저자: RekhaJhunjhunwala관련영상—소속미상 · 외국인
요약 보기
영상은 라케시 준준왈라의 부인 레카 준준왈라의 자산 규모와 투자 이력을 소개한다. 결론: 레카 준준왈라가 최근 매수한 소형주 두 종목(Raghav Productivity, Kaya 계열 생활가전·수영기기 회사로 소개된 종목)을 중심으로 소형주 투자를 권유하는 내용이다. 인물 배경: 라케시 준준왈라는 1986년 5천 루피로 시작해 Tata Tea 투자로 3개월 만에 200% 수익을 냈다고 소개된다. 레카는 1963년생, 뭄바이대 졸업, 1987년 결혼 후 RARE Enterprises 운영에 참여했다고 한다. 자산 규모: 포브스 기준 인도 3위 부호로 언급되며 순자산은 약 692크로르(영상 표기)로 제시된다. 타이탄(Titan) 보유: 타이탄 주식 약 4,589만 5,970주를 보유한 것으로 언급되며, 이를 현재 주가에 곱해 규모를 가늠해 보라고 권한다. 타이탄 주가는 약 6.3% 상승한 것으로 소개된다. 종목 1 — Raghav Productivity Enhancers: 내화물·제철 원료(페로실리콘, 라이밍 믹스, 쇳물 등) 공급업체. 영업이익률이 2011년 4%에서 2022년 25%로 상승했고, 3년 매출성장률 21.3%, 3년 이익성장률 30.9%, ROE 20.7%, ROCE 27.4%, 수익률 956%로 소개된다. 레카가 약 5.23% 지분(약 60만 주)을 보유한다고 한다. 종목 2 — 수영기기·가전 회사(영상상 'Kaya' 등 표기 불명확): 수영기기 브랜드 시장점유율 42%, 생활가전 포트폴리오 보유. 3년 매출성장률 -2.1%, 이익성장률 -7.15%, 영업이익률 1.24%로 재무가 약하다고 평가되며, ROE 9.94%·ROCE 13.7%, 수익률 330%가 언급된다. 레카가 약 7.91%(약 42.5만 주)를 보유한다고 한다. 경영 전망: RARE Enterprises는 Utpal Seth, Amit Goyal 등이 경영하며, 라케시 사후 8~9개월간 경영 공백 우려가 있었으나 레카와 라케시의 형제가 향후 중요한 역할을 맡을 것이라는 소식이 전해진다고 한다. 리스크: 영상 말미에 시장 리스크와 투자 책임에 대한 고지가 붙어 있다.
다듬은 글
Rekha Jhunjhunwala 692 crore how much 692 crore according to the list in India, she is the third richest woman and you know what she has also done very good investments, today we will know about Rekha and also about the investment in the start Talk about Rekha Jhunjhunwala but we cannot talk about Rekha Jhunjhunwala without Rakesh Jhunjhunwala, Rakesh Jhunjhunwala is the ancestor of Indian stock market like Warren Buffett of Indian stock market, band on 5th July 1960 and unfortunately last air on 14th August 2022, now Rakesh Jhunjhunwala comes from a decent family, well to do family, his father Radheshyam Jhunjhunwala is an Irish officer, he was the Commissioner of Income Tax, so I have been to Rakesh Jhunjhunwala's house, so at that time there used to be discussions about business, taxation, stock market, Rakesh Jhunjhunwala has interest in stock market but his father strictly did not allow him to do so, his father said first complete his degree Complete your studies, you want to do that.
Now your family must be missing you, so brother, I will invest the money, not to invest in the market for good days. Rakesh Jhunjhunwala's father had clearly told him that you are not allowed to borrow money and ask money from someone. So Rakesh Jhunjhunwala started his journey in the stock market with Rs 5000 in 1986 and here he hit a six in the very first ball and the ball went straight out of the stadium.
He bought Tata Tea stock, which increased by 43% and the same stock became 143 in three months, which means his money increased by 200% in 3 months. This was Rakesh Jhunjhunwala, but on the other hand, Rekha Jin-Jinwala closed on 12th September 1963. She completed her graduation from Mumbai University and married the big boy Rakesh Jhunjhunwala in 1987 and then both of them together started RERA Enterprises, which is a trading company and Rekha Today Rekha Jhunjhunwala is in the Forbes list.
She is the third richest woman in the world after Savitri General and Vinod Rai Gupta. Now Rakesh Jhunjhunwala's one big and most famous investment is in Titan Company. Now of course, after all, Rekha Jhunjhunwala has this. Do you know, in title stock, just give Jhunjhunwala on right on 4 crores, 58 lakhs, 95000 and 970 stocks.
