rakesh jhunjhunwala 's Portfolio

Gain 0.9363
Vs.Nifty 68.79%
Success 78.0000%
Strategy MultiBagger
Follow Stock Picks

About Me: Rakesh Jhunjhunwala's name is a synonym to stock investment. Such is the credibility of Rakesh Jhunjhunwala that his one word, sometimes even a hint, can turn the market upside down. There is a reason why investors swear by his "look before you leap" philosophy. Let's shed some light on the remarkable success story of the big bull of Dalal... Read More>>

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rakesh jhunjhunwala 's portfolio
RakeshJhunjhunwala's Positions by Sector
        Auto Ancillaries 0.05%
        Banks 1.74%
        Chemicals 0.96%
        Construction 0.87%
        Consumer Durables 23.47%
        Edible Fat 0.93%
        Engineering 0.9%
        Food Processing 0.0%
        Hospitality 0.05%
        Information Technology 1.28%
        Packaging 0.07%
        Paper 0.0%
        Petroleum 0.05%
        Pharmaceuticals and health care 61.66%
        Plastics 0.08%
        Retail 0.01%
        Service 7.47%
        Textiles 0.41%
RakeshJhunjhunwala's Gain Distribution by Sector
    Auto Ancillaries 0.05%
    Banks 1.74%
    Chemicals 0.96%
    Construction 0.87%
    Consumer Durables 23.47%
    Edible Fat 0.93%
    Engineering 0.9%
    Food Processing 0.0%
    Hospitality 0.05%
    Information Technology 1.28%
    Packaging 0.07%
    Paper 0.0%
    Petroleum 0.05%
    Pharmaceuticals and health care 61.66%
    Plastics 0.08%
    Retail 0.01%
    Service 7.47%
    Textiles 0.41%

Prior Holdings [13]

Company Holdings Gain
RALLIS (BSE) 273 Days 0.5217
Buy Price Buy Date Sell Price
69.00 07-Aug-09 105.00
Sell Date
AGROTECHFO (BSE) 468 Days 0.4502
Buy Price Buy Date Sell Price
251.00 09-Mar-10 364.00
Sell Date
TITAN (BSE) 520 Days 0.2111
Buy Price Buy Date Sell Price
180.00 09-Mar-10 218.00
Sell Date
JBCHEM (BSE) 65 Days 0.2059
Buy Price Buy Date Sell Price
68.00 09-Mar-10 82.00
Sell Date
LUPIN (BSE) 342 Days 0.1692
Buy Price Buy Date Sell Price
390.00 09-Mar-10 456.00
Sell Date
GEOMETRIC (NSE) 346 Days 0.0615
Buy Price Buy Date Sell Price
65.00 09-Mar-10 69.00
Sell Date
VADILINDQ (BSE) 58 Days 0.0602
Buy Price Buy Date Sell Price
83.00 09-Mar-10 88.00
Sell Date
RISHILASE (BSE) 66 Days 0.0185
Buy Price Buy Date Sell Price
54.00 09-Mar-10 55.00
Sell Date
HINDOILEXP (BSE) 268 Days -0.0680
Buy Price Buy Date Sell Price
250.00 09-Mar-10 233.00
Sell Date
HINDOILEXP (BSE) 434 Days -0.2160
Buy Price Buy Date Sell Price
250.00 09-Mar-10 196.00
Sell Date

Current Holdings [70]

Company Holdings Gain
TMRVL (NSE) 613 Days -0.155753
Buy Price Buy Date Last Price
235.00 15-Mar-17 180.35
ICICIPRULI (NSE) 613 Days 0.177408
Buy Price Buy Date Last Price
296.00 15-Mar-17 348.80
FEDERALBNK (NSE) 992 Days 0.587060
Buy Price Buy Date Last Price
50.30 01-Mar-16 80.10
JETAIRWAYS (NSE) 1113 Days -0.213905
Buy Price Buy Date Last Price
422.00 01-Nov-15 243.00
POLARIS (NSE) 1131 Days 0.023099
Buy Price Buy Date Last Price
180.00 14-Oct-15 186.05
DELTACORP (BSE) 1417 Days 0.000000
Buy Price Buy Date Last Price
91.75 01-Jan-15 235.15
SPICEJET (BSE) 1478 Days 1.576500
Buy Price Buy Date Last Price
28.00 01-Nov-14 80.55
NCC (BSE) 1479 Days 0.000000
Buy Price Buy Date Last Price
58.00 31-Oct-14 82.50
PRKSH (BSE) 1692 Days 0.798313
Buy Price Buy Date Last Price
59.00 01-Apr-14 112.15
ESCORTS (BSE) 1692 Days 2.601000
Buy Price Buy Date Last Price
133.00 01-Apr-14 653.20

Rakesh Jhunjhunwala Buy SpiceJet & Fortis To His Portfolio

Oct 23, 2018 | 12:10 PM IST

Huge bull Rakesh Jhunjhunwala brought Fortis Healthcare and Spice Jet to his portfolio, even as increased stake in Dewan Housing Finance company, or DHFL, as well as NCC for the duration of the zone ended September, in line with statistics available as of October 16.

