Rakesh Jhunjhunwala's latest Portfolio -
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Buffet, Lynch and other legends - Investing Strategies
Forum Discription: DIscuss about the strategies followed by the great investors. Share an idea which would have impressed the masters. Try and bring their International experience into the Indian Markets.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1230
Printed Date: 07/May/2025 at 4:36am
Topic: Rakesh Jhunjhunwala's latest Portfolio -
Posted By: basant
Subject: Rakesh Jhunjhunwala's latest Portfolio -
Date Posted: 22/Sep/2007 at 12:46pm
Source: BSE India.com Colors in blue represent stocks where holdings have gone up and in red represent stocks where holdings have gone down. Piquant Observations:
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
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Replies:
Posted By: omshivaya
Date Posted: 22/Sep/2007 at 3:20pm
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Thanks for the post Basant sir, as usual. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: kattur
Date Posted: 22/Sep/2007 at 5:16pm
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kindly check the list again - is it the color code that is wrong or has he got out of ttk prestige completely. Also, Lupin, zenotech and BEML - is he fully out of BEML? ------------- kattur |
Posted By: basant
Date Posted: 22/Sep/2007 at 5:48pm
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Thanks for pointing that out. Since BSE gives only 1% and more holdings we are not sure of complete exits. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: getmanoj
Date Posted: 22/Sep/2007 at 7:02pm
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Few days back, i had read one article, in which author had said, that if a person would have followed "Warren Buffet" when his investment became public , even then he would have performed better than average market and many MF. Can we say something similar about any Indian Investor? Manoj |
Posted By: basant
Date Posted: 22/Sep/2007 at 7:17pm
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Absolutely but problem is people buy the low priced RJ stocks like Midday TV Today and Agrotech and ignore the high priced ones like Titan and Lupin (where the percentage invested is far higher).
As they say "nakal mei bhi akal chahiye". ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kulman
Date Posted: 22/Sep/2007 at 9:01pm
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As they say "nakal mei bhi akal chahiye".
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Yes absolutely! While portfolio can be copied but conviction to hold can't. Human emotions change very quickly based on how Mr. market (mis)prices the stocks from time to time.
Thanks for the efforts in compiling this data.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: nikhil090
Date Posted: 22/Sep/2007 at 10:55pm
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Thanks for the data. It seems Mr. RJ is much much more convinced about TItan than Pantaloon. Titan is one stock where he has agressively increased his holdings.
Is he playing garware wall ropes for value? Any guesses..
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Posted By: kattur
Date Posted: 22/Sep/2007 at 11:22pm
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Is it possible to find out when he got into each of these stocks and roughly at what price? Recently I read an interview he had given where he said he got into Praj at a price of about Rs.100 when it had already risen from Rs. 10 to Rs. 100 in one year - already a ten bagger. He still saw value in it and invested at a price of Rs. 100. Whether WB or RJ, it will give lesser mortals like me some comfort to know the price at which he got into any particular stock. May be then I will have the conviction ( I should actually say courage ) to follow him. ------------- kattur |
Posted By: manish_3011
Date Posted: 23/Sep/2007 at 6:51pm
| Whay u r saying is correct to some extent. But the share price of agrotech has risen from 90 level to 170 level in last 6 months. |
Posted By: basant
Date Posted: 23/Sep/2007 at 7:19pm
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Take a 5 year view and Agrotech has been a rank underperformer. It would need to go up some 2.5 times to match the sensex and about 5 times to match RJ's portfoliuo from these levels.
His investment is not that important as much as the extent of that investment. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: tigershark
Date Posted: 08/Oct/2007 at 4:03pm
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what about VICEROY HOTELS has also been an underperformer, room rates in hyderabad have reached their peak and viceroy is not a mkt leader.any idea on this one ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: basant
Date Posted: 08/Oct/2007 at 4:21pm
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No. It has been an absolute dudd! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: anandv
Date Posted: 08/Oct/2007 at 5:33pm
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There is constant reference to chats of RJ , RD etc in these forums . Are these internet chats on certain websites where they discuss things with investors like indiatimes has those celebrity chat shows or do you refer to chat shows on TV programs ?? If its the former could you please share whihc sites
ps : I am not sure if this is the right thread , kindly shift it if this is not the right thread.
