dnaindia.com/money/report_smallcommercialvehiclesflyasruraldemandstrengthens_1468750

FMCG cos mull soap price hike

With increasing pressure on their margins, fast-moving consumer goods (FMCG) companies such as Godrej Consumer Products (GCPL) are considering taking a price hike on products like soaps. The cost of palm oil, a key raw material for making toilet soap, has risen by 30-35 % in one quarter. Although market leader Hindustan Unilever (HUL) has not yet passed on the cost escalation to consumers, industry analysts said it was only a matter of time before the company takes a price increase in toilet soaps. Read more: FMCG cos mull soap price hike – The Times of India http://timesofindia.indiatimes.com/business/india-business/FMCG-cos-mull-soap-price-hike/articleshow/6958162.cms#ixzz15vv5w18b

Unilever to halve ecological impact by 2020: Harish Manwani

Hindustan Unilever has embarked on a new journey, on the path of sustainable living. As part of Sustainable Living Plan, the FMCG major has chalked out a 10-year roadmap to halve its environmental impact in the form of reducing water usage and greenhouse gas emissions by 2020. The company, whose products touch the lives of 2 billion consumers around the world every day, in addition targets to source all its agricultural supplies including palm oil and tea from sustainable sources. http://www.moneycontrol.com/news/business/unilever-to-halve-ecological-impact-by-2020-harish-manwani_500360.html

FMCG cos see return of ‘premium’ demand

Two years after consumers began downtrading, or preferring cheaper alternatives to regular brands, the trend has reversed in the `1,30,000-crore FMCG industry. People are now uptrading, or buying premium products across personal care and foods segments, thanks to rising incomes and confidence. Companies such as Hindustan Unilever , Procter & Gamble, GlaxoSmithKline and Marico are responding to this new trend by promoting and launching a spree of premium brands across shampoos, skincare products, toothpastes, biscuits, breakfast cereals and fine cheese. http://economictimes.indiatimes.com/news/news-by-industry/cons-products/fmcg/FMCG-cos-see-return-of-premium-demand/articleshow/6944533.cms

GAIL to make waves via expansion, consolidation and diversification

GAIL India, the state-run gas transmission and marketing company, has charted a new corporate business plan up to 2020. The focus is on consolidation, expansion and diversification. It plans to increase turnover to Rs 1 lakh crore by 2020 from Rs 24,996 crore. It plans to consolidate presence in petrochemicals and renewable energy, allocate 15 per cent of annual capital expenditure for exploration and production (E&P), pick up equity in upstream LNG (liquefied natural gas) projects abroad, and pursue investments in shale gas projects in and outside India. Besides, GAIL India is keen to expand its city gas distribution business and undertake distributed generation projects along its pipelines. http://sify.com/finance/gail-to-make-waves-via-expansion-consolidation-and-diversification-news-equity-klpbFsaijha.html

My Portfolio

Return

My Portfolio BSE Sensex NSE Nifty
This Week -2.18% -2.84% -2.99%
This month -2.23% -2.23% -2.12%
This Year 9.66% 12.14% 13.25%
Since 1-1-2009 124.53% 103.02% 99.06%
Since 1-1-2008 50.92% -3.08% -3.12%
Since 1-4-2007 87.49% 49.83% 54.13%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return %
Infosys IT 8 3 Years 78
Tata Global Beverages FMCG 5 2 Years 122
HUL FMCG 5 4 Months 17
Hero Honda Auto 5 5Months 5
Graphite India Engineering 5 2 Months -5

Shares I bought this month

Company Average Price
Ess Dee Aluminium 484.19
Graphite India 93.19
Opto Circuits 297.70
Swaraj Engines 480.38
Tech Mahindra 757.83
Tractors India Ltd 710.47
Amara Raja Batteries 190.03
NTPC 197.65
Honeywell Automation 2,633.95
Mangalam Cement 147.00

Shares I sold this month

Company Average Price
Suzlon Energy 57.65
Blue Star 453.11
Kansai Nerolac 916.04

Top 5 most gain (absolute)

Company Return % Average Holding Period
Gujarat Gas 199 2.5 Years
Dabur India 145 4.5 Years
Tata Global Beverages 122 2.0 Years
Berger Paints 114 3.7 Years
Infosys 78 3.0 Years

Top 5 most loss (absolute)

Company Return % Average Holding Period
KSB Pumps -12 2 months
Tech Mahindra -11 1 month
Tata Communication -14 10 months
Mangalam Cement -13 2 months
BHEL -10 2 months

Archive of previous portfolio reviews


Weekly Portfolio Review: 26 September 2010

BSE Sensex closed the week 2.3% higher and NSE Nifty 2.27%. The month to date gain on my portfolio is 6.78% and year to date 13.29%. Gujarat Gas, Tata Tea, Infosys, HUL and Bharti Airtel are the highest gainer in my portfolio so far in this year.  I partly booked profit on Blue Star in the past week with a 47% margin.

