저자: 미상 · 외국인
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2021년 7월 18일 영상으로, 라케시 준준왈라의 최근 포트폴리오 변동을 다룬다. [결론] 준준왈라는 타이탄(Titan) 같은 장기 보유 종목으로 큰 수익을 냈으며, 시청자에게는 장기 관점과 펀더멘털 중심 보유를 권한다. [포트폴리오 구성] 포트폴리오 규모는 약 1조3천억 원(약 13,000억 루피 수준)으로 소개되며, 이 중 타이탄 비중이 절반을 넘는다고 언급된다. [최근 매매 동향] 2021년 4~5월 타타모터스, 타타스틸, 아르빈도파마, 포티스헬스케어 등에 대량 매수가 있었다고 소개된다. 세부 수량·가격은 자막 오류로 정확도가 낮다. [타이탄] 타이탄 보유 평가액은 약 7,230 크로르로 제시되며, 10루피 매입 후 장기 보유로 큰 수익을 냈다는 사례가 강조된다. [추천·관심 종목] 진행자는 NCC, 로열스(Royals), 랄리스인디아, 스틸·Essel 계열을 관심 종목으로 언급한다. 인프라 관련 종목(예: SAIL, 인프라 계열)은 '좋은 종목'으로 평가된다. 타타커뮤니케이션은 '괜찮지만 조금 더 싸게 살 수 있다'는 평가다. [시기 전망] 11~12월 무렵 특정 종목(자막상 'this city')이 속도를 낼 것이라는 전망과 함께, 월말·다음 달 업데이트를 지켜보라고 권한다. [리스크] 다수 종목 매수로 큰 손실을 본 투자자도 많다는 점을 지적하며, 장기 관점에서 소수 우량주가 전체 수익을 끌어올릴 수 있다고 설명한다. 가격이 비싸지 않은지 주기적으로 재평가하라고 권고한다. [출연자 전망] 진행자 개인의 명확한 방향 예측 발언은 제한적이며, 대부분 장기 보유 원칙에 관한 조언이다.
다듬은 글
Jhal Hello everyone, today is 18th July and today in this video we are going to talk about Rakesh Jhunjhunwala, who is called the Warren Buffett of India, what improvements he has made in his portfolio recently, in which cities has he made fresh entry, in which cities has he cut down, we will discuss about all this here but before that if you have not yet subscribed to the channel then please subscribe it now because there will be many videos in the future when they will be of great help, but this is the latest portfolio of the question and if we talk about till June 29, 2001, in which cities in his portfolio where has he reduced and where has he increased, we will discuss all this for you here but before that if we look at 35 stocks where he is folding Bhaiya and that of his Vardhan Reddy is more than 12 basis 933 crores because again it has been seen that buy in the recent time, okay so buy in the stock, the team is in sale of 139 Subscribe in India, he has bought a 2% stake in Jobs, buy more, so these are the three companies in which he has done reaction buying, now where to click, so in the rally of very big points 6, in Tarzan's favorite city also he bought shares of 19 companies adding a little 0.5%, he has bought shares of 1000 percent, he has small buildings of 1000 percent, when recently which block deal has he done, Balbir, if we look at that, brother, you can see that on May 7121, he had done a big block deal in Tata Motors, he also bought a big block deal in Tata Steel on May 10, and the percentage of the third is almost, if we talk about Tata Motors's house, then how many 1 crore shares of Tata Motors did he buy at the price of Rs 313, he bought 313 from Tata Motors for one crore, on that he also bought 25 lakh shares of Tata Steel, around 1180, he again bought Kharvandi in Tata Steel once on May 7, that There are 3 purchases worth around 12 lakh 50 thousand rupees, not only this, see here, he had also made a big purchase in Tata Motors DVR in the month of April and that was approximately the quantity of around one crore, the price was 13400 rupees, he had made a purchase in Arvindo Pharma in April and he had bought 16 lakh 25 thousand shares at the price of nine to five rupees, a big quantity was done here also, he made a purchase in Fortis Healthcare on 18th March and if we see here, there was a purchase for around 184 and bought a total of 18638 like shares, bought units available for the like shares on 17th March and click on the Yoni Exchange at the price of ₹93, who had sold very few shares, about 1.5 lakh sir also who sold them on Yoni Exchange but brother, this is the truth, if seen here, he had made a purchase in Fortis Healthcare in January and that too, if we see the purchase amount, it was approximately 50 lakh rupees, brother If we look at a very big quality, then this year they have added the fourth in it, this year offices in Tata Motors and Tata Steel Mills have made big investments, we can understand this here, a large quantity has also been bought by them in Arvindo Pharma, now if we talk about the entire portfolio, if we look at the entire face, if the subscriber is in any city then it is seen to be around ghee and the quantity that they are folding there, if we see that quantity also, then the subscriber quantity that they have and the current value which is the fold value that has come out is around 240 crores, 240 crores after that retail ventures and this city, if it is not there, the appointed here has a thirteen percent holding from outside, 5 crores from its value, NCC Bhaiya, the favorite channel of NCC wing is worth ₹93 and if we look at their quantity in NCC, then the quantity is more than 6 crore 65 lakhs and 10.30% holding is in NCC and the value It is worth about Rs 130 crore, Rs 630 crore.
