Porinju Veliyath & Dolly Khanna Forum

Foray into High Margin Value Added Products to drive growth!!! Goodluck India Ltd. is among the leading manufacturer of wide range of Engineering structures, Precision/Auto Tubes, Forging for Defence & Aerospace, CR products and GI pipes. Established in 1986, the company has transformed itself from ...

Signature Global (SGIL) has built up a robust pre-sales momentum (TTM bookings up ~7.6x over FY21–9mFY25), notable presence in the supply-constrained Gurugram market (unsold inventory only about ten months) and a capital-efficient business model (among lowest capital employed/unit of pre-sales). It i ...

Varun Beverages has corrected c.30% from its peak – a function of weak demand and rise in competitive intensity with aggression from Campa on pricing, channel margins, media visibility and distribution expansion. As per our checks: a) Campa is targeting states with higher salience of mass-end c ...

Robust growth outlook and recent price hike to support earnings; valuation attractive Robust domestic demand outlook Valuation and view  The prospects for COAL remain strong. We estimate COAL’s production to clock a 6% CAGR over FY24-27, with 15% dispatches via e-auction to result in higher NSR and ...

Sun Pharmaceuticals Industries’ (SUNP IN) acquisition of Checkpoint Therapeutics (CKPT) would give SUNP access to a USFDA-approved novel drug asset, Cosibelimab (approved in December 2024), meant to treat locally advanced or metastatic cutaneous squamous cell carcinoma (laCSCC and mCSCC). Through t ...

Here’s How Big Bulls’ Portfolios Fared During the Market Rout Rekha Jhunjhunwala’s Portfolio While the portfolios of Ashish Kacholia and Vijay Kedia have fallen by up to 35%, Rekha Jhunjhunwala’s portfolio has emerged as the biggest casualty of the bear run, falling sharply by 61.4% since October 1, ...

Top 15 companies from the NSE 500 basket that provide higher dividend yields. The dividend yields range from 2.6% to 12.2%. The 5-year average RoE of these companies ranges from 12.28% to 50.14% https://rakesh-jhunjhunwala.in/wp-content/uploads/Top-15-companies-from-the-NSE-500-basket-that-provide ...

Vikas Khemani says 2025 could be a great year for financials. It may beat other sectors. There are great opportunities. Avoid small Banks. Stick to large Banks. PSU Banks are quoting at 0.8 PBV with 15-17 RoE & are a value play. Many can give 30-40% return https://www.youtube.com/watch?v=hDdHEuhUVRQ

Madhu Kela & his Cohesion MK Fund have invested in 4.5% of Indostar Capital worth ₹152 Cr. M-Cap is ₹3400 Cr. Promoters hold 74%. Brookfield of Canada holds 56%. Co does financing of used CVs to retail customers. AUM is ₹10000+ Cr. Avg ticket size is ₹7 Lakh. GNPA is 5%

HDFC AMC sees improvement in yield, cost control boost margins. Increasing share of equity in overall AUM will help to mitigate potential decline in yields. Scale benefits from new businesses expected to translate into higher profitability. TP ₹5200 (35%) The management guides to improve its market s ...