Basant Maheshwari’s PMS Fund has put up a stellar show in February 2019 and emerged as the top performer. We have to understand how Basant turned the tables around and achieved this enviable feat
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- SME IPO of ABS Marine ServicesHDFC Bank & top funds are anchor investors in SME IPO of ABS Marine Services at Rs 147 per share which implies it is a hot issue. GMP is ₹60. Another marine co named Knowledge Marine is its peer which is up 3300%. Ashish Kacholia & Vanaja Sundar Iyer are invested in that stock ... […]
- Ashish Kacholia & Mukul Agrawal Dhabriya Plywood wins large orderDhabriya Plywood's M-cap is ₹280 Cr. FF M-cap is ₹88 Cr. Promoters hold 68%. Ashish Kacholia holds 6.43%. Mukul Agrawal holds 2.78%. Co is a proxy for realty sector (interior decor). Order Book is ₹100+ Cr. Co has recd large order from DLF & Adani for modular kitchen, Wardrobe ... Ashish Kacholia & Mukul Agrawal […]
- Shriram Piston is Sunil Singhania's high-conviction betShriram Piston is Sunil Singhania's high-conviction bet. His Fund holds 2.31% worth ₹200 Cr (8% of AUM). Co has latest technology from global cos & is supplier to ICE & EV OEMs like Tata, Maruti, M&M, Honda. Co is net debt-free, ROCE is 23.8%. Op Revenue has grown 26% from FY 22
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