Ashish Kancholia’s portfolio update Dec 14

 Ashish Kancholia’s portfolio update Dec 14

 Please find enclosed Ashish Kancholiya portfolio update as on December 2014. We will update his portfolio once again in March 2015 quarter. The few observation /  finding from Ashish Kancholia’s  December 2014  quarters :

Few Observation

 

  • Ashish Kancholia has bought or made new entry into Navin Fluo ( CMP 830) and Shreyas Shipping ( CMP 403)
  • HE has increased the exposure in panner Industry ( CMP 55)
Ashish Kancholiya Portfolio
Company Name Dec-13 Mar-14 Jun-14 Sep-14 Dec-14 Remarks
Gati 0.0 0.0 1.7 1.7 1.7 Maintained
Ashiana Housing 1.1 1.1 1.1 1.1 1.1 Maintained
Dynamatic Tech. 0.0 0.0 0.0 1.7 1.7 Maintained
eClerx Services 1.3 1.3 1.3 1.2 0.0 Exited
Eveready Inds. 0.0 0.0 2.1 2.1 2.1 Maintained
Gati 0.0 1.7 0.0 0.0 0.0 Exited
Heritage Foods 1.8 0.0 0.0 0.0 0.0 Exited
J B Chem & Pharm 0.0 0.0 1.0 1.0 1.0 Maintained
Kitex Garments 0.0 0.0 1.1 1.1 1.1 Maintained
Navin Fluo.Intl. 0.0 0.0 0.0 0.0 1.2 NEW entry
Pennar Inds. 0.0 0.0 0.0 1.7 2.1 Increased
Shreyas Shipping 0.0 0.0 0.0 0.0 1.8 NEW entry

 

Who is ashish kancholia

Read this full story 

http://forbesindia.com/column/zen-garden/value-before-valuation/2032/1

 

 

ReadOriginal article on Ashish Kancholia’s portfolio  –http://www.einfomet.com/ashish-kacholia-portfolio/

Ashish Kancholia’s portfolio update after September 2014 quater.

http://www.einfomet.com/ashish-kancholias-portfolio-update/

Ashish Kancholia

Ashish Kancholia’s portfolio update Dec 14

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