VIJAY KEDIAS PORTFOLIO
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
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.
Check out the biggest sells by D-Street mavens in March quarter
Here's a look at stocks that saw the highest selling by Dalal Street's top investors during the March quarter. (Source: Trendlyne)
How did D-Street mavens' portfolios fare in March quarter? Here's the data
For the six superstar investors' portfolios diagnosed, Trendlyne data shows that 3 saw a rise in value while the other 3 saw a decline in value in the March quarter.
Vijay Kedia's Portfolio: 4 stocks surge 25-60% in CY24; do you own any?
Investors in financial markets closely monitor the investment portfolios of well-known individuals. In this context, ETMarkets has analysed the investment positions of renowned investor Vijay Kedia. According to the latest data from the March quarter, Kedia has publicly disclosed stakes in approximately 17 companies, totaling around Rs 1,623 crore as of May 03. These holdings include companies where Kedia holds a stake exceeding 1%.
Vijay Kedia slashes stakes in these 5 stocks during March quarter
As per the latest corporate shareholdings filed, Vijay Kedia publicly holds 17 stocks with a net worth of over Rs 1,664 crore. Here is a look at the stocks wherein he slashed his stake during the March quarter:
- Go To Page 1
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.
Vijay Kedia-backed TAC Security IPO opens on March 27. Check issue size, price band, GMP and other details
TAC Security IPO is being made through the book-building process, wherein 50% of the offer is reserved for qualified institutional buyers, 15% for non-institutional investors, and 35% for retail investors.
Ashish Kacholia, Dolly Khanna & other D-St superstars are most invested in these sectors. Take a look
Many investors closely track the investments of superstar investors like Rekha Jhunjhunwala, Ashish Kacholia, Sunil Singhania, and Vijay Kedia for valuable market insights. Each investor’s public portfolio reflects their unique investing style and their preferred approaches. Rare Enterprises leans towards textiles, apparel and accessories stocks, while Sunil Singhania and Porinju Veliyath favour software and services. Here's a breakdown of the dominant sectors in each investor’s portfolio. (Source: Trendlyne)
Superstar investors see a rise in their net worth in Q3FY24. Take a look
According to Trendlyne, the value of all the superstar investors’ portfolios surged in the December quarter. Here’s a snapshot of their portfolio values in Q2 and Q3 in FY 2024.
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-backed TAC Security files DRHP for IPO with NSE Emerge
Ace investor Vijay Kedia-backed TAC Security has filed its draft red herring prospectus with NSE Emerge to raise funds through an IPO. Vijay Kedia owns 15% of the company.
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%.
India's richest investors see 9-100% rise in wealth in first 2 quarters of FY24
According to primeinfobase.com data of investors with a public equity portfolio worth at least Rs 1,000 crore, the wealth of these individuals has gone up by 8-102% in the first six months of FY24. Here are the details. (Data Source: primeinfobase.com | ET Bureau)
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-invested Om Infra returns to black in Q2; revenue soars 250%
On a 6-month basis, Rajasthan-based Om Infra's net profit jumped more than 34 times to Rs 38.20 crore. Revenue from operations spiked 175% to Rs 522 during the period under review.
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.”
After cheer, there is fear; euphoria in mid & smallcaps to cool down before elections: Vijay Kedia
“For me, there is no purn viram, it is not a full stop. I will sell all my shares and go back and do something else. This is my life. This is my business. I have realised one thing. This concept of bull market and bear market is all rubbish. There is no bull market and bear market. Treat it as a business.”
Potential Winners! How star investors' portfolios shape up after Q1
Currently, Rekha Jhunjhunwala publicly holds 26 stocks with a net worth of over Rs 31,901.4 crore. The investors' portfolio has increased 28% from the March quarter to Rs 33,017 crore in the June quarter
Load More