저자: 미상 · 외국인
요약 보기
결론: 라케시 준준왈라의 델타코프 지분 확대를 근거로 장기 보유 관점의 매수를 권하는 영상이다. [포트폴리오 개요] 시장이 하락하는 가운데 라케시 준준왈라가 한 종목의 지분을 4% 늘렸다고 소개하며 이 종목을 델타코프(Delta Corp)로 특정한다. [주가·시가총액 수치] 시가총액은 7,800억 4,100만 루피 수준이며, 최근 7일 수익률 약 1%, 14일 13%, 1개월 6%, 6개월 최대 63% 상승을 언급한다. [배당 이력] 2019년에 두 차례(1월 18일 60%, 7월 15일 65%) 배당했고, 2020년에도 두 차례(1월 22일 50%, 3월 19일 75%, 7월 19일 100%) 배당했다고 설명한다. [매출 성장] 최근 30년 기준 매출 성장률 205%를 언급하며 향후 성장을 기대할 근거로 제시한다. [지분 구조] 프로모터 지분 약 30%, 기관·외국인 등 지분 수치를 언급하고 Capital Master Funds 1.6%, Goldman Sachs Funds 1.1%를 소개한다. [준준왈라 지분] 준준왈라 본인이 4.3%, 배우자 레카 준준왈라가 3.2%를 보유해 합계 7.5%라고 주장하며, 이를 펀더멘털에 대한 확신의 증거로 해석한다. [실적·차트] 2021년 12월 기준 순매출(순판매) 2,470억 루피 수준을 언급하고, 차트상 '좋은 신호'가 나타났다고 설명한다. 전고점 또는 근접 여부를 차트로 확인하라고 덧붙인다. [결론 및 리스크] 장기 투자(1~2년) 관점을 권하며, 직접 조사(숙제)를 하라는 면책성 권고로 마무리한다. 대상 자산 중 델타코프는 목록에 없으므로 예측 대상 자산은 없음.
다듬은 글
Hello Hello friends, welcome to all of you on my YouTube channel, friends, today we will talk about Rakesh ji's portfolio, the market is falling and in the falling market, where is the market, but today I am going to tell you about a company where Rajesh ji has increased his stake by 4%, although even half a percent stake in any company is a lot, but if Rakesh ji has increased his stake by 4% here, then really something is going to happen in this company, Rakesh ji has increased his stake by 4% in this company, so before starting the video, if you are new to our channel, then do subscribe to our channel and do not forget to press the notification bell so that you keep getting notifications of all my upcoming videos, so let's start the video, the market cap of the company is 7800 41 crores, if we talk about the price performance of the company, then within the last seven days, the company has earned a return of up to 1%, whereas if we look at 14 districts, then 13 percent and within 1 month, 6%, if we look at it within 3 minutes, then 6% and If we talk about six months, here we are seeing returns of up to 63 percent and if we talk about dividend, then the company gives very good returns every year, you can see here that in 2019 the company has given dividends twice, 60 percent on 18th January 2019 and 65 percent on 15th July 2019, the company has given dividends twice in 2020 as well, 50 percent on 22nd January 2020 and 75 percent on 19th March 2019, and 100 percent on 19th July 2019.
The company has contributed revenue growth of 205 percent which is in the last 30 years, so you can see here that the company has generated revenue of 205 percent here because it is the highest in the last two-three years, so you can guess from this how much growth is going to happen in the company, that is why Rakesh ji has bought 4 percent stake in the company.
Talking about the shareholding pattern of the company, the promoters have a stake of 30 percent. Afflers' stake is around 6 percent here and de Villiers' stake is around 11 percent. So let's see who has the superstar holding in the company. You can see here that Capital Master Funds has a stake of 1.6 percent here, while Goldman Sachs Funds has a stake of 1.1 percent here.
If we talk about SDMC Small Cap Fund, it is owned by Jhunjhunwala Rajesh Radheshyam ji. Yes, Rakesh Jhunjhunwala ji, who is known as the henchman of the stock market, has a 4.3 percent stake here, while his wife Engine wala Rekha Rakesh has a stake of 3.2 percent. So friends, you can guess from this that Rakesh Jhunjhunwala ji's total investment in this company is 7.5 percent, that is, Rakesh Jhunjhunwala ji has a total stake of 7.5 percent in this company.
So, you can guess from this that Rakesh ji If he has taken a 7.5% stake in this company, then it would be for some consideration. The fundamentals of this company must have been set. Rakesh ji must have liked the fundamentals of the company and there will be money to be made in this company in the coming time, that is why Rakesh has bought up to 7.5% stake in this company.
Delta Corp Consolidated December 2019 Net Settlement 247 122 Crore Up to 100 Per Cent Year and Near So you can see here that the net sale of the company in December 2021 is Rs 247 Crore, so you can guess from this that you can see very good returns in the company in the coming days. If your view should be long, if you invest like this in the company for a year or two, then you can get good returns in the coming time because look at this, Citi Plus is running because there is a good police signal, which you are seeing on the screen, this is a fish chart, you do not need to be confused, you can see on the chart whether Delta Corp is at its all-time or very close to reaching So if you are thinking of buying in Delta Corp then do your homework once, I hope you liked my video, if you liked my video then please do not forget to like this and subscribe to the channel, I will meet you in the next video, till then thanks for watching.
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