Ashish Kacholia Latest portfolio 2017

Here we track the latest buys and sales and portfolios of famous investors
Post Reply
User avatar
Ravi
Posts: 71
Joined: Tue Dec 27, 2016 3:49 pm
Location: Mumbai

Ashish Kacholia Latest portfolio 2017

Post by Ravi »

Latest portfolio of Ashish Kacholia

Shares held by Ashish Kacholia as of 31st December 2016:

Company No of Shares (in Lakhs) Rs Crore YoY Gain (%)
APL Apollo Tubes 5.50 56 47
Pokarna 4.41 54 70
Shaily Engineering Plastics 10.00 53 (3)
Indo Count Industries 24.96 43 (13)
Parag Milk Foods 15.80 41 5
Gujarat Heavy Chemicals 15.00 41 165
S P Apparels 9.25 35 29
DFM Foods 1.17 24 93
Vadilal Industries 3.81 20 10
Genus Power Infrastructures 45.66 19 (28)
Zen Technologies 24.98 19 (19)
Ashiana Housing 12.85 18 2
MT Educare 12.50 16 (17)
Vishnu Chemicals 5.34 15 (4)
Shreyas Shipping 5.75 14 (13)
Vivimed Labs 13.74 13 16
Majesco 3.33 13 (34)
Acrysil (India) 2.21 12 (11)
AYM Syntex 14.04 12 (30)
Ester Industries 15.03 7 (29)
UFO Moviez 5.08 22.57 -
Never give up your dreams
Pee Vee
Site Admin
Posts: 453
Joined: Mon Dec 26, 2016 10:45 pm

Re: Ashish Kacholia Latest portfolio 2017

Post by Pee Vee »

good portfolio. several stocks like potential multibaggers in the long run.
valuepicker
Posts: 144
Joined: Mon Jan 09, 2017 8:44 am

Re: Ashish Kacholia Latest portfolio 2017

Post by valuepicker »

Is ufo movies a good buy with high margin of safety and good upside potential?
Pee Vee
Site Admin
Posts: 453
Joined: Mon Dec 26, 2016 10:45 pm

Re: Ashish Kacholia Latest portfolio 2017

Post by Pee Vee »

valuepicker wrote:Is ufo movies a good buy with high margin of safety and good upside potential?
Looks like a good asset-free business model. Lots of big movies coming which should generate big business. Valuations are also reasonable after the demonetisation crash.
Post Reply