Good buys in my watch list

Company Sector Target Current Price Margin
Divis Laboratories Pharma 1,094.75 710.35 54%
BHEL Engineering 3,567.00 2,454.90 45%

News Update

NTPC

–          NTPC is aiming to add capacity at 13% compounded annual growth rate (CAGR) in order to generate 75,000 mw by March 2017 and reduce its carbon footprint by increasing the share of renewable and nuclear power in its energy mix and improving energy efficiency of coal-fired plants. The firm has projects worth 17,340 mw under implementation and has initiated tendering for execution of another 7,092 mw capacity. Projects worth 27,000 mw are under preliminary stages, NTPC has said. – The Financial Express, 27th September 2010

–          The Sri Lankan government has offered a 25-year tax waiver and customs duty concessions to NTPC’s  500 Megawatt (Mw) power project planned at Sampur near Trincomalee in the east coast of the island nation, through a gazette notification earlier this month. The Sri Lanka government said it accorded the special incentive as it was a project under the Strategic Development Projects Act of the country. NTPC and Sri Lanka will finalise the details soon. – Business Standard, September 25, 2010

–          NTPC’s Pakri-Barwadih coal mining project, for which the Union Coal Ministry has allotted coal blocks, has got forest clearance from the union Ministry of Forest and Environment for its stage two work. “With this the stage is cleared for starting Conveyor Corridor, Railway Corridor and starting coal mining production by 2012 as per the revised target fixed by the union government,” Rao, the general manager of NTPC’s coal mining project, told newsmen here on Wednesday. – The Economic Times, September 22, 2010

Suzlon

–          The country’s largest wind turbine manufacturer Suzlon Energy on Friday said it has crossed 5,000 MW (megawatt) of cumulative installations in India, underlining the strong momentum in the country’s fast-growing wind energy market. Suzlon has cum ulatively added over 5,000 MW of wind power capacity for over 1,500 customers in India across 40 sites in eight states. – The Business Line, September 24, 2010

–          Wind power major Suzlon Energy today said it has bagged a Rs. 1,149-crore order from Kolkata-based engineering firm Techno Electric Group. The 202 MW (megawatt)order is a part of Techno Electric Group’s agreement with Suzlon for developing 500 MW of new capacity and is the single largest deal signed by an Independent Power Producer (IPP) in the wind power sector, Suzlon said in a filing to the BSE. – Livemint.com, September 21, 2010

Bharti Airtel

–          Zain Kenya, a unit of Bharti Airtel Ltd., plans to overtake market leader Safaricom Ltd. to become the east African nation’s largest mobile phone operator within three to four years, Managing Director Rene Meza said today. Over the next 18 months, the company plans to spend 28 billion shillings ($345 million) expanding Internet coverage to rural areas and rolling out a third-generation network by year- end, Meza said in an interview in Kenya’s capital, Nairobi. – Bloomberg, September 23, 2010

–          Telecom major Bharti Airtel said on Monday that it has given contracts to Ericsson India, Nokia Siemens Networks (NSN) and Huawei Technologies to set up infrastructure for providing 3G services in the country.  These vendors will plan, design, deploy and maintain 3G-HSPA (third generation, high speed packet access) networks in 13 telecom circles where the company has won 3G licences, Bharti Airtel said in a statement. – The Economic Times, September 20, 2010

–          Bharti Airtel, India’s largest mobile-phone company, forecasts “rapid growth” at its satellite television unit on rising demand in rural areas for Bollywood movies and soap operas. Bharti has signed up 3.8 million customers to gain a 14% market share, said Ajai Puri, chief executive officer of the company’s digital TV services business. Industrywide, as many as 12 million people may take up satellite television this year, Mr Puri said in an interview on September17 in New Delhi. – The Economic Times, September 21, 2010

