Rakesh Jhunjhunwala @rakeshjhunjhunwalas Channel on Telegram

Rakesh Jhunjhunwala

@rakeshjhunjhunwalas


We track the latest multibagger stocks & trading strategies Visit us at https://rakesh-jhunjhunwala.in/

Rakesh Jhunjhunwala (English)

Are you interested in the world of stocks and trading? Do you want to stay updated on the latest multibagger stocks and trading strategies? Look no further! Join the 'Rakesh Jhunjhunwala' Telegram channel, where we track the most lucrative investment opportunities and provide valuable insights for traders and investors. nnRakesh Jhunjhunwala, the legendary Indian investor known for his exceptional stock-picking skills, has inspired many with his success stories in the stock market. Keeping true to his legacy, our channel aims to bring you the same level of expertise and knowledge that has made him a household name in the investing community. nnBy joining our channel, you will have access to a wealth of information on multibagger stocks, trading strategies, market trends, and much more. Whether you are a seasoned trader looking for the next big opportunity or a novice investor eager to learn, our channel caters to all levels of expertise. nnVisit us at https://rakesh-jhunjhunwala.in/ to connect with like-minded individuals, gain valuable insights, and take your trading game to the next level. Don't miss out on the opportunity to be part of a community that is dedicated to helping you succeed in the world of stocks and trading. Join the 'Rakesh Jhunjhunwala' Telegram channel today and start your journey towards financial success!

Rakesh Jhunjhunwala

29 Oct, 03:34


Warree says there is huge demand for green energy which will also need a huge supply chain. India's requirement is not met & globally people are looking for India as a second supply chain. Tatas & Adanis are entering the field but there will not be a glut even after 3 to 5 years

Rakesh Jhunjhunwala

28 Oct, 18:50


Hiren Ved says Capital Market stocks are better than Bank stocks like HDFC, Kotak. They have operating leverage & no Balance Sheet issues & will compound better. Some capital Market stocks are Angel, BSE, CDSL, MOFSL, Nippon AMC, HDFC AMC, Nuvama, IIFL etc https://youtu.be/zAEuATR4t6w?si=BZMHmYC80kez2Jm2

Rakesh Jhunjhunwala

28 Oct, 18:21


Rahul Sharma of JMFICS says the Nifty has bottomed out & the worst is behind us. It is time to buy for targets of 25,500/26,000 in the next 2-3 months. He has also recommended 10 quality stocks for 18% to 37% upside potential https://rakesh-jhunjhunwala.in/buy-the-fear-as-the-market-has-reached-value-zone-10-stocks-recommended-for-up-to-37-upside-potential-by-rahul-sharma-of-jmfics/

Rakesh Jhunjhunwala

28 Oct, 18:10


Ravi Dharamshi is "very very bullish on the energy trend" & calls Waaree Energy a leader. "The opportunity is still unfolding & it is at an early stage. I believe in the entrepreneur & his vision and his ability to navigate changes in the industry. So I'm going to stay invested"

Rakesh Jhunjhunwala

28 Oct, 13:36


Archean is on the right track to expand into critical, value-added products. Expansion into bromine derivatives & strategic investments into semiconductor & energy storage system highlight Co's intent to move deeper into the value chain. TP ₹943 (+58%) https://rakesh-jhunjhunwala.in/archean-chemical-industries-ltd-has-twin-tailwind-from-dual-expansion-buy-for-target-price-of-%e2%82%b9943-58-upside-kr-choksey/

Rakesh Jhunjhunwala

27 Oct, 14:05


Manish Chokhani says PSU Bank stocks are so cheap they cannot fall & if they do, we should buy truckloads. SBI is at 8x PE while other top PSBs like BOB, PNB, Canara, UBI are at 4-6x PE. They are making 15% ROE & paying nice dividends. Financials is a fantastic place to invest in

Rakesh Jhunjhunwala

27 Oct, 11:13


However, as small cap schemes invest in very small cos, they are extremely risky. The small cap segment is extremely volatile in the short term. Small cap schemes are recommended only to aggressive investors with high-risk appetite & long investment horizon of around 7 to 10 yrs

Rakesh Jhunjhunwala

27 Oct, 11:08


Bandhan Small Cap Fund has given 60.36% return since last Diwali vs the Index's return of 38%. Its top holdings are quality stocks like PCBL, Chola Finance, LT Foods, Sobha. Small-Cap Funds have potential to offer very high returns over a long period & generate significant wealth

Rakesh Jhunjhunwala

27 Oct, 10:18


Investors should be mindful of what they are paying for the stock. If they are paying an exorbitant price, they are unlikely to make much money from the stock. They should be look for stocks which are available at deeply discounted prices & which can give asymmetrical returns

Rakesh Jhunjhunwala

27 Oct, 10:05


Manish Chokhani says that though Zomato is a great company, it is overpriced at the market cap of ₹2.24 Lakh Cr & P/E of 135x. It may not give returns for the next 10 years. Infosys, Wipro & HUL are examples of great Cos which gave no returns for years https://youtu.be/VY2ZkHOSpQw?si=dMGqwaON_80XN0UM

Rakesh Jhunjhunwala

27 Oct, 09:44


Manish Chokhani says there is tremendous amount of money to be made from the power sector (solar etc). Investors who neglect it will do themselves a disservice. Smart money like Tata Power, Adani, Reliance, Jindal are betting on it & doing a fantastic job https://youtu.be/ZetC2y5nDqQ?si=J1T71zVo0ALqZpfS&t=1354