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Posted By: basant
Date Posted: 08/Oct/2007 at 6:26pm
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RD used to chat on rediff but moneycontrol is his new home. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: basant
Date Posted: 12/Oct/2007 at 11:45pm
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A confirmed source tells me that RJ is out of the market and is presently looking after his health at the Jindal health centre somewhere near Bangalore. I cannot divulge the name but the sorce says that at these levels RJ is cautious though not bearish. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kulman
Date Posted: 12/Oct/2007 at 12:34pm
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This news appeared in TOI-Pune edition on 8th Oct, Monday under "what's up" column.
It doesn't talk about health problem, but says that "he is chilling out at the Jindal Farms in Banaglore." quoting the sources --who are regulars at Geoffey's, the Mumbai pub where hangs out every evening over a whiskey.
The article also says that: "The big bull it seems has come to a point where a few hundred points up or down on the stock markets don't matter anymore. He pretty much knows which way it is headed in the long run and Jhunjhunwala has already placed his bets."
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kg
Date Posted: 17/Oct/2007 at 8:16pm
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hi
was jss checking the great rj portfolio as on sep end and found that contrary to expectation of exit of rj over the tata ruffle rj actually sold only 6 lac shares and he still holds 1.44 crs shares after the bonus issue....
he increased his stake in agro tech to 1900759 shares
there is no change in the case of garware , geometric , titan , alphageo , karur vyasa , crisil , punj lloyd , midday , vadilal, bilcare , infomedia , nagarjuna construction .
balance shareholding patters still not out ...
kg ------------- Lets rock |
Posted By: getmanoj
Date Posted: 18/Oct/2007 at 8:42pm
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Interview with DNA Money ( http://www.dnaindia.com/report.asp?newsid=1128339 - www.dnaindia.com/report.asp?newsid=1128339 ) 50k in 6 to 7 years, says Jhunjhunwala He is also Bullish on telecom, banking and infrastructure.... Manoj |
Posted By: basant
Date Posted: 18/Oct/2007 at 9:22pm
Did I hear banking? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 18/Oct/2007 at 9:45pm
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Yups...Isnt that a strange co-incidence. I am sure he is bullish on Retail too as earlir, but banking has come up in his top list now it seems as he mentioned it in his 3 choices.
Bade Bhaiyya TED par dastak dete to nahin kabhi kabhi ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: prashantmohta
Date Posted: 18/Oct/2007 at 9:51pm
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i heard educ....... no education.
man badalne me kitni der lagti hai.
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Posted By: omshivaya
Date Posted: 18/Oct/2007 at 10:00pm
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Everything's possible He He! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 18/Oct/2007 at 10:04pm
Last Diwali I heard RJ say that none of these fancy private banks would be taken over. His argument was that because these banks tarde at such high price to books no one would be interested to buy them.
We will have to wait for his choice of stocks before we pull cork on the champagne bottles but I think he is referring to banks with price to book of less then 2 times.
That cancels out options like CBoP, HDFc Bank, Axis and YES. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 18/Oct/2007 at 10:12pm
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It is enuff if he is highly bullish on Banking sector itself and places it side by side with Infrastructure. Yes is just too small anyway for him to invest in anyway. If he would, maybe he could look @Axis ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 18/Oct/2007 at 10:17pm
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Absolutely the sector preference is enough we can do our own homeowrk and research thereafter. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: deepinsight
Date Posted: 18/Oct/2007 at 10:19pm
He has held Karur Vysya for a decade!
