Porinju Veliyath & Dolly Khanna Forum

Radhakishan Damani has a big holding of Kaya and Prozone Intu Properties in his portfolio. Kaya is a skin and hair care solution company. Prozone Intu Properties is a real estate firm. Both stocks have seen their prices more than double since April 2020 after the ace investor Radhakishan Damani acqu...

In Rakesh Jhunjhunwala's portfolio Titan is the biggest bet. Global crisis or uncertainty pushes up gold prices which in turn benefits Titan. For every 100 basis points rise in gold prices, the company used to see a surge in operating profits by at least 2 percentage points However, this time, even ...

This is a list of six small cap stocks with strong fundamentals. The stocks have reported impressive numbers in the past and also have healthy and steady fundamentals. When the Bull market starts again, we can expect these stocks to resume new highs. Beekay Steel Beekay Steel Industries is a customi...

IG Petrochemicals Ltd Q2FY20 Result Update IG Petrochemicals Ltd (IGPL), for Q2FY20, continued disappointing performance on all fronts. Revenue de-grew by 17.8% YoY to INR 2,666mn (est INR 2,461mn). EBITDA declined 79.9% YoY to INR 143mn (est INR 274mn) along with a 1661bps YoY contraction in margin...

Atul Suri, Founder, Marathon Trends – PMS, had an interview with ETNOW where he said that the next one to two months should give us a lot more clarity because a lot of numbers will come, companies will talk, analysts meet and that will give us a deeper understanding of what stocks to bet on for the ...

Sharekhan has picked up three distinctive mid-cap stocks from diverse sectors, which have strong fundamentals and offer very attractive potential returns. Moreover, these stocks are available at attractive valuations and give comfort for investment. Bharat Electronics manufactures electronics, commu...

There is still a room for upside in holding companies which are trading at a sharp discount to their intrinsic value, said analysts. Holding companies outperformed last month as a steep discount in market valuations to the value of their investment book prompted investors to lap up their shares when...

Buy Axis Bank CMP 603, MCAP INR 1,55,074 Cr. Stock has completed a 180 week correction/consolidation phase as highlighted in the chart. Post the previous breakout in 2014 we seen the stock give a substantial return. Currently the stock has bounced from its long term trendline and is trading near to...

The stock selection is based on two criteria – capital preservation (for now) and alpha generation (for later). Firstly, they will be perceived as relatively stable in the face of further market weakness, should it play out. Secondly, they are fundamentally strong businesses with the enduring franch...

The list of the recommended stocks is as follows: Company CMP (Rs.) EPS (Rs.) FY19E EPS (Rs.) FY20E PER /PBV (x) (FY19E) PER /PBV (x) (FY20E) RoE (%) (FY19E) RoE (%) (FY20E) Aarti Industries 1249 53.1 74.8 23.5 16.7 24.1 26.4 Arvind Limited 322 23.7 33.2 13.6 9.7 15.1 18.2 Britannia Industries 5557 ...