VIJAY KEDIA STOCK PORTFOLIO
![9 smallcap stocks that connect Mukul Agrawal, Vijay Kedia, Ashish Kacholia & Dolly Khanna](https://img.etimg.com/thumb/msid-111250017,width-100,height-75,resizemode-4/markets/stocks/news/9-small-cap-stocks-a-thread-that-joins-mukul-agrawal-with-ace-investors-vijay-kedia-ashish-kacholia-and-dolly-khanna.jpg)
9 smallcap stocks that connect Mukul Agrawal, Vijay Kedia, Ashish Kacholia & Dolly Khanna
The smallcap stocks held by renowned investors like Mukul Agrawal, Vijay Kedia, and Dolly Khanna have displayed varying performance levels over the past year. These investments in companies such as Neuland Laboratories, Prakash Industries, and Shankara Building Products have been closely monitored for their profitability and stability.
![Sebi’s diktat on IPO-bound companies gives a jolt to PE investors](https://img.etimg.com/thumb/msid-111250549,width-100,height-75,resizemode-4/markets/stocks/news/sebis-diktat-on-ipo-bound-companies-gives-a-jolt-to-pe-investors.jpg)
Sebi’s diktat on IPO-bound companies gives a jolt to PE investors
Sebi is intending to advance the timing of terminating special rights, from the date of listing of IPO shares to the date of filing of updated DRHP.
![Vijay Kedia warns retail investors to be cautious of frothy market](https://img.etimg.com/thumb/msid-111101677,width-100,height-75,resizemode-4/markets/expert-view/vijay-kedia-warns-retail-investors-to-be-cautious-of-frothy-market.jpg)
Vijay Kedia warns retail investors to be cautious of frothy market
Soch kar, samajh kar invest kar, rumour pe, tip pe, na time waste kar. Knowledge aur patience ka business hai ye, anubhav se sikh aur best kar.
![Om Infra eyes robust growth amid govt push on water projects](https://img.etimg.com/thumb/msid-110967678,width-100,height-75,resizemode-4/markets/expert-view/om-infra-eyes-robust-growth-amid-govt-push-on-water-projects.jpg)
Om Infra eyes robust growth amid govt push on water projects
We are one of the largest companies in the country and of course, amongst the largest companies in the world specialising in hydromechanical equipment, which is a very critical portion, critical part of any hydropower projects or any irrigation project or any pump storage projects and therefore, our equipments are very critical to any of these water-related projects.
![Stay put, stay calm, don't be adventurous: Vijay Kedia's message to retail investors](https://img.etimg.com/thumb/msid-110704870,width-100,height-75,resizemode-4/markets/expert-view/stay-put-stay-calm-dont-be-adventurous-vijay-kedias-message-to-retail-investors.jpg)
Stay put, stay calm, don't be adventurous: Vijay Kedia's message to retail investors
I do not know what is going to happen still because since BJP has not come with a majority and all, so that is the biggest fear factor in this market, that what is going to happen tomorrow. Let me tell you, somebody was telling me who is going to become PM also.
![Chase the story behind a stock, not money on the table: Vijay Kedia](https://img.etimg.com/thumb/msid-109716812,width-100,height-75,resizemode-4/markets/expert-view/chase-the-story-behind-a-stock-not-money-on-the-table-vijay-kedia.jpg)
Chase the story behind a stock, not money on the table: Vijay Kedia
So, when the team which is working, which is building this corporate corporation, if they lose their fire in the belly and suppose if they cannot perform, so that could be one of the reasons that I would think that now nothing can be done with this team and I cannot change the team also, if such kind of scenario suppose comes up, then I may think of exiting.
Vijay Kedia adds smallcap stock in March, trims stake in 3 multibaggers
Kedia brought his stake to 1% in Mahindra Holidays & Resorts India in the previous quarter. Kedia may have exited the stock in Q3 or brought his stake below 1%. He held 1.02% of the company as of September 30, 2023.
