저자: RakeshJhunjhunwala관련채널진행자 · 외국인
요약 보기
예산안 발표를 앞두고 부동산 섹터에 호재가 있을 것이라는 주장. 핵심 주장: 주택담보대출 이자 소득공제를 기존 2백만 루피에서 5백만 루피로 늘리면 부동산 붐이 일 수 있다는 기대. 근거: 최근 몇 년간 부동산 섹터가 침체되어 있어 반등 여지가 있다고 봄. 금리는 아직 변하지 않았다고 언급. 언급 종목: 라케시 준준왈라의 인디아불스 주택금융(IBHF) 지분 약 1% 보유를 언급하며 관련 기업 주목 권유. 인디아불스 부동산(IBREL)에도 지분을 보유했다고 언급하였으나 이후 축소 가능성 언급. 리스크: 해당 회사들은 재무 상태가 나쁘고 대출 의존도가 높아 손실이 크다는 점을 강조하며 직접 투자 권유는 하지 않는다고 함. 예산 발표 전 추측이며 틀릴 수 있다고 명시. 대체 종목: 고드레지 프로퍼티스(Godrej Properties)를 우선 추천, 위험을 감수하면 메트로 트랙 디벨로퍼스(Metro Track Developers)도 언급. 향후 전망: 예산에서 이자 공제 한도가 늘어나면 부동산 섹터가 급등할 수 있다고 전망. 반대로 언급이 없으면 급락 가능성도 언급. 준준왈라의 12월 분기 보유 현황 등 추가 공시를 확인해야 한다고 권고.
다듬은 글
Hello Ajay, hello friends, hello Ashlam, I heartily welcome you all. So, before we start, definitely study the first two important videos of the day. You will find both the big links in the description below. If anyone is visiting for the first time, then definitely subscribe to this channel and select all.
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That is about Meghalaya. Look at our normal screen. Friends, at the beginning of this video, I would like to say a disclaimer. Whatever I am saying is available in the public domain. According to that, whatever I feel, whatever outcome I am seeing, that is what I am trying to tell you here. I may be right or I may be wrong, but I have made an observation here.
It is placed on the budget, due to which I am trying to make a little guess, so I should not target anyone, these are gooseberries, I am telling you here, so friends, as I said that all the news is available in the public domain, taking that as a base, some points should be put before our loved ones, now see, everything is going to be related to the budget, this sector will get support from the government in the budget, that sector will make a splash, its stocks will make a splash, this is for sure, so friends, if I talk about this, there is a sector for which a lot of positive news is coming out and related to this, if I talk to Rakesh Jhunjhunwala ji, if I talk about some missions that have been kept there, then I am seeing some things leading here, whether it will be in the budget or not, we will know only on the day of the budget, before that, due to this Kabir Vishwa, now you can say which sector, so friends, talking about the real estate sector, friends, tremendous news is coming out here again and again, see, if the news is wrong, then the note stocks, that is to say, will go straight away and will get crushed because Seeing such news, as I said friends, I am going to show you some related things here, so it can be for you people to study, first of all see these possible things, like whatever I told you, whatever news there may be before the budget, it will be in these terms, it will be known on the same day, so if you buy a house, then this 5 lakh income tax deduction on home loan interest is the biggest budget expectation for real estate home, yes, if you people buy a house, and if you take money while buying a house, then while taking a loan, you have to pay interest on that loan, you all know here, so friends, talk about the interest on this loan, now you two lakhs, yes, listen very carefully, now if I talk about those things up to 2 lakhs, then while filing ITR, you file internal income tax return, you used to get deduction for it, this is the thing that is going on right now that now this deduction is not 2 lakhs but the government is giving this deduction up to 5 lakhs It can be increased etc.
This is the biggest expectation of real estate in the budget and you understand what I am saying, listen very carefully, if here the government increases the limit of home loan interest deduction to 5 lakhs instead of 2 lakhs, then you can imagine how tremendous it is for people to get home loans, I mean so many people can apply for home loans freely, if I talk about the interest rate, you know that at the lower level, India has not changed much till now, it may be that these talks are going on but it has not changed yet, so friends, if such things are discussed in the budget, then you can imagine that there can be a boom in the real estate sector because for normal people, loan entries for buying a house, we get benefit up to 5 lakhs in income tax, if I talk about it here, then it was so tremendous, yes, it can come in the real estate sector, I mean you cannot even imagine so much, but see, the more you keep increasing one station, the bigger your balloon becomes, if it had not happened like that And all those stock prices can also be equally strong and keeping this in mind, if you monitor some points related to RJ, then some such things seem that who knows, maybe such things can happen, I mean, look, RJ is in Bankura in Sir Network, you guys got to know this much, what I was talking about here was related to the real estate sector and some businesses related to it, so friends, if I talk about RJ, remember, he has invested in some such tractors here, which sector-1 is the real estate sector and he has made direct investment in it, the particular topic is the investment in the company giving loans to the real estate sector, the company giving housing loans, I am seeing RJ's investment in that too, as all these things are available in the public domain, so due to this I am taking a little umbrage, who knows, maybe it is related to the budget, some such things can come to the fore, so err Rakesh Jhunjhunwala is a very India topic, you guys can see a little bit, how much you can see is 50 Friends, not lakhs of rupees, 50 likes are shared, more than one percent, they are folded into a company and which company is this friends, so friends, in the end, this company is India Bulls Housing Finance, like I said, it gives finance loans, if you want to buy a house, then it is specific related to it, this company gives loans, RJD has invested more than one percent in this company, this percentage can change, now if you are aware of everything, then the latest percentage will be there, focus should also be on that, like I said, which company is this, this company gives loan if you go to buy a house, if you take a loan, then what will you do after taking the loan, you will definitely buy a house, so related to this, like I said, there is a company related to real estate where Rakesh Jhunjhunwala bought 50 likes, if you see the share here, it is 1.10, there it is 1.08, problem 1.10, which company is this, friends, its name is India Bulls Real Estate Limited, yes, now do not get confused, The first company was Indiabulls Housing Finance, in the case of giving loan for the house, it is written that we will finance it, the idea is that if we talk about the real estate company India All Real Estate, that is, it builds real estate but literature from the realty sector and the first company that provides loan to it is the MD and CEO of the finance holding company, so RJ has kept a one percent stake in it, friends, right now what I would say is that you go and invest in this company, I don't like the company purchasers, your finance is very bad, your balance and is very bad, the panel is very bad, so that is why I am not saying at all that anyone should bet on these companies, I have already told you people very clearly, but if you want, other companies related to this sector, if you people do not want it to be toxic, then you people can look at them, that is, you see, there is talk going on that what do you think related to buying here in the budget, in it it was said that small and interest can go up to 5 lakhs, if I talk about it, then if this happens then what a blast it will be You have no idea about the real estate sector and for the last several years that chapter has been dormant, there is no boom, so that is why we can say that this can happen and if people talk to RJs and if you do a little bit of digging in their bundle, then when did Adi buy this truck, then look at that also once and adjust it a little, so see this Rakesh Jhunjhunwala ji, if I talk about it, he bought this stock here, he bought 2.1 70% in June 1 and after that you can see in September, friends, he has also reduced his share a little, technology etc.
