저자: 미상 · 외국인
요약 보기
라케시 준준왈라가 캐나라은행을 대량 매수했다는 사실을 소개하며, 대형 투자자의 매수를 그대로 따라 사지 말고 반드시 펀더멘털을 직접 검토해야 한다는 메시지의 영상이다. 진행자는 대형 기관·유명 투자자의 매수가 곧 나의 매수 근거가 될 수 없으며, 기업의 재무 상태와 수익성을 직접 확인해야 한다고 강조한다. 캐나라은행의 최근 주가 흐름은 고점 대비 크게 하락했고, 주가수익 측면에서 저평가 상태로 설명된다. 다만 진행자는 이 점만으로 매수를 권하지 않는다. 재무 분석에서는 매출은 큰 문제가 없어 보이나 금융(이자) 부문 이익이 여러 분기 적자를 기록했고, 순이익은 기타 영업외 수익에 의존하고 있다고 지적한다. 주주 구성에서는 프로모터(최대주주) 지분이 과거보다 줄어든 점을 언급하며 우려를 표한다. 동종 업체(HDFC은행, ICICI은행, SBI, 코탁마힌드라은행 등)와 비교했을 때 펀더멘털이 약하다고 판단해, 진행자 본인은 이 은행을 매수하지 않겠다는 입장이다. 결론적으로 영상은 유명 투자자의 매수를 참고 자료로만 보고, 본인이 재무 건전성을 직접 확인한 뒤 투자 결정을 내릴 것을 권고한다.
다듬은 글
Hello, hello friends, hello, welcome to the Stop Setting On channel. So today we are going to talk about Rakesh Jhunjhunwala. Okay, who does n't know him? Everyone knows him. Those who invest definitely know him. Okay, there are many big investors in India. He is one of them. And the first thing is that if the big institutions, brokerages, big institutions that invest, big people who invest, if they invest in a particular topic, it does not mean that I should also buy it.
We should first see and study whether it is fundamentally strong or not. We should see whether it will give us returns or not because everyone's responsibility is different. Okay, no, it would have been calculated differently. We would have had a different direction. They have a lot of crores of rupees.
If the inter-stock sinks, it does n't make much difference if it does n't work. But whatever stock we have to select, we would like that all the stocks we have selected should give the best returns and we mostly try to do that. The main retail investor is he who tries to ensure that we get returns from all the stock selections we have made.
So we should not blindly follow. If RK has bought this stock, then we should also buy it. Firstly, we should not ignore it because he has bought it in huge quantities. We should not ignore it either. We should study it. Who knows, we might like that stock and buy it too. If such big investors are investing in it, then if we consider the interest on the stock, then look here, Rakesh Jhunjhunwala, sorry, Rakesh Jhunjhunwala has a large stake in Canara Bank.
Okay, he also took a large stake in Canara Bank, the public sector bank. Everyone knows this. Okay, the shareholding pattern is disclosed. Raju wala is popular. I know, he is a big bull. He is known by the name of Rakesh Jhunjhunwala. Okay, invest 1.3%, that is 1.01%. Friends, when it exceeds that amount, if you invest even for one person, then your name will be known.
It will also start coming separately. He has bought 59% stake in Canara Bank. Okay, he bought it during the first quarter results from 2021 to 22. Okay, when the quarterly results came in 2020, he bought his stake at that time. So how much stake to buy? Approximately Rs. 2 crore 90 lakh. He had bought stake in Canara Bank.
Now we would have definitely seen the camera price, which is the stock price of brinjal. Now its price is running in the cycle of ₹15. How many shares did he buy? Up to Rs. 2 crore 90 lakh. For this much crore, he would have bought approximately 22 crore 90 lakh shares. So, if you do this much in this much, his investment will be of this much crore.
Okay, you can see it yourself. So, if we talk about banks, then this person has also bought stake in Karur Vysya Bank and Central Bank. He had recently said in an interview that he is very bullish in the health sector, the metal sector, whatever it may be, and he will also be very bullish in the banking sector.
That's okay. He had said that whatever he has in the banking sector will be fulfilled, so he has already invested in Vivek Arora and Federal Bank and Canara Bank. I had already invested in both of these, but now he has invested in Canara Bank. If we look at the report of Canara Bank, if we look at their index chart, then see, it has fallen from here to here, it has fallen completely, see, till now it is 723, sorry Shah, it has fallen by 80%.
It had fallen completely, hence it must have fallen. We will check its fundamentals, its sales growth has also gone down, hence there must be some reason for its fall. Okay, so if we move towards the fundamentals, then look at Canara Bank banking sector, if you talk about the market cap of 2700 crores, let me tell you that the current price is 151, it had gone up to 175 crores.
