Porinju Veliyath of Equity Intelligence India, Vijay Kedia of Kedia Securities and Dolly Khanna have several smallcap stocks in their portfolios which are expected to give multibagger returns in 2018.
Vijay Kedia's stock picks include Everest Industries and Vaibhav Global
Everest Industries has surged 200 per cent in 2017. The company is into building materials and has capacity to make 8,65,000 mt building material products and 72,000 mt of steel building plants.
According to Edelweiss Securities, Everest Industries is trading at 12.7 times/10.3 times PER and 7.1 times/6 times EV/Ebidta FY19E/FY20E.
The stock has a target price of Rs 624. It is valued at 26 per cent discount to its historical one-year forward average multiple of 19 times i.e. 14 times FY20E earnings.
Vaibhav Global is a 5x multibagger with 500 per cent gain in last five years.
Vijay Kedia has a large number of multibaggers such as Punjab Tractors, Cera Sanitaryware, Aegis Logistics and Atul Auto.
Dolly Khanna's portfolio includes Butterfly Gandhimathi Appliances and Rain Industries.
Butterfly Gandhimathi Appliances has reported strong numbers for Q2 of FY18. The Revenue for the quarter grew 29.6 per cent year-on-year to Rs 201 crore. The growth was supported by a healthy traction in cooker/cookware and appliances segments.
Butterfly Gandhimathi Appliances has given a return of 147 per cent in last three months.
Rain Industries is also a 6x multibagger with a YoY return of 680 per cent.
It is the world’s second-largest and lowest-cost producer of calcined pet coke (CPC) and coal tar pitch (CTP).
It has gained due to China shut down capacities and aluminium product prices increased.
Porinju’s portfolio includes Tata Coffee and Tata Global Beverages.
He expects these stocks to give multibagger returns in 2018 and beyond.
Tata Global has given a gain of 160 per cent in 2017. Tata Coffee has given a return of 49 per cent in the same period.
Here we track the latest buys and sales and portfolios of famous investors
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