저자: 미상 · 외국인
요약 보기
영상은 Rakesh Jhunjhunwala의 포트폴리오 종목을 소개하며 건설 관련주 NCC와 수처리 기업 Water Box(자막상 표기 불확실)를 긍정적으로 평가한다. 자막 품질이 매우 낮아 수치와 종목명 일부가 부정확할 수 있다. 특히 가격·목표가 관련 문장은 오인식 가능성이 크다. NCC: 수주잔고가 크고 도로 건설 수요가 늘어 실적 개선이 기대된다고 설명한다. 시장 평가가 긍정적이라 보유 권유 취지다. NCC 관련 수주 증가와 정부 발주 확대가 강조되며, 장기 보유 관점이 제시된다. Water Box: 수처리 사업 기업으로 1,000억 원 규모 수주잔고(자막상 '10,000 crores' 추정)를 언급하고, 규제 강화와 업종 성장성을 긍정적으로 본다. 과거 Rakesh Jhunjhunwala의 매입 사례(주당 160 부근 매수, 이후 상승)를 근거로 제시한다. 리스크: 정부 규제 및 여러 집단의 반대 가능성이 언급되며, 주가가 일부 구간에서 크게 올랐다는 설명도 있다. 전체적으로 펀더멘털 개선과 대형 투자자의 매수를 근거로 한 낙관적 톤이다. 단기 가격 목표는 명확히 제시되지 않았다.
다듬은 글
If I talk about Planets, which is itself an inverter, so they manage their portfolio themselves and the balance they include in their portfolio is under everyone's eye. If I talk about Rakesh Jhunjhunwala ji, let's try to understand his portfolio and the first thing Ashish asks him is, Ashish tell me which face you are going to tell that life has given very good returns, that there is one who proved to be a buyer and if you have not subscribed, then the name of this square is Pani, I bought a 12.84 percent stake from it and subscribed for around 26 crores and at the same time, if you were looking, I bought a stake there in 2014, now I want a graphical quite good but one special thing as Sunny Jain sahab told that what patience he had in the form, he was confirmed by the government for a long time but he was not removed from his duty, now see, let's understand its fundamentals, first of all it is a construction specific company, so understanding the order becomes a big problem, around 30 thousand crores that they have a huge It is huge and timid and it is believed that if you look at this financial year FY22, you will see an increase in the number of orders received.
The roads that are being constructed in the country and a record 37 kilometers of roads are being built every day in the country and if you look at the solution rate, around 80% is being planned and the management is demanding that the education will go to the update button and will go, due to which now keep a constant hold on NCC and Skin Sensitive Mehra Kinjal Dave told your work this pocket cancer and told him that you too can see good changes in the end, so let's start the list thoroughly, NCC is in the portfolio of Rakesh Ranjan's Jackpot MP3 woman, this was the striker who told in the show that it is important to support the order book of the construction related company, every day we know that NCC is in the news a lot for its orders, it sells to many other companies and similar news also keeps coming and we will definitely test this side effect, Sandeep ji What will happen to you on rent NCC, this is one thing and a very great solution for investing in such companies, let's go up when that crispy The Page diet is worth about 1800 crores, then when Jhunjhunwala, in which it comes from basic computer, that the fundamentals of the company Pakistan app and this is the order quality, you told everything is good, so my opinion is that on which ₹40, see many on our channel, there is 40 which is in the final, people have commented and even today the acidity must have been of ₹90, I think this top can be given to the staff for night shift, any iodine mines workers union who have kept it folded, if there is a previous question of 1950 56a, then cut the locks of the fold and in fact, in this side, in the special presentation, whatever Sharma is telling you, you can give it to the staff in the place of the children and when the time comes, as you go, you can add it to the portfolio, so definitely keep it in mind, if you like the city Rakesh Jhunjhunwala ji 's choice and fundamentals Akshayvar us I will definitely tell you, here is Water Box, sir, and you will remember, that is why the condition did not actually come, Nation Water, which is a company that does water treatment work there, you will remember this some time ago, and your Lalaji had bought many shares, after that, last week on 24th October in Twenty20, one day wala, who is his wife, had invested in Water Box, and when she invested, she had invested around 80 crores, 50 like shares and they were bought at the price of 160, there is displacement, this drama was done by 10 wala, and from then till now, if you see, it has been found in pro games, purchases were made in areas around 160, they were extended on one side, how much time has passed, six- seven months, I have seen around Rs.
100 for half an hour, 268 class Padukone cap, when I returned, I have seen a lot of latest from there, and if you see yours, anyway it is quite strong and in the coming future, this company has a lot of potential for hair growth, The government is very strict about the work it does in water treatment.
In future, opposition from many groups can be seen in the sector. This company has an order book of more than 10,000 crores. You will see all these things packed in the future in this period, so it is better not to do it in front and last year around April-September, I bought 50 like shares of Kaju Kaju.
Today, there is a folding thing around the west itself. This company has already specified ₹100. What will be your opinion on the complaints related to water treatment of Iqbal who does business in this category. This thing has to be appreciated. Many researches are done in Durga Ji's puja and Patiali stock is limited.
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