저자: 미상 · 외국인
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2019년 인도 유명 투자자 5인의 주요 보유 종목을 소개하는 교육용 영상이다. 결론: 투자자별 보유 종목은 참고용이며 실제 투자 판단은 본인 기준으로 해야 한다. Radhakishan Damani: 최대 보유는 D-Mart이며, 그 다음은 VST Industries(시총 약 6,675억 원, 연간 수익률 약 32%, P/E 약 25, 경쟁사 ITC P/E 21). 투자액 약 218억 원, 지분 약 2%. Vijay Kedia: 최대 보유 Sudarshan Chemical(시총 약 3,000억 원대 소형주, 연간 수익률 약 35%, P/E 약 18, 업종 평균 19~20). 5년 수익률 400% 이상. 투자액 약 88.7억 원, 지분 2.87%. Dolly Khanna: Rain Industries 대량 보유(시총 약 4,000억 원, P/E 약 29). 투자액 약 74.4억 원, 지분 1.8%. 연간 수익률은 마이너스, 5년 수익률은 +200%로 언급. Rakesh Jhunjhunwala: 신용평가사 Crisil 대량 보유(투자액 약 724억 원, 지분 5% 이상, 시총 약 1조 3,000억 원, P/E 약 36). 연간 수익률 약 10%로 지수 대비 부진. 금융화 확대 시 수혜 가능성 언급. Porinju Veliyath: 적자 기업 Shalimar Paints(시총 462억 원대, 투자액 약 10억 원, 지분 1.5%). 저가 매수 후 턴어라운드 기대, 주택 수요 등 페인트 업황 호재 언급. 결론적으로 영상은 특정 종목 매수를 권유하지 않으며, 각 투자자의 전략 차이를 설명하는 데 중점을 둔다. 시청자에게 자신의 위험 성향과 포트폴리오에 맞춰 판단할 것을 강조한다.
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Friends, retail investors like us are very interested to know Where big investors have invested It is not necessary that we invest in those companies But we get to learn how a good company can be chosen We had already made a video on Rakesh Jhunjhunwala What are the stocks in his portfolio But I thought another video should be made on that in which we should tell you What is the favourite stock of the big investors in the industry Which stock did they invest most in, in 2019 I, Jagdeep Singh, welcome you to the Groww channel Let us start today's video In which I will tell you about the 5 biggest investors in the industry Rakesh Jhunjhunwala Porinju Veliyath Vijay Kedia R K Damani And Dolly Khanna What is the favourite stock of these investors In which stock did they invest the most money in 2019 And how much return did they get in the past year And I will tell you how that stock can perform in the coming time And should you buy that stock or not First, let us talk about Radhakishan Damani You must have heard the name RK Damani Because he was the main architect to make D-mart successful Apart from that he is also a successful investor If I talk about his holdings Then his biggest holdings is in D-mart But I thought as investors, we would interested in knowing That D-mart is his own company, but apart from D-mart, in what other company has he invested a lot If I talk about the company where RK Damani has a lot of holdings after D-mart Then that is in VST industries ltd If I talk about the fullform of VST Then its full form is Vazir Sultan Tobacco industries It is a very old company that runs its business in the tobacco industry If I talk about its market cap, then its market is 6675 crores Which makes this a mid-cap company If I talk about its returns, about how much return it gave in the past year So, in the past year this company has given more than a 32% return So, its returns tells us that it has outperformed the Nifty index very well If I talk about the P/E ratio of VST industries, which is looked at very carefully by investors Then its P/E ratio is around 25 So if I compare it to a competitor that works in this industry Then it is ITC ltd The P/E ratio of ITC ltd is 21 So apart from this, you would also be interested to know How much of Radhakishan Damani's portfolio is invested here And what is the total amount he has invested in the company So Radhakishan Damani has invested 218 crores in this company as compared to current filing Apart from that, almost 2% of his total portfolio is invested in this company Now let us talk about Vijay Kedia Vijay Kedia is a very successful value investor He has earned a lot of multi bagger returns from a lot of companies So you must be very interested to know what his favourite company is So if we look at holdings, in which company has he invested the most Then the company is Sudarshan Chemical industries ltd This company mainly operates in the chemical sector, mainly in Organic pigment, inorganic pigment and apart from that Works in agrochemical sector If I talk about how much Vijay Kedia has invested in this company Then totally he has made an investment of 88.7 crores If I look at the total shareholding of Sudarshan chemicals and see what Vijay Kedia's ownership is So his ownership is of 2.87% Now let us talk about some financial data of Sudarshan chemicals If I talk about the market cap of Sudarshan chemicals Then it is a little more than 3000 crores Which makes this a small cap company Apart from that if I talk about how much return it gave in the past year Then Sudarshan Chemical has given almost 35% return in the past year If I talk about the P/E ratio of Sudarshan Chemicals Then its P/E ratio is around 18 But I always tell you that whenever you have to look at the P/E ratio Then you should compare the P/E ratio to the industry If I talk about the P/E ratio in the industry Then normally the P/E ratio in this industry is around 19 or 20 So normally the P/E ratio in this industry is around 19 or 20 I will tell you another interesting fact about Sudarshan Chemical You must be shocked to hear That Sudarshan Chemical, in the past five years has given a return of more than 400% After Vijay Kedia, I will talk about Rain industries Now you must be thinking, how did I come to Rain industries while talking about investors Because Rain industries was such a company If you would've bought its share in 2016, you would've got it at Rs 30 But if you sold that same share in the beginning of 2018 Then its share price would've increased from 30 to 400+ So you can imagine how much return this share would've given you in two years And in this share, there was a very famous investors who had invested in the early days And the name of that investor is Dolly Khanna Dolly Khanna picked Rain industries in very early days And a big chunk of her shareholding was invested in this company So if I talk about the market cap of Rain industries, then its market cap is around 4000 crores Apart from that, if I talk about its P/E ratio Then the P/E ratio of Rain industries is around 29 Now you must want to know how much money from Dolly Khanna's portfolio is invested in this company So Dolly Khanna has invested a total of 74.4 crores in this company If I talk about the overall shareholding of Rain industries Then out of that, 1.8% of ownership of the company is Dolly