This is the quantity. This is Titanic current share price. Pause for five seconds, multiply once and see what this figure comes out. And lastly, title in D stock went up by around 6.3%. What was to happen because of that? Rekha's net worth is no less than six lakh 92 crores. Now this is done, look friend, it is a matter of the near future.
The thing about the future is that Rekha has recently bought two small-cap stocks. And I know that everyone's ears perk up on hearing the word small-cap stock. Now study them to see which are the small-cap stocks, why have you invested, what is good in them, and then you decide. Do you want to invest in this stock?
Rekha Jhunjhunwala invested in Raghav Productivity and in January-March this year. And then we invest, perhaps we do thousand 2010 stocks like Rekha Jhunjhunwala has bought 6 lakh stocks. Six lakh stocks means in one stroke Rekha Jhunjhunwala owns 5.23% of the company's equity. It is huge Raghav Productivity Enhanced.
Exactly what does this company do? Now this company is basically a stone supplier and it supplies a lot of it. It supplies fair iron, it supplies riming mix, it supplies silica riming mix, it supplies pig iron. All these stones are used in different places. Like let's say oil is about driving mass. Now riming mix is used.
It contains those elements. When you see the steel being made in very high heat, when something is being made, have you ever wondered why the container is not melting because it is lined? To make refractories from rough factory elements, there is a lot of rhyming mass which is made. Raghav Productivity and Hansels supply iron steel to Mahalaxmi TMT and Barsana SP and they have many customers.
So, their customers are very well known and are quite established too. But if you look at the financials, this company is doing well right now. In the financial year 2011, its operating profit was 4% and now in 2022 it has become 25%. This jump is crazy. Operating profit margin. Let me tell you in simple terms, what happens if suppose I am making Vada Pav.
Okay, I have made Vada Pav, send it for ₹6. How much profit did I make for ₹10? My operating profit margin is ₹4. The more it increases, the more butter I have. Operating profit margin of this company has increased from 4% to 25%. Let us look at this reduction in the financials. Sales of this company have gone through three years.
This 21.3% profit growth on D pass 3 Years is 30.9%, operating profit margin is 24.4%, RO is 20.7%, R and K is 27.4%, this is their share price which has broken Nifty and what is the form, you will see nearby, they have generated return of ₹956%, which means extra ordering performance, think Nifty is going on a flat line, the line which you can see below, it should not be flat, that is Nifty, but its growth is going on flat, now the second small cap company in which Rekha has invested, this company makes swimming machines, accessories around swimming machines and how many stocks has Rekha jinjhmaan in this company, how many stocks of the company are 42 lakh 50000, how many 42 lakh 50000, means now who owns 7.91% of this company, 79%, Rekha Jhunjhunwala and this is the company, if I talk about swing machines and specifically branded swing machines, this company has 42% market and if we talk about the total market in which non Branded branded sub type is mission, in that the market share is of 24% so clearly in very domain forces but they also have a complete portfolio of home appliances which is getting bigger by doing hockey here you will see they have food processors, dry irons, steam irons, mixer grinders, hand blenders, sandwich making posters and recently they are also coming in water heaters and room colors, the company is also launching new products, swing machines are already strong and their revenue is also visible, revenue improvement now in 2019 the entire segment of swing machines used to give 70% of their revenue, 70% of the revenue was of swing machines, in 2021 it was 100% and in 2022 it was 68% or it was down but now it is coming up again, now let's come to its financials and the financials are not that good as seen, their sales go to pass three Years is -2.1% Its debt profit goes to the past 3 years is -7.15% and pretty profit margin is 1.24% Only RO is good which is 9.94% RO is good which is 13.7% This is the graph of the company yes look at the return it is 330% but that is why Nifty has not formed an outflow so it is not that strong craft now exactly what is this D co region by Rekha she invested in D stock they are styled those clear on data research has shown me this you also tell me once in the comment box what do you think can be D region to invest in D stock now these were those two small stocks which were added to Rekha's portfolio but just think about Rakesh Jhunjhunwala D Warren Buffett of India D O G of Indian stock market how big is the state Who is managing it, it is being managed by Rare Enterprises which Rekha Rakesh you remember whom I told you earlier There are two people in this who do very major business, Utpal Seth and Amit Goyal, who have worked with Rakesh, our boss, and his right hand man is very important for him, and sources also say that whatever problem Rakesh Jhunjhunwala had, it was going on for eight to nine months, so there are a lot of chances of a new one, and going to date, it is already the same, everything is not so major type of management has come, but sources are saying that with time, Rekha and Rakesh Jhunjhunwala's brother, these two are going to play a very significant role in D and Enterprises, and if you want to buy any specific stock, sir, let us know by commenting below, the video will be uploaded and don't forget to like and subscribe, investment and security is the subject of this market, market risk, risk related documents, be careful before and after vesting
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