Dr Reddy’s

–          Promoters of Dr Reddy’s Laboratories have no intention of diluting their stake in the company, its managing director K Satish Reddy said today. “Let me be clear once again. We have no such intention to sell any stake or what so ever. There is no such move (dilution of stake),” Satish Reddy replied when asked on the sidelines of pharma CEOs conclave here. He said they will continue to focus on achieving three billion dollars turnover by 2013. – Business Standard, September 24, 2010

GAIL

–          State-run gas transporter GAIL India will make capital investment of around 400 billion rupees ($8.8 billion) by 2014/15, mainly to expand its pipeline network and boost petrochemicals capacity, its chairman said on Wednesday. B.C. Tripathi also said GAIL was exploring gas sector opportunities in the African market. He was speaking at the company’s annual general meeting of shareholders. – Reuters, September 22, 2010

–          State-run GAIL India on Wednesday imported its first liquefied natural gas (LNG) cargo of the year at around $8.3 per million British thermal unit, about a dollar more than what Petronet LNG paid just four-days ago. GAIL, which bought the cargo from BG Group of UK at around $8.3 per mmBtu, plans to import two more cargoes from the spot market this year. – The Economic Times, September 22, 2010

Hero Honda

–          With arch rival Bajaj Auto gaining ground in the entry level of bike segment, the country’s largest two-wheeler maker Hero Honda has admitted its leadership position will come under pressure. The company, which is currently a subject of speculation over a possible exit of Japanese partner Honda from the joint venture with Munjals, has been witnessing a decline in market share in motorcycles of 75cc and above but less than 125cc category. Its market share declined to 61.62 per cent in the April -August period this fiscal, from 73.85 per cent in the same period of 2009-10. – Business Standard, September 20, 2010

Interesting Reading

Brand Hero eyes life after Honda

With Hero Group’s 25-year old marriage with Japan’s Honda Motor seen drawing to a close, all eyes are on the future of Hero’s brands assiduously built up over the years. Will popular bike brands like Splendor and Passion continue to evoke the same excitement or will the absence of the Honda brand change the fortunes of the company? http://www.indianexpress.com/news/brand-hero-eyes-life-after-honda/686793/

Mahindra & Mahindra’s U.S. Plans Are in Jeopardy

Car buyers expect a degree of haggling when shopping for a new vehicle. Yet the fate of trucks built by India’s Mahindra & Mahindra may be determined in the federal courts and by arbitrators, long before the rugged-looking 4×4s even begin rolling onto dealership lots. Mahindra and its American importer, Atlanta-based Global Vehicles U.S.A., are embroiled in a dispute that could halt plans to bring the first Indian-built vehicles into the American market. http://wheels.blogs.nytimes.com/2010/09/21/mahindra-mahindra-u-s-plans-are-in-jeopardy/

Revving two-wheeler sales to cross 12 m this fiscal

Two-wheeler sales for this fiscal are projected to be in excess of 12 million units, a jump of 20 per cent from around 10 million units in 2009-10. Sources say Hero Honda and Honda Motorcycle & Scooter India will together account for nearly 55 per cent of this number at 6.5 million units, followed by Bajaj Auto with over 3.5 million units and TVS Motor with nearly two million units. Yamaha and Suzuki, which are marginal players in comparison, will add to the overall kitty. http://www.thehindubusinessline.com/2010/09/21/stories/2010092150080300.htm

RIL puts out annual reports of 82 of 96 subsidiaries, still not unravelled many layers

It was big, but secretive. It was clever, but complex. That was Reliance Industries Limited (RIL), India’s largest private sector company, when it came to organising its books of accounts and presenting them to the public. Even as it takes a big leap to become more transparent, all those attributes — in shades of black, white and grey — remain characteristic of RIL. http://economictimes.indiatimes.com/news/news-by-industry/energy/oil–gas/RIL-puts-out-annual-reports-of-82-of-96-subsidiaries-still-not-unravelled-many-layers/articleshow/6617094.cms

