Porinju Veliyath & Dolly Khanna Forum

Vijay Kedia, MD, Kedia Securities has been part of Dalal Street for the last 28 years. He belongs to a family having a background of the stock market for more than 100 years. He has identified more than many multibaggers such as such Atul Auto, Punjab Tractors, Aegis Logistics, Cera Sanitaryware, TC...

Apar Industries Ltd (Q1 FY18): Weak quarter; outlook remains strong - BUY CMP (Rs) 725, 12-mts Target (Rs) 902, Upside 24.4% Apar Industries reported topline growth of ~19% which was inline with our estimates. Revenue growth was driven by the cables segment while growth in conductors and oil segmen...

Infrastructure story is good for next 10 years: Infrastructure theme will become big in the next 10 years, Porinju recommended. However, he added that investors have to hunt for survivor companies and not just any company because it is a tough environment. The most important factor for investors wh...

Porinju Veliyath has through EQUITY INTELLIGENCE INDIA PRIVATE LIMITED [PMS] bought 640000 shares of GPT Infraprojects Ltd at Rs. 125.68. Another lot of 240000 shares were bought at Rs. 125.74. Porinju bought the stock of GPT Infra by way of a bulk deal on 7th August 2017. The seller was NINE RIVERS...

Latest portfolio Top stocks which are part of Rakesh Jhunjhunwala portfolio include names like ION Exchange, Prakash Industries, Escorts, VIP Industries, Titan Company, Anant Raj Industries, Crisil, Delta Corp, Aurobindo Pharma etc. among others. http://static-news.moneycontrol.com/static-mcnews/201...

Porinju and equityinrelligence have 5% in kaya limited and Sarda ply. Both stocks have been sliding for a while. Is it a wrong call made by Porinju in these bets ? or this offers a good opportunity for retail investors to enter. Once porinju again buys for averaging it will hit circuit breaker for ...

Equityintelligence wealth management run by porinju has picked up 1% in D S Kulkarni developers. March quarter results were very bad for DS K.. Will this company turn around or we need to see some green shoots before investing in D S Kulkarni? Marketcap of dsk is 90 crores. Plz advise The managemen...

Raunaq EPC has corrected after a rally.. Considering rate cuts lined up in August and in general capex cycle likely to be on upmove, is it right time to invest in Raunaq inte from a long term perspective? It is a very small market capitalisation company - only Rs. 55 crore. Such companies have low ...

Vaibhav Global once darling of the market had fallen to a 5 year low. It has again found it's lost glory . Vijay Kedia and Malabar have picked truckloads of Vaibhav Global. What is the view on this stock with the renewed interest? I am not sure of the business model. They sell some trinkets on TV a...

valuepicker wrote:Dolly khanna has picked up Akshar chemicals. Can anyone comment is it a good long term hold considering the current price

Akshar Chemicals has already given a return of 400% over two years. We will have to study the fundamentals to understand why Dolly Khanna bought it at this stage.