Sensex

Tuesday, March 18, 2008

DG - Bear Stearns Holding In India

Dear Friends,
 
Follwing is the list of holding of stocks in Bear Stearns portfolio. It is
mostly made up of mid cap stocks. I am assumiung that large cap....being
more liquid have got sold out.
 
While some stocks may have excellent quality, be careful in recommending
the same, as they may remain under pressure due to liquidation from the
fund.
 
Bear Stearns holding in India
Total investment value is Rs 2734 cr
Top holding is Jaiprakash Associates is Rs 651 cr
 

Co. Name

 % Stake

No. of Shares

MKt Price

Mkt Value (Rs Cr)

Jaiprakash Assoc

         2.38

27616140

235.95

651.6

Opto Circuits(I)

         3.30

3106152

350.25

108.79

Havells India

         3.83

2219000

473.95

105.17

Madhucon Project

         5.96

2198954

472.3

103.86

SKumars Nation

         2.92

5900916

151.65

89.49

Lakshmi Energy

         6.71

4030057

209.65

84.49

Jindal Steel

         1.17

359745

2043.45

73.51

K S Oils

         3.29

10374030

70.75

73.4

Koutons Retail

         2.52

770006

941

72.46

Sadbhav Engg.

         5.08

635000

1123.75

71.36

Ship. Corp.(I)

         1.21

3420182

204.8

70.05

Tanla Solutions

         2.39

1197213

550.15

65.86

Jain Irrigation

         1.53

1033000

616.35

63.67

ICSA(India)

         3.77

1560585

381.95

59.61

Jyoti Structures

         4.00

3247805

172.65

56.07

MIC Electronics

         3.23

650919

750

48.82

Karuturi Net.

         7.02

2145000

201.6

43.24

Usha Martin

         2.39

5973215

71.55

42.74

RPG Transmission

         8.93

1395000

271.55

37.88

Orbit Corporatio

         2.07

750000

491.35

36.85

Hind Construct.

         1.06

2713000

132.9

36.06

Aurobindo Pharma

         2.19

1179797

288.8

34.07

Northgate Techno

         2.34

815472

389.5

31.76

Mahindra Lifespa

         1.82

726871

429.95

31.25

Ganesh Housing

         4.09

874331

356.2

31.14

Adlabs Films

         1.14

491942

626.35

30.81

Adlabs Films

         1.04

449320

626.35

28.14

Bombay Ryn Fash

         1.79

1127912

249.3

28.12

Nava Bharat Vent

         1.67

1300000

188.3

24.48

GTL

         1.05

993260

245.3

24.36

Aztec soft

         7.95

3577806

67.8

24.26

Gitanjali Gems

         1.08

911983

252.5

23.03

D S Kulkarni

         6.24

1372077

166.45

22.84

Karur Vysya Bank

         1.08

579995

391.45

22.7

Adhunik Metal

         1.71

1562320

141.9

22.17

SREI Infra Fin.

         1.33

1445201

147.3

21.29

Bhagyanagar Indi

         6.48

4829573

43.9

21.2

T N Newsprint

         2.69

1863334

97.1

18.09

Man Inds

3.03

1616111

98.05

15.85

Ratnamani Metals

         2.16

194514

795.15

15.47

HEG

         1.30

554000

270.7

15

Unity Infra

         1.92

256384

573.1

14.69

Megasoft

         3.95

1747086

79.15

13.83

LanxessABS

         4.46

784329

175.1

13.73

IndoTech

         2.29

242808

535

12.99

Sterlite Tech

         1.10

709512

170.95

12.13

Euro Ceramics

         4.73

808010

146.3

11.82

Rain Commodities

         2.16

694527

170

11.81

J K Tyre & Indust

         2.89

889000

122.05

10.85

Paramount Comm.

         4.35

3675000

28

10.29

MIRC Electronics

         3.53

5016823

18.75

9.41

Wire & Wireless

         1.09

2373370

38.75

9.2

Venus Remedies

         2.56

216191

391.35

8.46

KPIT Cummins

1.54

1199823

70.35

8.44

Arihant Foundatn

         3.09

216118

381.15

8.24

Clutch Auto

         6.54

1066200

68.7

7.32

Oriental Hotels

         1.43

256200

279.85

7.17

Sonata Software

         2.00

2100000

33.3

6.99

Sical Logistics

         1.11

440324

157

6.91

Binani Inds.

         1.57

465545

146

6.8

C & C Constructi

         1.64

300000

187.35

5.62

Royal Orchid Hot

         2.06

561000

99.8

5.6

Suprajit Engg.

         4.45

534594

87.55

4.68

Zodiac Cloth Co

         1.19

99442

461.1

4.59

Crew B.O.S.Prod

         4.93

631453

69.45

4.39

LanxessABS

         1.42

250000

175.1

4.38

C C L Products

         2.14

284954

153.3

4.37

Kamat Hotels

         1.88

248674

169.4

4.21

Alps Inds.

         3.06

1056741

39.5

4.17

S T I India

         8.08

2344062

17

3.98

Thirumalai Chem.

         2.21

225940

169

3.82

Logix Microsys.

         1.63

200000

166.5

3.33

Saregama India

         1.56

229129

134.25

3.08

Tour Fin Corp.

         1.66

1118400

23.8

2.66

Shree Ganesh Frg

         2.21

276634

58

1.6

Sarla Performanc

         1.70

118460

134.2

1.59

 

__._,_.___
Regards

BigGains !!
Recent Activity
Visit Your Group
Yahoo! Finance

It's Now Personal

Guides, news,

advice & more.

Cat Zone

on Yahoo! Groups

Join a Group

all about cats.

Find helpful tips

for Moderators

on the Yahoo!

Groups team blog.

.

__,_._,___

DG - Don't Copy If U Can't Paste...!!

A popular motivational speaker was entertaining his audience. Said he:  "The best years of my life were spent in the arms of a woman who wasn't my wife!"

The audience was in silence and shock.
The speaker added:  "And that woman was my mother!"
Laughter and applause.

A week later, a top manager trained by the motivational speaker tried to crack this very effective joke at home. He was a bit foggy after a drink.

He said loudly, "The greatest years of my life were spent in the arms of a woman who was not my wife!"
The wife went wan with shock and rage.
Standing there for 20 seconds trying to recall the second half of the joke, the manager finally blurted out "... and I can't remember who she was!"

Moral of the story:  
Don't copy if you can't paste!

__._,_.___
Regards

BigGains !!
Recent Activity
Visit Your Group
Yahoo! Finance

It's Now Personal

Guides, news,

advice & more.

10 Day Club

on Yahoo! Groups

Share the benefits

of a high fiber diet.

Yahoo! Groups

Mechanic Group

What to do after

you pop the hood.

.

__,_._,___

DG - Glorious Heritage : Is It Practical ? Yes.

Germany has preserved most of our Sanskrit texts and now schools like

This will preserve our culture as we are busy putting our kids in

convent school.

 

Please read this as it is really an eye-opening and as always,we need

foreigner to open our eyes to our own glorious heritage!

 

They are reciting Ramayan while in India,two CM's are saying that Lord

Ram never existed and it is myth.

 

People may not always believe what you say, but they will believe what

You do

 

__._,_.___
Regards

BigGains !!
Recent Activity
Visit Your Group
Yahoo! Finance

It's Now Personal

Guides, news,

advice & more.

Ads on Yahoo!

Learn more now.

Reach customers

searching for you.

Y! Groups blog

the best source

for the latest

scoop on Groups.

.

__,_._,___