저자: 미상 · 외국인
요약 보기
라케시 준준왈라의 투자 전략을 간략히 소개하고, 그의 보유 종목 중 Karur Vysya Bank(카루르 바이샤 은행)를 분석하는 영상. 준준왈라는 소형주에 장기 보유하는 방식으로 큰 수익을 냈다고 설명됨. 진입가격 관리의 중요성을 강조. 카루르 바이샤 은행 지분: 준준왈라 1.85%, 배우자 2.89%(2022년 12월 기준), 합계 4.74%(6월 대비 언급). 실적 분석: 영업이익 약 30% 증가, 순이익 약 56~72% 증가, 대출 약 13~14% 성장. ROE·ROA 개선, 순이자마진 3.32%, 총NPA 2.66→0.89 등 자산건전성 개선, PCR 90% 수준. 직원당 이익 증가, 지점당 사업규모 확대. 기술적 분석: RSI 하락, 약 6개월간 박스권(103~115) 횡보. 거래량 부족으로 상승 지속 어렵고 103 부근 지지 확인 시 매집 관점 제시. 진행자는 영상이 교육용이며 투자 권유가 아니라고 명시.
다듬은 글
Hello friends, welcome to the briefly analyze the investment strategy of Late Rakesh Jhunjhunwala. After this, we will see his invested shares one by one. Mr. Rakesh Jhunjhunwala's Indian Warrant website. We say that he has made a lot of money in the stock market in the last four decades. We also call him a bookie.
He is a master in spotting multibagger shares. He accumulates and holds fundamentally strong shares in small caps for a very long time and takes advantage of multibagger returns from them. We can give many examples in this line, like Titan made a lot of money in cities like Federal Bank made a lot of money, Kargil made a lot of money in cities like Tata Motors.
The cities where he has made universal investment still perform well. Therefore, by analyzing all those cities, we can all benefit. Date this subscribe views can be very beneficial for everyone. Therefore, we will cover each city one by one in each video and analyze it. This is a series phone video.
In this, we will analyze a stock. Mr. Rakesh Jhunjhunwala had a very high stake in the consumption sector. Gulista and Retail Bank were his favorite famous banking stocks in this line. In this video, first of all, we will see one more thing and want to say that our channel pays special attention to the entry price of these shares.
No matter how good it is, take it at a high rate. We accumulate it, like Infosys etc., after investing in such a rate, there is no return for two-three days. Therefore, the right entry price should be correct and should also be cheap for investment. So, along with every video of ours, there will be technical analysis in the right place.
Let us go inside the video. First of all, we will see how much is Mr. Rakesh Jhunjhunwala's holding in Karur Vysya Bank. skinner.com is given till the end. Okay, to know how much is his holding right now, we are taking the help of Train. The holding in this is of December 2022. In this, Rakesh Jhunjhunwala's holding is 1.85%.
It shows that Rekha Rakesh Jhunjhunwala is his wife, she has 2.89%. Now if we take the total, then friend, his holding in June was 4.74, we are just looking at the holding in December, madam for percentage. Very good news, Karur Vysya Bank is basically a South West Bank. Basically, Tamil Nadu is a small town, it has its base there, but if you look at the number of branches and their respirator, then there are 204 in metro, 150 in urban, out of which there are 3004 in every van and 127 in urban, there are 145 in total 792 outlets, this means that the spread is in a good place, or if we see, the concentration is more in three states and these are Kerala, Maharashtra, Gujarat and West Bengal, after checking all these places, the growth of business is 14%, which is 7%, according to Vaibhav, the net profit is 56 percent, the same according to Fantastic 9.
67 power is increasing and this one is 1.32, it has improved now, if we look at it on the basis of 9 months, then point one nine was return on equity and the same which is called return on asset, if we look at it for Q3 then it is 14.04 flick, if we look at it for 9 months then it is 12.43 fantastic, min net interest margin, if we compare it quarter to quarter then it is 3.32 quarterly, so it is very fantastic and if we look at it on the basis of 9 months then it is 4.08, debt is gross non performing asset, it has reduced from 2.66, this is very good, this is also very good, 0.89, this is very fantastic, the improvement is also very fantastic, operating profit which is called 72%, that is also very good numbers, after this we will see the performance of 42 quarters, December 21, December 22 is interesting, operating profit has increased by 30% Net profit has increased by 72%, advance has increased by 56%, its growth is 13% -14%, net interest margin is 64%, debt is 3.64.32, it is very good, the data has decreased from the return, this is also good, there is improvement, PCR has increased by 90 points, this growth is also very fantastic, so you can see the growth of net interest rate, as per one calculation it is 30 and as per 9 months it is 22, this type of income is 62, if you look at the total income then it has increased by 37%, if you look at the operating profit of two quarters then it is the same, 72%, it is very fantastic, profit before tax is 27% bigger, net profit after tax there is a growth of 56 percent, it is a very fantastic figure, 3.63 income is 42 point 90, percentage wise also the return is very good 086 It has become 14.04, this also shows good efficiency.