------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: omshivaya
Date Posted: 18/Oct/2007 at 10:32pm
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Yes, that too. But now, Banking has taken place of his usual "Retail, Media" first-choices. Or so it seems! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: shankar
Date Posted: 19/Oct/2007 at 9:45am
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Hi guys, Rakesh Jhunjhunwala claimed to have bought Ranbaxy in an interview about a month back. The latest shareholding pattern of Ranbaxy is released in the BSE website, and I do not see his name - not even in the shareholders who hold 1% and more. Could anybody throw light as to where I can find the accurate shareholding pattern of Ranbaxy or was Rakesh bluffing?? ------------- When the tide runs out, you can see who has been swimming naked - Warren Buffett |
Posted By: kulman
Date Posted: 19/Oct/2007 at 10:35am
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Did he say himself about the stake or media (speculative) reports had suggested? It could be insignificant holding, or an arbitrage position in relation to Zenotech takeover, or FnO position, etc etc...
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Kalyan
Date Posted: 20/Oct/2007 at 1:27pm
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He himself said to the media in NDTV Profit ------------- kalyan |
Posted By: sureshb
Date Posted: 24/Oct/2007 at 11:06pm
| any new additions in rj's portfolio? |
Posted By: omshivaya
Date Posted: 24/Oct/2007 at 11:44pm
Mr Smythe felt that the regulator should clearly define P-notes and which of those instruments would be permitted in the future, while Mr Ramachandran suggested that the regulator should not distinguish between proprietary and corporate sub-accounts. Excerpts of the discussion: M Damodaran: Consistent with our larger objective of a cleaner and safer market place, a market where everyone knows the identity of the person that is invested so that there is a measure of comfort both for our fellow investors as well as for regulators. One of our recent initiatives which is to revisit regulatory framework relating to P-notes is something that has been covered and is very topical. What we are focusing on really is more transparency and more disclosures. The world over, the need for more transparency is recognised, no matter what the sphere of activity is. And clearly, our markets can’t be an exception to the rule. We have never been able to understand the logic of people saying that there are confidentiality constraints which prevent information from being shared with the regulator. We believe, confidentiality must end where regulation begins. A lot of other things, which will subserve a larger purpose, will also get attended to as we go along. I want to give a broader picture that our intention is to see a larger and healthy market. Also, a market in which people see value for everyone who is in the market. And where the information asymmetry gets addressed to a certain extent; it can never be eliminated. We are aware, some of what we do will have short-term negative effects on the fortunes of some people. I want, say, short-term negative effect on players and not the market. Thank you. Rakesh Jhunjhunwala: Sir, as an Indian, I feel proud. I remember a time, when gold had to be taken physically to be pledged so that India could raise foreign exchange. And now, a day has come, when we need to regulate capital flows into the country. Don’t you think, India needs capital. Will this not have a long-term effect on capital flows into the country. Secondly, we know that hedge funds have large position in P-notes. And suddenly, one day they are told that no, you cannot have P-notes. If you had the intention to do something like this, Sir, why allow them to build such large positions in the first place. I also feel, in the registration process, the one-year track record is quite a hindrance. I know somebody who is managing $5 billion and he wants to float a fresh fund, but he cannot get registration. Why don’t we look at the track record of the person managing the money rather than the fund. And Sir, if we have the highest transparency. We should allow anyone and everyone to invest. We should make a list of those who cannot invest. M Damodaran: My view is that none of that is going to get affected and I will tell you why. The government and central bank have expressed opinions to the effect that flow of capital into India has reached proportions that are somewhat difficult to manage. It is not that these flows will be forever difficult to manage. But is that what we sought to address? I would describe it this way that what we did, and more importantly, the time when we did this, there was a happy convergence of interests between RBI, the government and us. Please remember, the objective was to clean up the capital market. In the same package, we have said that we welcome FIIs, and also that those that have just started issuing PNs can go up incrementally in time. And therefore, we will see that there are elements that promote inflows rather than discourage them in the package. Hence, I want to urge that this position must be understood that what Sebi has set out to do might address legitimate concerns that we share. I am not saying that these are concerns that we don’t share. But that is not the stated purpose and what we set out to do. As far as hedge funds are concerned, we recognise that the present position has been built up over a period of time. We have been telling the hedge funds that this market will open up to you someday, and you can come in through the front door. And I am happy to report that we have started the process of registering hedge funds. They will not need to come only through the PN route into India because they cannot come in directly. We have looked at each hedge fund not as a hedge fund, but in terms of details of that particular fund and then we registered some of them. Rest of the talk can be gotten from the following source. Keep clicking "Next" on it. It is big, so didnt want to post entirely here. On 2nd thoughts, this post can be transferred to the P-Note thread. Sorry for the trouble Admin jee so if you please.
