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manju kedia News, Mentions & Market Context

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Top Story|Economic Times5 days ago

Vijay Kedia’s portfolio: How the ace investor’s top 5 stock holdings performed in a month

Vijay Kedia’s top five stock holdings and how they have performed over the past month.

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Latest manju kedia Mentions

For ZAGGLE, a bullish bias is indicated in the short term due to institutional buying; however given the volatility and recent weak fundamentals.|Quick check: ZAGGLE neutral (+0.1% 1d), TATASTEEL bearish bias (-0.8% 1d).
For ZAGGLE, the immediate bias is bullish; traders could look for entry points on minor pullbacks below recent support levels.|Quick check: ZAGGLE neutral (+0.1% 1d), TATASTEEL bearish bias (-0.5% 1d).
Maintain a selective bullish bias on pharma stocks with clear regulatory approvals and robust R&D, focusing on companies with strong balance sheets to weather pricing challenges.|Quick check: ZAGGLE neutral (+0.1% 1d), SUNPHARMA bearish bias (oversold).
Consider a long position in SPML Infra (SPMLINFRA) below recent support, targeting the analyst's price objective, while monitoring execution risks.|Quick check: SPMLINFRA bullish bias (+1.9% 1d), SUNPHARMA bearish bias (oversold).
Maintain a bullish bias on infrastructure stocks with strong order books and execution capabilities; look for entry points on minor pullbacks.|Quick check: SPMLINFRA bullish bias (+1.9% 1d), MARUTI neutral (-0.1% 1d).
Economic Times20 days ago+44.3

Ashish Kacholia, Vijay Kedia beat Nifty in Q1, portfolios swell up to 40%

5 facts
Look for auto ancillary companies with strong Q1 results and positive management commentary on demand, as they might be better positioned to absorb cost pressures and benefit from volume recovery.|Quick check: NIFTY neutral, MARUTI neutral (-0.5% 1d).
Given the negative reaction to positive news, a short-term bearish bias for ATULAUTO is warranted, with potential for further profit booking..|Quick check: ATULAUTO bullish bias (overbought), SUNPHARMA neutral (-0.4% 1d).
Given the negative news, a short-term bearish bias for Innovators Facade Systems is warranted if considering any contrarian positions.|Quick check: INNOVATORS neutral, TATASTEEL bearish bias (+1.0% 1d).
Given the overall market weakness, SPMLINFRA could present a defensive or contrarian trade opportunity; look for strong volume on up moves, but due to broader market volatility.|Quick check: SPMLINFRA bullish bias (+1.9% 1d), NIFTY neutral (+0.0% 1d).
Maintain a bullish bias on select solar energy stocks, especially those showing strong fundamentals or attracting significant investor interest, with strict risk management.|Quick check: WEBELSOLAR bearish bias (-0.1% 1d), TATASTEEL bearish bias (-1.9% 1d).
upside follow-through stays in play in Indian cybersecurity-focused IT companies, with a bias towards small to mid-cap firms showing strong growth and order books.|Quick check: TCS bullish bias (-0.5% 1d), INFY neutral (-1.4% 1d).
Consider a long position in Eimco Elecon (EIMCOELECO) on minor pullbacks below recent support levels, targeting potential further upside driven by sustained institutional interest.|Quick check: EIMCOELECO neutral (-1.6% 1d), NIFTY bearish bias (-25.9% 1d).
For Eimco Elecon, a bullish bias is warranted; look for consolidation around current levels followed by a breakout management.|Quick check: EIMCOELECO neutral, MARUTI neutral (-1.1% 1d).
Consider a long bias for Eimco Elecon and other quality small-cap mining equipment suppliers to manage volatility.|Quick check: EIMCOELECO neutral, TATASTEEL bearish bias (-2.0% 1d).
Look for opportunities in fundamentally strong SME IT companies with clear growth trajectories, using Kedia's investment as a potential indicator of value, while.|Quick check: SENSEX bullish bias (+0.5% 1d), NIFTY neutral.
Consider a short-term long position, anticipating continued momentum driven by investor sentiment.|Quick check: SUNPHARMA neutral (-0.8% 1d), CIPLA bearish bias (-1.5% 1d).
Traders should look for signs of sector rotation, potentially moving capital from overbought sectors to those showing early signs of recovery or undervaluation, maintaining strict risk management.|Quick check: NIFTY neutral, SENSEX bullish bias (+0.5% 1d).
Mint2 months ago+22

Vijay Kedia explains why every bull market ends the same way—and where the next opportunity could be

5 facts
Consider a long-term accumulation strategy in fundamentally strong auto companies, focusing on those with robust volume growth and favorable demand mix, while being mindful of commodity cost trends.|Quick check: MARUTI bullish bias (+4.1% 1d), TATAMOTORS bearish bias (oversold).
Maintain a bullish bias on Indian agricultural commodity proxies, focusing on companies with strong market positions in agrochemicals, seeds, and food processing, with a long-term investment horizon.|Quick check: RALLIS neutral, DHAMPURSUG neutral.
Positive outlook for innovative financial services providers and well-managed NBFCs.|Quick check: PFC bearish bias (oversold), REC bearish bias (-1.6% 1d).
Broad market sentiment would turn positive; look for increased volumes across indices.|Quick check: SUNPHARMA neutral (oversold), CIPLA neutral (overbought).
While not a direct pharma catalyst, a favorable tax regime for dividends could make dividend-paying pharma stocks more attractive; maintain a long bias on quality pharma names with strong fundamentals.|Quick check: SUNPHARMA neutral (+0.0% 1d), CIPLA neutral (overbought).
Focus on pharma companies with strong R&D pipelines and clean regulatory records; consider long positions on dips.|Quick check: SUNPHARMA neutral (-0.1% 1d), CIPLA neutral (overbought).
Mint3 months ago+46.1