Jhunjhunwala buys stocks via his company uncommon enterprises, in his own or wife Rekhas call as well as inside the name of Rakesh Radheshyam Jhunjhunwala. name of companies in which Jhunjhunwala or persons acting in concert held more than one percent stake are disclosed inside the shareholding statistics released by the BSE as of October 16.

As many as 13 companies have declared their shareholding pattern for the September quarter. Jhunjhunwala kept his stake constant in seven out of 13 companies which includes Agro Tech foods, Firstsource solutions, man InfraConstruction, MCX, and The Mandhana Retail Ventures.

He raised his stake in housing finance company DHFL during July September quarter when the stock crashed 57 percent at the back of IL&FS-led liquidity crisis fears within the NBFC space.

The carnage on D-avenue can be seen in Jhunjhunwalas portfolio, who's called Indias Warren Buffett by way of some. according to Forbes India, the ace investor is ranked 61 among Indian billionaires with a internet really worth of USD 2.5 billion.

Maximum of the stocks inside the Jhunjhunwalas portfolio fell up to 58 percent from July until date which includes DHFL (down 58%), Jaiprakash associates (down 54%), SpiceJet (down 32%), Aptech (down 24%), and Agro Tech ingredients (down 20%), amongst others.

Jhunjhunwala additionally brought SpiceJet, which has fallen 32 percent inside the sector till date and nearly 50 percentage so far in 2018. He raised his stake within the low-fee airline to at least one.25 percentage.

Most of the airline stocks have been hit due to rising ATF costs, way to a rapid upward push in crude oil prices, in conjunction with the upward thrust in competition.

Rakesh Jhunjhunwala also brought Fortis Healthcare to his portfolio by acquiring over 2 percent stake (1.25 crore shares) in the company for the quarter ended September. The stock rose marginally from the quarter to date however has fallen by way of about 14 percent up to now in 2018.

Jhunjhunwala sold off his stake in 3 companies as of statistics collated on October 16 Crisil, Jaiprakash associates and Lupin for the quarter ended September.

Market Slide Took Two Mid-Caps of RK's Portfolio to a New Low

Oct 09, 2018 | 11:51 AM IST

Dalal street got a breather in today's trading session with both Sensex and Nifty 50 clawing themselves into the green. Sensex and Nifty 50 took a big hit last week, some thing that can be attributed to RBI's policy where the governor Urjit Patel led MPC maintained a status quo. however, the panic reversed, and today traders had 'buy' sentiment on exchanges, with Sensex trading at 34,500.48 above 123.49 factors or 0.36%, while Nifty 50 at 10,364.70 higher by 48.25 factors or 0.47% at around 12:57 hours. Shockingly, today was no longer an excellent day for Rakesh Jhunjhunwala, as buyers have been a 'sell' call in of its his favorite midcaps. When you have invested in renowned NBFCs like Edelweiss financial services and Dewan Housing Finance limited, just like Jhunjhunwala, then you are losing hefty money today. These two stocks have in fact touched an all-time low on stock exchanges.

To start with, the S&P BSE MidCap become worst performer on the benchmark index, as it became buying and selling at 13815.54 down by 188.7 points or 1.34%. That stated, in this index, the DHFL and Edelweiss have been pinnacle losers taking big hit from investors.

DHFL taking the lead on losers list on midcap indices, turned into trading at Rs 244.50 in keeping with piece underneath Rs 29.80 or 10.86%. however, in first half of trading consultation, the corporation has hit a 52-week low of Rs 241.40 in line with piece losing via almost 12% on BSE.

Not much is called to why investors are continuing to drive the ongoing bloodbath in DHFL share price, but the company has been going through an uphill struggle to restore faith. DHFL is among those NBFCs which have taken the worst of beatings on exchanges after the sector's liquidity position concerned buyers, something that may be blamed on IL&FS crisis - the company defaulted in settling its bonds due and some other financial responsibilities.