Khanna's Now let us come to a very important parameter of this company How much return has this company given in the past year You will be shocked to hear That this company in the past year has given negative returns Yes, friends, a company whose share price was 32 And at one time increased to become 400+ That company in the past year has given negative returns If I talk about the past five years, then this company in the past five years Has given a +200% return Now let us talk about Rakesh Jhunjhunwala What is Rakesh Jhunjhunwala's favourite company Rakesh Jhunjhunwala's big investment is in Titan But we have spoken a lot about Titan So I thought why not tell you about a new company so that your knowledge can also increase Today we will talk about Crisil, because Rakesh Jhunjhunwala has a big holding in Crisil If I talk about the amount of money invested Then Rakesh Jhunjhunwala has an investment of around 724 crores in Crisil If I talk about the total shareholding of Crisil Then out of that more than a 5% holding is with Rakesh Jhunjhunwala If some investors don't know what Crisil does, then, Crisil is a rating agency That rates different things And it is considered that in India financialisation did not happen at the level it should have happened at And in the coming days, there are more chances of financial inclusion happening And whenever the financial literacy in a country increases then there, the demand for rating agencies increases a lot Maybe because of this Rakesh Jhunjhunwala has invested a lot in this company Because he feels that this company can outperform a lot in the coming days If I talk about the returns Crisil has given in the past year, then Crisil in the past year has given a return of around 10% Normally the share of rating agencies does not go down that much But in the past year a lot of issues has come up relating to rating Because of which Crisil's share was unable to outperform the Nifty index If I talk about some financial parameters About what the market cap of Crisil is, then Crisil's market cap is around 13000 crores If I talk about its P/E ratio then Crisil's P/E ratio is around 36 So if I tell you another interesting fact about Crisil Crisil operates in such an industry where very less companies are listed in exchange So if you're planning on investing in a theme that revolves around financialisation And that depends on rating agencies Then this can be a very good company because apart from this, there are mainly only three other competitors Like ICRA, CARE, Crisil And apart from this, there aren't a lot of options left for investment Now, in the end, let us talk about Porinju Veliyath He is a very famous investor, who identifies small cap companies at a very early stage And he always says that he likes to choose those companies That are in temporary trouble Because a lot of companies go through a lot of trouble And after sometime, they give a good return as well But it is very important for that they we choose only those companies That are just in temporary trouble and not in permanent trouble Like a lot of times, some news come out about some company because of which some temporary problem comes up in the company That goes on for a month or two So you can identify those companies at the right time And you can buy those companies at a discount And when the company comes back on track, then it starts giving very good returns And Porinju Veliyath is very famous for this And he is also called the King of small cap So if I talk about what his favourite stock is So out of his holdings there is a stock calles Shalimar paints If I talk about Shalimar paints So their profit is still in negatives which means it is a loss making company And maybe thinking this, Porinju Veliyath has invested in this company That this company will come back on track And related to paints, a lot of news is coming out like affordable housing Because of which the demand for paint in the coming time can increase a lot So looking at all these parameters Porinju Veliyath chose this company And he thinks that in the coming time it can give him multibagger returns But only the coming time can tell us how this company can perform in the coming time If I talk about the market cap of Shalimar paints, then its market cap is 462 crores Which means that it is a small cap company If I talk about how much Porinju Veliyath has invested in this company Then his investment in this company is around 10 crores If I talk about Porinju Veliyath's shareholding out of the total shareholding Then that is around 1.5% So I told you what the favourite company of these five investors is But only because of this you shouldn't go and invest in these companies This video I made was purely for educational puposes So that I can give you an example and tell you How different investors choose companies in different ways Like if I talk about Rakesh Jhunjhunwala, so he invested in a large cap company In the same way if I talk about Porinju Veliyath, so he invested in a very micro cap or small cap company So it depends from one investor to another, about which company you should choose From their examples you can learn that every investor has his own perspective They have a different investment strategy Based on which they should make their investment So for educational purposes, you can learn from this video But the company you should invest in, should be decided by yourself According to your risk profile According to your investment strategy According to your portfolio you should decide which company you should invest in Friends, if you haven't yet subscribed to this channel, then please subscribe Because we put up 2-3 videos every week on financial knowledge on this channel If you liked this video, press that like button And share this video with your friends So that even they can find out where big investors invest their money And I will end this video with a question for you Comment and let us know what your favourite stock is from these five stocks And you can give a reason behind that as well Because if you give your reasons then people will question you on it We can counter each other and learn a lot And we can make a very good investor community Where we can learn from each other Happy investing!
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