Crompton Greaves puts wind in Europe sales

The cold, choppy waters of the North Sea are increasingly playing host to a new creature — the slender-necked, rotor-headed, offshore windmill. Sprouting along the coasts of Germany, Norway, Denmark and more recently Belgium, offshore wind energy farms are the new temples for the 21st century environmentalism sweeping across Europe. They perform the seemingly utopian transformation of a free, non-polluting resource — the wind — into the electricity needed to feed the power-hungry contemporary world. And being offshore, they avoid entanglements in the land-use disputes common in densely populated regions, while enjoying the higher and more consistent wind speeds available over the sea. http://www.business-standard.com/india/news/crompton-greaves-puts-wind-in-europe-sales/408897/

Paint companies: Glossed over

Companies in the paints sector are bracing for the increased demand due to robust economic growth and rising incomes. Berger Paints, the third-largest player, plans to increase its capacity from 250,000 tonnes to 450,000 tonnes in the next two years, while the second-largest Kansai Nerolac will enhance its capacity by 50 per cent to 300,000 tonnes over the next three years. Market leader Asian Paints plans to triple its current capacity of about 600,000 tonnes in the next few years. http://www.business-standard.com/india/news/paint-companies-glossed-over/408755/

Hindustan Unilever’s Bharat Darshan

The new consumers in India’s villages are ambitious and demanding just like their urban counterparts. And Hindustan Unilever is responding to the change with a distribution overhaul. Read more: http://business.in.com/article/boardroom/hindustan-unilevers-bharat-darshan/17462/1#ixzz10fSQE554

My Portfolio

Return (%)

My Portfolio BSE Sensex NSE Nifty
This Week 1.13% 2.30% 2.27%
This month 6.78% 11.54% 11.40%
This Year 13.29% 14.77% 15.71%
Since 1-1-2009 131.97% 107.79% 103.39%
Since 1-1-2008 55.91% -0.80% -1.01%
Since 1-4-2007 93.70% 53.34% 57.48%
Since Beginning 124.31% 54.93% 60.69%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return %
Infosys IT 10 2.85 Years 82
Tata Global Beverages FMCG 7 1.80 Years 134
Bharti Airtel Telecom 7 8 months 27
HUL FMCG 7 3 Months 23
Hero Honda Auto 6 4 months 1

Shares I bought this month

Company Average Price
Dr Reddy 1,363.00
KSB Pumps 562.99
Hero Honda 1709.70
Maharashtra Seamless 378.95
Hindustan Zinc 1140.86
HUL 279.15

Top 5 most gain (absolute)

Company Return % Average Holding Period
Gujarat Gas 214 2.3 Years
Dabur India 164 4.4 Years
Tata Tea 134 1.8 Years
Berger Paints 172 3.5 Years
Infosys 82 2.9 Years

Top 5 most loss (absolute)

Company Return % Average Holding Period
Mangalam Cement -6 1 month
KSB Pumps -6 1 month
Graphite India -5 2 months
Hindustan Zinc -4 1 month
Tata Communications -4 9 months

Archive of previous portfolio reviews


Weekly Portfolio Review –10 July 2010

Indian market soared more than 2% in the past week. In the month to date top gainers in the Drops Model Portfolio are Bharti Airtel, Geometric, Tata Communications and top losers were Crompton Greaves, Biocon and Hero Honda. Bharti Airtel gained 17% this month!

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Maharashtra Seamless Metal 389.80 707.00 82%
Hindustan Unilever FMCG 262.45 456.00 75%
Bharti Airtel Telecom 308.10 531.00 72%
Crompton Greaves Engineering 251.35 394.00 57%
Hero Honda Auto 2010.00 3013.00 50%
NIIT Tech IT 175.40 261.00 49%
NTPC Power 198.15 293.00 48%

– The reports of foreign brokerage firms upgraded the select telecom stocks including Bharti Airtel. Bharti Airtel announced its capital expenditure and expansion plans in various African countries. The Singapore Telecommunications raised its stake in the Bharti Airtel to 32.04% by buying shares in the open market.

-Tata Communications announced that it has been chosen by Hannover Re to deploy and run its telepresence facilities. The German reinsurer’s telepresence facilities serve the group’s internal teams in 18 locations across 16 countries.

-The country’s largest motorcycle maker Hero Honda registered a growth of 14.63 per cent in its sales at 391,716 units in June 2010. Despite a high base, Hero Honda had its fourth straight month of 400,000-plus sales due to strong motorcycle as well scooter (Pleasure) sales.

