저자: 미상 · 외국인
요약 보기
결론: 라케시 준준왈라가 최근 분기 지분을 늘린 두 종목(NCC 리미티드, 연방은행)을 소개하며, 투자 전 직접 리서치가 필요하다는 교육성 영상. NCC 리미티드: 종가 79.2 부근, 52주 저점 63 / 고점 136 수준으로 소개. 10~12월 70~80 구간 횡보 중 매수했을 것으로 추정. 시가총액 약 4763억 루피 언급. 전년 배당 언급. NCC 재무: 9월 분기 매출 3137 크로어, 6월 분기 2389 크로어. 순이익 125 크로어(이전 103 크로어). 12월 분기 실적 발표 예정. 연방은행: 준준왈라 지분이 1% 초과에서 3% 초과로 확대. 종가 86 루피 이상, 52주 저점 67, 고점 107. 시가총액 약 17만 7천 크로어 루피. 배당 언급. 연방은행 재무: 12월 분기 매출 3299 크로어(9월 분기 3087 크로어), 순이익 333 크로어(이전 266 크로어)로 이익 증가. 발언자는 주가가 90 루피 수준까지 갈 수 있다고 언급. 지분 구조: 최근 지분 공시에서 준준왈라 연방은행 보유율 약 1.74%에서 최신 자료 기준 약 1.70%(별도 법인 Rare Enterprises 포함 언급)로 서술되며 발언자 설명이 혼재됨. 발언자는 대형 투자자 동향 참고용이며 무조건 따라 사지 말고 소액 분할 투자 권장. 리스크: 대형 투자자 매수를 그대로 따르는 것의 위험성 강조. 실적·지분 외 별도 리스크 언급은 없음.
다듬은 글
Friends, my name is Amazon. Today we will talk about two stocks in which Rakesh Jhunjhunwala ji had bought in the last quarter and had increased his stake significantly. He already has a holding but he has also made more holdings, so we will learn about those two stocks. It is not necessary that if he bought then we should also buy.
We should also do our research and invest only in good stocks. So I would like to tell you about these two stocks and if you see, this is the first company NCC Limited. It was closing above 79.2 and its close was 52, 63 and high was 136. Perhaps he might have bought it between 70 to 80 because this was the only range that was going on in October, November and December, so you can catch that he might have bought the stock between 70 to 80 and if you see, its high is 136 and low is 63, so this is the first company and its market cap is around 4763, face value is Rs.
Last year dividend of % The company has also given its financials. If you talk about the financials, then the financials are also good. You can see from the company 's September quarter results that the total income was ₹3137 crores and in the June quarter it was ₹2389 crores which was quite big and if you look at the net profit, then there was a net profit of ₹125 crores and earlier it was ₹ 103 crores and now their December quarter results will also come, then you will see that too and the second company, you can see, is of Federal Bank and earlier they had a stake of more than 1 per cent and now they have a stake of more than 3 per cent and its closing was above ₹86, if you look at its 52 week low then it was ₹67 and the high was ₹107, so they have placed a very good bet on this company and if you look at its market cap, then it has a market cap of ₹177000 crores, face value of ₹, they have also given a dividend of ₹107.
If you talk about its financials, then its financials are also good, its total Revenue was ₹3,299 crore in the December quarter and ₹ 3,087 crore in the last September quarter, which is significant. The results have been quite good. If we look at the net profit, it was ₹333 crore and ₹266 crore in the last quarter.
If we look at the results of the December quarter, it is quite good. Profits have increased, so we can see a movement in the stock again, and then this stock should reach the level of ₹90. If you look at the shareholding pattern of Federal Bank, I have calculated it. You can see the Rakesh Junjun one.
His holding was at ₹1.74 in the last shareholding pattern. Now, if you look at the latest shareholding pattern, he has another company, Rare Enterprises, and he has almost the same holding in it, around ₹1.70. You can check this. His holding in Federal Bank is large and has almost doubled. So, I was telling you all these things so that you can also get an idea about where the big investors are investing, so that you can also do research on it.
And if you find a good company, then you can invest in it little by little, so today I wanted to talk about this, if you liked the video then please like it and do subscribe to our channel so that we can keep bringing such important updates to you, thank you.
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