저자: 미상 · 외국인
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라케시 झुन्झुन्वाला 포트폴리오의 상위 5개 보유종목을 점검하는 영상으로, 자동자막 품질이 낮아 수치 일부는 불확실함. 결론: 영상 내 명시적인 1~3개월 가격 방향 예측은 확인되지 않음. 종목별 재무 지표(순이익 증가, 배당, ROE 등) 위주의 과거 데이터 설명 중심. 포트폴리오 개요: 23개 종목 보유, 순자산 약 3,326억 루피(자막 기준). 상위 보유 자산 중 Titan(타이탄)은 시가총액 약 2.31조 루피, 현재가 약 26,700루피로 소개됨. 타이탄(Titan): 장기 차트 우상향 언급. 자회사 성격의 Rajesh Exports, Kalyan Jewellers 등 보석 사업 언급. 순이익은 매년 증가, 10년 복리 13% 언급. 프로모터 지분 약 52%. 타이틀 외 종목 설명: Tata Motors는 순이익 분기별 적자 빈번, 매출 성장 낮고 복리 성과 부진으로 평가됨. 프로모터 지분 약 13.7%. CRISIL(신용평가사): 순이익 2019년 대비 약 2배 증가, 10년 복리 11%, 이익 성장률 8% 수준으로 소개. 프로모터 지분 언급 있음. Metro Brands(메트로 신발·핸드백 브랜드): 1955년 설립, 1년 차트 양호, 배당성향 약 37.6%, 순이익 2020년 12월 66억 → 2022년 6월 106억 루피로 증가. 기타 언급: 최근 상장 기업의 ROE 23.6%, 5년 매출 성장률 39%, 5년 수익률 16% 등 단편적 지표 언급. 리스크로는 분기 적자, 낮은 매출 성장, 수익률 부진 등이 거론됨. 출연자 전망: 명시적 가격 전망 발언은 확인되지 않음.
다듬은 글
Hello Gas, welcome to Market Mantra. Today we will discuss Holdings Network and what are their top 5 holdings. They have 23 networks invested. So first let's look at their network. Their net worth is Rs 3,326 crore and Total Solutions. Now let's look at their top five year old holdings, in which they have Rs 11,692 invested.
Third is Rs 350 crore. Tata Motors is their Rs 1,466 crore. Apart from that, there is Titan Eye Plus, which makes glasses. Apart from that, you can see there are many brands. Now let's discuss its financials. If we look at the financials, it is a part of Titan Company, whose market cap is approximately Rs 2,31,000 crore and the current market price is Rs 26,700.
So if we look at its long-term chart, you can see that it is in the same train and its value went above Rs 3,000 and reached Rs 2,700. So, it has money company. Apart from that, it has Rajesh Exports and Kalyan Jewellers. They are jewellers and if we look at their net profit, it is increasing every year.
It was in June 2019 and today if we look at it in June 2022, it will be ₹ 790 which has almost doubled. Apart from that, if we look at their compounding, then 10 year compounding is 13%. Apart from that, if we look at their share rolling pattern, then promoters hold 52% as of June 2022, then it makes 11.2 If we look at its chart, then this is also a recently listed company whose return to equity of mines is 23.6% over the last three years.
If we look at its profit, like LIC, SBI Life Insurance, now if we look at the profit, then it is increasing every year. In the last quarter which is June 2022, they will be in profit. Apart from that, if we look at their compound sales growth, then it is 39% for 5 years which is good. Apart from this, if we look at their profit growth, it is 4%.
This share is also not available. Apart from this, if we look at the ascending profit, So that 5 year return is 16% which is not good at all. Apart from this, if we look at their shares, their third Metro Friends which was established in 1955 and this brand makes footwear, apart from this, handbags, belts and other accessories, Metro has a book value of 75.9, dividend is 44.6, dividend is 19.9%, growth is 20.2% and face value is ₹5 per share.
If we look at the one year chart, it looks good. This company is in 10, but is maintaining a healthy dividend payout of 37.6%. If we look at the stock , its profits are also continuously growing. Here in December 2020, it was 66 crores and today in June 2022, it has reached 106. Apart from this, if we look at its component growth, then the 5 year growth is 1 percent, which if we look at it, is 19%.
Which is good, CAGR is not available right now because of the recent characteristics, this is a company and if we keep its return on equity, then the return on equity for 5 years is [Sangeet] So in rolling stock, promoters hold 74.27 % and public holds it, that is Tata Motors, Tata Motors makes cars, sports utility vehicles, trucks and buses, apart from this it also makes defense equipment and drugs etc.
Now let's look at the financials of Tata Motors and the financials of Tata Motors is a company, its market cap is 22.3% and face value is ₹2. If we look at its long term chart, then there is nothing special, there is nothing special every day, stock trading item, pur sales growth of 0.64% over pass 5 years company [Sangeet] If we follow the profit of the company, then we can see that every quarter the company is making loss, in between, the company made a profit of 2941 crores only in December 2020, advise the company in loss every quarter, apart from this, if sales The growth is 5% per year, its compounding is bad, apart from this, if we look at its share holding, then it promotes 13.7% above all, the company provides rating to mutual funds, so if you look at its financials, then the market cap of CRISIL is 23847 and the current market price is 32065%, dividend is 1.1%, RAC is 39.5%, ascending is 9.3% and factor value is 10 rupees, if we look at the long term chart of the stock then it looks very good in the chart, after this, if we look at the project free of the company, the company has a track record of 68.9% and if we look at the stock and next, if we look at its profit, then in June 2019 it was 67 and after 4 years, if we look at today's June 2022, then it has become 137, which is double [Praise] so in 10 years 11% is okay, if we look at the component profit growth then it is 8% which is also average, if we look at the profit growth then it is 13% and if we look at the ascendant then it is 32% [Sangeet] 6.5% holds 7.5% and the public holds 19.1 which is Rakesh invested, apart from this for other updates you can subscribe to my channel [Sangeet]
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