Retained and Assets was 1.32 earlier, 0.93, it has improved very well. PPS which was 2.32, now it has become 3.61, it is big from every angle. If you look at the ratio after looking at this, then the efficiency is increasing, this is the indicator and if you see this return quarterly between last 2020 to December 22, it has improved gradually, it has become 1.32 and the same return which is made up of 5.0, this shows that if it increases to 4.32, this also shows good efficiency.
Cost to income cos2 income should decrease, it also shows efficiency. At one time it was 44, it also became 74, now it has been gradually reduced to 42.9, hence the profitability is more than very good. Now if you look at the balance sheet, it is also very good, capital and change is the result, deposits are big.
12 inches for you also for the real bank, then it will increase if we make provision from liability, this will also increase, the total of the liability side will also increase, the cash, cash and balance, will also increase, the balance sheet of the bank is big, it has decreased, the investment is big, it is very good, the advance is big, it looks like an efficiently operating bank, it is a small bank, it is very good, it shows how well it is maintaining responsibility in non-books, it is big in commercial, the growth is big in retail banking, it is also big, 12%, in agriculture it is also big, 17%, corporation is big, gross advance is big, 16%, details of all these are given here, after this we show our retail, in housing loan 17% is jewellery, 30% is fine in personal loan, there is no problem, the education loan is less, it is safer than this and this cricket size is called 35.8 and for gold loan portfolio, it tells its various places in many places How much is Adarsh's gold loan portfolio in agriculture?
These are all the details. Now let's move on to the second slide. This is their secure composition. Jewellery loan is 25%. 25% is given in manufacturing separately. 14% is given in personal segment. 13% is given in trading and there is 1526 in manufacturing sector. Different breakup in that has also been clarified.
So much in textile method, iron and steel. So much in food processing. 10 types of different breakup are absolutely fantastic. It is done every year. This year it is very less. This is a very good thing. You also get the December picture of 4.63 at one time. On March 19, now it has become 0.55. This is also very good.
On December 22, and see this, it is net and one is subtracted from gross and pand. All this is from every angle. Look at your bull, what is the asset quality, the impact has been proved in a good way. It tells about provisions coverage. It was this much on March 19, December. How much provision coverage has been done in 22, it has been made 90.87, this is PCR and it is credit card, it tells you, all this digital transaction is very good, you should also see this and whose digital partnership is with whom, all this has been given, the number of plus awards received from different places is also very good, if you remain efficient then you will definitely get A word, this is very important, the external rating agency, the rating agency, has given A+, A1+, India Rating and Research has given A+ for their instrument and the rating which is given by Crizel, it gives after analyzing everything, it gives after seeing how strong the company's functioning place will be, all these rating agencies also have their own reputation, on the basis of that they can generate very good and cheap, this is very important, all these rating instruments give a very good rate, they create a very good impression in the market and we are talking about dynamic force, this employee The employees per business have actually increased by 19 now, as per one employee the business has become this much, earlier it was 14, now they have increased to this, the profit per employee was earlier 2.8, now it has become 15, this is also very good, the business per branch is reducing, earlier it was 142, now each branch has become 176, now it shows very well, now it has shown the complete sustained growth of the last 10 years, 10.16 17.26 7000 something, the dividend is fine, it is not big, the book value actually reduces after the issue, it depends on the numbers, the yield on advance is also not that, the retained on assets was 1.32, now this is actually for the full year, it is according to that, it shows the last year, it is not for the year, the net profit was also 500, now it has become 600 73 steps Whatever it is, it tells about last year, 2021-22, only three quarters of this year have passed, this quarter is still left, but by looking at this you will feel how good the growth has been in everything in the last 10 years, after looking at so many slides we have got a clear idea, let's start with the Delhi temperature of the bank, RSI has come down, it is doing a little bit now, a red histogram was formed today, it seems this could be a bullish crossover, it will have to be taken from neutral, this is 250 100 200, now these three which are 15200 are below, it is trading around 20 right now, if you look at it today, it has been trading in this range for almost last 6 months, it is a very good thing, consolidation is also a very good thing, after coming here there was profit booking, after this after going up, then after going up a little, consolidation was reducing this range, there is a little of it today, but unfortunately the volume is not much, the volume is much less than the normal volume, hence I think it is on the upside It will not be able to suspend, it will come down only, this line of 102.95 is a good support line, above 115 is a big resistance line, hence we will accumulate, the level of 103 has been found here in this range, this is in between this support, today actually the market is very plus, that is why this 2.22% is chatting with you, the volume is very low, that is why we are saying that it will come down, if suppose the market crashes or corrects a little in the trading system for a day or two, then it will be found, we have to circumscribe at 103 and below in this range, we have seen it, it is very fantastic, the company has to remain, we will definitely find it in between the two ranges which we have said, I hope you liked this video very much, if you like the video then please like, if you like it very much then please like, well it is not a recommendation to subscribe to the channel or to invest, it is only a video to educate you, you should take your investment advice from sir before trading and investing on you You must have liked this video, thanks for watching.
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