Source:
http://economictimes.indiatimes.com/ET_Roundtable/Its_the_right_time_to_repair_roof/articleshow/2484797.cms - http://economictimes.indiatimes.com/ET_Roundtable/Its_the_right_time_to_repair_roof/articleshow/2484797.cms ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
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Posted By: kg
Date Posted: 31/Oct/2007 at 4:23pm
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RJ has acquired further 581250 shares in viceroy hotels of which 5 lacs were acquired before SQ and 81250 is out of conversion of warrants. ------------- Lets rock |
Posted By: ravi1979
Date Posted: 13/Nov/2007 at 7:32am
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HII, RJ STARTED WITH 5000RS IN 1985. NOW HE IS WORTH 4000CRS. LOOKING AT THE RETURNS, HE HAS EARNED 100% ANNUALISED RETURNS FOR THE LAST 23YEARS. I LOOKED AT THE RETURNS OF RIL FOR THE LAST ONE YEAR, AND LO AND BEHOLD IT IS 100%.ANIL AND MUKESH AMBANI WILL BE TRILLIONAIRES IN THE NEXT 20-25 YEARS. IN THIS CASE, DOESN'T IT MAKE SENSE FOR US TO JUST RIDE PIGGYBACK ON THEM.IT DOESN'T MAKE SENSE FOR SMALL INVESTORS LIKE US TO RESEARCH COMPANIES AND INVEST IN COMPANIES WITH MANAGEMENTS THAT HAVE INTEGRITY. THERE IS NO WAY WE CAN ASCERTAIN WHETHER THE MANAGEMENTS OF COMPANIES POSSESS INTEGRITY OR NOT.IN THIS CASE, WE ARE BETTER OF STICKING WITH ANIL AND MUKESH AMBANI COMPANIES.
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Posted By: basant
Date Posted: 13/Nov/2007 at 8:07am
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Investing isn't that simple. Thouigh in hindsight it does appear true but RIL wil have to find gold in its oil field to justify a 100% growth y-o-y.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: ravi1979
Date Posted: 13/Nov/2007 at 9:22am
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BASANTJEE, I HAVE READ THE BOOK BY JAMES PARDOE-"HOW BUFFETT DOES IT" 24 SIMPLE INVESTING STRATEGIES FROM THE WORLD'S GREATEST VALUE INVESTOR. BELIEVE IT OR NOT BASANTJEE, INVESTING IS SIMPLE. IN THAT BOOK, WARREN BUFFETT ADVISES US TO CHOOSE SIMPLICITY OVER COMPLEXITY. IT MUST MEAN SOMETHING TO US THAT WARREN BUFFETT HOLDS MOST OF THE COMPANIES FOR THE LONG TERM AND HIS STRATEGY IS THERE FOR ALL TOSEE.
I AM THUS FORCED TO COME TO THE CONCLUSION, THAT ALL YOU NEED TO DO IS TO HOLD RELIANCE SHARES OVER A 10-15YEAR PERIOD.
EVEN IF YOU LOOK AT RJ INVESTMENTS, HE HAS INVESTED INA FEW BAD COMPANIES- HINDUSTAN OIL EXPLORATION, APTECH AND VICEROY HOTELS. THESE COMPANIES WILL NOT BE ABLE TO GIVE EVEN 30%RETURNS. I WOULD BE SURPRISED IF THEYGIVE.