On October 03, DHFL discovered that they have received payment of interest of Rs 2.59 crore against its Non-Convertible Debentures principal amount of Rs 9 crore.

Going ahead, Edelweiss percentage price has also been down due to lack of faith from investors in NBFC sector. The company these days turned into trading at Rs 155.65 per piece down by Rs 20.25 or 11.51%. However, just like DHFL, Edelweiss has also touched a new low of Rs 155.10 per piece which led to overall of nearly 12% on Sensex.

Last week, Edelweiss had announced that it maintained a Liquidity Cushion of ~9-10% of stability sheet in any respect factors of time. modern liquidity cushion stands at Rs 5,400 crores. in addition, medium and long time assets of finances are upwards of 68% of general balance sheet.

Edelweiss even said, Adequate Liquidity Cushion currently positions us to meet all contractual liabilities over next 6 months even without roll-overs. however, traders seem to not take care of such optimistic function of Edelweiss.

Coming to Jhunjhunwala, he owns about 2.76% in DHFL which comes to 8,665,264 equity stocks worth Rs 331.45 crore. interestingly, earlier the king of Dalal street held about 3.19% in DHFL, but he determined to shorten that protecting by 0.43% between April to June 2018 duration.

In the meantime, in percent terms Edelweiss is Jhunjhunwala's smallest investment. The Warren Buffett of India holds about 1.08% in Edelweiss which are worth Rs 192.5 crore.

Those have been not alone to look promoting stress, as a few different stocks of Jhunjhunwala also tumbled nowadays on Sensex.

Aptech was down through 5.05% at Rs 136.25 per piece, Bilcare turned into at Rs 30 per piece beneath 5.36%, DB Realty at Rs 20 per piece down 3.85%, Escorts at Rs 561.35 according to piece lower by way of 4.03%, First source solutions at Rs 54.55 in step with piece down 4.97%, Jai prakash pals at Rs 6.29 in line with piece lower by using 3.97%, man Infra construction at Rs 37.05 per piece down 1.33%, MCX at Rs 661.70 per piece down 1.54%, NCC at Rs 70.35 per piece down 1.54%, Orient Cement at Rs 88.55 according to piece down 2.15%, Prakash Industries at Rs 106.60 in line with piece down 4.86%, Prozone Intu properties at Rs 29.15 in keeping with piece down 2.51%, VIP Industries at Rs 399.30 per piece down 2.43% and lastly The Mandhana Retail at Rs 40 per piece decrease by 1.84%.

Jhunjhunwala's retaining inside the above stated are - Aptech (24.05%), Bilcare (8.48%), Mandhana Retail (12.74%), VIP Industries (3.69%), Prozone Intu (2.06%), Orient Cement (1.22%), NCC (nine.50%), MCX (3.92%), guy Infra (1.21%), Jaiprakash (2.06%), Escorts (8.12%), Firstsource (2.ninety%), Delta (7.forty eight%) andDB Realty (2.06%).

4 Money Making Picks of Rakesh Jhunjhunwala in H1FY18.

Sep 07, 2018 | 11:00 AM IST

Making an investment in equities comes with a sense of obligation because the method is unpredictable, volatile, even mysterious. However for ace investor Rakesh Jhunjhunwala funding in Indian marketplace is apparently like childs play, but it's far all critical stuff as it is his full-time business. The story of Jhunjhunwala and his appetite for equities is an inspiration for many traders because his approaches and pattern of investing encourages and stokes faith in markets returns. A total of 29 companies have Jhunjhunwalas love, when it comes to his investments, however, within the first 1/2 of 2018, that the Warren Buffett of India witnessed a few volatility in his portfolio. There were many times of wonder shopping for and selling that have been made by means of him that bowled over many buyers, but as Jhunjhunwala says in any market at any stage some shares are going to under perform and a few are going to outperform.

In line with Trendlyne.com records, majority of Rakesh Jhunjhunwalas shares made negative trend in first six months of 2018, however, there were 4 shares that became out to be cash making funding equipment for him. these 4 stocks gave huge return to Jhunjhunwala within the range of 17% to as huge as nearly 68%. now not only this, of the stocks has even more than doubled in a year on benchmark indices.

The excellent performer for Jhunjhunwala is VIP Industries where the his retaining is ready 3.69% inside the organization. this would be about 5,215,000 equity shares really worth Rs 297.96 crore.

