Porinju Veliyath & Dolly Khanna Forum

Hi, I saw a video that Porinju is owning Samtex Fasions is that is that correct? Kind Regards Sankaran Porinju had publicly recommended the stock as a potential multibagger on twitter in January 2015. " I mentioned Samtex Fashion, as example of many big businesses listed on Indian bourses, tra...

Porinju Veliyath’s Equity Intelligence India Private Ltd bought over 3 lakh shares in Liberty Shoes . Equity Intelligence (PMS) bought 3.21 lakh shares at a price of Rs 235.48 on Monday. The stock surged 15 per cent. Footwear stocks are a good buy because of increasing demand for branded shoes, GST ...

Today, 11th September 2017, Porinju Veliyath's Equity Intelligence bought stocks in two bulk deals. It bought 321308 shares of Liberty Shoes Ltd at Rs. 235.48 each. 113000 shares of Liberty Shoes Ltd were bought by EQ India Fund at Rs. 210.7 each. EQUITY INTELLIGENCE INDIA PRIVATE LIMITED [P M S] al...

After Jefferies LLC, a global investment banking firm assigned a buy rating to the Federal Bank stock, Porinju Veliyath says that the the scrip is certainly overvalued at these levels. Federal Bank shares have soared more than 64% in the year so far. In the same period BSE Sensex has returned just 2...

Aarvee Denim shares have risen 47 percent over the last week after Porinju Veliyath bought 1.81 lakh shares. Aarvee Denims and Exports (ADEL) produces and retails denim and non-denim fabrics and garments. The company manufactures casual and winter apparel for men, women, and kids. De Extase, Fashion...

Infra stocks The infrastructure space in India is the biggest theme says Porinju Veliyath. The government’s decision to spend Rs 3.96 lakh crore to build roads, bridges, airports and railway tracks will create huge opportunities in infrastructure stocks. Porinju says that the market-cap of the stoc...

So, is the building is owned by the company or is it on lease? On website it says - "BDH has a manufacturing area spread over 42,500 square feet and meets WHO GMP standards and very strict in-house specifications". How much of this is owned and leased? Check the annual report. It may thro...

Hi, Can we buy cochin shipyard at the CMP - 532 Rs. Please advice. Kind Regards, Silam Cochin Shipyard is an excellent stock. It has been recently recommended by Avinnash Gorakssakar, Joindre Capital: The first stock we like is Cochin Shipyard Limited. Cochin Shipyard made an initial IPO in the mon...

valuepicker wrote:This company has no revenue in Q1 and some losses posted. I don't understand logic behind buying this stock.. Am I missing something?

There was a demerger and so the figures are not comparable. Palash Securities is a play on food processing which is a lucrative business.

GVK GVK now has a problem. You would not get full clarity when you buy something very cheap. You have to monitor that stock, its macro developments. Now infrastructure as a theme I am very excited still, you know already there is shortage of bidders in the country in many segments. Many companies a...