Building Up A Portfolio At A 7000 Level

[mejo]

Hi Supratik,

Good to see you back in this forum after a while, Actually I was also away for last 3/4 weeks.

Sometime in August you receommended a Script SOUTH ASIAN PETROCHEM LTD @ 16.50, it was sleeping for a while but for last one week it has started moving upward .. CMP 23.85 .. Can you please suggest a target price and timeline for this ?

Wish you a "Subho Bijaya".

Regards
Subrata

 

[supratik]

Subho Bijaya Subroto.
I am personally holding the counter and booking out at current levels. There is some board meeting on Dec 8. Either you can wait for that or slowly book at current levels.
I just wanted to mention one more thing that the results for this counter has been good. However, whether this counter can be a multibagger or not is very difficult to predict at this juncture.

Hi All,
RPG has performed again today....!!!

Thanks and Regards
Supratik

 

[shan2611]

Hi Supratik,
Patience has paid well as RPG is performing beautifully.
At this rate, 100% upside can be expected sooner.
Thanks
Shan

 

[supratik]

Hi All,

If anybody has found Rakesh Jhunjhunwala's latest portfolio till Sept 07, please post on this thread. I got info from sources that he has again increased stake in Agro Tech but I am not confirmed.

If you come across a confirmed info about his portfolio as updated on Sept 07, please post it. Appreciate your help!!!

Thanks and Regards
Supratik

 

[AmoghG]

He has started buying into Nirma.

 

[ssnkumar]

Narendra - DCW - is there a prob with the '0' (20 or 1800) - otherwise we can take a chance..what do you say

Thanks and Regards
Supratik

I don't know Supratik. I got this in one of the forums I track and was posted by a person, whose tips have done well.

-Narendra

 

[ssnkumar]

Hi All,

If anybody has found Rakesh Jhunjhunwala's latest portfolio till Sept 07, please post on this thread. I got info from sources that he has again increased stake in Agro Tech but I am not confirmed.

If you come across a confirmed info about his portfolio as updated on Sept 07, please post it. Appreciate your help!!!

Thanks and Regards
Supratik

Rakesh Jhunjhuwala's portfolio:


Jhunjhunwala Holdings
Company %Stake Shares Price Value
Praj Industries 10.72 9,000,312 436 393
Titan Industries 6.68 2,966,062 1300 386
Nag. Construction 6.6 13,750,000 196 269
CRISIL 7.63 550,000 4083 225
Lupin 3.5 2,817,000 712 200
Bilcare 11.62 1,650,000 1132 187
Pantaloon Retail 1.66 2,330,895 504 118
Karur Vysya Bank 4.83 2,606,808 351 91
Geojit Fin. Ser. 8.61 18,000,000 46 82
Prime Focus 6.94 882,500 890 79
Shushan Steel 2.35 1,000,000 738 74
Bharat EarthMove 1.47 538,767 1197 64
Hind. Oil Explor. 3.9 3,056,605 136 42
Viceroy Hotels 13.08 3,750,000 99 37
Aptech 2.04 879,775 368 32
Infomedia India 5.37 1,056,062 282 30
HEG 3.17 1,273,588 222 28
Punj Lloyd 1.93 1,008,000 273 27
provogue (India) 2.51 480,000 552 27
Geometric Soft. 3.51 2,175,000 118 26
Ramsarup Inds 9.22 1,615,020 146 24
REI Agro 2.16 970,295 203 20
Hercules Hoists 5.66 90,572 2110 19
Zenoteeh Lab. 3.87 1,116,381 170 19
Jhunjhun. Vanas. 41.11 3,083,200 54 17
Gemini Comm. 8.16 715,175 220 16
Agro Tech Foods 4.31 1,051,200 148 16
Mid-Day Multimed 4.47 2,250,000 48 11
Sarla Performanc 10.61 737,375 113 8
La Opala RG 18.66 1,977,382 38 8
Basant ,ll.gro Tech 8.8 701,000 53 4
Alphageo (India) 1.62 80,000 406 3
Century Extrus. 16.64 7,820,842 4 3
Rameo Systems 1.01 154,755 159 2
TTK Prestige 1.1 125,000 136 2
Orissa Inds. 32.38 2,356,875 6 1
Jindal Stainless 0.07 90,305 152 1
Maadhav Granite 1.4 125,000 101 1
Gomti Finlease 35 1,050,000 11 1
Frontline Corp 19.05 952,280 11 1
Vadilall nds. 2.86 205,578 47 1
Gangotri Iron 7.18 309,460 31 1
JSW Steel 0.01 13,124 699 1
OCL India 0.13 58,333 154 1
Pochiraju Industries 1.74 312,000 25 1
Nicco Parks 3.15 147,333 48 1
Yash Papers 3.27 708,804 9 1

-Narendra

 

[ssnkumar]

New Tip:
Buy Spice Jet at CMP.
I don't have any targets as of now.
This is a long term and for investments.

 

[supratik]

Hi Narendra,

Good effort in collecting Jhunjhunwala's porfolio.
I have made some reserch on the counters...but that is not of Rakesh/Rekha alone. It is a portfolio of Jhunjhunwala family.
I have the list of his holdings till June. Also some of those are not updated in our list - eg: TTK Prestige he has quit completely.
Narendra - No hard feelings meant, I just wanted to inform you as well.
On spice Jet, I think the airline industry is going to become a major investment and Spice would reap profits. But I am not sure whether it is now or a litlle later..no harm investing.

AmoghG - You said RJ picking up Nirma and today it is up by 30%..are you confirmed?
Anyway our Narendra is very happy...I remember he has some exposure in Nirma...not exactly sure though.

Hi All,
Our call on HEG!!!!

Thanks and Regards
Supratik

 

[hiteshsjoshi]

Hi All,
Our call on HEG!!!!

Thanks and Regards
Supratik

HEG - great call Supratik. But could enter only partially and that too, much above your recommended price (@356). Hope in long run, will reap the benefits.

Thanks,
Hitesh