VIP Industries has given return by means of 67.67% in H12018 to Jhunjhunwala. The stock has touched an all time-excessive of Rs 645.05 in step with piece and has surged by way of a whopping 189.26% in a year.

Second excellent performer would be FirstSource solutions where Jhunjhunwala owns approximately 2.90% within the company. He has almost 2 crore equity shares in the organization worth Rs 150 crore. The stock of the corporation has grown by way of 46.21% in first six months of 2018. Similar to VIP Industries, this inventory has also greater than doubled in a year rising with the aid of 132.92% by way of touching an all time high of Rs 83.85 in line with piece.

Going ahead, Dewan Housing Finance has also been under desirable books of markets, however it's miles noteworthy that Jhunjhunwala reduced his keeping on this organisation 0.43% in first 1/2. but this did now not stop the company in giving exact go back to Jhunjhunwala has it has increased via 28.71% in H12018 and by 50.16% in a 12 months with an excessive of Rs 690 in step with piece. Now Jhunjhunwala holds approximately 2.76% inside the organisation with 8,665,264 equity shares well worth Rs 560.21 crore.

Ultimately, might be Lupin wherein Jhunjhunwala has these days hiked in funding inside the pharma massive. Jhunjhunwala has increased his conserving in Lupin by way of 0.03% and now overall has 1.72% with 8,798,605 equity stocks well worth Rs 794.38 crore. The enterprise on markets has rose via 17.38% in H12018.

Closing 12 months, Jhunjhunwala had witnessed approximately 70% rise in his basic retaining.

One can usually analyze from specialists who have been in this discipline for pretty a time and Jhunjhunwala is one such guy. As among many prices he also says, "Learn to anticipate trends and benefit from them. Traders should master ability to go against human nature."

Jhunjhunwala 58, is said to be one of the maximum successful fairness traders in India, as he turned his funding of simply $one hundred, when he began trading, right into a massive $2.9 billion. He belongs to a center elegance circle of relatives and began his first trading on BSE in 1985. considering then he has decided on trading as a full-time profession.

With one of these lengthy enjoy, for Jhunjhunwala getting cash from stock exchanges is seemingly, like a baby's play. however, it should also be recognized, that he has mastered the phrase patience in stock market. that may be a virtue that everyone in stock markets desires plenty of.

Rakesh Jhunjhunwala Cuts Holdings In 6 stocks In June Quarter; This Is Where He Invested

Jul 30, 2018 | 12:18 PM IST

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Rakesh Jhunjhunwala saw 70 percent rise in his portfolio in 2017; the ace investor extraordinarily bullish on Titan Rakesh Jhunjhunwala saw 70 percent upward push in his portfolio in 2017; the ace investor extraordinarily bullish on Titan.

Rakesh Jhunjhunwala says Indian market is in state of correction; sheds light on midcap stocks Rakesh Jhunjhunwala says Indian market is in state of correction; sheds light on midcap stocks. 10 investment lessons from Rakesh Jhunjhunwala; become an ace investor 10 investment lessons from Rakesh Jhunjhunwala; become an ace investor.

Among many fees of ace investor Rakesh Jhunjhunwala regarding trading in stock markets would be, Anticipate trend and benefit from it. Traders should go against human nature. considering Jhunjhunwalas recent funding traits, looks like this quote suits him best. Jhunjhunwala who has been unofficially anointed as the 'king of Dalal street', has always been firm on his word while he says stock will go up and down but grabbing opportunities is what matters maximum. Six months of 2018 have exceeded and noticeably, Jhunjhunwala has removed only a fraction of cash from his top holdings at the same time as adding them to different shares.

Jhunjhunwala 58, is said to be one of the most a hit equity investors in India, as he has became his investment of just $100, whilst he started out buying and selling, into a massive $2.9 billion.

A total of 29 companies have Jhunjhunwalas love, when it comes to investment, however, this year six companies saw some reduction at the same time as four companies witnessed an increase in holdings.

As on June 2018, Jhunjhunwala reduced his holding by using 1.4% in his favorite stock Titan limited. He now holds about 7.06% in this company with general 62,751,220 stocks well worth Rs 5,553.48 crore. His previous holding in Titan became up to 8.46%.

Next big reduction Jhunjhunwala made was in Dewan Housing Finance wherein he has sold about 0.43% of his holding in the company. Now, Jhunjhunwala holds 2.76% from previous 3.19. With this gradual discount in Dewan, Jhunjhunwalas protecting now stands at 8,665,264 shares worth Rs 535.86 crore.

