저자: RajeshPalvia · 외국인
요약 보기
2022년 8월 라케시 준준왈라 사망 후 그의 포트폴리오 상위 종목을 점검하는 방송이다. 전반적으로 장기 보유 관점에서 타이탄·크리시스·스타헬스·메트로브랜즈·타타모터스·싱거인디아를 조명하며, 하락 시 분할매수를 권고한다. 타이탄: 장기 상승추세 유지, 2,200원 부근 지지로 보고 조정 시 매수, 중장기 목표 2,750~3,000 이상. 크리시스: 주봉·월봉상 고점·저점 상승 구조, 2,900~3,000 지지 확인 후 매수, 3,500~3,600 돌파 시 3,800~4,000 목표. 스타헬스: 최근 600~800 박스권 횡보, 800 돌파 시 1,000~1,050 목표, 600~650 부근 매수, 포지션 목표 1,050. 메트로브랜즈: 최근 강한 상승 후 750~760 지지 유지 시 1,100~1,150 목표, 700 손절 제시. 타타모터스: 월봉 상 플랫 패턴 돌파와 라운딩 바텀 형성, 400~420 지지, 560 돌파 시 700 목표. 싱거인디아: 최근 40% 이상 급등 후 90원이 직전 고점 저항, 90 돌파 시 130~140 목표, 65~72 눌림 매수 권고. 결론적으로 6개 종목 모두 장기 관점에서 포트폴리오 편입을 고려할 만하다는 입장이다. 리스크: 발언은 기술적 차트 분석 중심이며 구체적 실적·재무 근거는 제시되지 않았다. 자동 자막 기준이며 원문 정확도에 한계가 있다.
다듬은 글
hello and welcome you're watching business today tv i'm sakshi batra and on this show we are going to be discussing the top five holdings in rakhi's children wallace portfolio right after his passing away investors have been looking very very keenly at how his portfolio stocks have been performing and what is the way forward in case you have been invested in any of these stocks then also what is the way forward and what should be your strategy that's going to be our focus right now in case you want to make a fresh investment then which of these top foldings should you keep on your radar that also we are going to be discussing today joining in with me is mr rajesh palvia technical and derivatives expert from access securities welcome rajesh and thank you so much for taking the time out this is a very interesting and a very very special show as a tribute to uh the legend the big bull of india we have been continuously focusing on how he uh you know became a billionaire created a wealth of over five billion dollars maximum of which was investments in stocks and therefore we've been inspiring all our viewers uh taking through his journey in the stock markets over the last few decades uh first up help me remember uh help us uh know you know what do you remember of rakesh indian walla if you ever followed him and uh any of his talk picks that were your favorite salesperson yeah good afternoon shakshi yeah so uh we have uh started our you know learning by seeing him and by listening him his vision on the you know long term story on the indian stock market as well as on the economy a lot of learning uh he has shared so uh you know he's a big bull of our market and the kind of portfolio he was owning and the wealth is created over a decade so it's uh you know really very uh good you know learning for everyone how one should uh invest and how one should invest in the market and remain invested patiently to enjoy this kind of you know wealth creation journey so uh really uh absolutely seeing his stock so it's a again you know privilege for us also you know absolutely absolutely and we know so many viewers who've been constantly asking us about what should they be now doing because they have been following copying grakation januar's portfolio every step that he took uh you know the recent example is also singer india uh just after her passing of his passive income we have actually seen rare enterprises picking up a big stake in singer india and the stock has run up in two days about 40 43 so we'll be discussing that too but let's talk about first his favorite stock you know titan has been one stock that actually made him into a legendary investor worldwide because he had picked up the stake at a very very small price and he held on to this and the kind of wealth creation that he's made is remarkable for all of us to know so help us understand what do you now make of titan as a portfolio stock and what should investors do so sakshi i just wanted to let you know here whenever we analyze the titan you know again uh mr chinchenwalla's conviction always there in mind uh uh how he has picked up the stock and the kind of run-up we have seen in last year in 15 years and the kind of wealth creation we have seen in this titan yeah still we believe that you know this long-term journey which we have witnessed in the title is going to continue further the long term setup is positive it's really a portfolio stock uh one should keep this stock in their long term portfolio always and whenever any opportunity comes in any volatile market one should add in dips also so looking at the technical setup uh we feel that you know 2200 is a very important level any correction come in the stock one should add around those level also and the long term setup is indicating that you know this stock can move further higher towards 2750 even you know 3000 level we can see over a period of time in this stock so okay category stock one should add this stock in any kind of decline in the portfolio for long-term investment okay so long-term portfolio stock it can also cross three thousand kind of levels so definitely a stock that you should look at buying on tips the second stock that we want to discuss is crystal from rocket shinjunwala's portfolio of course another great bet that he had invested in early 2000s and which is now more than 1300 crores in his entire portfolio so what do you make of crystal as a stock in the long term portfolio for investors so if we analyze on the long-term message stock is in bullish trend uh since last couple of months we are seeing you know some consolidation action is happening in the stock and again it's giving opportunity to buy this is quality stock at the lower prices so our belief is that you know 3000 2900 is very important level for the stock on the downside and uh again if it's comes around those level it's opportunity to buy the stock to add for long term portfolio stocks continuously forming series of higher top higher bottom formation on weekly as well as on the monthly chart which really suggests that you know uh there is a strength is you know there for the short to medium term perspective also so we advise to buy in dips around three thousand twenty nine hundred level and on the crossover of thirty five hundred thirty six hundred again you know we we are expecting that you know that stock can further move higher towards uh thirty eight hundred two thirds total level on the long term basis so it's again you know long-term uh investment stock by on which should be the strategy in the crysis okay so crystal also can be kept in the long-term portfolio this stock would also give you great returns in the long term about 3 800 4 000 kind of levels you can actually see on this talk as well uh another stock that i wanted to discuss is also one of the other favorites of rakesh trujillo in his portfolio where he holds a 17.5 stake uh we're talking about star health which is now about seven thousand crore rupees uh of our worth in his own portfolio of about thirty two thousand crores that is generated from investments in stocks so star health from the insurance pack what do you make of this stock uh in the current environment so star health i don't have a much history because it's a recently listed stock but the kind of formation which we are able to analyze on the data which we have our spot is in consolidation uh like 800 to 600 is the major uh price band where stock is consolidating since last people of month so we believe that you know overall structure is looking sideways as of now but once the stocks manages to cross over 800 level then possibly uh the next target for stock is around thousand uh thousand two thousand fifty level so bio dips again uh the strategy in the star health also uh if it comes near to 650 would be the uh right approach right level to you know entering the stock okay loss of 600 if you are buying around those level and upside target on the positional basis we are expecting thousand 2050.
