(sticky post) IPO Performance table

Saturday, September 29, 2007

portfolio status as of Sept 28th 2007

Name(dln) Price
(Eq master)
chng
Price
%
Change
Reliance Industrial Infrastructure 1396.75 352.2 33.71
Punjab National Bank 640.5 127.14 24.76
Reliance Natural Resources 90.05 13.2 17.17
Petronet LNG Ltd 80.65 8.4 11.62
Yes Bank 206.95 21.04 11.31
Sobha Developers 917.1 80.39 9.6
Allahabad Bank 108 9.25 9.36
Gujarat Narmada Valley Fertilizers Company 158.4 12.5 8.56
Gujarat State Petronet 65.75 3.6 5.79
ABG Shipyard 646.4 34.36 5.61
Sensex 17291.09 726.86 4.38
Tata Consultancy Services 1060.15 42.35 4.16
Tech Mahindra 1334.1 51.54 4.01
Nifty 5021.35 183.8 3.79
Infosys Technologies 1892.75 66.84 3.66
NTPC 193.95 6.59 3.51
Firstsource Solutions 76.5 2.2 2.96
Reliance Communications 586.75 7.1 1.22
Reliance Industries 2298.05 17.61 0.77
Larsen and Toubro 2807.95 21.5 0.77
Great Eastern Shipping Company 336.45 0.05 0.01
Oriental Bank of Commerce 241.95 -0.4 -0.16
Tulip IT Services 865.95 -3.94 -0.45
Reliance Petroleum 153.4 -1.59 -1.02
Suzlon Energy 1451.1 -16.6 -1.13
Infrastructure Development Finance Company 141.05 -1.69 -1.18
Ambuja Cements 144.5 -2 -1.36
Patel Engineering Company 452.6 -8.34 -1.8
PVR 206.4 -4.4 -2.08
Mindtree Consulting 511.1 -12.04 -2.3
Great Offshore 817.25 -22.75 -2.7
MIC Electronics 535.1 -16.75 -3.03
INOX Leisure 120.7 -4.75 -3.78
Sun TV Network 337.85 -18.34 -5.14



My portfolio moved by 4.25% which is close to what Sensex performed and a little above Nifty.
However some companies are still not at a price where I would have liked them to be.
When the market is touching peaks after peaks .. some shares are languishing at their old levels.
I am impressed with Gujarat State Petronet, Reliance Petroleum, GNFC and RIIL. These shares were stagnated for long and have picked up momentum of late.
Also good to see technology shares do well after long long time. Hope they continue this spree.

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