Porinju Veliyath, MD & Portfolio Manager of Equity Intelligence India is a prominent Indian investor and his has focus on identigying quality mid cap and small cap stocks.
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July 2018 – Due June 2018 qtr, Porinju Veliyath increased stake in Emkay Global Financial to 1.22 % from 1.06% earlier. He bought 40,000 shares in the company during the quarter gone by.
April 13 2018 – EQ india Fund run by Porinju picked 1.5 lakhs shares of Agro Tech Foods @ Rs 650
April 2 2018 – Prinju sazid he likes healthcare insurance (HDFC, ICICI) IDFC, Consumption stocks like Godrej Industries, Tata Global Beverages, Indian Hotels, Godrej Agrovet
April 17 2018 – Porinju picked large stake in ITC @ Rs 267 . He also likes Tata Global Beverages, Tata Coffee, Indian Hotels.
Must : See Portfolio / Recommendations from Rakesh Jhunjhunwala, Porinju Veliyath, Dolly Khanna, Ashish Kacholia
Porinju Veliyath Latest Portfolio (where he holds more than 1% of the company)
Company | No of Shares (in Lakhs) | Rs Crore |
VEDAVAAG Systems | 1.5 | 1 |
Balkrishna Paper Mills | 1.1 | 1 |
JITF Infralogistics | 2.75 | 1 |
Palash Securities | 1.01 | 1 |
Raunaq EPC International | 0.5 | 1 |
Parnax Lab | 1.05 | 1 |
BCL Industries & Infrastructures | 2 | 3 |
Sarda Plywood Industries | 1.59 | 3 |
Emkay Global Financial Services | 2.6 | 6 |
IZMO | 1.5 | 2 |
EQUITY INTELLIGENCE INDIA PRIVATE LIMITED | ||
Company | No of Shares (in Lakhs) | Rs Crore |
Raunaq Automotive Components | 1 | 1 |
Hind Industries | 5.8 | 1 |
Palred Technologies | 1 | 1 |
Ansal Buildwell | 1.5 | 1 |
Eastern Treads | 1 | 1 |
Vista Pharmaceuticals | 3.1 | 1 |
Must : See Portfolio / Recommendations from Rakesh Jhunjhunwala, Porinju Veliyath, Dolly Khanna, Ashish Kacholia
In addition to above, he may also be holding following stocks (but may be less than 1% of company):
- Jubilant Life Sciences
- V2 Retail
- Flex Foods
- Tara Jewels
- Tear Software
- Global Spirits
- Alpa Lab
- Arvind SmartSpaces
Porinju Veliyath has recommended 10 potential multibagger stocks for investment in 2017
Stocks | CMP (3-Jan-2017) | 52 week High | 52 week low | Other recent recommendations |
J Kumar Infra | 217 | 399 | 106 | Axis Direct – 300 Prabhudas – 253, 285 Edelweiss – 372 |
Sunil Hitech | 12.88 | 23 | 7.75 | |
Texmaco | 116 | 170 | 90 | |
Titagarh Wagons | 131 | 166 | 84 | |
Saksoft | 290 | 452 | 143 | |
RS Software | 112 | 147 | 57 | |
Datamatics, | 138 | 147 | 41 | |
HSIL, | 281 | 369 | 224 | Arihant – 431 |
Transport Corporation of India | 156 | 388 | 144 | |
Orient Cement | 128 | 241 | 115 | SPA – 237 |
Talwalkars | 241 | 302 | 182 | Way2wealth – 348 |
Bengal and Assam Company | 1047 | 1335 | 410 | |
Bombay Burmah Trading Corporation | 527 | 673 | 311 |