Vijay Kedia wants LTCG tax on equities abolished — says long-term investors must be rewarded

5 facts
Monitor government policy discussions; any positive indication on LTCG could lead to broad market upside.|Quick check: SUNPHARMA neutral (-0.1% 1d), CIPLA neutral (overbought).
While the immediate focus for auto is on volume growth and commodity trends, a long-term bullish bias for tourism-related auto segments (e.g., leisure vehicles, fleet operators) could emerge if Kedia's vision materializes.|Quick check: IRCTC bearish bias (oversold), LEMONTREE bearish bias (oversold).
Maintain a bullish bias on MHRIL, looking for entry points on any dips below recent support levels, anticipating a strategic restructuring announcement.|Quick check: MHRIL neutral, MARUTI bearish bias (+0.1% 1d).
Economic Times4 months ago+31.5

Vijay Kedia Portfolio Check: 10 stocks surge up to 44% — plus 5 fresh picks

5 facts
Look for opportunities in mid-cap and small-cap stocks that align with Kedia's investment philosophy, but always and position sizing.|Quick check: NIFTY neutral, SENSEX neutral.
Maintain a bullish bias on WEBENERG, but consider trailing risk control given the sharp rally; look for consolidation before fresh entry.|Quick check: WEBENERG neutral, MARUTI bearish bias (-2.5% 1d).
Consider accumulating quality stocks in infrastructure, manufacturing, and financial sectors on dips, maintaining a long-term investment horizon.|Quick check: NIFTY neutral, SUNPHARMA bullish bias (+7.0% 1d).
For Websol Energy, the setup is bullish in the near term; however, traders should maintain strict risk management given the sharp move and await confirmation from the Q4 results and dividend announcement.|Quick check: WEBELSOLAR neutral, NIFTY neutral.
Given the strong positive catalyst, a long bias on WEBENERG is warranted, but traders should employ strict risk control due to smallcap volatility and the broader market's current choppiness.|Quick check: WEBENERG neutral, NIFTY neutral.
Maintain a bullish bias on WEBELSOLAR, but given the inherent volatility of small-cap stocks and the broader market's current mixed sentiment.|Quick check: WEBELSOLAR neutral, NIFTY neutral.
Maintain a bullish bias on GAIL, looking for entry points on minor pullbacks below recent support levels, given the positive fundamental development.|Quick check: GAIL bullish bias (overbought), NIFTY neutral.
Look for momentum continuation in WEBENERGYSYS, but due to inherent smallcap volatility.|Quick check: WEBENERGYSYS neutral, MARUTI bullish bias (+0.3% 1d).
Positive bias for Mahamaya Lifesciences and SPML Infra; consider for long-term growth.|Quick check: SPMLINFRA neutral, NIFTY neutral.
Thematic commentary only — no immediate trade; keep AI-linked Indian IT names (TCS, INFY, PERSISTENT) on watchlist for structural exposure.
Market has likely priced in Kedia's portfolio performance; focus on broader market trends and specific AI-related stock fundamentals rather than this philosophical take.
While Kedia's portfolio saw broad losses, focus on specific high-growth mid/small-cap stocks with strong fundamentals, as selective opportunities can still deliver significant returns.
Market has likely priced in the immediate geopolitical concerns; focus on long-term portfolio resilience and sector-specific fundamentals rather than short-term reactions.
Given the market has likely priced in the recent volatility, traders should focus on identifying fundamentally strong stocks for long-term accumulation, aligning with Kedia's advice on temperament.
Investors should focus on long-term portfolio construction and emotional discipline, rather than reacting impulsively to short-term market swings.
Market has likely priced this in; however, monitor any future policy discussions or regulatory changes regarding open-market buybacks for potential long-term impact on market stability.
Consider hedging against rising crude oil prices by reducing exposure to oil marketing companies (OMCs) and high-energy-consuming sectors, while selectively looking at upstream oil producers.
Given the potential for higher crude prices, traders should consider reducing exposure to oil marketing companies and high-energy-consuming sectors, while selectively looking at upstream oil producers.
Given the persistent geopolitical risks, traders should monitor crude oil price movements closely and consider hedging strategies or reducing exposure to sectors highly sensitive to energy costs.
Given the article's age, the market has likely priced in initial concerns; however, monitor geopolitical developments for further escalation, which could trigger renewed bearish sentiment for oil-sensitive sectors and bullish for upstream oil & gas.
Given the article's age, the market has likely priced in initial concerns; however, monitor geopolitical developments for further crude price volatility and consider hedging strategies for oil-sensitive sectors.
Maintain a disciplined, long-term investment strategy, focusing on quality stocks during market corrections, as advised by experienced investors like Vijay Kedia.
Neutral. Focus on fundamental analysis and long-term investing principles rather than short-term trades.|Quick check: NIFTY neutral, BANKNIFTY neutral.