While a 0.07% and 0.04% turned into removed from Federal bank and Escorts in first half of 2018. In Federal financial institution, Jhunjhunwala now holds approximately 1.72% with 33,459,207 equity stocks worth Rs 302.97 crore.

Meanwhile in Escorts, his holding stands till 8.12% with 9,957,632 stocks having price of Rs 919.9 crore.

Further, 0.1% each changed into brought down by Jhunjhunwala in Crisil and Edelweiss financial services. Now in Crisil, the man who is referred as Warren Buffett of India, holds 5.52% with 3,965,000 equity stocks really worth Rs 717.27 crore.

While in Edelweiss his holding has come right down to 1.08% with 10,000,000 shares valuing at Rs 299.55 crore. Jhunjhunwalas lowest keeping is in Edelweiss many of the 29 stocks.

With this, Jhunjhunwala decreased overall about 1.96% of his keeping till June 2018.

While the above noted organizations noticed reduction in holdings, Jhunjhunwala took the possibility in growing holdings in 4 of his shares.

About 1.78% turned into accelerated in these 4 stocks, beneath which Jhunjhunwala invested maximum in Karur Vysya financial institution. He elevated his keeping via 0.86% in Karur to 4.22%, now having 30,712,288 shares worth Rs three hundred.sixty seven crore.

Perticularly, second maximum investment turned into made in debt-weighted down Jaiprakash associates wherein Jhunjhunwala brought any other 0.83% inside the business enterprise. He currently holds 2.06% with 50,000,000 shares really worth Rs 75 crore in Jaiprakash.

A marginal increase of 0.06% was visible in NCC, in which Jhunjhunwala now holds 9.50% with 57,0.5,932 fairness stocks worth Rs 534.61 crore.

Lastly, Jhunjhunwala noticed opportunity in pharma major Lupin, where he has increased his holding by 0.03% to 1.95% with 8,798,605 shares worth Rs 719.02 crore.

Jhunjhunwalas top holdings is still in Titan, followed by way of companies like NCC, Escorts, Dewan Housing, Lupin, Crisil and Delta Corp.

Stocks Jhunjhunwala Bought & Sold In The June Quarter

Jul 18, 2018 | 11:39 AM IST

There are 29 recognised companies in which big Bull Rakesh Jhunjhunwala holds at least one percent stake.

In June quarter, this ace investor stayed put on most of these counters, June quarter shareholding data showed.

Jhunjhunwala, often referred to as Warren Buffett of Dalal road, accumulated shares of Orient Cement and LupinNSE -2.28 %, however sat tight on 11 other counters during the quarter that saw cash chase only choose largecaps amid a major selloff in midcaps and smallcaps.

Facts showed Jhunjhunwala sold 1 lakh fresh stocks in Lupin during the quarter to take his keeping to 2 per cent from 1.9 per cent at the end of March quarter. At Wednesdays trading charge, Jhunjhunwalas holding in the pharma fundamental was really worth Rs 750 crore.

There are many other organizations where the big Bull holds marginal stakes, which regularly do not show up within the quarterly shareholding data, as companies record on shareholders who hold more than 1 percent.

One such company is Orient Cement, where the ace investor held 1.2 per cent stake at the end of June quarter, the identical percentage he held at the end of December quarter.

Jhunjhunwalas call did not figure in March quarter shareholding data of the company, making a few investors speculate if the ace investor who generally stays put on his portfolio for the long term had shunned the counter completely.

Jhunjhunwala did not make any change to his holdings in Aptech, Edelweiss economic services, Firstsource solutions, Geojit financial ServicesNSE 1.59 % and Ion exchange.

He also maintained his holdings in man Infra construction, MCX, CrisilNSE 0.46 %, Rallis India and VIP IndustriesNSE 0.63 %. Shareholding styles of many other groups that he holds in his portfolio are yet to be disclosed and they might show a few interesting trends .

For example, the market guru had trimmed his stake in Titan, his biggest keeping, for the duration of the quarter through bulk offers. His stake inside the company dropped to 6.54 crore shares, or 7.37 per cent stake, from 7.79 crore share crore shares, or 8.78 per cent stake, as of May 21, 2018.

Besides, Jhunjhunwala-owned rare companies picked 1.30 crore stocks in direct-to-home operator Dish TVNSE -0.73 % inside the middle of June, accounting for 0.71 per cent stake, NSE bulk deal statistics showed.

This Rakesh Jhunjhunwala's favorite stock Can beat Bitcoin?

