Source: WhatsApp Forward
Source: WhatsApp Forward
Author: Raoji
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Portfolio of Porinju Veliyath
This post is in continuation of my coat tailing series (see here)
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Porinju Veliyath is a well known PMS Fund Manager in the Indian Equity Markets and manages his PMS via his company Equity Intelligence
His significant holdings where he has a stake of more than 1% as on 30 June,2016 as per Stock Exchanges is given below:
| Company Name | NSE Symbol/BSE Code | Entity | Date End | # of Shares | % | Value (In Crores) |
| Arvind Infrastructure Ltd | ARVINFRA | Equity Intelligence India Private Limited | 201606 | 260000 | 1.01 | 2.17 |
| BDH Industries Ltd | 524828 | PORINJU V VELIYATH | 201606 | 58000 | 1.01 | 0.37 |
| Eastern Treads Ltd | 531346 | EQUITY INTELLIGENCE INDIA PRIVATE LIMITED | 201606 | 100000 | 1.91 | 1.47 |
| Flex Foods Ltd | 523672 | PORINJU V VELIYATH | 201606 | 125000 | 1 | 1.41 |
| IZMO Ltd | IZMO | EQUITY INTELLIGENCE INDIA PRIVATE LIMITED | 201606 | 130000 | 1.07 | 0.70 |
| IZMO Ltd | IZMO | PORINJU V VELIYATH | 201606 | 300000 | 2.48 | 1.61 |
| Samtex Fashions Ltd | 521206 | PORINJU V VELIYATH | 201606 | 775000 | 1.04 | 1.01 |
| Simran Farms Ltd | 519566 | PORINJU V VELIYATH | 201606 | 40000 | 1.05 | 0.19 |
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Linkfest : September 29,2016
Some stuff I am reading today morning:
ICICI Pru Life to list today (Money Control)
How MRF scripted a wealth creation story (FE)
Are Indian Banks overvalued? (Mint)
MCX on a roll as SEBI approves Commodity Options (BL)
Mumbai is India’s wealthiest city (Quint)
When to fire your financial adviser (Monika)
A 26 year old describes her home buying experience (Ravi)
How to create wealth in the stock market (Subramoney)
Penny Stock Chronicles (Intercept)
Tudor’s Existential Moment (Climateer)
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Deutsche Bank
Eicher Motors crosses market cap of Hero Motocorp. Can it overtake Bajaj too? Or is it now in bubble zone? What a journey for @sidlal
— Anuj Singhal (@_anujsinghal) September 28, 2016