저자: 미상 · 외국인
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결론: 영상은 Rakesh Jhunjhunwala, Vijay Kedia, ITC 세 대형 투자자/기업이 호텔·환대(hospitality) 업종에 유사하게 투자하고 있다는 점을 근거로 관련 업종 성장을 기대하는 내용이다. 핵심 주장: 2021년 인터뷰 등을 인용해 호텔·리조트·관광 수요가 12월(연말 휴가·축제 시즌)까지 크게 회복될 것으로 봤다. 백신 접종 확대로 정상화가 예상된다는 논지다. 종목 언급: Indian Hotels(인도 호텔 기업)에 Jhunjhunwala 측이 1% 이상 지분 보유, 약 2,500만 주 규모 매수 언급. ITC는 호텔 브랜드 WelcomHotel에 25개 호텔을 추가했다고 언급하며 호텔 확대를 긍정적으로 해석. Mahindra Holidays & Resorts는 Vijay Kedia가 1% 이상 신규 매수한 것으로 언급되며 시가총액 약 4,000억 루피 수준의 소형주로 소개. 차트/수급: Indian Hotels는 장기 박스권 상단 돌파 기대와 옵션 트레이더 베팅이 언급됨. 시가총액 약 1.6~1.7조 루피 수준으로 소개. 리스크/조건: 발표자는 투자자 따라하기를 권하지 않고 독자 판단을 강조. 과거 3차 유행 우려 등 불확실성도 언급. 출연자 전망: 세 투자자의 투자 방향이 같아 관련 종목들의 향후 성과를 지켜볼 만하다는 취지. 구체적 1~3개월 가격 예측은 없음. 결론 요약: 호텔·환대·관광 업종 성장 기대, 지분 매수 사례 중심 서술, 개별 가격 목표는 없음.
다듬은 글
to Raees channel, so before starting Raees, I must remind you that even today a lot of videos have come, you will find the links of all of them in the description box below, so definitely study them thoroughly, along with subscribing to the First Time Zone channel, you can also subscribe to this channel for free stock market classes and you will get them on the fry button Laali Chade, we have put the nature of it exactly on our normal screen and friends, here we are going to talk about a very important topic, as I always say that we should not talk only about death related things here, if there is any thing which is very important for us, it is oil learning and we have to focus on that too and friends, as I said that where do retail masters lag behind the most, that they do not focus on learning and if I talk about the most important thing in the stock market, then friends, your observation power should be tremendous.
Thinking should be tremendous, your own decisions should be tremendous and to take your own decisions, Owaisi, you people will have to think about which stock is good here, which business is there, 21 is going on here, which business can do well in the future till 2025, right now the impact of the comment is in fact less, so which businesses can be boosted, a lot of such thinking has to be done by people, but unfortunately very few take these things very seriously, so many maximum retail masters always keep running after tips and recommendations, so I wanted to advance, so in this video, we are getting to see three giants here, three giants which you all must have seen on the screen also, first Rakesh Ranjan wala, tell all of you here, second if we talk here ITC and third if I talk here RJ ITC and after that if I talk here then Vijay Kedia sir, yes these are the three giants that we are going to talk about here If we talk about Vijay Kedia, he is an individual, along with that, if we talk about RJ, then when we talk about ITC, then in looking at a company, but ultimately there are many minds behind the company too, so if we all talk here, then we are going to talk about humans, friends, the important point is that these three giants, we should look at the similarity in the metric of their thinking power, the similarity in their thinking power, so let us see their two decisions here or the path and we are seeing the same thing to some extent here, that is, you have understood now, the explanation of the same thing should be given here, we should not blindly copy anyone, the bill of relationship is different, but always try to think about how the big big investors, that is, if we talk about any investor, why do they invest such a huge amount in any stock, at least we should not think, if we feel that this thing is wrong, then we should leave it, but if someone If you are going to take a good point here then you should also take a note of it, so we are seeing three big names taking the same type of decision here, so one type of design means it is related to the stock market of the office, so there is business in the stock market, so which business is it related to, so friends, it is related to the hotel industry, hospitality sector, you must have heard about the hotel industry or if you want, you can say here that you can also meet the big names by looking at us, yes, related to this, the decisions of these three are seen to be similar, Vijay Kedia's, RJ's and ITC's as well, so why am I saying this, come on, I would like to show you some proof, come on, first of all we will start here, we will avoid RJ, daddy and go above the visited head, so if we talk about the people, then you all know that they are very big investors, they are also interviewed and in the interview they tell many things here, what can be their future, in which sector they are police Which sector does he like, he also tells some reasons behind it there, so if I talk about every important interview that happens, I will cover it here and put it in front of you guys, friends, then I think in my mind that when he gave an interview here, he had said that he feels that the hotel business, hospitality means hotel business, if we talk about resorts here, then it is going to be at a very very high level till December, where is the biggest boom going to be, then it is the people staying in hotels, those staying in tourism or if we talk about the people staying in resorts, that is, what do the people on Instagram say, then we go for travelling, so in that, how the hotels are needed, there is a need for resources, then we can see a tremendous boom in that chapter, according to the RJ, he had said this in the interview, then he had further said, so related to this, he had given some more points or should be connected in the next interview, while leaving he had said that someone That the third one because you are talking about will not come in Parinda here, he had said this directly, meaning the challenge will be from these types of boarding, whether it comes in third one or not, I am ready to bear anything, it will come now, it means that if it comes, there will be such a situation like Batla incident that everything will have to be closed, he saw it in the postal order and people saw it in the post view, you must have seen how bad the condition of oxygen requirement was in the morning, such a situation will not be seen in third one, he also told this here that vaccination is also increasing a lot, due to this everything will be seen normal, that is why he had said here, he had used a word that till December, that is, if we talk about the holiday season that starts, after Diwali, if we talk about the festivals that continue till December, then even if you people get any booking there, he told very big things, he had said that there is going to be such a huge demand or that tremendous, these companies are making money and someone has said this here He said that he is the police, if we talk about the hospitality sector, I would like to say further that this is his thinking, whether to believe it or not is not up to you, we have to use our own brain here, so he had mentioned this point here, that is why according to him, if I talk, what kind of stocking is his related to the hotel industry, so friends, you can see Indian Hotel is his company, his company means here he folds more than one percent on it, he also folds it on his own name and also on his wife's name, plus if we talk about Tata Group's company and hospitality related to the hotel industry, then the situation here is very bad, one company is continuously giving us bad performance, there are many such things that if you people look at the management of even one year, then 42%, okay, but do not look at the parts Halka Patwari, from where it fell due to the code, till now we have not seen any property being recorded, it has been done well but later and it is going on here, and here the end region is very easy, you Everyone knows that if you look at the maximum chart pattern, this company is on the rise, but there is a lot of option trader on it.
