저자: 미상 · 외국인
요약 보기
영상 결론: 소형 은행주 Federal Bank와 Karur Vysya Bank가 조정 후 매력적 밸류에이션이며, 중장기 분할 매수를 긍정적으로 본다. - 라케시 झुन्झुनवाला(Rakesh Jhunjhunwala) 투자 철학 소개: 은행주는 대형주의 대출 리스크보다 소형주가 낫다는 관점, 장기 보유로 다배 수익을 냈다는 설명. Federal Bank: 2022년 6월 분기 기준 라케시 झुन्झुनवाला 지분 약 3.7%(영상 내 수치 불명확), 최근 지분 변동 언급. 펀더멘털 양호, 실적 호조로 평가. Federal Bank 증권사 목표가: Motilal Oswal 매수(목표가 약 17x 표기, 자막 불명확), Yamak Global 매수 목표 1085, Sher Khan 목표 170, HDFC Securities 매수 목표 10075, Anand Rathi 매수 목표 10080, Yes Securities 매수 목표 1185. Federal Bank 차트: 하락 추세선 아래 저점·고점 낮아지는 구조로 단기 약세 가능성, 2월 1일 실적 발표 전 120 부근 지지 확인 가능성 언급. 121~130 구간 분할 진입 매력, 120.95 돌파 확인 전까지 스윙보다 투자 관점 제시. Karur Vysya Bank: 2022년 6월 분기 기준 라케시 झुन्झुनवाला 지분 약 4.5% 언급(영상 내 수치 불명확), 기타 투자자 지분 언급. 현재가 약 104.40 루피 기준. Karur Vysya Bank 증권사 의견: MK Global 2020년 목표 135(오래된 의견), Anand Rathi 2022년 목표 115. Karur Vysya Bank 차트: 중기 이평선 하향, 단기 약세, 중기 보통으로 평가. 94~100 지지 구간에서 분할 매수 관심 제시, 100 돌파 거래량 동반 시 매수 고려. 리스크: 2월 1일 실적 및 예산 발표 변수, 지지 이탈 시 추가 하락 가능성. 영상 자체가 투자 권유가 아닌 교육용이라고 고지.
다듬은 글
Hello friends welcome to our channel investing and trading in this video we will analyze two small cap banking stocks even now madam rekha jin-jin wala is available in the portfolio now after a few days of correction both banking stocks are available at very good attractive valuations the name of both banking stocks plus again they are available at attractive valuations we see that in this video Indian Warren Buffett says if you want to invest in banking then normally it is said invest in large caps SBI wise all this is said because there is a big scam in big caps SBI in corporate lending they give loans to Ambani Adani they are the same people later they remain in problem like it happened in Anil Ambani's case so while investing in banking he used to like investing very much and after doing it he used to leave it for a long time and by the time it became a large cap he used to leave it comfortably this was his investment strategy he earned very good multifold returns this is all banking investment The first bank is Federal Bank of India.
Their investment in this bank was 3.7 % in the June quarter. Exactly what happened is not known. But the cover that we have got is that till now, Water has increased its stock and 24.5% is kept in Federal Bank. The latest news item of Mani Control is of July 19. Now their holding and Rakesh Jin-Jin wala's name was also there.
Federal Bank had invested in Rare Enterprises, both of them had invested in Federal Bank. Now we do not know all those details. Now we will not go into the details of this, this much we have come to know. The Rekha Yojana one is very good, it has a very good cover. We will be happy with it. The fundamentals are very good, there is no doubt in it.
The result has also been fantastic. There is no need to tell all this. So, even if this happens, we can increase the investment. So, what rating is it giving, what target price is it giving? Let us see Motilal Oswal on 16th January with target 17 buy rating. Also, Yamak Global has given a buy rating on January 16, has given a target of 1085, Sher Khan is of January 16, has given a target of 170 with biodata, HDFC Securities report of January 17 has given a target of 10075 with buy rating, Anand Rathi has given a target of 10080 with buy rating, Yes Bank Yes Security Sir has given a target of 1185 with buy rating, the lowest is 110, the highest indicates how will be the future growth of Federal Bank, how will be the share price and hence, Madam, I am in the mood to do Rekha, please see the daily time frame chart of Federal Bank share Samsung is very high in addition to this, this trend line is reducing the resistance, this trend line is reducing the support, hence this is forming life, lower top, lower bottom, keep watching, now the chances of leaving it are very less because the results are on February 1, there are two-three trading segments before that, hence there is a high chance that it will go below 129 It will go to 120, it can take support here, we are saying that there is a very good range for investment from 121 to 1130, but it would not be good to do it at this stage right now because it would be better to do it after going up and down, we have already said this earlier, Star Plus 119 and the target of ₹200, we have already given it, if it goes down too much then this breakout which is 120.95, we will have to wait for this break first along with the volume, but right now in this stage we will not talk about swing trade, we will only talk about investment, friends, we have to adjust in this range, it is a very good place for fresh entry, even if it goes below 121, we can take it comfortably, there is no problem, it is a very good start, there was a lot of upset potential, the other bank in this is Karur Vysya Bank, they had a good investment in this bank also as per the June 2022 quarter, it was named 4.5 percent.
Ashish Dhawan has done this with a 1.3% strata. By the way, Mukul Mahavir Agarwal also had a 1.25% holding in the bank. This has actually been taken from the new item. The 1% plus holding is declared as static. This has created this new item. It seems to be very good. The 4.5% holding in Karur Asia Bank is fantastic.
Actually, it is not available. This is also a very good cover. Today's closing price of Karur Vysya Bank is Rs 104.40 paise. On January 23, 2020, MK Global has given a rating and a target price of 135 for January. This is a little too old. On October 21, 2022, Anand Rathi has given a rating of 115. Now, the January or February indicator is both of these, these are down in the medium term and these two, which are above 250, are above, hence, it is weak in the short term and okay in the medium term.
Therefore, this is also a problem for us according to the indicator. Then it went inside the channel. There is a chance, that is why we are saying that for investment, this support is between 94 to 100 and it would be very good to take this support in between. You can wait comfortably, there are two-three days left, the results are going to come on February 1st, sir, the record budget is going to be announced, till then keep an eye on it, it will remain here and there, it will not break, when it goes up and comes down, when it consolidates, we can comfortably invest in this range near the support between 94 and 100, we have already guided the target of Rs 100 for the scene trade, Star Plus has been given, this support which we have given 94 will not be very good because before we have to take it on this breakout, it will have to come down, only if it comes down, it is possible now, what will happen, it is difficult to tell clearly for swing trade right now because right now it is trading above this support, I have to take a breakout of 115 above this support and then there will be a problem regarding the support, hence Star Plus will also have to be kept safe, so after coming down Even when the price breaks 100 rupees with volume, it will be better to buy it.
Now it is best for investment. You can easily buy it in small cap at 94200. You can buy it in four point phase. It is very good. There is a lot of scope from 9400 to 10080 which is very good. There is scope for performance. By changing the investment guidelines from Kotak Mahindra University to HDFC Investment Guidelines, they have shown us the way.
In the long term, very good money is made in small cap banking industry. Mr. Warren Buffer also said that if you want to earn money in banking, it can give small returns. It is not wise to search for big caps provided the fundamentals are sound. By doing this, they have shown the benefits here. We can also earn a lot of money by following them.
This is not a recommendation to invest. This is only a video to educate you. You should consult your investment advisor before trading and investing on these small cap banking stocks. I hope you liked this video very much. You will enjoy the video. So please like it. If you like the video then please like it and maybe subscribe to the channel. Thanks for watching.
Comments 0