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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?

To: Satish C. Shah who wrote (3731)	2/14/1999 2:50:00 PM
From: Bullhorn	Respond to of 12475

Thanks Satish-who knows what will happen with JTS or if it's still trading. I know the symbol changed and things look bad, but you never know..Bullhorn

To: Satish C. Shah who wrote (3731)	2/14/1999 8:31:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

Performance of my 'hypothetical Portfolio' of Indian Securities. Hi Satish: I don't know if you are interested in this sort of thing but I thought I post this anyway as it sheds some light into the recent behavior of Indian Markets. On Sept.30th 1998,I randomly picked some 11 stocks of Indian companies from various industries like,Chemicals,Bank,Software,Pharmaceuticals,Auto/Two wheeler,Consumer goods or FMCG (Fast Moving Consumer Goods as they call'em in India),Travel,and Oil.The companies selected are rather well known and are leaders in their respective segments as you can see below. Here is how it looked as of Feb.12,1999. All stocks assumed bought from NSE (National Stock Exchange) All purchases on 09/30/99 Last Traded date 02/12/99 All prices in Rupees *Infosys adjusted for 2:1 split Company Price QTY Ttl Price on Gain/ Gain/ Current Paid cost 02/12/99 loss loss value % Amount 02/12/99 Reliance 119.45 100 11945 122.50 3% 304.99 12250.00 Federal 59.20 100 5920 35.00 (41)% (2420.00) 3500.00 Bank Infosys 1242.50 100 124250 2485.00 100% 124250.00 248500.00 NIIT 1367.00 100 136700 2400.00 76% 103300.00 240000.00 Pfizer 641.00 100 64100 1010.00 58% 36890.00 101000.00 Satyam 583.50 100 58350 913.00 56% 32950.00 91300.00 TVS Suzuki 555.00 100 55500 513.00 (8)% (4200.00) 51300.00 BATA 242.00 100 24200 254.50 5% 1200.00 25450.00 P&G 761.00 100 75100 901.10 18% 14010.00 90110.00 ThosCook 739.00 100 73900 794.85 8% 5585.00 79485.00 IOC 419.50 100 41900 312.00 (26)% (10750.00) 31200.00 ================================================================== Total Rs.6,72,900 Rs.3,01,120 Rs.9,74,045 Current value of the portfolio as of =Rs. 974,045.00 02/12/99 Total cost of portfolio =Rs. 672,900.00 Total gain net of losses =Rs. 301,120.00 Total cumulative return =Approx. 44.7% (Period 09/30/98-02/12/99)