-NTPC signed production sharing agreements with the government for four oil and gas blocks – one block in the Cambay basin (Gujarat), two in the Krishna-Godavari basin (off the Andhra Pradesh coast) and one in the Andamans.

-Hindustan Unilever will seek shareholders’ approval to revise the remuneration package of its non-executive independent directors to make it commensurate with their enhanced role and involvement in the corporate governance of the company.

Drops Model Portfolio

If you have been investing following my Good Buy List as above, now you would have accumulated shares of 12 companies. As of end of the past week, the average investment period is 0.13 year and gave a return of 4.91%. Download the spreadsheet for more information.

The top 5 companies:

Company No. of Shares Market Value Return % Weight Rank
Bharti Airtel 36 11,091.60 10.29% 14% 1
NIIT Tech 58 10,173.20 1.19% 13% 2
Crompton Greave 39 9,802.65 -2.49% 12% 3
Geometric 80 6,140.00 22.41% 8% 4
Hero Honda 3 6,030.00 5.51% 8% 5

Top gainers to date:

Company No. of Shares Market Value Return % Weight in Portfolio Rank in Portfolio
Geometric 80 6,140.00 22.41% 8% 4
Cadila Health 9 5,864.85 15.44% 7% 6
HUL 21 5,511.45 11.82% 7% 7
Bharti Airtel 36 11,091.60 10.29% 14% 1
Hero Honda 3 6,030.00 5.51% 8% 5

Top losers!

Company No. of Shares Market Value Return % Weight Rank
Crompton Greave 39 9,802.65 -2.49% 12% 3
NTPC 25 4,953.75 -1.91% 6% 12
Tata Comm 18 4,968.90 -0.56% 6% 11

Valappil’s Portfolio

Return

Period Valappil’s Portfolio BSE Sensex NSE Nifty
This month 2.09% 0.75% 0.76%
This Year 7.90% 2.11% 2.91%
Since 1-1-2009 120.94% 84.86% 80.89%
Since 1-1-2008 48.50% -11.75% -11.96%
Since 1-4-2007 84.49% 36.42% 40.06%

Top 5 holding in my equity portfolio

Maharashtra Seamless is now new entrant into top 5 and Gujarat Gas is out. Bharti Airtel turned positive.

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 16% 35 months 72%
Tata Tea FMCG 11% 20 months 127%
Bharti Airtel Telecom 9% 6 months 6%
Dabur India FMCG 7% 40 months 167%
Maharashtra Seamless Metal 6% 0.5 month -2%

Shares I bought this month

Company Average Price
Maharashtra Seamless 388.88

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 139% 26 months
Dabur India 167% 40 months
Tata Tea 127% 20 months
Berger Paints 94% 41 months
Infosys 72% 34 months

Archive of previous portfolio reviews


Monthly Portfolio Review – June 2010

Good buys in my watch list (02/07/2010)

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 264.85 531.00 100%
Maharashtra Seamless Metal 386.00 707 83%
Hindustan Unilever FMCG 269.20 456.00 69%
Crompton Greaves Engineering 252.30 394.00 56%
NIIT Tech IT 169.25 261.00 54%

If you followed ‘good buys in my watch list’ in my review with discipline, now you would have accumulated shares of 12 companies spread across 7 sectors. For more details, please download the spreadsheet.

Return in my portfolio

In the month of June 2010, Dabur India, HUL, Tata Tea, Berger Paints, L&T and Biocon gained more than 10%. HCL Technology lost 4.61%. Overall return in the month stands at 5.52% while BSE Sensex gained 4.46%.

Period Drops Portfolio BSE Sensex NSE Nifty
This month 5.52% 4.46% 4.44%
This Year 5.69% 1.35% 2.13%
Since 1-1-2009 116.41% 83.48% 79.52%
Since 1-1-2008 45.46% -12.41% -12.63%
Since 1-4-2007 80.71% 35.40% 39.00%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 16% 35 months 67%
Tata Tea FMCG 11% 20 months 128%
Bharti Airtel Telecom 8% 6 months -9%
Dabur India FMCG 7% 40 months 164%
Gujarat Gas Energy 6% 26 months 144%

Shares I bought this month

Company Average Price
NTPC 200.90
Maharashtra Seamless 391.25
Kansai Nerolac 819.80

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 144% 26 months
Dabur India 164% 40 months
Tata Tea 128% 20 months
Berger Paints 91% 41 months
Infosys 67% 34 months

Archive of previous portfolio reviews


Weekly Portfolio Review – 26 Jun 2010

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 262.95 531.00 102%
Maharashtra Seamless Metal 392.50 703.00 79%
Hindustan Unilever FMCG 266.55 450.00 69%
Crompton Greaves Engineering 253.85 394.00 55%

Return

Month to date, HLL gained most in my portfolio – 12.50%. Biocon, Berger, Tata Tea, Dabur India and L&T gained more than 8%. HCL Technology and NTPC lost 6.33% and 2.9% respectively in the month to date.