BASANTJEE, AFTER YOU READ THE SMALL BOOK BY JAMES PARDOE YOU WILL COME TO THE SAME CONCLUSION THAT I HAVE COME.
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Posted By: supratik
Date Posted: 13/Nov/2007 at 11:17am
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Hi,
This is the portfolio of Rakesh Jhunjhunwala as updated on June 2007.
Please let me know if we have the updated portfolio in this forum or the above is the latest update.
I am not sure if this is the correct thread to post my query. In other case please move this post to the required thread.
Thanks and Regards
Supratik
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Posted By: basant
Date Posted: 13/Nov/2007 at 11:22am
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This is as per the June details filed with the exchanges. The september details have not been out for all the companies.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: supratik
Date Posted: 13/Nov/2007 at 11:35am
Thanks Basantji for this quick response.
Your help has always been appreciated. Thanks a lot!!
Thanks and Regards
Supratik
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Posted By: kg
Date Posted: 14/Nov/2007 at 11:04pm
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i think i hv it for all stocks barring a couple which has not informed .. infact i had updated all changes in this thread itself . in case some one needs it pl mail me ur id ...not able to paste the excel sheet here or i will send it to basantji and u can collect it from him . ------------- Lets rock |
Posted By: deveshkayal
Date Posted: 03/Dec/2007 at 4:00pm
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http://www.moneycontrol.com/mccode/news/searchresult.php?search_str=Rakesh%20Jhunjhunwala&datesel=2 - Rakesh Jhunjhunwala 's stake in Rishi Laser will rise to about 14.5% over the next 18 months reports CNBC-TV18’s Varinder Bansal. http://www.moneycontrol.com/mccode/news/searchresult.php?search_str=Rishi%20Laser%20&datesel=2 - Rishi Laser is a Rs 100 crore company which is into the engineering space. The company had done a convertible warrants placement to Mr Jhunjhunwala a long back and they are now converted. His stake, after conversion of the previous convertible warrants, stands at around 10%. According to Bansal, in the recent board meeting, Rishi Laser has issued around 4.7 lakh additional convertible warrants to Mr Jhunjhunwala. If he converts them in the next 18 months, the stake will go up to 14.6%. This means that Mr Jhunjhunwala will be holding around 14.6% from the current nearly 10% after the conversion of warrants in this company. Bansal said he had a word with the management, but that their confirmation is still awaited after posting an e-mail and even an SMS. However, he has learnt that the price of the convertible warrants will be at Rs 101, and this will be done to Mr Jhunjhunwala. --------------------------------------------------------------------- Rishi Laser was one of the Prof.Mankekar's earliest picks.------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: tigershark
Date Posted: 03/Dec/2007 at 8:26pm
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with more ports coming up and all ports seeing brisk business and infrastructure booming no wonder rj and sabharwal have used the pick axe and picked up garware wall ropes ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: kg
Date Posted: 04/Dec/2007 at 9:54pm
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does anyone have any idea abt amrutanjan ...i met someone who said that RJ is interested and has picked up some qty of this shares. The reason why i m trying to figure out is that he mentioned abt the increase in stake of Agro tech foods limited also . ------------- Lets rock |
Posted By: getmanoj
Date Posted: 11/Dec/2007 at 8:40pm
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Hi All, Is there any way to get the news (authentic) when Rakesh Jhunjhunwala takes position in any listed company? has any one tried google alert on "BSE" site ? will it work? Manoj |
Posted By: gksinghal66
Date Posted: 13/Dec/2007 at 7:04pm
| Please update the latest portfolio. |
Posted By: shankar
Date Posted: 14/Dec/2007 at 12:04pm
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Hi Devesh Kayal:
I found out that Rekha Jhunjhunwala has been allotted 380,000 shares of Rishi laser upon conversion of earlier-issued warrants. Initially when I heard that Rakesh Jhunjhunwala was buying into this company, I thought it might be a rumor being spread by the media, but I checked out in authentic sites and found that Rekha Jhunjhunwala has indeed been allotted 380,000 shares. If the wife is already there, the husband can't be far behind
  For your reference, here is the link which gave me the info.