Jul 16, 2018 | 02:19 PM IST

In case you want to make proper money through making an investment in equities, you may to take a look at an experts way of making an investment. After all, their success can be a great gaining knowledge of story for you to profit from on stock exchanges. And who could be better than Dalal street king, Rakesh Jhunjhunwala? each equity lover is familiar with this name, and it wouldnt wrong to say his investment strategies in relation to equities, are commendable. However, investing in equities is a little like of venture in which, one must always remember, the investor is not pulling the strings the stocks are driven by many things, including even sentiment. therefore, you dont want to make a wrong investment and later regret. One aspect an investor should remember is that, investment in equities are best on a long-time period basis if s/he wants to attain maximum benefits. And if the stock is chosen accurately, it can result in a major success tale and whats better than learning from ace investor Rakesh Jhunjhunwala who has been on this field for a very long term and has turned it into a large success. Jhunjhunwala has been known as the Warren Buffett of Indian stock markets!

Jhunjhunwala 58, is said to be one of the most successful equity buyers in India, as he grew to become his funding of simply $100, while he started trading, into a large $2.9 billion. He belongs to a middle class family and started his first buying and selling on BSE in 1985. since then he has selected trading as a full-time career. With such a lengthy experience, for Jhunjhunwala earning money from stock exchanges is outwardly, like a baby's play. however, it should also be known, that he has mastered the word patience in stock market. that may be a virtue that everybody in stock markets needs lots of.

Among many investment quotes of Jhunjhunwala, one which stands proud goes like this, Invest in companies which have strong management and competitive advantage. This quote is excellent suitable for investors who have invested in Jhunjhunwalas favorite inventory Titan enterprise, as this one is now seen as money making magnet in its sector and exchanges. In a yrs time, Titan has more than doubled on BSE. Titan has touched a low of Rs 522 per piece on July 27, 2017, and since then has received by 92.72% on BSE by touching a high of Rs 1,006 per piece. this is higher than the 31-scrip and 51-scrip indexes as well, as each Sensex and Nifty 50 have grown among 20% - 22%. On Friday, Titan completed at Rs 836.50 per piece above 3.42% on BSE. however, during the day, the stock has grown by means of nearly 4%. This has grown with the aid of 57.08% from Rs 534.6 in keeping with piece which stood on the same day of preceding yearr.

On MCX, Titan is at a premium of 8.1% in comparison to other rivals like Tribhovandas Bhimji Zaveri (TBZ) which stands at 6.5%, PCJ at 3.9%, Thangamayil at 4.4% and Kalyan at 3.3%. not best this, Titans marketplace capitalization is at Rs 74,263.31 crore as on July 13, 2018, that's like 2.71 times higher than the entire gems & jewelry stocks on BSE. a total 20 jewelry stocks apart from Titan holds a cumulative market cap of Rs 27,344.05 crore.

Titans peers pc Jewellers has a market cap of Rs 4,731.64 crore, while Thangamayil at Rs 577.94 crore and TBZ at Rs 567.54 crore. apart from Titan, only Rajesh Exports has a market cap of Rs 16,806.20 crore.

Consistent with HDFC Securities, Titans valuation is seen upto $eleven,711 million (that's approx Rs 8,02,164.eighty five crore) in advance. now not simplest this, Titan is the only home business enterprise with a view to tackle worldwide gamers like Tiffany, LUK Fook, Signet Jewellers and Chow Tai Fook Jeweller.

Do you want to know a fun truth? Titan is a better success story than even Bitcoin cryptocurrency.

each coming day Bitcoin is losing its golden touch inside the cryptocurrency marketplace. due to Bitcoin, traders have misplaced religion in other digital cash like Ethereum, Litecoin, Bitcoin cash and Ripple. Bitcoin currently trades at $6,298.60 with a marketplace cap of $108.02 billion. apparently, Bitcoin is just few billions away from falling under $100 billion market cap.

The downfall of Bitcoin was as large and quick as its upward push - it grew 141,825.71% or 1419.26 times by December 17, 2017 - to clock $19,869.60-mark not so long ago. If we compare to current market price of $6,298.60 with $14 in the starting of 2013, this coin has now grown by 44,890% until now.

But Titan has proven some promising increase. Titan has a lowest market price of Rs 1.37 within the month of October 2001, since then the company has grown by a behemoth 73330.65% or 734.30 times currently in a span of 18 years.

