Vijay Kedia has shuffled his portfolio to capitalize on the opportunities provided by Covid-19 and also to de-risk from the threats. His new stock picks will benefit from disruption due to technology and have the potential to deliver robust gains in the foreseeable future
Subscribe to Blog via Email
Join 508 other subscribers
- Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-mergerShriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
- Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%)Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%). Neuland, Global Vectra, Sudarshan, Siyaram, Tejas, Precision Cam, Elecon & Affordable Robotic are sparklers with returns ranging from 25% to 180%. Vaibhav Global, Repro are laggards
Recent Posts
- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while continuously improving asset quality. Buy for target price of ₹3825 (30% upside): Axis Securities
- Awfis Space Solutions delivered 30%-plus revenue growth for FY25 and expansion in EBITDA margin upwards of 12%. Buy for target price of ₹1049 (44% upside): ICICI Securities
- Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
- Stock Markets (Nifty) set for double digit gains to 28800 in CY25: ICICI Direct Technical Outlook
- TOP DIVIDEND YIELD STOCKS by Axis Securities
Recent Comments