Vijay Kedia raises stake in smallcap Global Vectra Helicorp, trims holding in 2 multibaggers in Q4
Global Vectra Helicorp is a private helicopter operator service and Kedia bought a 2.92% stake in the company in the previous quarter.
BofA buys stake in Vijay Kedia-backed TAC Security post stellar IPO debut
BofA Securities has invested in TAC Security, a recent debutant on the NSE SME platform, through its fund – BofA Securities Europe SA.
Vijay Kedia-backed Tac Infosec debuts at 174% premium over issue price
Tac Infosec shares debut at 173.6% premium on NSE SME platform. The IPO oversubscribed 300 times.
Vijay Kedia-backed TAC Infosec IPO allotment likely today: Check status, listing date, GMP and other details
The allotment for the SME IPO of Vijay Kedia-backed TAC Infosec, which has seen overwhelming response, will be finalised on Wednesday. On the allotment date, investors get to know about the number of shares allotted to them as against the bids made.
Budget in line with the government’s intention of making India third largest economy in 5 years: Vijay Kedia
Vijay Kedia, MD of Kedia Securities, comments on the budget and stock market alignment. The FM has named sectors that are moving in the market, aligning with the government's goal of making India the third largest economy. Tourism receives a special mention, including IndiGo. Kedia is content with the budget outcome and does not expect any new ideas from the finance minister. He emphasizes the importance of understanding and investing with knowledge and patience for long-term gains.
Stay invested, don't overanalyse; like the OMCs as they are diversifying into hydrogen: Vijay Kedia
Vijay Kedia criticizes the tax on dividends in India and expresses faith in the government's ability to provide direction in the upcoming budget. He believes that the next five years are crucial for India to catch up with China, and praises the government's work. Kedia is fully invested in the market and sees a margin of safety in his chosen stocks. He likes Indigo despite the challenges in the airline industry. Kedia also mentions expresses interest in OMCs diversifying into hydrogen.
Vijay Kedia Portfolio Rejig: Stake up in 2 stocks in Q3, partial profit booking in 3 multibaggers
Kedia increased his stake by 3 bps in smallcap Siyaram Silk Mills in the October-December quarter to 1.11%. The stock has been a market laggard, delivering negative returns of over 6% in the past 12 months. As far Vaibhav Global, a Jaipur-based fashion retailer, is concerned his holding went up by 3 bps to 2.01% in the December quarter versus 1.98% in the previous quarter. Its returns over a one-year-period stand at approximately 70%.
Vijay Kedia trims stakes in smallcap Talbros Automotive, another multibagger stock
The Kedia Securities chief has brought his holding down by 13 basis points in Elecon Engineering to 1.47% in the December quarter from 1.60% in the September quarter. As for Talbros Automotive, his stake at the end of the December quarter stood at 1.01% down 21 basis points from 1.22% in Q2 of FY2024.
Vijay Kedia portfolio: 10 stocks give multibagger returns in 2023
On a year-to-date basis, the top gainer in his Rs 1,500-crore portfolio is smallcap civil construction stock Om Infra which has rallied 271%.
Vijay Kedia raises stake in this smallcap multibagger in September quarter
The smallcap stock has given multibagger returns of 110% over the last 12 months versus Nifty50 which has given just over 4% returns during this period according to Trendlyne data.
Vijay Kedia trims stake in 2 smallcap stocks in September quarter
Vijay Kedia reduced stake in two smallcaps, namely Tejas Networks and Elecon Engineering Company during the September quarter by 12 bps and 18 bps, respectively. Kedia publicly holds 15 stocks with a net worth of over Rs 1,404.1 crore.
Everything's cyclical! Vijay Kedia’s lessons on how to bear the pain and hold on to good stocks for years
“Everything is cyclical or even FMCG is cyclical. Between 2003 and 2009, Hindustan Lever gave zero percent return and between 2002 and 2022, Wipro gave zero percent return. In some sectors there are shorter cycles, maybe one year or two years and in some sectors, the cycles are bigger, maybe for five years or ten years.”
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