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Message Icon Topic: Rakesh Jhunjhunwala's Portfolio March 2010 Post Reply Post New Topic
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mukulgarga
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Quote mukulgarga Replybullet Posted: 29/Jul/2010 at 11:08am
Originally posted by svsheth

In last june 2010 qtr bse website RJ holding in jb chemicals is not showing, has he sold entire holding ? any one reply.

I told you he has slowly exited many of his holdings in this particular quarter by market sales and so do not show up anywhere.
I always knew I was going to be rich. I never doubted it for a minute.
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Quote punk429 Replybullet Posted: 30/Jul/2010 at 2:07pm
thks for the info riser3...appreciate it
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motiwebmaster
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Quote motiwebmaster Replybullet Posted: 30/Jul/2010 at 5:07pm
Good Analysis for portfoilo
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Quote dkarthick Replybullet Posted: 30/Jul/2010 at 9:16pm
Jhunjhunwala, who invested in A2Z around Rs 21Cr four years ago, could be eyeing almost 30x returns in the issue.

http://www.vccircle.com/500/news/rakesh-jhunjhunwala-beacon-to-part-exit-in-a2z-ipo
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Quote cruz55 Replybullet Posted: 31/Jul/2010 at 1:06pm
Hello friends this is alexander cruz........m new to this site....
==============
Outsourcing companies In India
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mukulgarga
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Quote mukulgarga Replybullet Posted: 31/Jul/2010 at 6:06pm
Originally posted by basant

Company

             Quantity

   Price

Value

Wts

PE

Mkt

 

30.12.09

31.03.10

29.03.10

Rs cr

 %

 

Cap

Titan industries

3860861

3826061

1827

699

23.67

51

8110

Lupin

3252835

3248835

1636

532

18.00

25

14555

Crisil

550000

550000

5200

286

9.69

25

3757

Aptech

15706503

15706503

171

269

9.10

16

800

Nagarjuna Const.

15150000

15150000

158

239

8.11

24

4050

HOEL

7272416

6672416

236

157

5.33

81

3088

Praj Industries

14476624

14476624

87

126

4.27

13

1593

Bilcare

2002925

2002925

590

118

4.00

19

1330

Karur Vysya Bank

2041224

2041224

462

94

3.19

8

2494

Rallis india

803088

746588

1220

91

3.08

18

1582

Geojit

18000000

18000000

37

67

2.26

17

820

Punj lloyd

3790000

3790000

175

66

2.25

20

5825

Agrotech Foods

2003259

2003259

251

50

1.70

26

612

VIP Industries

1263000

1263000

254

32

1.09

18

718

Geometric Software

5315000

4710000

65

31

1.04

    -

400

Prime Focus

882500

882500

240

21

0.72

    -

308

Viceroy Hotels

4750000

4750000

41

19

0.66

-

148

Kajaria Ceramics

2502642

2502642

59

15

0.50

19

434

Provogue

1900000

1900000

49

9

0.32

17

555

JB Chemicals

1251650

1251650

73

9

0.31

8

617

ION Exchange

650000

650000

138

9

0.30

20

176

MidDay Multimedia

2250000

2250000

27

6

0.21

60

141

Alphageo

125000

125000

204

3

0.09

11

104

Rishi Lazer

380000

380000

58

2

0.07

    -

30

Vadilal Industries

200000

200000

78

2

0.05

8

48

Zen technologies

900000

0

177

0

0.00

5

158

Autoline Industries

1251233

0

110

0

0.00

16

134

Infomedia

700177

0

29

0

0.00

    -

143

 

 

 

 

 

 

 

 

Total value of the disclosed Portfolio (Rs crores)

2953

 

22

1758

Colors in blue represent stocks where holdings have gone up and in red represent stocks where holdings have gone down.

 

 
Dear Basant there are a few fatal errors in the Rakesh Jhun.. portfolio for March 2010 you have posted
 
1) Zen Tech holding is not nill and remains the same as previous qtrs.
2)Autoline Holding is also not nil and remains the same as previous qtrs.
3)You have missed out in his new Holding In SREI Infra 12,50,000 shares he bought on the budget day. And there may be other stocks he might be holding which you may have missed out. What is your source of his holdings? Because to find his holding knowing the name of the company is easy but very difficult the other way round. I will be posting his holding as on 30th June 2010.
 
CryCryCry I sold out Autoline at Rs 130 after seeing this post of his nil Holding.


Edited by mukulgarga - 31/Jul/2010 at 6:11pm
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mukulgarga
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Quote mukulgarga Replybullet Posted: 31/Jul/2010 at 6:58pm
Company              Quantity      Price Value Wts 
  30.12.09 31.03.10 31.06.10 30.07.10 Rs cr  %
Titan industries 3860861 3826061 3810149 2805 1,069 30.71%
Lupin 3252835 3248835 3248835 1878 610 17.53%
Crisil 550000 550000 550000 5708 314 9.02%
Nagarjuna Const. 15150000 15150000 15150000 172 261 7.49%
Aptech 15706503 15706503 15706503 142 223 6.41%
HOEL 7272416 6672416 6672416 219 146 4.20%
Rallis India 803088 746588 1119882 1297 145 4.17%
Karur Vysya Bank 2041224 2041224 2041224 602 123 3.53%
Praj Industries 14476624 14476624 14476624 77 111 3.20%
Bilcare 2002925 2002925 2002925 446 89 2.57%
VIP Industries 1263000 1263000 1643000 418 69 1.97%
Agrotech Foods 2003259 2003259 2003259 299 60 1.72%
Geojit 18000000 18000000 18000000 31 56 1.60%
Punj lloyd 3790000 3790000 3790000 127 48 1.38%
Prime Focus 882500 882500 882500 380 34 0.96%
Viceroy Hotels 4750000 4750000 4750000 56 27 0.76%
Autoline Industries 1251233 1251233 1251233 151 19 0.54%
Zen technologies 900000 900000 900000 194 17 0.50%
Kajaria Ceramics 2502642 2502642 2502642 69 17 0.50%
ION Exchange 650000 650000 650000 194 13 0.36%
Provogue 1900000 1900000 1900000 60 11 0.33%
Srei Infra     1250000

82

10 0.29%
Geometric Software 5315000 4710000 480500 71 3 0.10%
Vadilal Industries 200000 200000 200000 127 3 0.07%
Alphageo 125000 125000 125000 182 2 0.07%
JB Chemicals 1251650 1251650 0 98 0 0.00%
MidDay Multimedia 2250000 2250000 0 32 0 0.00%
Rishi Lazer 380000 380000 0 63 0 0.00%
Infomedia 700177 0 0 29 0 0.00%
             
Total value of the disclosed Portfolio (Rs crores)   3,480  
Corrections are Welcome
There may be other Stocks which he might be holding.
 Any Teddy may advice me on it and I would update the post accordingly.


Edited by mukulgarga - 31/Jul/2010 at 7:08pm
I always knew I was going to be rich. I never doubted it for a minute.
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subu76
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Quote subu76 Replybullet Posted: 31/Jul/2010 at 2:03am
Not sure how many folks managed to catch up with RJ's interview (his 50th birthday celebration actually) on TV 18.
 
He mentioned he likes Titan and Godrej Management....said he's sorry he invested in Geometric and not in GGPL...best investment is Titan, KVB , he thinks Sush is the best actress in the current generation etc.
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