Porinju Veliyath & Dolly Khanna Forum

(1) Thomas Scott

Ashish Kacholia bought a 2.4% stake in Thomas Scott, a microcap stock with a market cap of Rs 330 crore, Co is a mid-premium menswear fashion brand that designs, manufactures, and markets sustainable apparel at accessible prices.

(2) Concord Control

Kacholia acquired around a 1 ...

Dolly Khanna's portfolio has 17 stocks with a net worth of over ₹487.8 crore. Dolly Khanna has increased her stake in two small-cap companies i.e. Som Distilleries & Breweries and Stove Kraft in the March 2025 quarter.

Dolly Khanna bought 21,95,914 shares of Som Distilleries & Breweries increasing ...

8 stock picks for CY25 with up to 26% upside potential based on key big themes such as (i) capex & infrastructure development; (ii) premiumisation & Electrification; (iii) financialization & (iv) Indian CRDMO players gearing up for global opportunities

https://rakesh-jhunjhunwala.in/wp-content ...

Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on

" You have talked about energy ...

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 ...

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 ...

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 ...

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 ...

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 ...