Drops Portfolio BSE Sensex NSE Nifty
This Week 1.37% 0.02% 0.12%
This month 4.60% 3.72% 3.59%
This Year 4.76% 0.63% 1.31%
Since 1-4-2007 79.12% 34.44% 37.88%
Since 1-1-2008 44.18% -13.03% -13.33%
Since 1-1-2009 114.51% 82.18% 78.07%
Since 1-1-2010 4.76% 0.63% 1.31%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 17% 34 months 66%
Tata Tea FMCG 11% 19 months 121%
Bharti Airtel Telecom 9% 5 months -10%
Dabur India FMCG 7% 39 months 151%
Gujarat Gas Energy 6% 25 months 143%

Shares I bought this month

Company Average Price
NTPC 200.90
Maharashtra Seamless 389.50

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 143% 25 months
Dabur India 151% 39 months
Tata Tea 121% 19 months
Berger Paints 86% 40 months
Infosys 66% 34 months

Archive of previous portfolio reviews


Weekly Portfolio Review

The major gainers in my portfolio in the month to date are L&T, HUL, Berger Paints, Crompton Greaves and Biocon and with no major losers. It helped a 3.18% gain in my portfolio in the month to date.

Return

Drops Portfolio BSE Sensex NSE Nifty
This month 3.18% 3.70% 3.47%
This Year 3.35% 0.61% 1.18%
Since 1-4-2007 76.70% 34.41% 37.71%
Since 1-1-2008 42.23% -13.05% -13.44%
Since 1-1-2009 111.61% 82.14% 77.85%
Since 1-1-2010 3.35% 0.61% 1.18%

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 264.85 531.00 100%
Maharashtra Seamless Metal 388.95 703.00 81%
Hindustan Unilever FMCG 257.30 450.00 76%
Crompton Greaves Engineering 252.60 394.00 56%
Geometric IT 64.00 98.00 54%
Biocon Pharma 309.65 468.00 51%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 18% 34 months 67%
Tata Tea FMCG 11% 19 months 112%
Bharti Airtel Telecom 9% 5 months -9%
Dabur India FMCG 7% 39 months 134%
Gujarat Gas Energy 6% 25 months 135%

Shares I bought this month

Company Average Price
NTPC 200.90

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 135% 25 months
Dabur India 134% 39 months
Tata Tea 112% 19 months
Berger Paints 86% 40 months
Infosys 67% 34 months

Archive of previous portfolio reviews


Weekly Portfolio Review – 04 June 2010

The major gainers in my portfolio in the month to date were HUL, Bharti Airtel, Dabur India, Berger Paints and Crompton Greaves and major losers Glenmark Pharma and Biocon. It helped a 1.80% gain in my portfolio in the month to date.

Return

Drops Portfolio BSE Sensex NSE Nifty INR/AED
This Week 1.89% 1.51% 1.36% -0.64%
This month 1.80% 1.02% 0.97% -0.32%
This Year 1.96% -1.99% -1.26% 0.00%
Since 1-4-2007 74.34% 30.95% 34.38% -7.10%
Since 1-1-2008 40.33% -15.29% -15.53% -17.76%
Since 1-1-2009 108.78% 77.44% 73.56% 3.74%

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 276.30 531.00 92%
Hindustan Unilever FMCG 251.50 450.00 79%
Crompton Greaves Engineering 247.45 394.00 59%
Geometric IT 62.70 98.00 57%
Hero Honda Auto 1989.65 2972.00 50%
Tata Power Power 1239.20 1840 48%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 17% 34 months 64%
Tata Tea FMCG 11% 19 months 104%
Bharti Airtel Telecom 10% 5 months -5%
Dabur India FMCG 7% 39 months 142%
Gujarat Gas Energy 6% 25 months 130%