http://contentlinks.asiancerc.com/consortiumnew/fms_news_details1.asp?NewsId=1613531 - http://contentlinks.asiancerc.com/consortiumnew/fms_news_details1.asp?NewsId=1613531 ------------- When the tide runs out, you can see who has been swimming naked - Warren Buffett |
Posted By: basant
Date Posted: 14/Dec/2007 at 12:14pm
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Shall update it in a couple of days waiting for one or two companies to disclose their holding.Rishi Lazer was an old Prof Mankekar favourite.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: MPD05
Date Posted: 29/Dec/2007 at 11:45am
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Hind. Oil Exploration Looks like RJ has almost exited his position here. On 12/26, there were three bulk deals:
Source: Money Control. Curiously enough, Matterhorn Ventures is on the other side of the trade. |
Posted By: tigershark
Date Posted: 01/Jan/2008 at 3:17pm
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any one has any idea why ATFL a stock where rj has a stake is flying around thesedays.bottomline is still not ready to take off as co is still busy restructuring.is somebody discounting too much into the future? ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: deveshkayal
Date Posted: 03/Jan/2008 at 8:59am
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Heard on the Street
Market operators have suddenly taken a fancy to NTPC shares, with the Rar(e)ing Bull said to be leading the charge at the counter. The state-owned power generation major was the star performer in the Sensex on Thursday, rising nearly 8% over Wednesday to end the day at Rs 276.80. In the last one week the stock has climbed around 15% and market watchers say the renewed interest in the stock has to do with the forthcoming issue of Reliance Power. Given the fancy valuations that are being talked about for Reliance Power, the Bull and his associates feel that NTPC — the largest power generation company in the country with a capacity way ahead of all its rivals put together — deserves better valuations. Meanwhile, the Bull appears to have made a new year resolution to focus on value plays this year. He is said to be building positions in the Tata Motors stock, which appears to have fallen off the radar of most institutional investors in recent times. ------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: smartcat
Date Posted: 03/Jan/2008 at 11:01am
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Tata Motors did you say? Three Cheers to the big bull.
NTPC has a total power generation capacity of 24,000 MW under operation.
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Posted By: supratik
Date Posted: 09/Jan/2008 at 8:25pm
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Hi All, I heard that RJ is buying into Sirpur Paper. Not sure though!!!
I was just wondering when our eagerness to know his latest portfolio would be satisfied.
Thanks and Regards
Supratik
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Posted By: deveshkayal
Date Posted: 09/Jan/2008 at 9:07pm
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heard that RJ is buying into Sirpur Paper. Not sure though!!!
-----------------------------------------------------------------------
Yes. Rare Enterprise bought this stock day before yesterday. Maybe bcoz paper price are gonna increase.
He has also entered MRO Tek as per Dec shareholding pattern. ------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: DR. RAJAN GARG
Date Posted: 09/Jan/2008 at 9:49pm
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how can we know about latest portfolio ?
? ------------- GOLDEN BIRD WILL FLY AGAIN |
Posted By: DR. RAJAN GARG
Date Posted: 09/Jan/2008 at 9:49pm
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IF any body can tell me about ICSA? ------------- GOLDEN BIRD WILL FLY AGAIN |
Posted By: tigerz_style
Date Posted: 09/Jan/2008 at 9:49am
| waiting for basantji to post the Big Bull's 2008 portfolio |
Posted By: tigerz_style
Date Posted: 16/Jan/2008 at 6:14pm
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Can anyone confirm this news?Found this news item on a Blog site Is this True...........
STOCK....LOKESH MACHINE LIMITED.
