Hey friends! You gave a great response to our article released a few days back. We covered superstar portfolios in that article. We told you about the stocks added by the superstars (of the investment world) in their holdings. Also, we told you about the stake decreased/increased by them out of the already held in a company.
New Stocks In 2021 By Vijay Kedia, Porinju Veliyath, Mohnish Pabrai, Ashish Dhawan, Nemish Shah
Taking the series further we have again brought an article where we will talk about 5 investment superstars. We will tell you about the stocks added by them to their portfolio.
Without taking much time let's start talking about the first investor. Let's talk about the stocks in his portfolio where holdings were increased/decreased.
Vijay Kedia
Firstly we are going to talk about Vijay Kedia. We will talk about a stock that was added by him to his portfolio. Heritage Foods Ltd. is a stock that was added by Vijay Kedia to his portfolio in the December quarter. He added 4,82,891 quantities. Following this, he has a 1.04% stake in this company.
The market capitalization of the company is Rs.1,306 cr. In the last 6 months, this company has made a (negative) 10% return. In the last 12 months, this company has delivered a (negative) 19% return to its investors. Heritage Foods Ltd. runs its major business in food and milk processing. It also generates the power and electricity needed for its operations. It uses solar and wind power.
Now let's talk about the 2nd company. Vijay Kedia has reduced his stake in this company in the last quarter. Vijay Kedia had a 2.03% stake in Vaibhav Global Ltd. by September quarter-end.
He has reduced his stake to 1.92%. He has reduced his stake by 0.11%. The market capitalization of this company is around Rs.8,787 cr. In the last 6 months, this company has made a 59% return. In the last 1 year, this company has delivered a 170% return to its investors.
Vaibhav Global's major business lies in fashion jewelry and lifestyle products. After Vijay Kedia now let's talk about Porinju Veliyath. Let's talk about the stocks where he has increased/decreased his holdings.
15 Mutual Funds & 9 Stocks that gave highest returns in Jan 2021
Porinju Veliyath
Firstly let us talk about the 2 stocks where Porinju has increased his holdings in the last quarter. Orient Bell Ltd. is the first company where Porinju Veliyath led Equity India intelligence private Ltd has increased its stake by 3.96%.
Porinju Veliyath had a 0.29% stake in this company by September end. (currently) He has increased this stake to 4.25%. An interesting fact is that in the last 6 months, this company has made a 194% return. In the last 12 months, this company has delivered a 93.5% return to its investors. The major business of Orient Bell is ceramic tile manufacturing. (As you know) It has other competitors like Somany ceramics and Kajaria. These are its major competitors.
2nd company where Porinju Veliyath has increased his stake is Duroply Industries Ltd. He had a 2.85% stake in this company by September end. (Currently) He has increased this stake by 0.25% to reach 3.10%. It is a small-cap company. Its market capitalization is Rs.30 cr. In the last 6 and 12 months, this company has delivered a 63% and (negative) 8% return to its investors, respectively. So this was the discussion regarding the companies where he has increased his stake. Now it is important to know the companies where he has reduced his stake.
Porinju Veliyath has decreased his stake in these 2 companies. The first company is Archies Ltd. He had a 3.55% stake in this company by September end. (currently) He has decreased this stake to 3.26% (after a cut of 0.29%) The market capitalization of this company is Rs.42 cr. Hence it is a small-cap company. In the last 6 and 12 months, this company has delivered a (positive) 8% and (negative) 33% return to its investors, respectively.
The 2nd company where Porinju has cut his stake is Shalimar Paints Ltd. He had a 3.53% stake in this company as on ending of the September quarter. He has reduced his by 1.47% to reach 2.06%. The market capitalization of this company is around Rs.600 cr. In the last 6 months, it has delivered an 80% return to its investors. In the last 12 months, it (Shalimar Paints) has delivered (positive) 21% return to its investors.
When to Buy and Sell Stocks | Stock Market for Beginners 2021
Mohnish Pabrai
Now let's talk about Mohnish Pabrai. Let's talk about the 2 stocks where he increased his stake. The name of the 2 stocks is visible. First is Sunteck Realty Ltd. This company emerges out of the real estate sector. He had an 8.52% stake in this company as on ending of the September quarter.
He has increased his stake by 0.6% to reach 9.12%. The market capitalization of this company is around Rs.5,100 cr. It means that he has taken a holding valuation of Rs.467 cr in this company. (Sunteck Realty) In the last 6 months, it has delivered a 49% return to its investors. In the last 12 months, it has delivered a (positive)12% return to its investors. In recent times real estate has shown great performance.
The name of the 2nd company is Edelweiss Financial Services Ltd. He had a 4.11% stake in this company as on ending of the September quarter. It has increased it to 6.56%. (with a 2.45% increase in his stake). The market capitalization of Edelweiss Financial Services is around Rs.6,400 cr. In the last 6 months, it has delivered a (negative) 13% return to its investors. In the last 12 months, it has delivered (negative) 20% return to its investors. Now let's talk about Ashish Dhawan.
We will talk about the company that he added to his portfolio. Also, we will talk about 2 companies that are already in his holdings and he has recently increased his stake in them.
Top 5 Electric Vehicle (EV) Stocks By Market Cap in 2021 | Best Electric Cars Stocks
Ashish Dhawan
Let's talk about the first company. Its name is HSIL Ltd. This company does manufacturing, (eventual) selling, and trading of business and packaging products. In recent times this company was added by Ashish Dhawan to his portfolio. He has made an investment of Rs.53.3 cr.
He has bought a 4.77% stake in the company. In the last 6 and 12 months, this company has delivered a 217% and 275% return to its investors. This company has been a multi-bagger company in recent times. After the new addition, it is important to know about the 2 stocks where he has increased his stake.
The name of these stocks is Arvind Fashions Ltd. and RPSG Ventures Ltd. He had a 3.18% stake in Arvind Fashion Ltd. as of the September quarter ending. He has increased his stake to 4.33% (with an increase of 1.15%) The market capitalization of this company is around Rs.1,400 cr. In the last 6 months and 1 year, this company has made a 17% and (negative) 46% return to its investors. (As it is clear from the name itself) Arvind Fashion's major business is in the textile sector. Now let's talk about RPSG Ventures Ltd.
He has increased his stake by 0.88% to reach 3.97%. Investment made by him is Rs.33.8 cr. In last 6 months and 1 year this company has given a 62.9% and 1.13% return to its investors, respectively.
Nemish Shah
Now let's talk about Nemish Shah. There is a company that was recently added by him to his portfolio in recent times. The name of this company is Bannari Amman Sugar Ltd. Nemish Shah has done a total of 2.59% investment in this company in the December quarter. His holding value is Rs.50.8 cr.
The market capitalization of this company is Rs.1,975 cr. You might have understood that this company runs its major business in the sugar sector. In the last 6 and 12 months, this company has delivered (positive) 21% and (positive)10% return to its investors, respectively.
So this was our today's article on the portfolio of superstar investors. This was the 2nd part where we told you about another 5 investor's portfolios. We covered few stocks where they increased/decreased their holdings. We also discussed the additions to their portfolio in recent times.
We don't give any buy/sell recommendations for any stock. All our articles are for educational purposes. Before making any investment decision do your own research. But do your own research and invest for the long term so that you can make good returns.
Comment below- Which is your favorite company out of the ones discussed (where you are planning to invest)
Happy investing!
Post a Comment