Shares I bought this month

Company Average Price
NTPC 200.90

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Dabur India 142% 39 months
Gujarat Gas 130% 25 months
Tata Tea 104% 19 months
Infosys 64% 34 months
Berger Paints 77% 40 months

Archive of previous portfolio reviews


Monthly Portfolio Review – May 2010

BSE Sensex lost 3.5% and NSE Nifty 3.63% while my portfolio lost 2.68% during the month of May 2010. The major gainers in my portfolio were Berger Paints and Tata Tea and major losers Suzlon Energy, Bharti Airtel and Tata Communications. The unexpected loss reported for the last quarter and its heavy debts caused crash in price of Suzlon Energy. It has been taking measures to reduce its debts for sometimes now. Tight competition, recent TRAI recommendation to charge for excess 2G spectrum, heavy 3G auction amount – it was all bad news for Telecom sector and it affected Bharti Airtel which is a major constituent in my portfolio. Going forward, a turn around is expected in Bharti Airtel due to its positive outlook in the long run.

In 2010 to date, BSE Sensex lost 2.98% and NSE Nifty 2.21% while my portfolio gained 0.16%. I added 5 companies in my portfolio during 2010 so far – Hero Honda, Crompton Greaves, Hindustan Unilever, Glenmark Pharma and Biocon.

Return

Drops BSE Sensex NSE Nifty INR/AED
This Week 0.08% 0.48% 0.39% -0.32%
This month -2.68% -3.50% -3.63% -4.06%
This Year 0.16% -2.98% -2.21% 0.32%
Since 1-4-2007 71.25% 29.62% 33.10% -6.76%
Since 1-1-2008 37.84% -16.15% -16.34% -17.38%
Since 1-1-2009 105.08% 75.64% 71.89% 4.04%
Since 1-1-2010 0.16% -2.98% -2.21% 0.32%

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 262.30 531.00 102%
Hindustan Unilever FMCG 236.75 450.00 90%
Crompton Greaves Engineering 240.25 394.00 64%
Hero Honda Auto 1937.80 2972.00 53%
NTPC Power 202.00 293.00 45%

Since first four are already in my top 10 holding and total of top ten exceeded the maximum limit, I would be buying NTPC next week.

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 18% 34 months 59%
Tata Tea FMCG 12% 19 months 104%
Bharti Airtel Telecom 9% 5 months -10%
Dabur India FMCG 7% 39 months 132%
Gujarat Gas Energy 7% 25 months 131%

Shares I bought this month

Company Average Price
Crompton Greaves 246.63
Hindustan Unilever 234.48
Bharti Airtel 266.05
Suzlon Energy 59.90

Shares I sold this month

Company Average Price
Piramal Healthcare 556.23

Top 5 most gain (absolute)

Company Return Average Holding Period
Dabur India 132% 39 months
Gujarat Gas 131% 25 months
Tata Tea 104% 19 months
Infosys 59% 34 months
Berger Paints 71% 40 months

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Weekly Portfolio Review

With another week closed in red, my year to date return turned negative to -1.30%. During the same period BSE Sensex lost 5.84% and NSE Nifty 5.19%. By end of the week, my portfolio stands as follows:

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 265.85 531 100%
Hindustan Unilever FMCG 230.50 448.00 95%
Crompton Greaves Engineering 228.25 394.00 73%
Suzlon Energy Energy 58.65 94.00 60%

Since first four are already in my top 10 holding and total of top ten exceeded the maximum limit, I would be buying Suzlon Energy next week.

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 18% 33 months 55%
Tata Tea FMCG 12% 18 months 106%
Bharti Airtel Telecom 10% 5 months -9%
Dabur India FMCG 7% 38 months 132%
Gujarat Gas Energy 7% 25 months 127%

Shares I bought this month

Company Average Price
Crompton Greaves 246.63
Hindustan Unilever 234.48
Bharti Airtel 266.05

Shares I sold this month

Company Average Price
Piramal Healthcare 556.23

Top 5 most gain (absolute)

Company Return Average Holding Period
Dabur India 132% 38 months
Gujarat Gas 127% 25 months
Tata Tea 106% 18 months
Infosys 55% 33 months
Berger Paints 54% 39 months

Archive of previous portfolio reviews