bought it, that is why we do not come to any compulsion, but I can say this much that your RJ's investment in such a company plus I will give you a homework there and see if there is data of all the members, even Simar's data, you will definitely see it, so once it gets updated, then check here, who knows, Adi may reach 1GB, this could also happen, I was thinking that this is worth it, not to make a video, but it depends on the government how much homework you will do with this.
Related Wikidata is not complete, there may be a hobby of September, he may exit, it is visible so much friends that in India Bulls, RJ's investment in his companies, whether it is from real estate or if you look at housing finance, here also his 1.3, how much 1.10, if you run the cent stake, then it is available here and when is this strategy from, this is all of the member, so note that once we will do the December numbers, keep the focus on that also here, it should not happen that he takes the respect from here, then this can also happen, one thing came to light here friends that something or the other related to real estate is cooking here, related to this you can think of a little difference but it is very clear now you can guess what I am trying to say or click, so if you want, you can focus on these stocks related to such sector, clash if seen, there is another such stock, friends, raids etc.
invest in real estate companies, but there They united like you have acquired RC, this KTM RC, talk about it at home, then you people can read what happened here, Rakesh Jhunjhunwala united small cap real estate stock back because he felt that Hunter has started to gain up to 20% here, the topic has been this, the December data has been revealed, the TRC related to this company, so he has to understand, he exited from here, everyone can tell about India Bulls Real Estate Housing Finance, so you people should do your homework here, so I am noting this thing and giving it to you further, see friends, I was talking about this company, etc.
Now you can also say 14 talk, so see here the investment itself is around 3.39 sure, later 1.5, this end is still in the chamber, now you people are cheating on this, then India Bulls, so the data of all the members is available, right now the December data of this company is in front, so he exited from here, oh the gate is not complete, no one can tell that one The share below the percentage will not be known, only they can tell that, so the purpose of telling is that you are seeing some things happening related to this strata, so on top of that you can keep one from Jatropha, next if we talk here friends, then if you do not want to go into housing finance here, then I think it is a very strong contender in this market, if I talk about Tik Tok and blue chip stocks, friends, they move slowly, but still if you are thinking of betting, then you can keep this company in focus, and if you want to go into real estate, then let me tell you that Godrej Properties should be your first preference, Kanupriya, more, I have already told you, if you have a little too much risk, then Metro Track Developers Ltd, then these are some toxins, your profit exercise, that is being told daily, if I talk about, from the budget to whatever update comes out through reports, through WhatsApp, the name of real estate is seen somewhere in it, so the latest news is that if If I talk, then the news was that earlier, interest up to 2 lakhs was available related to buying a house in real estate, but in ITR, interest related to home loan can be up to 5 lakhs and this is the biggest thing, see what to write, the biggest expectation, if Nirmala Sitharaman ji reads anything related to this, related to real estate, she will say what can't we do, and if these things are not mentioned there, then see the restock, you will see a rapid decline, send it, it was said that instead of 2 lakhs, we are going to do it up to 5 lakhs, or even increased the target further, but if you did not say anything continuously, even then you can see an amazing rise in real estate, this is very dangerous, people can also say that if we talk about this company, it is incurring huge losses, it has to do business by taking loans, so that is why many investors stay away from this company, but still, if you want, the biggest center of attraction related to the budget is this Those who stayed on the topic that we are getting a lot of losses in real estate again and again, so this was a topic which I should keep bringing to your attention, like America, all these things, this information is available in the public domain, according to that I have put all these things for you, so now definitely do your homework and the two important points that I told you, do not script them at all, that is India and housing finance, the trust in real estate there is definitely more than one percent, but the latest data is not available yet, so check daily whether the data of the designer is getting updated or not, as soon as it is updated, then check whether he is still there or his other small cap real estate care company, they have united them, similarly they are united from here, then expectations can be related to this thing in a little budget, Prabhjeet, so I hope it was a little difficult topic, still if you understand it, you can also like and share it, you will give those friends also want a meeting, till then bye-bye
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