저자: Amit · 외국인
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2020년 8월 기준 인도 투자자 라케시 준준왈라 포트폴리오를 소개하는 영상이다. 영상 전반의 결론: 준준왈라 포트폴리오의 여러 종목들이 향후 멀티배거가 될 잠재력이 있으며, 인내심과 보유 능력을 배워야 한다는 메시지. 준준왈라 소개: 뭄바이 출신, 세무공무원 아버지, 상학 졸업 후 공인회계사 과정 이수. 인도 주식시장 최고 부호 중 한 명으로 5,000~2만 크로어 루피 규모의 부를 쌓았다고 설명. 포트폴리오 종목 소개: First Solution(소프트웨어, 시총 약 50크로어), AB Tak(소프트웨어, 보유지분 24.1%), Bilkul(포장산업), Delta Corp(카지노·온라인 게임, 시총 약 300크로어), Autoline Industries, VIP Industries(플라스틱), Karur Vysya Bank(민간은행, 20년간 흑자), Fortis Healthcare(병원), Prozone(부동산·건설), Orient Cement(시멘트, 지분 약 1.2%), Indian Hotels(호텔, 신규 편입 종목). 진행자 견해: 준준왈라 방식은 독자적이며 인내와 보유 능력을 본받아야 하고, 자기 자금으로만 투자하며 적정 밸류에이션을 기다려야 한다는 조언. 구체적 가격 목표나 단기 방향성 예측은 제시되지 않음. 리스크 언급은 명시적으로 없음. 해당 영상은 개별 자산에 대한 1~3개월 가격 방향 예측이 없다.
다듬은 글
Hello hello everyone welcome to our channel stock market investment today we are not going to talk about staff from any city today we want to talk about the portfolio of Mr. Rakesh Jhunjhunwala, the AC inverter of Indian stock market Rakesh Jhunjhunwala ji has created his wealth of ₹ 5000 to 20,000 crores by identifying the leading stocks of the market at a very good natural state level and investing a sizable amount in them so today we will see which cities in his portfolio have the potential to become multibaggers in future first let's see the basics of this Rakesh Jhunjhunwala is about Rakesh Jhunjhunwala this time number type in Mumbai his father was an income tax officer Rakesh Jhunjhunwala ji has graduated in commerce from Signal College after that he has done a course in Chapter Accountancy Maa Kasam Institute of Chartered Accountants of India Practice Engine Oil to consider what benefit of the Indian stock market these are some of his investments which Those who became multibaggers, they had invested in it at a much smaller level and today this company is counted among one of the big companies and to take their investment to 20,000 crores, investment in these companies is also quite possible, right?
We cannot cover many companies, but we will track 10 to 12 companies which are in their portfolio. The first company is First Solution Limited. It is a software services providing company. It provides services to medium and small companies, so its current market price is ₹50 and two Husan from the city who has knowledge of 2 crores, which is 2.8 verses and its holding value is 11016 crores.
The market cap of this company is ₹50 crores. The second company is Ab Tak Limited, its CPM is 122, quantity held is approximately 1.62, very precious boat, 24.1 percent holding and if we look at the value then Ajay General's company has a value of ₹118 crore and the company's market cap is ₹118 crore.
This company is also a computer businessman and provides software and has a very good business in tanning. The next company is Bilkul Limited, a packaging industry company with a market cap of ₹50 crore. Pimpri has around ₹20 lakh. Zoology has a holding which is 1.40 percent in percentage and its holding is in tankers.
The leading company in this company is Delta Corp. Delta Corp is a giant in the casino business and it is a very mismarket place. Currently, it has moved towards online gaming and there too, it has created and launched a technology advisor Sapna Autheline platform. Its current market place is ₹121 crore.
Zoology has a quantity of ₹2 crore and has a holding of 7.4 percent. In valuation, it has a holding of ₹202 crore and the market cap of this company is ₹300 crore. The leading company is Autoline Industries. Autoline Industries has a quantity of ₹30 crore. Out of more than 600 holding percentages, 6.4 percent holding value and 5.4 percent market cap of this company.
This company works on a salary of Rs. 6 crore and it also has the potential to become a multibagger in the future. The next company is a plastic industry company, VIP Industries. Its CPM is 287. Its quantity value is 278 lakh shares and which is 5.31 percent and the holding value is 200 lakh and the market cap of this company is 430 crores and it is also considered a certain layer in the plastic industry, in which it has a very thick layer.
Next is a private sector bank, Karur Vysya Bank. The bank is currently trading at Rs. 30. It has an asset of around Rs. 3 crore 60 lakh which is 4.5 percent. Holding value is 131 crores market cap for the bank. Even during the last 20 years, this bank has given positive revenue and has been in plus.
It is available at a very good valuation and this Definitely a very good option for the future. If you want to open a train then you can definitely consider it. I also want to tell you that if anyone has not liked or subscribed to my channel then please do so now so that we can keep making such videos and they get it timely.
The name of the next company is Fortis Healthcare Limited. It is currently running 141. It has 2 crore capital which is in 2.6 percent capital. The valuation of the following is 2083 crore market cap is 1008 crore and this Fortis Healthcare operates Green Hunt Hospitals for Medical Services in India.
The next company is Prozone * Property Frontier Indian Company and * is a UK based commercial property operating company. The current market price of Fortis Into is Rs 19 and 31 lakh sure fund which is 2.06 percent and its holding value is 6 crore market capitalization. The company is 300 crore. This company is engaged in construction contracting and real estate.
This company is also a big processing company. They have a huge land bank. This feature has the potential to be a multibagger. The leading company is Orient Cement Limited. It is currently trading at ₹70. Quantity Health 225 Like Shares This Building Percentage 1.2 Per Cent and Amount Holding Amount It has a strong marketcap.
The company history for Dahej is a very emerging company in the cement sector which can give good results in the future. The last company chosen is Indian Hotel Company Limited. Zoology has recently invested in it and has made a huge investment. This company is currently doing 100 feet reading and they have to buy 1.25 crores of it which are forest rights.
Holding value 132 crores. Market cap of this company is 100 crores. This is a new entrant in their portfolio and the hotel industry is currently on the ball and going forward its products are going to grow. That is why they have invested in it. Thank you very much for being with me and please like and subscribe the video so that we Keep making such videos about different investors and their portfolios and you can watch them and edit them.
I would also like to say that whatever style Rakesh Jhunjhunwala ji has, it is a unique style and we should also learn from his patience and holding capacity and we should invest only with our own money so that we can sit patiently and buy whatever we want with conviction and wait for hours for the right valuation.
So this will be my advice to everyone and thank you very much for being with him. Please like and subscribe the video.
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