okay buy on dips at around 600 650 and 1000 could be your target positional target on star health that's the target that you need to keep in mind another consumer oriented stock that is very famous in uh rakesh and gina's portfolio is metro brands um he's uh while his initial investment is unknown into the stock but we do know that his uh portfolio now consists of 348 crore rupees worth of the metro brands stake that he has so what do you make of metro brands in the entire consumer oriented basket so stock listed in december 21 but uh after listing we have seen you know some consolidation but a very strong run-up since last three four weeks in the stock uh looking at the setup we feel that you know now this stocks continues to hold above 750 760 zone then possibly max target for stock is around 1100 to 1200 so we're strong uh you know chart structure uh uh though we have a very limited uh data set up but still looking at the weekly as well as the baby setup we believe that you know uh stock can move further higher towards 1100 to 1150 one should remain invested if any dips comes near to 750 760 is a buying opportunity keep the stop loss of 700 for upset target of 1100 to 11.50 okay 1100 1150 can be the target positional target for metro brands again a stock that you could definitely look at investing another stock that is uh talked about a lot from rocket junction wireless portfolio is tata motors uh this stock has had a history of ups and downs and very very wild swings at times it has really made investors rich in a very short time but at law for a long time it also doesn't move so a lot of history goes behind this stock uh rakesh underwater holds about over a percent kind of a stake here which is worth 1730 crore rupees in his portfolio what do you make uh from the or you know auto pack tata motors as a stock which is in ruckus and generally portfolio uh should investors look at this story so actually we have seen a very strong run up in a whole automobile space and data has also delivered a good return in especially in last two months uh we have seen you know a lot of volatility in the stock but still we feel the kind of setup which we are seeing at the current juncture stock managed to give flat pattern breakout on the monthly chart which indicates that you know now stock can move further higher towards 550 560 zone which right target for the stock so uh those who are looking for you know short to medium term investment also they can also buy and activate this stock because overall the base is there for they started around 400 420 zone which is very important support area as of now so if it's continues to hold above 400 420 level then possibly next target is 560 and if his stock process that level then possibly stock can move further higher towards 700 also so long-term setup for tata motor is bullish and we are seeing uh you know rounding bottom formation on the monthly chart also which clearly indicates that you know one stock process of a 560 zone then possibly next target for stock is around 700 okay next target is 700 on the stock as well another stock that we want to talk about is something that has been in news from the last two days and that is singer india um after rakesh indian wallace passing away we did hear when the markets opened up uh the news floated that red enterprises has picked up a big stake in singer india of about 10 or 42 and a half lakh shares have been picked up by the enterprise and the stock has now run up over 40 43 in just the last two days so that's the perhaps being talked about as the last stock investment bet uh by rakesh indian wala uh so help us understand your views on the stock what does the chart indicate for all those investors who are now interested in picking up after this 40 43 run up is it still valuable so yeah as we know that you know it's the last investment decision of mr general so you know market has given a thumbs up to that stock price and uh we have seen a very strong run up in last two days uh the looking at the current market level uh we feel that you know 90 is the immediate resistance area which is the previous all-time high level for the stock if at all stock process above 90 level then possibly stock may move further higher towards 130 140 zone also okay stock has already moved up sharply last two trading session if any pullback action comes towards 70 65 level is a right opportunity to buy the stock in the dips so uh our advice to buy around 72 to 65 zone and on the breakout of 90 or the next possible target for stock is around 130 to 140.
okay after a breakout over 90 there could be 130 140 kind of levels upside that you can actually see on single india despite the 40 43 move on the upside so most of the stocks that we've discussed today six stocks from rocky chandra wallace portfolios are all uh look can all be looked at from a long term perspective or you know to be added in a long term in your portfolio as well and that could give you considerable returns uh from the current levels as well so thank you so much uh rajesh for being with us on this very special edition helping us understand for all those viewers who've been looking at uh you know opportunities from rakesh and wallace portfolio here you are five to six stocks that can definitely be added in the long term and can give you handsome returns thank you so much for being with us if you like the video do like comment share and subscribe
댓글 0