저자: 미상 · 외국인
요약 보기
결론: 라케시 준준왈라가 보유했던 종목 목록은 참고만 하고, 그의 투자를 따라 매수하면 안 된다는 영상이다. 영상은 2020년 기준 라케시 준준왈라의 보유 종목으로 GMR Infrastructure, VIP Industries, Delhi 관련 종목(시장 자료상 '인도 관련 종목'으로 표기), Tata Chemicals 계열 종목, Prince Cements, Jubilant Life Sciences 등을 소개한다. 각 종목의 시가총액, PER, 최근 1년 주가 상승률 등을 언급하며 저평가 또는 성장성을 설명한다. 종목별 설명에서 GMR Infrastructure는 공항 운영, 발전, 광산 등 사업이 다각화되어 있고 최근 몇 년간 부채를 줄여왔다고 설명한다. 다만 수익성은 아직 불확실하다고 본다. VIP Industries는 수익성이 있는 시장 선도 기업으로, 최근 1년 주가가 약 50% 올랐다고 언급한다. Prince Cements는 최근 성장세가 좋은 시멘트 회사이며, PER이 업계 평균보다 낮아 저평가 상태라고 설명한다. Jubilant Life Sciences는 다른 제약사의 원료로 쓰이는 의약 중간체 회사로, PER이 업계와 비슷하며 최근 1년 수익률이 좋았다고 설명한다. 출연자는 투자 권유 없이 경고하는 입장이다. 대부분의 시청자 포트폴리오가 500만 루피 이하이므로 유명 투자자를 따라 하기보다 스스로 분석해야 한다고 강조한다. 종목 수치는 2020년 기준이므로 현재 상황과 다를 수 있다는 점도 전제된다. 리스크: 일부 기업은 부채 부담이나 수익성 불확실성이 크다는 점이 언급된다. 영상 자체는 특정 종목 매수를 권하지 않는다.
다듬은 글
Hey IS, how are you all? Welcome to your own channel number investor. Friends, everyone knows Mr. Rakesh Jhunjhunwala and everyone is very interested in him. Which stocks did he hold in 2009? Today we are going to talk about which stocks he held and what we should and should not do. So to know all this, stay tuned till the end of the video and if you have not subscribed to my channel, then subscribe quickly and like the video and you can tell me in the comments, so let's start quickly.
Now let's talk about the company in which Rakesh Jhunjhunwala has introduced himself. Its name is GMR Infrastructure Limited. The price of Supreme Infrastructure Limited is running around zero. Friends, this company operates in Infosys company, airport operations, power generation, school mining. Apart from that, it has very good activities in which this company is in the world.
The portfolio of this company is so diversified that it also has a share in the IPL team Delhi Capitals. This company is still a last- minute company, but for the past few years, it has been gradually reducing its launches every year. Only time will tell whether it becomes a profit-making company or not.
Its market cap is 2008 note. Its listing appointment is 2.47. There is nothing behind this because this is also a prevented meeting company. But the thing is that Rakesh Jhunjhunwala has still invested in it. He must be seeing some value in it. Now let us move to our next company in which Rakesh Jhunjhunwala has increased his cheque.
That company is VIP Industries. Its current price is around 260. You must have heard about this company. You should use it only if you have a strong interest. This company is a profit-making company. Its market capital is 307 crores. Its price is 21.21, which is almost double the speed of the industry.
It shows growth at the highest level because it is the market leader in its destiny. Its share price has increased by 50% in the last year. It has come down that interest has been most affected by this drug. Let's now talk about a company in which Rakesh Jhunjhunwala has invested his stake. Its name is Delhi India 240.
The current price of India Limited is hovering around 272. Till a year ago, its share price was around 140 and now you can see that it has almost doubled. The Voice India is a subsidiary of Tata Chemicals. Its business is to manufacture fertilizers, high-quality hybrid cheese and agro-chemical products.
Let's go to its financiers. Its market capitalization is 41.1 times higher than the industry's benchmark. So, it can be said that this token is also more expensive if it is cheaper. The Voice India, which is working in the industry, still has a lot of growth potential. Experts believe that there are dark times ahead and this industry will grow very fast.
Let's talk about our food company, whose name is Prince Cements Corporation Cement. The current market price of is hovering around seventy. This is a cement manufacturing company which has shown very good growth in recent times. This is the reason for Rakesh Jhunjhunwala showing his interest in it. Let's talk about its finances.
Its market capital is 4839 crores, whose industry's price is 24.24, whose own PK is 16.61, from which you can see that you are getting it cheaper than the industry, so this share is not Bollywood at all. Let's talk about the last company in which Rakesh Jhunjhunwala has not sold. The name of this company is Jubilant Life Sciences.
Its share price is around 2683. This company is an EPIL manufacturing company which is used as raw material for other pharmaceutical companies. Let's now talk about its finances. The market price of this company is tenth, its PK is 30.92, which is almost equal to the PK of the industry. Its PK per share is 20.16.
This company has given very good returns in the last one year, so these were the five in which Rakesh Jhunjhunwala wants to invest in 2020. Let us now talk about whether we should invest in this company because Rakesh Jhunjhunwala has invested in this company or not. I would say no, we should not invest in these companies without thinking just by seeing that Rakesh Jhunjhunwala ji has invested in this company because the portfolio amount of all of us is limited.
90% of the people who are watching this video, their portfolio amount would be below Rs 5 lakh. One should subscribe separately so that they do not invest in any company at all. One should subscribe very thoughtfully. One should invest not blindly because Rakesh Jain of MS Word Vinci has taken up investment in some other company.
If you subscribe, then let us not finish the video now and I hope that you liked this video and found it informative.
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