저자: 미상 · 외국인
요약 보기
라케시 장존장왈라 가족의 약 5만5천 크로어 규모 포트폴리오를 분석한 영상. 보유 종목 약 26개, 섹터 비중(제약·은행 등), 최근 분기 매수·매도 종목(Star Health, Canara Bank 등 매수 / Agrotech, Nazara, Titan, Tata Motors 등 매도), 벌크·블록딜 내역을 짚음. 특정 종목의 향후 가격 방향에 대한 예측은 없고, 투자자 포트폴리오 참고용 설명 중심.
다듬은 글
Hello friends, as you saw on the thumbnail, in this video we are going to see the portfolio of Rakesh Jhunjhunwala ji and his family, which is a portfolio of about 55000 crores, in which companies have they invested money, in which sector, how much money is invested in particular stocks and which company 's shares have they bought recently and which company's shares have they sold, we will discuss all these things in today's video, so watch the video till the end, let's go to the screen and understand everything one by one, so friends, let's start here, first of all let's talk about net worth, as we told you brother, Rakesh Jhunjhunwala ji has a net worth of about 55000 crores and in which companies are his holdings in about 26 companies, here we will look at the holdings, we will look at bulk deals, block deals and fresh entry exit etc., we look at all those things, so first of all let's look at the sector here, so if we talk about the sector, then look at the highest investment here Bhai sahib it is in pharmaceutical at 12, then in banks at 8, then there are some other sectors, then it is in computer software at 4, then in finance at 4, then trading at 4, telecommunication, construction for two years, edible oils, hotels, steel, in all these the holding is around 4, auto, diversified software, banks, public sector, in all these the holding is at 44, okay now let's see according to the particular stocks, we clicked on holding once and now we have come down, now there is Aitk Limited, okay, how much quantity is there in Aitk Limited, this is approximately 2 crore 53 lakh shares of Aitk Limited and the one at 43 of the portfolio is in this company, okay and what is its value, Rs 554 crore, Rs 500.54 crore, this is the holding of this particular quantity here, after that if we see, there is Con Code Biotech, in which there are around 2 crore 51 lakh shares, which is the holding at 24, and this is 5671 crore, okay, then its share price will be quite low, then it is as per the AITUC, right?
The AITUC has not mentioned it, so we will have to see it separately, then there is Star Health at 17, NCC at 12.48, Metro Branch at 9.6, then Nazara Technology at 8.37 and recently some quantity has been sold from this, see, it is at minus 0.15 and currently there is Watech, Agrotech Food, sold in this as well, sold some in Jatt Financial Services as well, then there is Singer India, Jubilin, sold in this as well, sold some in Crisil as well, sold some in Titan as well, there were 4 crore 73 11000 shares in Titan and out of which some at 0.03 have been sold and after that there are all these 40 in which I have bought, see, I have bought it at 0.14 40 and if we will see it separately, then all these companies have sold in Tata Motors as well, total 42 lakh or 4 crore 23 There are 91000 shares brother, you see this is the power of long term investing.
If we talk about financials, then the financials of these companies are mentioned here, see, this is the net profit and this is this year's EPS, this is this year's P ratio, this is the market capitalization, what is the dividend yield of these particular stocks, all these things are mentioned here, after that, what is there in share holding, this change in share holding has been mentioned, how much of the promoter's holding has changed in this particular, all of that comes under bulk deal and block deal, see, in bulk deal, if there was a block deal in Rally India and how many shares were sold here, it is approximately 979 crore 70 lakh, right, 9 crore or 97 lakh 97 lakh shares and these were sold at an average price of 21, then 220 shares of Rally India were sold, then some 50 shares of Bill Care were sold, so many shares and goods were bought by Capital, Tata Motors were bought in the block deal brother Sir, I had bought Tata Motors at 255, you see, I had bought 12000 shares in a block deal, the share is being sold at 255 for Rs.
00000. Here, this is of Tata Motors itself, I had sold it at 255 for Rs. 125000 to Rare Enterprises, so this must have been reshuffling here, what might have happened in Rare Enterprises, Rakesh Radheshyam Jhunjhunwala, Rakesh Jhunjhunwala ji, some reshuffling might have happened in it, it is possible that they were bought by Rejubal, all these were bought on this date, see, they were bought on this date, they were sold on 28th July 2012, now let us see which deal has happened recently, what purchase, if you look at the recent times, I invested in two places, brother sahib, in 40 Health Care, in the June quarter, between March quarter and June quarter, there has been an increase of 0.14 and in Canara Bank, there has been an increase of 0.02, so if you look at 40, the price of 4 is prevailing right now.
00 Okay and after this if we talk about declines then look at all these, shares have been sold in Agrotech Food in the last quarter, sold at 0.15 in Nazara Technology, Jiji, Ragho Productivity, Crisil, Federal Bank, Jubilant, Karo Veshya, Jubilin, Titan Escorts, Indian Hotels, NCC, Tata Motors, in all these, these shares have been sold in particular percentage, if it has been sold then brother what is the reason, how much has been sold, everything depends, okay so in this video we saw which shares does Rakesh Jhunjhunwala ji hold in his portfolio, so you go and analyze each share a little, you will understand when did he buy it, how much is he holding, what percentage return has already come and till now he is holding, so there will be some positive outcome, so you will get to learn a lot of things from here, so go through all his 26 holdings and analyze each one a little, you will get a very good idea from there You will get insights because these are such big parties, they are holding portfolios worth thousands of crores, so there must be some reason for that, so go and watch it and if you find the video useful then do like it and for such videos related to IP and share market, subscribe to the channel and press the notification bell so that you do not miss any such video
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