저자: JagdishSingh · 외국인
요약 보기
결론: 이 영상은 투자 거장 5명(Vijay Kedia, Vishal Dhawan 등 추정 인물 포함)의 최근 포트폴리오 변동을 소개하는 교육용 정보 전달 영상이며, 특정 종목 매수·매도를 권유하지 않는다. [영상 구성] 진행자는 이전 편에 이어 투자 거장 5명의 포트폴리오 편입·비중 확대·축소 종목을 설명한다. [Vijay Kedia 포트폴리오] - Heritage Foods: 신규 편입, 지분 1.04%, 시가총액 약 3,006억 원, 최근 1개월 및 12개월 수익률 크게 마이너스(12개월 약 -90%). 언급 방향: 중립/부정적 실적 언급. - Vaibhav Global: 지분 2.0%→1.92%로 소폭 축소, 1개월 +59%, 12개월 +70%. - Bronze(Equity Intelligence) 관련 종목 확대: 지분 약 3.6%p 확대 언급, 1개월 +194%, 12개월 +93.5%. 세라믹 타일 제조. - Drop Pilai 계열 소형주: 지분 0.25%→3.10%로 확대, 시가총액 약 30억 원대. - 축소 종목: Aap Cheese(지분 3.5%→3.2% 수준 언급), Shalimar Paints(지분 축소, 12개월 +80% 언급). [Mohnish Pabrai 포트폴리오] - Sunteck Realty: 지분 확대(약 0.6%p 증가 언급), 6개월 +40%, 12개월 +12%. 부동산 업종. - Edelweiss Financial Services: 지분 4.11%→6.5% 확대, 6개월 -30%, 12개월 -40%. [Ashish Dhawan 포트폴리오] - SP Unlimited: 약 53.3억 원 투자(지분 4.7%), 6개월 +100%, 장기 다년 성장 언급. - Arvind Fashions: 지분 3.18%→4.3% 확대, 6개월 +70%, 12개월 +346%. 섬유·패션 업종. - RPSC Ventures: 지분 확대(약 3.7%), 1개월 +60%. [Nimisha(Nemish Shah 추정) 포트폴리오] - Bannari Amman Sugar: 지분 2.50% 편입, 시가총액 약 9,875억 원, 6개월 +1%, 12개월 소폭 플러스. 설탕 업종. [리스크 및 면책] 진행자는 영상이 교육 목적이며 특정 종목의 매수·매도를 추천하지 않는다고 명시한다. 과거 수익률은 미래를 보장하지 않으며 본인 리서치와 장기 투자를 권한다. [출연자 전망] 별도의 1~3개월 가격 방향 예측 발언은 확인되지 않음.
다듬은 글
Hello friends, as you know, a while ago we brought a video, where you guys gave a very good response, where we covered the superstar portfolio. We told you which stocks the superstar of the investment world has added to his portfolio at the time of addition, and which stocks were already in his portfolio, whether he has reduced or increased their value.
Continuing that part, today we have again brought a video where we will talk about five more such investment superstars and will tell you which stocks I added to my portfolio. I, Jagdish Singh, welcome you to the Groww YouTube channel. Friends, if you have not yet subscribed to our channel, then quickly subscribe to Groww's channel so that you do not miss any of our important updates.
Let's take less time and first of all, let's talk about the investor and the stocks in his portfolio, where he has reduced or increased his holdings or added some tops. So, first of all we are going to talk about Vijay Korea and here we will talk about how stocks About which he added in his portfolio, as you can see in my screen, Heritage Foods Limited, this is such a stock which Vijay Kedia added in his portfolio in the December quarter, Rone Four Leg Ki Zed from 2018, due to which his stake in this company becomes 1.04%, the market capitalization of this company is 3006 crores and this company has made a negative temple organization within the last month itself and within the last 12 months this company has given a return of negative 90% to its investors, Heritage Foods Limited does its major business in food processing and where it does its business in milk processing and whatever power electricity is used for business front, its generation is done by the company itself using solar and apart from this, if I talk about this company in this way, then Vijay Kedia has reduced his stake in this company a little bit, let me quickly take you to the previous page, my screen chopper, as you can see Vaibhav Global Limited, where Vijay At the end of September, there was a gain of 2.0 percent and it has been reduced to 1.92%, which means that its take has been reduced by 0.1 percent.
The market capitalization of this company is around 1000 crores. The company has given a return of 59% within the last month itself and within the last one year, the company has given a return of 70% to its investors. The major business of Vaibhav Noble is in fashion jewellery and apart from this, in life insurance products, where he runs his business.
Friends, let's talk about Vijay Kedia now, but for you, let's talk about which startups he has increased his holdings and where he has reduced them. So first of all, friends, I will talk about where he has increased his holdings in the last one quarter, as you can see on my screen, and this Bank Limited is the first such company where Equity Intelligence India Private Limited, which is called Bronze Star, has increased its holdings by 3.6 percent.
In this company, daily rapes are committed. At the end of September, there was a gain of 0.29 percent, which has been increased to 14.35 percent. The interesting fact is that the company has generated a return of 194 percent in the last month itself and in the last 12 months, the company has generated a return of 93.5 percent for its investors.
