🚨 GOVERNMENT OF SINGAPORE PORTFOLIO UPDATE 🚨 🇸🇬 Smart Money Moves | Sep’25 → Dec’25 What Singapore’s sovereign fund BOUGHT 📈, TRIMMED ✂️, HELD 💎 & EXITED 🚪 🧵 Thread 👇 #FII #DII #Shareholding #StockMarket #Q3FY26 #governmentofsingapore #SmartMoney #PortfolioUpdate 🆕 NEW ENTRIES (Dec’25) Fresh positions initiated this quarter 👀 • Bharat Electronics Ltd — 1.01% (New) 📈 INCREASED HOLDINGS Where Singapore added more conviction ⬆️ • Kalpataru Projects — 3.96% → 4.21% • Divi’s Labs — 2.99% → 3.55% • IndusInd Bank — 2.77% → 3.04% • Info Edge (India) — 2.53% → 2.81% • Apollo Hospitals — 1.37% → 2.34% • Larsen & Toubro — 1.95% → 2.03% • ICICI Bank — 2.01% → 2.05% • NTPC — 2.04% → 2.09% • Power Finance Corp — 1.08% → 1.16% 📉 REDUCED HOLDINGS (Sorted: Large ➝ Small by Dec’25 holding) • Sapphire Foods — 7.82% → 7.00% • Max Healthcare — 4.28% → 3.40% • Shriram Finance — 4.73% → 4.66% • SBI Life Insurance — 3.34% → 3.30% • InterGlobe Aviation — 3.25% → 2.76% • Power Grid Corp — 2.34% → 1.96% • HDFC Bank — 2.46% → 2.27% • Bajaj Finance — 2.50% → 2.16% • JSW Infrastructure — 2.24% → 2.16% • Ashok Leyland — 2.30% → 2.19% • Axis Bank — 1.92% → 1.76% • IRB Infra Devl. — 1.83% → 1.75% • Kalyan Jewellers — 1.79% → 1.75% • M & M — 1.76% → 1.74% • Aditya Infotech — 1.68% → 1.67% • International Gemmological — 1.97% → 1.32% • Prestige Estates — 1.43% → 1.24% • Bharti Airtel — 1.26% → 1.22% • UltraTech Cement — 1.34% → 1.18% • Hexaware Technologies — 1.26% → 1.18% • Eicher Motors — 1.23% → 1.18% • SRF — 1.41% → 1.36% • ICICI Prudential Life — 1.97% → 1.94% • Dr Agarwal’s Healthcare — 6.48% → 6.47% • Tata Consumer — 1.10% → 1.04% ➡️ Mostly profit booking & rebalancing, not panic exits. ⚖️ NO CHANGE / STEADY CONVICTION (Sorted: Large ➝ Small) • Samhi Hotels — 7.29% → 7.29% • Sona BLW Precision — 6.54% → 6.54% • Endurance Technologies — 5.33% → 5.33% • Craftsman Auto — 2.19% → 2.19% • Data Pattern — 1.95% → 1.95% • Aegis Logistics — 1.83% → 1.83% • Mrs Bectors — 1.66% → 1.66% • Cera Sanitaryware — 1.24% → 1.24% • Apollo Tyres — 1.18% → 1.18% • Triveni Turbine — 1.10% → 1.10% 💎 These remain high-conviction long-term holdings. 🚫 FULLY EXITED (Dec’25) • Acutaas Chemicals — 1.12% → 0% • Astral — 1.00% → 0% • Castrol India — 1.33% → 0% • Entero Healthcare — 2.11% → 0% • Petronet LNG — 1.10% → 0% • PG Electroplast — 1.34% → 0% • Godrej Consumer — 1.11% → 0% 🚪 Sovereign exits are clean & decisive. ➡️All content shared is for educational purposes only. Do your own research or consult your financial advisor before acting on it. ➡️Thank you for checking out the thread! If you found this helpful, make sure to Follow @financialsarthi

2.5 lacs new shareholders got added to Ola electric last quarter, in the hope of it becoming next Zomato..

Sky Gold & Diamonds – Q1 FY26 Commentary “On track to build a ₹7,600 Cr enterprise by FY27” – MD Mangesh Chauhan Management & Strategic Updates: >> Exports surged to 12% of rev; target: 25% in 2 yrs >> Dubai office to anchor Middle East expansion >> New B2B wins: Aditya Birla’s Indriya, Reliance Retail, CaratLane, PN Gadgil, PM Jewellers, Pothys, and Vega >> Added 18KT lightweight jewellery to meet high gold price demand >> PAT margin guidance: 4.5% by FY27 >> ROCE target: 30% >> Building a massive 5.4 lakh sq. ft jewellery park >> Monthly volumes to double by FY27 >> Advanced gold model clients to optimize working capital >> ERP-led gold/inventory tracking underway >> Margin levers: 1) Better design premiums 2) Lower gold loss 2) Faster WC cycle (target: 52–55 days) The company is laser-focused on scaling with discipline while staying frugal & design-first Dis: Not a buy/sell recommendation #SkyGold #GoldStocks #Q1FY26 #Jewellery #Exports #MakeInBharat #Earnings