So, people have placed bets on this company. If I talk about this red meat quality company, its market cap is around 16 to 17 thousand crores. According to them, there could be a tremendous boom in the hospitality industry, in which you guys are interested right now. But you will also find that interview in the playlist, you can study it.
Now if I talk about RJ, you can see here, the engine wala Rakesh, if I talk about here, this share holding pattern is 1.0 501, who has it, RJ has it. If we talk about your fate line storm, you can see that in the last 7 quarters, before starting, his stay was not happy or you can see what he has increased on it, then if we talk about here and G has those constipation here, so by the way, he folded this company here, I would like to show you this, see this.
Here also you can see how many shares he has in total 12500000 10,000 12500000 more than one percent by folding it here on his name, also on his wife's name, first about 2.5 crore shares RJ has bought Indian Hotel here, so it seems that there can be a boom here, number one thing will go a little closer now, let's talk about ITC, as you people said that we are seeing the thinking similarity of these three, so ITC has a very big soft table in cigarettes, Tensile is in it, Infotech also has a lot of it, you will get paper board and all the batteries in it, along with that send it to the hospital sector, talk about deleting it, not right now, we will do it later, so if I talk about ITC, then you can see, in this also I had covered this news and on 13th June, half of one thing was covered that ITC was placed here, we can say that it is very big Meaning, we get to see such a huge contribution of 2500 crores here.
They added only 25 hotels under their WelcomHotel brand. You had told the officials in 2014 that these hotels are not small, they are equivalent to 5th semester, that is, there are a lot of points, so why have they added 25 more hotels, I think they must be doing this for this very reason, they are expecting that by December 1st, there can be a huge demand for their hotels, we can talk about tourism, we can flourish from resorts, that is why ITC has also added 25 hotels, seeing that I had made a separate big ad related to this, which I had made here in June, 180.
After seeing this thing, it seems that as you were thinking, is it the same as ITC, a very big giant company associated with the hotel industry, is their thinking also matching with this, let's see this. So two things have been discussed, now we will go to the third question, why, but now give me the answer, okay dear sir, tell everyone that very big giants invest, now I will tell you that the investments set by them are in very risky stocks, so talking about Vijay in the late days of the dancer, friends, here you can see this snap in this scooter, before this he did not have any toppers talk related to hotel sector or restaurant, you can see Vijay Kedia bought more than one percent stake, I should show you in the June quarter, before this in any quarter they did not have this topic here, right now they have to buy more than one percent stake here, which star, recently made a video related to this, Mahindra Holidays and Resorts India Limited, so the stock of ₹300 10 maximum chart pattern, if I talk about it, then you can see all this, till now no one is seen with so much wealth, we can say that it keeps moving in a range, so if someone buys this stock here, then here For Vijay, buy here, its market is only around four thousand crores, if you see, it means it is a small kid company, so friends, I had come here, although we do not want to copy anyone, we do not follow anyone's recommendations, but one thing is definitely there which people cannot forget that the thinking pattern of these three giants is seen going in the same direction here, but it is found that if we talk about compensation, they have also invested in Indian Hotels, along with that, if we talk about Vijay's dancer, then you can see that it has started happening in Mahindra Holidays and Resorts, fourth and third, if we talk about how bad ITC has done with its 25 hotels, that is, if we talk about the hotel industry, despite their bad numbers, they have expanded 25 more hotels here, then we can definitely say that the thinking pattern of these giants, we can say that they are seen investing more in things like hotel industry, hospitality resorts, tourism, etc., and they are worse than what we see here.
If you can say so, then definitely friends, if you want, you can definitely put these things here here. Ram, there is no need to copy anything blindly, you do n't have to ignore it either because if you ignore it, you will never be able to get the straight one. So, whatever you liked from this, you can note it down.
If you did not like it, you can comment on it. Friends, one thing is certain that three big names are investing here with the same type of thinking, which will be very interesting to see in the times to come, how these stocks perform here. So, I hope friends, you must have learned something from the videos here.
So, definitely like and share these videos, it will be fun friends. Don't forget the video, till then bye-bye.
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