PGH 1.35% 75.0¢ pact group holdings ltd

Ann: Appendix 3Y (Raphael Geminder), page-16

  1. 611 Posts.
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    I can confirm a few things,

    a) manipur has continued to accumulate shares, my last check today showed they have increased from 6, 776, 012 to today to 9, 146, 827 shares, plus their 2 other accounts of 5, 058, 024. This brings them to 19, 262, 875 shares = 5.594%.

    b) unfortunately, one of the top individual account has sold out. He had 1.21 million shares in his account, but today, when I checked, it showed that he had exited. However, the other individual account still there, and the friendly second account has a lot more holdings than the exit one.

    c) HSBC and JP Morgan has reduced their holdings significantly, with HSBC now only hold 432 571 shares from 2 million shares. JP Morgan has only 573 294 shares down from 2 million shares holding.

    d) Citi corp is the only odd institution that we need to keep an eye on. Their holding was 2.3 million shares, and a couple of weeks ago, I checked their holding to be 3, 758, 018. But today, I checked their holding to be 2, 553, 468.

    However, i asked cs, they told me right now, there are at least 17 citi nominee accounts on the register with shares in it. So, the question is whether they transferred it to RG, or spread to their nominee accounts or to be trading on the market is hard to answer. I will get back to you guys on that.

    e) ubs thought to exit has recently come back on 6 February with holding of 670, 520 shares

    f) of course, as our friends user123 has upgraded a bit more on his holding to over 4.2 millions or so as he stated.

    I will write more about the remaining top 49 holders soon but some remaining the same, some have reduced slightly or exit in February. But, my hunch tells me, right now, those lower end top holders are those that put on sell order on the market and we are buying into their shares or so.

    But like I said, most of individual accounts and some company holdings remained unchanged.

    Will keep you guys updated soon.
 
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