Sunday, December 22News That Matters

Porinju Veliyath Stock Recommendations Multibaggers

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.

You can also check the portfolio of other big investors –

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 JhunjhunwalaPorinju 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 JhunjhunwalaPorinju 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  

 

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