If we talk about the price, it is very low, meaning it is mostly available at a very low value. Noticed at 9:00 that they buy stocks while drinking a lot, which is very less and he had also said in the interview that he would buy stocks while drinking, in the banking sector, so look at this, 751 has fallen a lot, the value means it is getting very undervalued, okay, the book value is not very good, 3D 4D student because you have seen in that, and if we talk about the accused, it is very low, okay, okay, the face value is running in a depressed state, so if we look at the peer comparison, Punjab National Bank of Baroda, Canara Bank, HDFC Bank, ICICI Bank are very strong banks, so if we look at the quarterly results, we are looking at the revenue from 2018, so look at the quarterly results from 2018, see this, 2018, see this, September 18, September 2, December month, this two minutes 18 has come here, so look at this, I am telling you in this quarter in 2018, okay, if we look at 2019, the revenue is fine, that is, there is balance.
1212 is showing that if we go to 2020 then this is the quarter revenue of 2020, so see this, 1218 star star is increasing a bit, okay, so if we talk about 2021, the solar star till June is fine, that means the balance is maintained, it is going up and down a bit, it is fine, but in the beginning when we are looking at in 2018, it has become 11 and by coming to 2030, if we talk about net profit like this, then it is quite here - 3210, why are we able to see this here, so if we see, see here that financing profit, you must have noticed one thing that whatever revenue is being generated, it is coming from more income, if their income is opposing them quite well, 9721 reporting is telling early, we will see later, we are looking at this quarterly, 344 7766 people, theirs is quite good, if they hit them, then we but this is the work of finance.
The bank does this, we will see that the profit of the bank is in negative, see, all of them are in negative, this is a very important thing to think about, their source is coming from other income, whatever the Sunday is, but the finance sector is quite negative, so we have to see this, you can see that in our revenue profit also - more than 300 in net profit, profit before taking, why is it that in financing profit also they have suffered a lot of loss, of which it is okay, and if we talk about other income, there might have been some loss here also, okay, if their source from income is all right, in finance then they are completely beaten, there is no problem, they are completely beaten here, so - it is also quite good, because of their allotment, the profit here has become low, otherwise the net profit here is increasing well, shift immediately, so that 1947 is quite big, why is their net profit increasing, just people, their other income, their finance work is quite low, now you can see, look at this, the finance All these percentages are in the negative, you see above, financing margin, this is in the negative itself, Jhalar Income Kishore Sara, look this time it is in the compass that you can see the financing sector is in a lot of trouble, so friend you friend, we will see, we have to focus more year to year and you should look at this thing carefully, okay, we have not seen it since 2010, you are not seeing any problem here at 18233, you can see here, and the revenue does not seem to be a problem, here by 2021 it will be quite good at 17213, anchor, I am seeing consistent profit, but if we move towards finance, then look at this, there was a little turn in the negative here, okay, we cannot say that it is very good, later it is giving hair tips, 350 to negative 19838, active 18,000 sitting in front, absolutely zero in negative finance, due to which the stock has fallen, now we know, okay, so we should look at this thing very carefully If you have to notice, then if you look at the AFIFA attacks, then you will see that it is quite good, but here it was doing well, then the balanced fund cannot be called that good, so it is absolutely balanced and it has fitted perfectly here, okay, there was a negative match, so now here 3,824 cannot be called a net profit of that much, only other income sources are coming in it, whatever revenue is generated, it is being funded by income and their main finance part has fitted perfectly in it, you can see that they are completely wrapped up or in permission, so this is a thing to be seen, so when we look at the share holding pattern, see this, their share holding pattern is 69.33, which was 2000, which was 78.35 in 2020, but as per the rule it should be around 10.5, they have sold a little of their shares, now let's talk about these cases of only 3.2, let's talk about Diya, 12.5 and let's talk about public, 40, okay, if we look at it, but please let me know whether there is any holding of the motor above or not If you go to Sony and our controlled website and look at the promoter holding, then friends, no, please, you can see that if there is a greater loss than the day before yesterday, then it will be a promoter because at 3198, the soldiers are almost sitting on 70, so if you ask me whether I will buy or not, I am not going to buy at all because the fundamentals seem to have taken a big hit, if I go to HDFC, I will have the price, I will go to HDFC, okay, I will go to ICICI, after that I will go to SBI, I can go to Kotak Mahindra Bank, I will do HDFC in fast progress, and Kotak is also like this, there are many such stocks, so I am not going to go to such a bank at all, okay, and the last decision, I will give you a good fundamental mix, that is why I say that if big brokers, big investors have invested, it does not mean that you can invest, you should take your own decision, after taking fundamental losses, you should fundamentally buy the stock company, okay, if you had invested in these stocks, then you would not have to do that, I would have done that.
I found it very fulfilling, I was not going to go into stock at all, so if you liked the video then do not forget to subscribe to this channel and friends, like the video, subscribe, support and definitely press the bell icon, thank you so much.
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