Porinju Veliyath & Dolly Khanna Forum

With market hitting all time high, don't get to hear what Dolly khanna is doing? Is Dolly investing in sny new stocks or increasing stake in existing holdings?
Can someone throw light on this?

Dolly Khanna latest purchase is Tata Metaliks. She holds 1.2% of the equity in the March quarter. It appears Dolly Khanna is bullish about the Ductile pipe business because she already holds a stake in Srikalahasthi Pipes.

valuepicker wrote:With market hitting all time high, don't get to hear what Dolly khanna is doing? Is Dolly investing in sny new stocks or increasing stake in existing holdings?
Can someone throw light on this?

Dolly Khanna has also increased her holdings in some companies like ADF foods, Manappuram Finance etc. We will have a complete list of his holdings towards the end of the month.

Tata metaliks has moved 6 times this year.. Is there firther upside on this stock?

valuepicker wrote:Tata metaliks has moved 6 times this year.. Is there firther upside on this stock?

Tata Metaliks has potential because it is implementing an expansion project which will double the capacity of the high-margin Ductile Iron business. However, much of that is already priced in. The stock has doubled in just a couple of months. Better to wait and watch now.