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religious tourism: I did not get any takeaway to look at a particular kind of stock or vertical: Porinju Veliyath

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 development of tourism can contribute 1% to India's GDP. EIH is a good bet in the luxury tourism sector, especially with new opportunities like Ayodhya. There is potential for growth in the tourism sector, which will have an overall impact on the economy. Porinju expects ONGC to lead the PSU pack in the next one to two years due to its low valuation.

Kerala , India , Ayodhya , Uttar-pradesh , Porinju-veliyath , Indian-hotels , Equity-intelligence-india , Might-also-like , Religious-tourism , Tourism-hubs , Pilgrimage-tourism , Affordable-housing

porinju veliyath portfolio rejig: Porinju Veliyath Portfolio: Betting big on Kerala Ayurved, 4 other smallcaps; adjusting stakes in key sectors

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.

India , Kerala-ayurved , Etmarkets-whatsapp , Porinju-veliyath , Equity-intelligence-india-private , Duroply-industries , Aurum-proptech , Orient-bell , Shareholding-pattern- , Singer-india , Economic-times , Porinju-veliyath-portfolio-rejig

porinju veliyath: Porinju Veliyath picks up additional stake in this smallcap multibagger in December quarter

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.

Kerala , India , Shalimar , West-bengal , Ayurvedagram-bali , Porinju-veliyath , Centum-electronics , Kerala-ayurveda , Shareholding-pattern- , Max-india , Shalimar-paints , Porinju-veliyath-portfolio

porinju veliyath stocks: Be selective now, if you feel a particular stock is too overpriced, book profit: Porinju Veliyath

“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 still available at very reasonable valuation or stocks that are still underpriced.”

India , China , Lucknow , Uttar-pradesh , Offering-college , Tata-communications , Indian-school-of-business , Porinju-veliyathof-equity-intelligence-india , Leadership-excellence , Marketing-officer , Might-also-like

porinju veliyath stocks: Over the next 3-5 years, what could be good compounders in making? Porinju Veliyath answers

“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 buying till very recently. However, we are ready for 10-15% correction in both the stocks.”

China , Lucknow , Uttar-pradesh , India , Shalimar , West-bengal , Indian-school-of-business , Offering-college , Tata-communications , Porinju-veliyathof-equity-intelligence-india , Equity-intelligence

Porinju Veliyath made his comeback in FY21, but his PMS still lost clients

Porinju Veliyath made his comeback in FY21, but his PMS still lost clients
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Synopsis
Since hitting their multi-year lows in March 2020, midcap and smallcap stocks have made a roaring comeback.
ETMarkets.com
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MUMBAI: The dream run in the domestic midcap and smallcap stocks over the past 12 months would have led keen observers of India’s stock market to assume that Porinju Veliyath, one of the country’s most eccentric value investors, will make a major comeback in the investment scene.
Since hitting their multi-year lows in March 2020, midcap and smallcap stocks have made a roaring comeback, as is reflected in the over 100 per cent gains in the Nifty Midcap 100 and Nifty Smallcap 100 indices for the past 12 months.

Mumbai , Maharashtra , India , Porinju-veliyath , Nifty-midcap , Nifty-smallcap , Nifty-midcap-100 , Porinju-veliyath-investment-ideas , Pms , Porinju-veliyath-portfolio , Nifty-smallcap-100