The major business of Best is ceramic tile manufacturing. As you must be aware, there are other competitors too, such as Somen's workers and many others. All of these are major competitors of this company. The setting company where Rose Valley has increased its stake is Drop Pilai Industries Limited, where they had an increase of 2.5 percent in the September quarter, which they have currently increased from 0.25 percent to the total stake of 3.10 percent.
Friends, this company is a very small cap company whose market capitalization is Rs. 30 crores. This company has gained 60% in the last six months and 0% in the last 12 months. Within this, it has given a return of negative eight percent to its investors. This was about those companies where it has increased its level.
Now it is also important to know which company's stake it has reduced its stake in. As you can see on the screen, in these two companies, Bronze has reduced its stake. The name of the first company is Aap Cheese Limited, where its stake was 3.5 percent at the end of September, which has been reduced from point two to nine percent by bringing it to 3.2 percent currently on-air.
The market cap index of this company is Nifty 2 crore, due to which the company is a small cap company and this company has given a return of positive one percent to its investors within the last six months and negative 33 percent within the last 12 months. But the company where it has cut the capital is Shalimar Paints Limited, where its stake was 60.53 percent.
Ads and Innocent Member Portal, which has been reduced from 1.47 percent to 2.0 percent. The market cap of this company is around 1.5 crore, whereas this company has given a return of 80% in the last six months and in the last 12 months, Shalimar Paints has given a positive return of 80% to its investors.
After this, let's talk about Monish Oberoi and friends, let's talk about him, where he has increased his stock as you can see in my article. Friends, his name is first of all Sunteck Realty Limited. This company comes from the real estate sector, where his stock was 85.2% at the end of September, which was recently increased by 0.6 percent to 9.1.2%.
The market capitalization of this company is 51 percent, which means that he has invested Rs 487 crore in this company. Talking about Sunteck Realty program, the company has given a return of 40% in the last six months and a positive 12% in the last 12 months because During the reset, we saw that the real estate company performed quite well.
The name of the second company you can see is Edelweiss Financial Services Limited. Its stake was 4.11% at the end of September 2019, which it has currently increased to 6.5%, meaning an increase of 2.4 percent. According to its stock, Edelweiss Financial Services has a market capitalization of Rs 60 crore.
However, this company has generated a return of negative 30% in the last six months and a negative 40% in the last 12 months. After this, let's talk about Ashish Dhawan and a company he has added to his portfolio. There are two such companies which were already in his holdings, where we have increased our stake.
Let's talk about the first company, whose name is SP Unlimited. Talking about the business of this company, this company manufactures and after not manufacturing, it sells and trades business products. Apart from packaging products, Dhawan has added this company to his portfolio recently, where he has invested around Rs 53.3 crore, which means he has invested 4.7% in the total company.
Talking about this company, the company has given a return of 100% in the last six months and 2075% in the last five months, which means that friends, this company has been a multi-year company. After the new addition in the last few times, it is important for you to know which are those companies where he has increased his stake, as you can see on my screen, your names of those two are Arvind Patience Limited.
The name of the second company is RPSC Ventures Limited. If we talk about Arvind Fashion Limited, then his stake there was 3.18% in September trading, which he has increased to 4.3%, which means he has increased his stake by 1.15%. The market capitalization of this company is around Rs 4000 crore. The return of the last six months is 70% and the return of this company for the last one year is 346%.
From the name of Arvind Fashions, it becomes very clear that this company has done major business in the textile sector. After this, if we talk about RPSC Ventures Limited, where they have increased their return from 8 percent to 3.7 percent currently, where the investment is around 33.8 crores. This company has given 60 percent return in the last month.
Last year, the company has given the return of one Prime Minister Prachanda. After this, now we will talk about Nisha, which is a company which Nisha has added to his portfolio during his time. So, as you can see on my screen, the name of this company is Bannari Amman Sugar Limited. Nimisha has invested a total of 2.50 percent in this company.
If we talk about December 2019, then if we talk about the holding value, then this value comes out to be of this company. The market judgment is around 9875 crores. As you must have understood, this company does its major business in the sugar sector and this company has created a record of positive 1% in the last six months and positive temple run in the last one year for its investors.
So friends, this was the second part of our video Superstar Investors, where we told you about the portfolios of five more investors. We tried to cover some of them. They reduced or increased their stay or added it to their portfolio during the recent times. But at the end of the video, I would like to tell you that whatever videos we bring about, in which we talk about stocks, we do purification.
We do not recommend buying or selling any stock anywhere. Our videos are for educational purposes. If you know any MS Word, then do your research. You can use our videos in any aspect, but after doing your own research, invest for the long term so that you can earn a good return. I hope you liked it today.
You must have liked the video. If you like our video, then like the video and tell us by commenting which company do you think is your favorite among these. Where you are also thinking of doing MS Word, write your vision behind it also so that our viewers can learn a lot from your comment. For Happy Messenger, there is a little notification for Nursing Tutor. According to Meghnad Mutual Fund Vice President Misri, Kun
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