A large quantity of it is to be bought by them. They have also visited the price of ₹90 and the subscriber has a volume setting of 80, the personal value is around 20 crore, if I talk about it then here also there are 80 shares with the association and it is around 20 lakh, in the rally they held a large quantity in 2006 meeting, that is visible with them right now and if you look well then the quantity is also very big, more than Rs 1 crore 40 lakh, there is a large quantity in 5000 multi companies, if we talk about commodity exchange then they have a share of 90% there, 4.1 percent shooting has been seen in Titan and see the huge money in their portfolio, as we saw in the beginning that they have a portfolio of 13 thousand crores, in which only half the portfolio, the percentage of money which is more than half the portfolio is Titans, if seen in the title then there is a city of 1700 and in ten they have cities of Titans There are more than 4 crore 26 lakh farmers on K, whose jewellery has come out, the value of which is 7230 crores, so you can understand that his hobby of money since childhood is 60 percent, that is only from Titan, only Titans, here you see, what has happened here is that he held his heds for the long term, when he bought Titan share of ₹10, then he thought that it has become 30, 300, I should sell it, he is holding it, it is good and fundamentally strong, it should always be folded, if your 10 decisions are wrong, but if you have a good design, then he alone carries the entire portfolio of yours, whatever is outside, and this is the thing in Rakesh Jhunjhunwala, Titan made him so big, he has been the biggest beneficiary from the growth of Titan, and if you look here, there are many other stocks from other cities and one more stock I will mention here is Lupin.
He has very little holding in it, he has a holding of 1.62% but if you look at the shares of more than 72 lakhs, its value is around 855 crores but he has bought a large quantity in Steel and Switch of India and this is not an add England holding of more than 130 crores, the city is worth 127 crores and how many shares should he buy brother, he has bought a very large quantity, he has to buy 5 crore 75 lakh shares, that is, in total he has invested Rs 731 crore in Steel Authority of India, which according to me is a very big investment, a big investment of his has been seen in Oil and Switch of India and we hope that you will see a boom in the city, apart from that he also has an investment in Korean Cement, there is a holding of 1.12 likes in Main Infra, 121 persons have holding and brother, big holdings are being seen here too, till 30 lakhs, he has 30 likes sharing, there is a big holding in Tata Communications.
He has a 100% holding, apart from that, he also has Anantraj from many other cities, but they have not yet fired. This holding of his is from around May 2021. In Digital Court also, he has a holding of 7.5 30 per cent as per March and if seen in Federal Bank also, he has a holding of 2.5 per cent. He also has a holding of 4.75 Hussain in Escort.
He has a holding of 727 in DJ Final and a holding of 4.31 in Fortis Healthcare. He has a holding of 2.1 persons in Indian Hotels and a holding of 50% in Karur Vysya Bank. Tata Motors has 1.1 office meeting. TV18 Broadcast has 6 Vasant holdings and a big holding of 10.82 persons is also seen in Nazara Tech.
So these are some of his holdings, if you like the concept from here then according to me I like this, it is okay here and after NCC I definitely like Royals and Rallis India. I pressed the return button for these words. It is an evergreen city. There is no problem with it. Talking about ads, I like personal harassment.
Apart from this, I would like to keep an eye on steel and central Essel. Very soon, you should keep an eye on them. Steel Authority of India (IMA) Infra is definitely a very good stock. Tata Communications is a good city, but it can be found a little cheaper. Sir, if you keep a good biodata here, remember that by November -December, this city is going to pick up a lot of pace.
So before that, if you keep an eye on the updates at the end of this month and next month, you can generally go. Federal Bank is fundamentally strong. City Office is definitely a good stock. There is no doubt that Indian Hotels is looking forward to visiting. Right now, as soon as the situation becomes normal, people will finish their tips first.
Tata Motors is a very good quality city. Look, you should ride a bike here. Apart from this, TV quotes are available for ₹40 at that time. Risk can be taken here as well, so I would not call the portfolios of some investors strategic, but I would again say that Rakesh Jhunjhunwala has bought a lot of stocks, many investors have suffered huge losses, but in his portfolio, two-three good ones emerged which made their total investment quite big, it became Titan, it became Lupin, so these were just these, so definitely even if your 10 digital investments were wrong, but if you have one or two Addisons which turn out to be good for the long term, then it can give you a lot of profit, 9th Gill, I would say that think about the long term, those who have included them well in their portfolio have benefited, think about the long term, not the short term, and every time, evaluate the stock, how is the stock you have bought now, it may be expensive, what should be done, keep checking that every time, it is not like that I bought Flame for ₹3, I am done with this now.
I should sell it and exit, you should definitely invalidate it again this time, it is still cheap, does it look cheap, you can fold it, but if brother, there is no business, the company is not doing anything, the operator has just taken it from 3 to 30, still you should assume that it will go to 30, only then you need to understand this here, then you should exit with profit, but I would always advise to hold the ones which are fundamentally strong, ah how to video, I will paint somewhere, if you liked it then like, share and if it is your first time on the channel then please subscribe and you can also tell me which city from Rakesh Jhunjhunwala's portfolio you like the most by writing in the comment, thank you
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