원문 보기
Hello, Tamilans. In today's video, what shares are in Rakesh Jhunjhunwala's portfolio? From those shares, let's take the top 5 companies and see what their products are. We will look at what their financial overview is. The main goal of this video is not just to see what's in his portfolio, but to introduce you to four or five companies or shares.
Welcome to Invest Tamizha. Before looking at what shares are in his portfolio, let's look at a small introduction about Rakesh Jhunjhunwala. He has been in the share market since the 1980s. Having been in the market for almost over 30 years, his current net worth is 18,000 crore Indian rupees . He is at 39th place among the top 50 richest Indians.
There are two people who earned money from the share market. One is R. K. Damani, and the other is Rakesh Jhunjhunwala. R. K. Damani's source of income is not just the share market. Besides that, he owns D-Mart. What you are seeing on the screen now is, what shares does Rakesh Jhunjhunwala have? This is detailed information about the companies in his portfolio.
What does he invest in personally? Or, he also invests through his company, RARE Enterprises. Even though his net worth is 18,000 crores, he has almost 12,000 crores invested in the share market. Out of that, he has the most money in Titan Company. This is a company we all know, and we have definitely seen one of their products in our day-to-day life.
Or we have used them. First, let's look at an overview of this company. The company is mainly into watches, gems, and jewelry. Recently, they have entered the saree and perfume industries. Rakesh Jhunjhunwala did not buy all these shares in a single day. He accumulated them bit by bit. That is why I have mentioned how much profit this company has given in the last 5 years.
In the last 5 years, this has given Rakesh Jhunjhunwala almost a 400%return. What you are seeing on the screen now are the brands under Titan. The famous brands we all know are Fastrack, Raga, and Sonata. These are in watches; similarly, in jewelry, the brand we all know is Tanishq, Taneria is for the silk saree segment, and Skinn is the perfume segment.
What you are seeing on the screen now is who, apart from promoters and directors, are the high-net-worth individuals or individuals holding the most Titan shares. The one with the most is Rakesh Jhunjhunwala. The second one is his wife, Rekha Jhunjhunwala. They started a company called RARE Enterprises by taking the first letters of both their names.
They are both the top shareholders of Titan Company. As for the remaining eight people, you might have noticed yourself. No one is an individual. They are all either insurance companies. Or they are mutual fund companies. Or they are some other investment companies, and none of them are individuals.
In the last 3 to 4 years, both revenue and profit have increased by a good amount. In the last 3 to 4 years, the profit has almost doubled. The main reason for this is Titan's brand name. Warren Buffett uses a term called "moat." That is, the important values that protect a company . In that, for Titan, the important role is played by its brand name.
Regardless of how many watches are out there. The Titan watch brand is a very famous brand. No one will see its value diminish, no matter how many years pass . Beyond that, they provide good quality products like Raga. This is why , if you are a common man, it is important to know the shares of the companies whose day-to-day products you use.
Titan is not a company that no one knows. It is a company well known to everyone. We should not buy shares based on that alone. You see, okay, this company is in the share market. If its sales are doing well, you must definitely check how its profit is trending. Both Return on Equity and ROCE are good.
It is above 20%. This is a very good growth. Moreover, if you look at what is very important here, the Total Debt to Equity is less than one. The company has not borrowed much debt. They are making profits mostly from their equity. The Total Debt to Equity should always be less than one. Here, 0.33 is a good value.
The next company we are going to look at is Delta Corp; it comes under the sector of online gaming and casinos, which are famous in Texas, right? I will show you a picture now so you can understand easily. This is Delta Corp's annual report. What they do is, they have casinos on a cruise, meaning a big ship like this.
These are all games played by the wealthy. They have given here what kind of games they play. Apart from this, Delta Corp is also in the hotel business. And they are also into online gaming. Rakesh Jhunjhunwala invested in this only because he believed online gaming would improve well in the future.
They have given their financial overview here. In the last five years, there has been a good improvement in PAT. Also, if you look, there is an increase in their net assets. Now, let's go to the Moneycontrol. com website and look at this company's profit and loss statement and financial ratios. As I mentioned, the profit has been increasing well over the last five years.
Your EPS is also seen to be increasing steadily. This is a good positive sign. The only disadvantage is , how do these casinos work? It is very difficult for us to understand the business model of how a company makes a profit. For example, for Titan, it is a consumer product you can easily understand.
But with casinos, it is a bit difficult to know how the management makes money, how they maintain it, and what they invest in. But Rakesh Jhunjhunwala has big contacts. So he can understand it easily. It might be better for us to avoid such companies. But there is nothing wrong in knowing that such companies exist.
The Return on Equity and Return on Capital Employed are okay , but when you compare it to Titan, you'll see it's not really above 20%. Return on Equity being around 20%would be considered good. 8 to 9 percent is a bit low. Next, the Debt-to-Equity ratio is zero, meaning the company has no debt, as stated here.
The next company we are looking at is CRISIL, which falls under the ratings and data analytics sector. Whether it's shares or mutual funds, for any financial instrument, they provide ratings based on quality, like AA + or BB. This company hasn't performed very well over the past 5 years. In fact, for Rakesh Jhunjhunwala, this has resulted in a loss of about 9%, which is a considerable amount.
This company doesn't really have any products. Their main work involves ratings, and besides that, they provide data analysis to their customers. Since there are no products, let's look directly at this company's financials. The main advantage of this company is that you need many approvals to start a company like this.
Because of that, CRISIL is one of the monopolies in its segment. You can see that it has been growing little by little here. Similarly, if you look at the ratios, the Return on Equity and Return on Capital Employed are above 30. This is a positive point. You can look into analyzing this company at the next level.
What you see on the screen now is the Profit and Loss statement of VIP Industries. You can clearly see it right here. For the last 5 years, the profit has increased quite well. Moreover, the profit has doubled in the last 4 years. This is a good sign; you can take both VIP Industries and Titan to the next level of analysis.
Now, let's look at the financial ratios. The main thing we are looking at here is the Return on Equity , which is above 20%, a good sign. The Return on Capital Employed is above 25% . This is also a good sign. Furthermore , and most importantly, the Total Debt-to-Equity is below 0.5. If it is below 1, we consider it a good company.
In this case, it is 0.5. The company is not operating on borrowed money. The debt is also very low. So, based on what we've seen so far, we can say that VIP Industries and Titan are good companies. VIP Industries has given almost 280%profit in the last 5 years; please leave a comment on which company we should choose for the next level of analysis among these five. I will see you next time in a similar video. Until then, happy investing.
댓글 0