Titan will grow furthermore not like Bitcoin whose trajectory no one can predict effectively, but considering that government after government is banning it, the direction is downward. Also one excellent comparison is marketplace cap, Bitcoin now is close to $108 billion, while Titan is seen to bag market valuation of over $126 billion if we have a look at HDFC's prediction.

Earlier, ICICI Securities on Titan states, "We believe Titans growth story will remain multi-pronged and drawn over a longer time frame. Consequently, we shift to a DCF based valuation to arrive at a target price of Rs 1090 with a BUY recommendation on the stock. On a DCF basis, we assume revenue CAGR of 20% over FY17-23E and 11% over FY24E-30E with 10.8% WACC and 4% terminal growth rate."

Rohit Harlikar and Jay Gandhi analysts at HDFC Securities said, "Indias jewellery story is mostly about the SUPERPACK (17 organized jewellery chains that will grab ~42% share in the next five years). The SUPERPACK has significant diversity in current operations as well as growth strategies."

The duo Adds, "Titan looks like the big winner right now, but DEFENCE will be the operating word as SUPERPACK closes in. Business gains are priced in."

Titan remains a distant leader in terms of national presence, able contenders are visible across all zones.

As in line with HDFC Securities, given the modern design/capital arbitrage, we agree with Titan will have a head-start on the customer acquisition race over FY18- 21E. Co is confident on achieving its aspired 25% jewelry sales growth in FY19E. however, peer gaps will reduce post FY21 (segment 2 of our medium time period view) and Titan will find itself protecting turf against very sturdy and able challengers throughout India.

Jhunjhunwal's largest preserving is seen at Titan which is well worth extra than $900 million. He currently holds 8.46% in the organisation. considering this you might need to element approximately Titan as an funding option very critically.

GST - The Right Direction, Says Rakesh Jhunjhunwala

Jul 02, 2018 | 04:24 PM IST

Rakesh Jhunjhunwala is understood for his good exchange movements. However, with goods and services tax (GST) celebrating its 1st day yesterday, the Ace investor reacted by saying that he has been in favour of the new tax regime since its launch on july 1, 2017. As India's biggest tax reform in a very decade completes one-year of the implementation, Jhunjhunwala in a recent interview called GST a game-changer, adding that the country is going within the right direction.

"GST, I think is a game changer. We have to understand that all correction and all change in this country is a process. Its a democracy. It takes time. I think we are going in the right direction," said Rakesh Jhunjhunwala in an interview to CNBC-TV 18.

However, the stock market guru added a proviso and said, that, "I would be happy if the speed is enhanced."

Meanwhile, the government celebrated july 1, 2018, as 'GST Day' to mark the first day of the new indirect tax regime. GST was extended in the intervening night of june 30 and july 1, last year, in a ceremony held within the Central Hall of Parliament with then President Pranab Mukherjee and Prime Minister Narendra Modi doing the honours.

Following its implementation last year, Jhunjhunwala had said that the effect of GST would be so much deeper than the tax itself, attributable to three reasons. "First it'll cause conversion. Anybody who has a business with a turnover of over Rs 20 lakh can have to be compelled to digitalise their business which goes to bring in tremendous efficiency in the approach we work. Second, it's going to cause massive logistical gains because corporations square measure needed to take care of warehouses in each state as they did not need to pay the central sales tax, and lorries were stopped at lots of places. Thirdly, the rates aren't going to lead to any increase in taxation. Overall, there's going to be some reduction in taxes and not some increase," said Jhunjhunwala, the owner of RARE Enterprises in an interview with ET now.

Although the long-term impact of GST can prove to be useful, specialists believe the extent of short-term pain might are avoided. "The government touted the GST as good and easy Tax. However, in its present avatar, GST is only an honest however not a simple Tax," said Sachin Vasudeva, Senior Partner at SCV & Co. LLP.

"If the government actually wants to make GST into a Good and Simple Tax then it should look at making the law simpler in terms of the compliance burden and start trusting the tax payers, Vasudev added.

Rakesh Jhunjhunwala Dumps 2.67% Stake In Titan

Jun 29, 2018 | 11:33 AM IST

Ace investor Rakesh Jhunjhunwala has offloaded 2.67 percent stake in Titan company, a Tata group company. Between May 22 and June 28, Jhunjhunwala and 8 different connected entities offloaded around 12.5 million shares for around Rs 10.8 billion. Over 1/2 of those shares were sold on Thursday, according to a disclosure made to BSE. shares of Titan on Thursday closed at Rs 838, down 3.6 percent. Shares of Titan have come off by using round 10 percent amid the stake sale by Jhunjhunwala.

