Search found 141 matches

by valuepicker
Thu Jul 25, 2019 8:20 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 18
Views: 10941

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: 2134

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: 2035

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: 4238

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: 19
Views: 6888

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: 6111

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: 18
Views: 10941

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...
by valuepicker
Thu Dec 13, 2018 10:23 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 18
Views: 10941

Re: L&T infotech

*CITI ON L&T INFOTECH: ET NOW* LTI is on course to deliver higher revenue growth in FY19 vs. FY18 Large deal pipeline has increased by 25% yoy over last year LTI is the 16th global partner in global strategic services partner for SAP Maintain Buy target at 2100 LTI has pipeline of 28 large deals (TC...
by valuepicker
Sat Dec 08, 2018 8:17 pm
Forum: Portfolios Of Famous Investors
Topic: Texmaco rail
Replies: 1
Views: 1946

Texmaco rail

Equity intelligence by Porinju has exited Texmaco rail. On a relative basis performance if Texmaco is improving. Is there any reason why Porinju is existing at such a low value? Is there something which is known but not yet public. Any thoughts on the same.
by valuepicker
Thu Nov 22, 2018 11:17 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 18
Views: 10941

Re: L&T infotech

L&T infotech has corrected significantly along with TCS as many have switched from IT to Fallen NBFCs and corporate banks.. Good opportunity for all those who could not enter L&T infotech during it's uptrend. This year L&T infotech will achieve 20 pc growth as per the grapevine. Order book is strong...