Search found 144 matches

by valuepicker
Sun Feb 07, 2021 8:22 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 22
Views: 28628

Re: L&T infotech

The ugly duckling L&T infotech has become a swan with market cap of72000 cr which is app 10 b us$. This transformation has happened faster than expected. Now with such a impressive performance, it has caught attention of FII and FPI. This is resulting in lot lot of liquidity driving it up. Next year...
by valuepicker
Sat Jul 25, 2020 7:38 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 22
Views: 28628

Re: L&T infotech

L&T infotech has been showing robust pipeline regular large size deal wins. LTI Mindtree merger will happen in one year time the current marketcap of combined entity is 55,000 cr which has potential of reaching 150,000 cr in 3 years timeframe. So it's a future largecap and being on radar of many PMS...
by valuepicker
Sun Jan 26, 2020 2:28 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 22
Views: 28628

Re: L&T infotech

Not sure how many investors read this portal nowadays as it seem to be dormant. I myself have visited this after a looong tme. In case anyone reading, L&T infotech came out with it's best results so far in terms of growth. It's firing on all cylinders and now seems to be a secular growth story. Stoc...
by valuepicker
Thu Jul 25, 2019 8:20 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 22
Views: 28628

Re: L&T infotech

L&T infotech has corrected 25pc from peak as Q1 numbers were soft. Though Q1 numbers were 15pc topline growth was yoy it was 1 percent from qoq. This is temporary and would be compensated by one new deal announced of 45 m$ . There are few deals like carrier Corp which are not yet announced but are h...
by valuepicker
Mon May 13, 2019 8:30 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath's LEEL Electrical To be probed by SEBI for fraud
Replies: 2
Views: 6448

Re: Porinju Veliyath's LEEL Electrical To be probed by SEBI for fraud

What happens to money siphoned from LEEL? If promoters are found guilty can money recovered by selling seized assets of promotor come back to LEEL?
by valuepicker
Tue May 07, 2019 7:57 pm
Forum: Portfolios Of Famous Investors
Topic: Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia
Replies: 2
Views: 6493

Re: Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia

Midcaps small caps have corrected significantly and despite looking attractive no one is buying . While everyone is optimistic about earnings recovery it is not yet visible in the numbers. Porinju once darling of the bull market is deep in red and now people sell the stocks Porinju owns. Entire chor...
by valuepicker
Sun Feb 24, 2019 10:22 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath stock recommendations for 2019
Replies: 1
Views: 8211

Re: Porinju Veliyath stock recommendations for 2019

Everything that Porinju betted has gone wrong.. Isn't it strange the star of bull run has gone terribly wrong in one year of bear phase.. Should one have leap of faith in his selections ad buy now or his picks are a strict no no ? Plz advise.
by valuepicker
Sat Feb 09, 2019 8:36 pm
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018
Replies: 20
Views: 23884

Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Though overhang of anti dumping issue is there, correction in this stock has been deep. Is it good time to accumulate this stock considering horizon of next 2- 3 years?
by valuepicker
Tue Dec 25, 2018 8:08 am
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD
Replies: 11
Views: 17553

Re: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD

With crude prices falling would new Greenfield oil exploration projects get funding? What will drive growth for selan?
by valuepicker
Fri Dec 14, 2018 8:36 am
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 22
Views: 28628

Re: L&T infotech

Citi banks view is very important as Citi is L&T infotech's largest account around 200 m$. Citi outsources 5 billion USD IT work so there is a significant upside for the bigger share. Nachiket Deshpande, Coginizant banking head has joined L&T infotech as COO. Nachikent was instrumental in increasing...