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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » JB Cocoshel

JB Cocoshel

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1JB Cocoshel Empty JB Cocoshel Tue Jul 16, 2013 4:31 pm

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Guys any one know the portfolio that JB has invested in. Basically which companies. Strange that they have apperantly sold their stake in SDB? If you have the current portfolio that they have invested please let me know.

2JB Cocoshel Empty Re: JB Cocoshel Tue Jul 16, 2013 4:47 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
@suja wrote: Strange that they have apperantly sold their stake in SDB?

When did this happen?

3JB Cocoshel Empty Re: JB Cocoshel Tue Jul 16, 2013 6:23 pm

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
They were in PCH, HOPL and ECL. Hope at least now they've exit from PCH.

4JB Cocoshel Empty Re: JB Cocoshel Tue Jul 16, 2013 9:07 pm

Leon


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
They are in big time with CDB.X over 1M shares. I think they have considerable stake in COCO too.

5JB Cocoshel Empty Re: JB Cocoshel Tue Jul 16, 2013 10:46 pm

Humble


Manager - Equity Analytics
Manager - Equity Analytics
@suja wrote:Guys any one know the portfolio that JB has invested in. Basically which companies. Strange that they have apperantly sold their stake in SDB? If you have the current portfolio that they have invested please let me know.

They have a big stake in CSD - CSD is a great share

6JB Cocoshel Empty Re: JB Cocoshel Tue Jul 16, 2013 11:23 pm

chat1028


Stock Analytic
Stock Analytic
yep....
CSD is like a gem.....
Do not get delay to collect this gem.........

7JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 9:23 am

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
SLstock, apperantly in may this year. I was doing some research on this and found through normal route can not say anything more. Please call the company they might tell you.Strange they have sold this as BV is Rs.130 per share. Equity to asset is at 7-8 highest amongst any bank???

8JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 9:28 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
NAV is now 149.

Check your sources again Suja. in May there was no block sales of 600000 shares and the highest trading was on May 16 and only 290000


@suja wrote:SLstock, apperantly in may this year. I was doing some research on this and found through normal route can not say anything more. Please call the company they might tell you.Strange they have sold this as BV is Rs.130 per share. Equity to asset is at 7-8 highest amongst any bank???

9JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 9:34 am

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
SL stock, Please get the telephone number from their annual report and call the company and ask mate. Do me this favor and see. Please go through my mails and see I do not waste my time and forum time if I do not know for sure.

10JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 9:44 am

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Sl Stock , You are correct regarding the NAV, I need to update the spread sheet. Please let me know what they say about JB if you happen to call.

11JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 10:05 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Not in a position to call now. I will try to take your word.

Only option is they sold in market the whole month of may. Yes this is mystery why with a dividend of Rs 5 in early june.




@suja wrote:Sl Stock , You are correct regarding the NAV, I need to update the spread sheet. Please let me know what they say about JB if you happen to call.

12JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 12:19 pm

balapas


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I have a friend at a senior position at SDB he said JB sold off their shares within past 1 1/2 months or so. According to him there were in for trading with this share and not for investing purposes.

13JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 2:27 pm

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Strange , they are supposed to be value invetors?

Selling SDB? , now I am a bit worried about holding this?

14JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 2:42 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
I am not trying to influence your decision to hold or sell but Cocoshell is not only one who can do valuation to note a bargain.
Also sometimes they might have needs to release funds to buy something else.

All am saying is we don;t haveto blindly follow them. Except for the 14% gold portfolio I do not see any big issue with the company at these prices ( but am worried about right issues in this kind of market as I explained in another thread.) But SDB does not seem to have a immediate need ??? Value shares will not be recognized always  in these kind of markets. When the bull arrives it can be different.



@suja wrote:Strange , they are supposed to be value invetors?

Selling SDB? , now I am a bit worried about holding this?



Last edited by slstock on Wed Jul 17, 2013 3:15 pm; edited 1 time in total (Reason for editing : typos)

15JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 3:05 pm

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
SL stock ,Thanks mate,

Got in to this to collect but currently have very little and then got to know the bomb about JB so dont know about the rights issue that you have mentioned can you let me know please.

16JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 3:13 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
I was not clear. I was talking about general right issues . Not specifially for SDB. I don;t see an urgent need for them for a right issue. Also if they need , they can go for Debentures which seems to be hot now


@suja wrote:SL stock ,Thanks mate,

Got in to this to collect but currently have very little and then got to know the bomb about JB so dont know about the rights issue that you have mentioned can you let me know please.

17JB Cocoshel Empty Re: JB Cocoshel Wed Jul 17, 2013 4:31 pm

rainmaker


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Why does it matter if JB sold ??? Most of the past month's buying is now red ink stuff

18JB Cocoshel Empty Re: JB Cocoshel Thu Jul 18, 2013 8:50 am

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Rainmaker, It matters a lot if you check the shareholderlist you will realize this. They have teams doing research on these shares sometimes we are better than them in analysing and sometimes their better, nothing lost in studying them as they are good. Also dont forget some of these people are market movers.

The other reason is funds buy in bulk and our task is to move in before most of the funds get activated. When they buy bulk the demand and supply changes to more demand and less supply for small players. You know then what happens. Good example is the so called liquid JKH it is not that liquid if you really analyse it.

19JB Cocoshel Empty Re: JB Cocoshel Thu Jul 18, 2013 9:12 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Suja, just rememebr :

This is in general ( not SDB only)

This kind of a market has inefficiencies.
What is Rs xx and has no buyers now might have big buyers when it gets to Rs xx + yy ( due to quantity and momentum). In this market only small and medium times see quantity to collect.

Also when groups start moving , some share can auto move to adjust to their true worth.





@suja wrote:Rainmaker, It matters a lot if you check the shareholderlist you will realize this. They have teams doing research on these shares sometimes we are better than them in analysing and sometimes their better, nothing lost in studying them as they are good. Also dont forget some of these people are market movers.

The other reason is funds buy in bulk and our task is to move in before most of the funds get activated. When they buy bulk the demand and supply changes to more demand and less supply for small players. You know then what happens. Good example is the so called liquid JKH it is not that liquid if you really analyse it.

20JB Cocoshel Empty Re: JB Cocoshel Thu Jul 18, 2013 9:35 am

Jana1


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
To my knowledge, JB is not a smart guys as you think.. They r with RHL too.

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