저자: PayalArora · 외국인
요약 보기
라케시 झुन्झुन्वाला 포트폴리오의 2021년 12월 분기 지분 변화를 정리한 영상이다. 결론: 개인이 그대로 따라 사기보다는 참고만 하라는 내용이다. 핵심 내용: 타이탄(Titan)은 지분 4.87%에서 5.09%로 늘었고, 보석·주얼리 업종 대표 기업으로 소개됐다. 타타모터스 지분은 1.11%에서 1.18%로 약 70% 늘었다고 설명했으며, 전기 이륜차 확산 수혜를 언급했다. 조티 래보러토리(Jyothy Labs)는 지분을 크게 줄였다고 소개했다. 인포시스는 5.5%에서 4.72%로 줄었고, 빌딩 관련 종목은 0.80%를 매도했다고 언급됐다. 세일(SAIL)은 1.76%를 줄였다고 했다. 인디안 호텔스(Indian Hotels)는 지분이 소폭 늘었다고 했으며, 해당 기업이 관광·숙박 업종이라고 설명했다. 크리시나(Krishna)는 지분이 5.46%에서 5.4%로 소폭 줄었다고 했다. 이 기업은 데이터 분석 관련 종목으로 소개됐고, 단기적으로 좋은 수익이 날 수 있다고 긍정적으로 언급했다. TV18 방송은 지분이 2.04%에서 1.44%로 줄었다고 했다. 발언자는 개인적으로 좋은 종목이라고 보지 않는다고 밝혔다. 리스크·조건: 영상은 대형 투자자의 포트폴리오를 그대로 복사하지 말고 본인 상황에 맞춰 매매하라고 강조했다. 출연자 전망: 발언자는 크리시나에 대해 단기 상승 가능성을 언급했고, TV18에 대해서는 부정적 견해를 밝혔다.
다듬은 글
Hello hello Manish toxic welcome to my channel toxic payal so in this video we will see that in Rakesh Jhunjhunwala's portfolio in which stocks he has increased his stake in the December quarter and which are those stocks in which he has reduced his stake, I have already uploaded the video of the September quarter, when the details of the December quarter came, I had earlier uploaded this video of the December quarter, now the update of the December quarter has come, so let us see the December quarter here, this is just a group information, it is not at all that you should copy your portfolio exactly to the same because he is a very big rapper, he can easily take risks, he has a lot of money, you should buy or sell any stock according to the type on your wrist, think first of all his stock is Titan company, he has always been an investor in Titan, so in the September quarter he had a 4.87 point increase, you can see it here, he increased it Right now it has been increased to 5.09 in the December quarter.
Titan Company is the last step company which works in the gems and jewellery sector. Its latest current market price is 252 0.85. Second from the top is Tata Motors. Rakesh Jhunjhunwala's stake in Tata Motors was 1.11 portion in the September quarter which has increased to 1.18 portion which means he has increased his point zero by 70%.
The current market price of Tata Motors is 21.15 and this is the last step company of the tow sector and it will give a lot of benefit in the time of riding electric bikes. Third is Jyothi Language which is a life science product based company. This is also a midcap company. Its market is from 8 crore.
Its rate is 487. Rakesh Jhunjhunwala has reduced his stake in this company a lot. In the September quarter, Infosys Tech was 5.5 points which he has now reduced to 4.72 points which means he has transferred a lot of stake in it, you can assume so. He has sold his stake in Building Divya at 0.80 per cent.
Then comes SAIL Steel Authority of India Limited, its mileage is 2.15 per cent. The current market price is 2.15 per cent. It is the last step company, it is the number one steel company and in this also he has reduced his stake of 1.76 per cent. He had a turnaround mistake in oil in September, now it has gone down from 1.094 to 6.
Rakesh Jhunjhunwala has increased his stake in Indian Hotel Company, from 2.10 per cent to 2.1 per cent. This is also a midcap company which works in tourism and hospitality. Its market cap is 3000.260 per cent. And if we look at it according to Churn Future, then this hotel company seems to me a fraud company too.
If you are the one who has jumped into your portfolio, then comes Krishna Limited, in this he has increased his stake nominally, it has increased from 5.46 to 5.4 per cent. This is a midcap company which is based on rating, data analytics, all this It provides free fruits. I recently made a video about it.
I think it is a good stock. It has very good future potential and if we look at it in the near term, it can also give you good returns. I also made a video about it. Its current market price is 30 and it goes towards 3458 phase in the near term. We can see it. In TV18 broadcast also, its test was earlier of 2.04 portion which they have reduced to 1.44.
They are quite active in TV ratings also. It is a midcap company of the media entertainment sector. Its stock price is also running at 12.50. Its market price is 12.50. I personally do not think it is such a good stock. If you have any ethical stock then please do let me know by commenting. These are all the stocks in which some changes have taken place which we have covered in this video.
So how did you like this video, please do let me know by commenting. If you like it then please subscribe. I get it with a new video. Thank you.
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