저자: Prabhu · 외국인
요약 보기
라케시 झुंझुनवाला의 아내 레카의 포트폴리오, 특히 타이탄(Titan) 보유 성과를 소개하며 그의 투자 방식과 수익 구조를 설명. 정책 변화에 따라 기업을 골라 장기 투자하고 9개 섹터에서 한 종목씩 분산 투자하라고 권유. 실적 성장성과 경영진, 수요 등 기업 펀더멘털 확인 필요성도 언급. 구체적 1~3개월 방향 예측은 없고 장기 관점의 조언 위주.
다듬은 글
V Gold Trusted Gold Buyers will release the gold you have pledged and buy it at today's market price. Hi Hello Namaste Welcome back to Idol Media. Today we are with you. Senior Stock Market Analyst Prabhu Garu. So after the budget, let's talk about the portfolio of Rekha Jhunjunvaya, wife of Rakesh Jhunjun Walia.
Once, Hi Sir, Hi Andi, Sir Rakesh Jhunjunvaya is the bull of the market. So, his wife, now whoever Rekha Jhunjunvaya is, especially after the budget, if you look at her portfolio, Titan appears to be a very major. Not only that, if you look at the news, they always say that Titan is a major share. His favorite stock is that major.
The stock that has earned him the most is that it will earn even more after the budget. So what is happening? Now, anyone, whether they are new to the market or old, will first look at his portfolio. This is what they search on Google to find out what stocks he is buying, what he is holding, what percentage he is in.
Because he started his journey with 3 lakhs and earned a few thousand crores. He started a company called Rare Consultancy and did a little bit of trading, like this, he would trade 50 paise here and there, that is, after earning well, that is what he did. So, more than in investment, now you are quoting any company, you are quoting any company, I like that product.
I will come to you and give you 10 crores. After giving that 10 crores, I will take the shares from you. I will take the unlisted shares. After taking that, there will be a locking period of a few years. So, I will definitely take it at a discount of ₹60. I will give you 10 crores out of 100 crores and 50 crores and then give it to your company.
Now I get benefit when I get ₹60 ₹70 in market discount after five years six years lock it will definitely be 200 500 then benefit will be there so the maximum benefit amount will be more for him so his favorite stock is Tata Titan Titan company so if you see what he earned in Titan then it will be more than 30% above for him if you take his whole in portfolio like this now then he then later she Rekha came she is looking now so Titan is in budget 25% tax has been changed to 20% almost 274 came i.e.
274 crores almost he got profit she got profit so that means when we have any stock what government policies what does it take this is an example for us what we are immediately we are catching our trend or not is it growing or how is our portfolio apart from what policies Will the government change or what policies will it give when the new government comes?
Looking at such things, which company can come? If not today, then tomorrow, it has to be given. That company should be given a boost somewhere. When those policies come, they will benefit. Her percentage is also high. Titan is almost 108%. Total Titan is second in that. So, this is hers. So definitely, when you look at that investment angle, you can invest like this and get good benefits in the long term.
This is a clear example of investment. What they did at their level, we will do at our level. Whatever we have, we have surplus cash. Now the market has hit good companies. So if we select very good companies and invest in them, this will definitely happen. This is the Telugu we like. Suppose we thought of Navaratnas.
Take one company from each of the nine sectors. Just one company is enough. If it becomes a multi-bagger, our life will change. Only one company is enough, so we should hold on to something like that, so we should not put it in the same bag, but in different bags. Therefore, according to our view, if there is a standard company, then there are definitely more chances of getting good returns.
And that means that even in such things, there are still cons. There are pros and cons. That is, depending on the news, what will happen in the policy now? Will that company benefit from that product or is there anything positive or negative for that company? When it is negative, we can clear the portfolio and buy it again at a lower price.
No, we have the stock in the options now. We have hedged the stock against it and put stock options. That means there will be a balance. There are different ideas and plans. This is individual. It depends on who is interested in them. They are according to their goals and targets. If they look at it, who is your analyst?
If they take the right guidance, there is definitely a greater chance of creating good wealth in the long term. What are the cons? Sir, in this, generally, the main audience thinks that when a stock is suggested, let's invest, but the growth level is very important. Now, even if it is saturated or stuck, no matter how big the share is, no matter how green it is, it is of no use to them if they do not collect profit.
So, can we say that this Titan is one of those because they are frozen at each time. So, large caps are yes, that is, diversification of funds. Until now, people who used to invest in only watches in total, now everyone is buying a stake in another company when they like that product. So, this diversification of funds is like this.
Every company is a company. They also invest in this company called Titan. Their stakes are in something else. So the profits on them are also in this. So what is the management of that company doing? Where is the investment? Is that company good or not? Is that management correct? Is there any diversification funds?
When they do it, is it the right decision? Is there demand for that product? We will know because we know that we do not spend much time tracking. So if you have any analysts, if you get good information from them, there will be a good opportunity to invest in such companies. Now, will this Titanic company's sales increase or whether there are margins or not?
Is there growth or that? That is, in the long term, we see every quarter. So if we take the last five years, will it increase or decrease every quarter? That is, what should we do? When it is growing, can we still invest? It is easy to understand, thank you so much for the information sir and especially I heard that Rekha is the importance of Titan in Jhunjhunwaya garu's portfolio and she is almost the second top shareholder with 15%, so if you want direct information about how you feel about such suggestions and what you want, you can contact Direct Sir and see you in the next episode.
Of course, your comments are very valuable, so we understand what kind of episodes you want, what kind of information you want, what kind of news we should inform you of. So if you clearly mention in the comment section what kind of episodes you are expecting with Prabhu garu, we will try to bring such a concept in the next episode. Thank you so much sir, thank you
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