PORINJU VELIYATH PORTFOLIO

​So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges. So, somebody was talking the other day what are the challenges today? I think rural stress. This is somethi...

We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

Porinju Veliyath sees value emerging in small and midcap companies amidst an economic upcycle, anticipating sustained growth opportunities driven by structural changes, government support for manufacturing, and the expansion of the capital market an...

Porinju Veliyath believes that the formation of tourism hubs, along with themes like affordable housing, is important. He mentions the potential of religious and pilgrimage tourism with international airports and sufficient infrastructure. The devel...

Veliyath raised his stake in Kerala Ayurved by 164 bps to 4.82% in the quarter ended December 30, 2023. At the end of the September quarter, he held 3.18% stake in the company. The value of his holding is nearly Rs 14.8 crore, Trendlyne data said.

The smallcap counter has delivered multibagger returns of over 200% in the past 12 months, which is significantly higher than Nifty itself, which has delivered impressive returns of over 23% during this time.

“India presents an unparalleled long-term opportunity for equity investors today that conviction is what is making the money flow into the market. We have numerous structural trends such as young demographics, massive infrastructure built up, digiti...

“The next one year may not be very exciting for value investors because all of us know it is very rich valuations in general, so we have to go bottom-up stock pickers or business pickers, very selective, looking at the future of these companies and ...

“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs 3000 crore to now around Rs 14,000 crore market cap. Similarly, in Tata Communications, we continue to hold all our stocks and we have been buy...

“Rather than getting bothered much about the exuberance, there are some companies which have gone much beyond its fundamentals or justifiable limit. I definitely agree. That is where you have to do capital allocation and move to stocks or businesses...

​We need to keep the finances at home and it is equally important to have the nation's finances in control. And we cannot afford to be a Sri Lanka or Pakistan for that so that way, I think next 14 years is going to be amazing.

Investors should never forget that whether a fancied investor bought it, whether a highly campaigned IPO is coming up, in any case, some traders or gamblers could make money in between but normal investors stick to valuation, the future of the busin...

Its clients include large and medium enterprises across sectors such as healthcare and life sciences, supply chain and logistics, banking and financial services, energy, education, and environment.

“I think we are getting into a different orbit now in the capital market system. Millions and millions of retail investors are coming into the market. There are multiple players in the market, not just one, two or three. There are different formats ...

TCM, where LIC owned a 10.60 per cent stake as of June 30, saw Shilpa Porinju Veliyath as a public shareholding with over 1 per cent stake. Shilpa held 1,00,000 shares or a 1.34 per cent stake in the company as of June 30. She was not among public s...

He already holds the stock in his portfolio, according to shareholding data released by the company. As of March-end, he owned 3 lakh shares of the company or 1.05 per cent stake in the firm

Duroply’s share price shot up to a high of Rs 132.60 as against Rs 120.55 at previous close on the BSE. The firm’s share price registered a gain of 64 per cent over the previous financial year.

Among the new additions, the smallcap czar made a fresh entry in three counters. He also increased his holding in three others during the October-December period, data shows.