HAL is up 67% YoY but is still not expensive. The entire Defense sector is witnessing superior growth due to the Govt’s push & has a lot of steam left. HAL is the leader of the pack & has a lot of room for appreciation. It will continue to do well for next 10 years: Madhu Kela, Vikas Khemani
Cochin Shipyard Ltd is a leading player in the construction of all kinds of vessels, repairs, and refits of all types of vessels including periodic upgradation and life extension of ships. It is a PSU mid-cap with a market capitalisation of Rs 13,775 crore. The Government holds 72.86% of the equity capital
HINDWARE has grown significantly and gained market leadership in sanitary ware and is a major faucet ware player. It has good growth prospects. A number of investing luminaries like Sunil Singhania, Mukul Agrawal, noted FIIs and HNIs hold big stakes in the small-cap Company.
That was really the golden time to buy the stock by truckloads since it was obvious that TCS was working overtime to get the trading platform ready and once that hppended, the stock would resume its golden days.
Cera Sanitaryware was earlier a hot favourite stock of Dolly Khanna and Vijay Kedia. It is still held by Nalanda Equity Fund (9.98%). Saurabh Mukherjea has now added it to the Little Champs Portfolio and explained the rationale for doing so
It is obvious that if interest rates start to dip, there will be a corresponding demand for stocks because investors looking for a higher yield will buy stocks. So, this is an appropriate time to take advantage of the rout in the stock market buy high-quality stocks
The steep plunge in the stocks from the mid-cap, small-cap and SME space has sparked panic amongst investors. “मिडकैप-स्मॉलकैप का हाल बेहाल ? ये गिरावट क्यों और किस स्पेस में सबसे ज्यादा बिकवाली?,” TV anchors were asking the experts on their shows. However, the experts were also clueless about the state of affairs
We have to keep an eye on Centum Electronics. Prashant Jain & Porinju Veliyath are invested in it. Experts say it is undertaking pathbreaking design, manufacturing & turn-key build specification services in a range of cutting edge areas – space, defence, electronics & medical devices
Prashant Jain’s 3P PMS Fund has invested in J Kumar Infra. Sunil Singhania & Mukul Agrawal already hold stakes in the Company. The stock is Porinju Veliyath’s core PMS holding. It was also one of Dolly Khanna’s investments
Saurabh Mukherjea, Founder, Marcellus Investment Managers, has discussed the latest stock picks of the Consistent compounder Portfolio and the Little Champs Portfolio
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