[July 2018] Ashish Kacholia Latest Portfolio and Stock Recommendations

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Value Investor Ashish Kacholia is an independent portfolio manager. He started his career with Prime Securities. He later joined Edelweiss’ equity research desk. After learning the ropes, he started his own broking outfit — Lucky Securities. Since 2003, he has been on building his own portfolio.

 

Ashish Kacholia’s  latest portfolio – July 2018

 

Recent buys / sells:

Stock Name Quantity Period Price
Ester Industries
  added in Q218
GHCL   added in Q218
Shaily Engineering Plastics   added in Q218
Vaibhav Global   added in Q218
V2 Retail   added in Q218
     
Acrysil 4.26%  Mar 2018
Shaily Engineering Plastics Feb 2018  
Navkar Corp 0.7% Jan 2018  
CHD developers 5.64% Mar 2018  
NOCIL more shares Jan-Mar 2018  
Vishnu Chemicals more shares Jan-Mar 2018  
   
APL Apollo reduced stake Jan-Mar 2018  
Pokarna reduced stake Jan-Mar 2018  
Time Technoplast reduced stake Jan-Mar 2018  

 

Must :  See Portfolio / Recommendations from  Rakesh JhunjhunwalaPorinju Veliyath, Dolly Khanna,  Ashish Kacholia

 

Full Portfolio

Stock Name Quantity Held Holding Percent Current Price (Rs.) Holding Value (Rs.)
Shaily Engineering Plastics Ltd. 599,696 7.21% 1220 73.16 Cr
Vadilal Industries Ltd. 518,432 7.21% 675 34.99 Cr
Pokarna Ltd. 1,851,391 5.97% 149.8 27.73 Cr
Vishnu Chemicals Ltd. 588,793 4.93% 252 14.84 Cr
NOCIL Ltd. 6,760,047 4.09% 164.9 111.47 Cr
Mold-Tek Packaging Ltd. 860,915 3.11% 272 23.42 Cr
Butterfly Gandhimathi Appliances Ltd. 460,000 2.57% 305 14.03 Cr
GHCL Ltd. 1,657,494 1.69% 252.25 41.81 Cr
Ester Industries Ltd. 1,325,207 1.59% 44 5.83 Cr
APL Apollo Tubes Ltd. 351,078 1.48% 1646 57.79 Cr
Vaibhav Global Ltd. 475,182 1.46% 678 32.22 Cr
V2 Retail Ltd. 360,762 1.06% 427.5 15.42 Cr
Time Technoplast Ltd. Below 1% First Time 130.55
Aptech Ltd. Below 1% First Time 242.8
Genus Power Infrastructures Ltd. Now Below 1% 40
Zen Technologies Ltd. Now Below 1% 81.3
S P Apparels Ltd. Now Below 1% 294.95
Vivimed Labs Ltd. Now Below 1% 56.7
Royal Orchid Hotels Ltd. Now Below 1% 150
Lokesh Machines Ltd. Now Below 1% 53.6
Ashiana Housing Ltd. None Filing Awaited 119.5
AXISCADES Engineering Technologies Ltd. None Filing Awaited 110.5
Indo Count Industries Ltd. None Filing Awaited 84.1
KEI Industries Ltd. 2,491,608 (3.18% in Mar 2018) 413.05 102.92 Cr
KPIT Technologies Ltd. 3,525,000 (1.78% in Mar 2018) 301.45 106.26 Cr
MIRC Electronics Ltd. 8,075,000 (3.50% in Mar 2018) 30.75 24.83 Cr
MT Educare Ltd. None Filing Awaited 50.15
Navin Fluorine International Ltd. None Filing Awaited 620.1
Poly Medicure Ltd. 1,274,307 (1.44% in Mar 2018) 214 27.27 Cr
Shreyas Shipping & Logistics Ltd. 400,000 (1.82% in Mar 2018) 460.05 18.4 Cr
UFO Moviez India Ltd. None Filing Awaited 360
Majesco Ltd. None Filing Awaited 410
AYM Syntex Ltd. None Filing Awaited 47.45
Parag Milk Foods Ltd. 1,454,721 (1.73% in Mar 2018) 287.25 41.79 Cr
DFM Foods Ltd. None Filing Awaited 1195
Acrysil Ltd. 221,240 (4.26% in Mar 2018) 466 10.31 Cr
CHD Developers Ltd. 7,250,000 (5.64% in Mar 2018) 9.75 7.07 Cr
GTPL Hathway Ltd. None Filing Awaited 81.25
Boda Chemicals      
Vaibhav Global      
GHCL      
Authum Investment      
SP Apparels      

 

Must :  See Portfolio / Recommendations from  Rakesh JhunjhunwalaPorinju Veliyath, Dolly Khanna,  Ashish Kacholia

 

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