Porinju Veliyath & Dolly Khanna Forum

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 ...

Dolly Khanna has made new investments in Indian Metals & Ferro Alloys and Stove Kraft. She acquired a 1.16% stake in the former and a 1.07% stake in the latter. Both companies have shown strong performance, with Indian Metals & Ferro Alloys seeing a 40% profit surge and Stove Kraft’s shares rising 3 ...

List of 50 stocks offering high Dividend Yield from 3.2% to 8.8%. Yield is computed based on the closing price of 1st January 2025. Only Cos that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21 are considered https://rakesh-jhunjhunwala.in/wp-content/u ...

The Mirae Asset NYSE FANG+ ETF Fund of Fund (FoF) has really made a mark this year, being named the mutual fund scheme of 2024 thanks to an impressive return of 88%. This open-ended fund mainly puts money into the Mirae Asset NYSE FANG+ ETF, giving Indian investors a chance to get involved with ...

Stocks to buy for 2025: Anil Singhvi bets on 2 largecaps and 1 midcap stock for up to 48% potential gains As we are set to bid adieu to the calendar year 2024 that has offered decent positive return to D-Street investors, Zee Business Managing Editor Anil Singhvi has come up with three stock ...

Lumax Auto Technologies Ltd (LATL) is one of India's leading auto component manufacturers specialising in components such as head and tail lamps, air intake systems, plastic tanks, door panels, switches, sensors, actuators, antennas, gear shifter, two-wheeler frames, seating structures, swing arms ...

We continue to believe in the long-term growth story of the Indian equity market. However, with current valuations offering limited scope for further expansion, an increase in corporate earnings will be the primary driver of the market returns moving forward. Hence, bottom-up stock picking with a ...

Raymonds Lifestyle’s renewed focus on growth, along with working capital discipline, could lead to a valuation re-rating over the medium term, says Motilal Oswal. Raymond Lifestyle has multiple growth drivers. It boasts legacy of established brands such as Park Avenue. However brands remain under-p ...