RAKESH JHUNJHUNWALA (INDIA TOP MOST ANALYST & INVESTOR) HAS ENTERED in LOKESH MACHINE Limited (143/-)(FROM RELIABLE SOURCES) for BUYING, BECAUSE 10/- FACE VALUE SHARE, EQUITY ONLY 11 CRORES, 61% PROMOTERS HOLDING, MUTUAL FUNDS (Sundaram BNP Paribas Mutual Fund 2%) , Financial Insti. & Banks 4%,(United India Ltd 3%), Corporate Bodies 13% PUBLIC SHARE only 20%.GOOD RESULTS, FUTURE GROWTH, COMPANY HAVING STRONG FUNDAMENTALS AND GOOD BOOK VALUE AND 200 CRORES LAND BANK. LOKESH MACHINE Limited Hyderabad based company.
Public Issue came in 2006 April at 140/- All time high of this share was 300/- Lokesh Machines Ltd. is engaged in the design, development and manufacture of custom built special purpose machines and general purpose CNC (computerized numerical controls) machines along with their components. Presently, it derives 70% revenue from machining division whereas rest 30% comes from auto component division. Company primarily caters to customers in the auto OEM, auto ancillaries and general engineering space. Hence it supplies mainly to Tata Motors, Bajaj Auto, Force Motors, Cummins, Bharat Forge, Kirloskar Oil Engines, Everest Kanto Cylinders etc with separate dedicated facilities for M&M and Ashok Leyland. Off late, it has also made a foray in the overseas markets with orders from M/s FPT Industries Spa-Italy, Honda Motorcycles- Japan and HOWA-Japan. Further, its technical partner Wenig Wemas-Germany has also placed initial order of 100 machines worth 20 cr. For the latest Sept qtr, sales grew by 25% to 28 cr and Net profit increased by 50% to 3.40 cr. To fund its growth plan company came out with an IPO at Rs.140 per share in April 2006 and raised Rs.42 cr. On listing day it hit a high of 300 Rs, whereas and currently it's available at 15% below its issue price. For FY08 it is expected to clock a turnover of 110 cr and PAT of 18 cr which leads to an EPS of 15 Rs on equity of 11.80 cr. Scrip can easily appreciate to 300/-. Minimum PE of this industry 15/- maximum 30/- If we can calculate according average 15 * 22 = 330/- One more Important news is Company having good Land Bank in HYDERABAD (Balanagar). This cost nearly 200 Crores. Equity 11 Crores. ( 1.1 Cores shares) Per shares |
Posted By: bawa_khalsa
Date Posted: 08/Mar/2008 at 5:36pm
Can Rishi Laser be bought at current valuations ..........The stock is trading at 97 Rs. and with RJ's money parked in it ,it can be a safe bet for short term
With reference to earlier announcement dated on November 29, 2007 regarding the Company has allotted 9,00,000 equity shares on November 29, 2007, Rishi Laser Ltd has now informed that the Board of Directors of the Company in its meeting held on November 29, 2007, has allotted only 8,90,000 equity shares of the Company. |
Posted By: tigerz_style
Date Posted: 31/Mar/2008 at 5:19pm
| why is Bhushan Steel falling like this............Is something wrong with its fundamentals..........The company seems to be doing pretty well otherwise............. Basantjee any idea |
Posted By: basant
Date Posted: 31/Mar/2008 at 5:28pm
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Nothing on this except that there were talks of aa SEBI enquiry after the stocks rose 50%. WHat happened after that is something I do not know.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: tigerz_style
Date Posted: 31/Mar/2008 at 6:16pm
| But wudn't that effect the people who did this kind of trading rather than the price of the stock ..................the stock was 10% down today......now nearing its 52 week low |
Posted By: India_Bull
Date Posted: 31/Mar/2008 at 5:46am
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Bhushan steel, Garaware ropes, Rishi laser , ATFL, HOCL are some of the RJ stks beaten hard ...Lets check and see March shareholding. ------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: tigerz_style
Date Posted: 31/Mar/2008 at 10:18am
| I think RJ has already offloaded his stake in Hind Oil |