Porinju Veliyath & Dolly Khanna Forum

List of 50 Cos offering dividend yield ranging from 3.2% to 8.8%. The dividend yield is computed based on the closing price of 29th Nov '24. Only cos that have consistently paid dividend in last 3 years – i.e FY24/CY23, FY23/CY22 & FY22/CY21 are considered https://rakesh-jhunjhunwala.in/wp-content/u ...

Ashish Kacholia's portfolio witnessed a 12% correction since the quarter ended September 2024. The portfolio value declined from Rs 3,498.5 crore at the end of Q2FY25 to Rs 3,078.9 crore as of 30th November 2024, according to data from Trendlyne. Meanwhile, in the September quarter, Kacholia added ...

ITC is likely to perk up due to demerger of ITC Hotels. It has ambitious plans for hotels business. It owns 140 hotels with 13k keys & plans 200+ with 18k keys. Hotels business recorded 15% YoY jump in July-Sept quarter to ₹3103 Cr & 25% rise in EBITDA to ₹1066 Cr. Div yield 3% https://pbs.twimg.com/ ...

Madhu Kela, Founder of MK Ventures, is bullish about the potential of the Alcohol & Beverages market in India. Drawing comparisons with China's Kweichow Moutai, the world's most profitable alcohol company, Kela highlighted the untapped opportunities in India. Kweichow Moutai's current profitability ...

Jefferies says Zomato shares have the potential to rise 17% more from the closing price of November 28, which has set a target price of ₹335. In the past year, Zomato shares have given a return of more than 140% to its investors, as against benchmark Nifty 50 which has risen 20% during the period. ...

Porinju Veliyath holds 13 stocks in his portfolio with a net worth exceeding Rs 272.3 crore. Apollo Sindoori Hotels Porinju Veliyath holds 35,000 shares of Apollo Sindoori Hotels, with an investment of Rs 6.5 crore, representing a 1.4% stake in the company as of the September 2024 quarter. The ...

DCB Bank is set to reclaim its great growth legacy. The Banking sector is in the midst of a perfect storm. However, DCB is well-positioned to bravely surmount the challenges & serve as a ‘beacon’ of growth & continue its legacy of doubling the loan book in 3-4 years. TP ₹169 (39%) " The Indian banki ...

L&T Finance's Project Cyclops, the AI-driven multi-dimensional underwriting engine, will hog the limelight. This next gen underwriting engine is aimed at higher approval rates & delivering higher RoA by way of operating leverage & rationalising credit cost. TP ₹200 (42%) " L&T Finance (LTF), during i ...

HPL Electric & Power (HPL), incorporated in 1992, is among India’s leading electric equipment manufacturer with a formidable presence across two major segments, 1) Metering & Systems and 2) Consumer & Industrials • HPL is strongly positioned to witness healthy growth led by robust opportunity ari ...

ROHL will immensely benefit from current upcycle. It is going through investment phase & taking steps in right direction by refurbishing existing inventory, shifting focus to value & hiring right talent. Valuation gap with peers narrowing. TP ₹431 (+37%) " ROHL is going through an investment phase a ...