Titan, which is into Jewellery and watch retailing, is the top holding for Jhunjhunwala, who holds shares worth $2 billion in over a dozen companies. The offloading of stake in Titan comes at a time when shares, particularly in the small and Midcap space, are undergoing outstanding selling stress.

Following the share sale, the shareholding of Jhunjhunwala, along with 8 other entities, dropped to 65.45 million (7.37 percent stake) from 77.95 million (8.78 percent) on may 21.

Jhunjhunwala has been a stakeholder in Titan for more than a decade. On April 12, 2007, Jhunjhunwala held a 10 percent stake in the company. Back then, the share price of Titan (on an adjusted basis) was around Rs 40. shares of Titan have given annualized returns of 30 percent since April 2007. In comparison, the benchmark Sensex has given annualized returns of only 9 percent.

Rakesh Jhunjhunwala Failed To Spot This Investment Opportunity? Big Mistake Turns Costly

Jun 28, 2018 | 01:04 PM IST

Ace traders might not usually judge a company's worth effectively all of the time or possibly there have been different extraneous reasons that distracted or turned them off. This stands real for India's legendary investor Rakesh Jhunjhunwala too! The market guru can also well have missed an opportunity while it was offered on a plate to him, and now he's inside the race to gain it returned.

It seems like Rakesh Jhunjhunwala, who's a few of the front runners within the race to buy Indias biggest standalone health insurer star health & Allied insurance company, was as soon as offered the company at one-third of the price the big Bull is looking at paying now along with other private equity buyers. A report in economic times said, quoting an unnamed source, that Jhunjhunwala was presented star insurance at less than Rs 2000 crore some years in the past.

earlier in June ET had reported that Rakesh Jhunjhunwala along with WestBridge Capital and Madison is likely to buy 93.99 per cent in star health insurance at a whopping valuation of Rs 6,500 crore!

The agreement will be signed in the next few days, reported ET, quoting a source. They will buy out 93.99 per cent, valuing the company at Rs 6,500 crore. The remaining 6.01 per cent will be with two individual shareholders of ETA Trading, the source added.

WestBridge will likely own 51 per cent, Jhunjhunwala 33 per cent and Madison 16 per cent.

ICICI Lombard has reportedly pulled out of the race to buy star health because of differences over valuation.

In a latest interview with CNBC TV18, Jhunjhunwala stated that he's awaiting a closure at the insurance deal by the give up of this month or first week of July.

On asking if he is looking at more such offers in insurance space, Rakesh Jhunjhunwala standard that there are matters on the horizon however much smaller.

"I dont have that kind of money to put in so many other companies and I am looking at a lot of opportunities but they are much smaller," he said.

Rakesh Jhunjhunwala Stock Available For Below Rs 100! May Gain 50%

Jun 27, 2018 | 11:29 AM IST

The ace investor Rakesh Jhunjhunwala is one of the most popular persons on the subject of making an investment and getting the stock markets direction. Rakesh Jhunjhunwala owns a bunch of equity stocks of several companies in commanding extra than 1% of the whole paid-up capital. Rakesh Jhunjhunwala has as soon as stated that Give your investments time to mature. Be Patient for the World to discover your gems.

There is a stock in which Rakesh Jhunjhunwala owns nearly 2% of the entire shareholding and extra ordinarily, the stock is available for beneath Rs 100. Stocks of Kochi-based The Federal financial institution Ltd have fallen approximately 24% from January 2018 so far. According to the brand new shareholding facts available with the stock change, Rakesh Jhunjhunwala owns 3.47 crore equity stocks of The Federal bank, equal to 1.79% of the entire paid-up capital, on the cease of 31 March 2018.

Shares of Federal bank are buying and selling around a level of Rs 83 (present day market fee: Rs 82.75 per equity share). The research and brokerage company Motilal Oswal Securities has given a buy rating to the stock of Federal financial institution with a ability upside of as much as 53% to a target price of Rs 127.

So far in the current year 2018, Indias equity markets have advanced relatively well as the benchmark Sensex index has back approximately 10% with blue-chip shares of TCS, Kotak Mahindra bank, M&M, Infosys, HUL, IndusInd bank, HDFC bank and HDFC gaining more than 10%. interestingly, the benchmark index returns of huge marketplace players inclusive of Dow Jones industrial average of the united states, Shanghai Composite Index of China and Nikkei 225 of Japan are negative.