Rakesh Jhunjhunwala

27 Oct, 06:06


Expert says that instead of buying good quality blue-chip stocks outright, it is better to sell Cash Secured Puts on those stocks. If the stock is assigned, we sell Covered Calls against it. This virtuous cycle gives us consistent monthly income & is safe https://youtu.be/tVQY5bSDodk?si=0aHGIeMxK1ATiNYy

Rakesh Jhunjhunwala

27 Oct, 04:32


Rahul Gandhi is thinking of a game plan to attack Modi about the stock market crash. He had done this during the elections which had prompted Modi & Amit Shah to make encouraging statements which revived the market. It is possible a similar situation may unfold now

Rakesh Jhunjhunwala

26 Oct, 11:32


Nirmala Sitharaman is frustrated at the slowing of FDI investments into India. "Where are the investors? What's holding them back?" In 2008 (Congress), it was at peak of 3.6% of GDP & was 2.4% in 2020 & is now only 0.8%. Some experts say high tax rates are the deterrent for FIIs

Rakesh Jhunjhunwala

26 Oct, 09:25


Ace Investors are making a beeline for Shapoorji Pallonji's Afcons IPO as anchor investors. ₹2,896 Cr has been raised for a 18.36% stake at ₹463 each. Madhu Kela's Chartered Finance & Cohesion MK Best Ideas invested ₹70 Cr. Alchemy Capital's Lashit Sanghvi has invested ₹30 Cr

Rakesh Jhunjhunwala

23 Oct, 14:29


CLSA's Expert on Technical Analysis says the Nifty is poised for a nerve-wracking plunge of 1,000 points in the next 20 sessions i.e. by November. The Nifty is presently at 24,435 (down 7% from ATH of 26,277) & its target is the 200 DMA level of 23,300 https://www.youtube.com/watch?v=dVilKKcgB-o&t=1s

Rakesh Jhunjhunwala

23 Oct, 13:56


Last Diwali's recos gave return of 38.5% vs Nifty's 28%. Target Achieved in 7 out of 9. This year, 9 Long Term Stock Ideas with up to 38% upside potential are recommended. All Cos are in leadership position with high growth potential & reasonable valuation https://rakesh-jhunjhunwala.in/9-long-term-stock-ideas-with-up-to-38-upside-potential-by-axis-securities/

Rakesh Jhunjhunwala

23 Oct, 04:39


Goldman Sachs has downgraded India to Neutral from overweight due to slower economic growth, corporate profits & high valuations. Nifty target is reduced to 27,000 from 27,500. There is no risk of a significant price correction. There will be a time correction for 3 to 6 months

Rakesh Jhunjhunwala

22 Oct, 17:28


Ashish Kacholia says his portfolio of small and mid-cap stocks is down 17% so far in October. "Hawaa nikal gayi hai, dum bacha hi nahi ha," he joked. "All izz always well...I am born to take equity risk," he later added. The portfolio is presently worth ₹2800 Cr.

Rakesh Jhunjhunwala

22 Oct, 15:07


Put buyers made enormous gains today. Trader @GripFangWolf reported verified earning of ₹1.26 Cr. He also reported verified earning of ₹1.34 Cr on Oct 7. He says he turned profitable recently after 2.5 years. His account was down to 7.64 L just a month back & is now ₹2.69 Cr

Rakesh Jhunjhunwala

22 Oct, 11:45


Last year's Diwali picks delivered astonishing returns with a 100% strike rate. All 10 recos achieved their target prices & delivered average 27.2% return with average holding period of 120 days. For Diwali 2024, 12 stocks with up to 26.7% upside are recommended https://rakesh-jhunjhunwala.in/12-stocks-to-brighten-up-your-investment-portfolio-with-these-diwali-picks-2024-by-sbi-securities/

Rakesh Jhunjhunwala

22 Oct, 03:21


PL Capital has recommended 8 Diwali C R A C K E R S stocks based on Technical Analysis of support levels, OI & 200 DMA. RELIANCE is said to have very strong & favourable risk reward setup, with very limited downside & large upside potential. SUNTV is hinting on turnaround story

Rakesh Jhunjhunwala

22 Oct, 02:06


Mukul Agrawal has invested ₹148 Cr in 1.19% of Deepak Fertilizers. Co manufactures fertilisers & chemicals. MCap is ₹12600 Cr. Promoters hold 46%. Co has adopted innovative strategies such as a greenfield ammonia plant & brand building which have put it on the growth trajectory

Rakesh Jhunjhunwala

21 Oct, 13:40


RBL Bank posted a miss in earnings. The Bank is focused on building its high yielding secured retail/SME book for better RaRoC. The Bank expects the asset quality pain to ease over the next 6M. Current valuations are inexpensive at 0.7x BV. TP ₹325 (+58%) https://rakesh-jhunjhunwala.in/rbl-bank-remains-focused-on-building-its-high-yielding-secured-retail-sme-book-for-better-raroc-buy-for-target-price-of-%e2%82%b9325-58-upside-emkay/

Rakesh Jhunjhunwala

21 Oct, 09:36


Milind Karmakar says he sold Titan after 20 years of holding because it will be unable to compete with lab grown diamonds which cost a fraction of natural diamonds. "Diamonds will become a commodity. When people of lower strata start wearing diamonds, it will lose its snob value" https://x.com/ETNOWlive/status/1848244708868493526

Rakesh Jhunjhunwala

21 Oct, 08:33


Mukul Agrawal has invested ₹45 Cr in 1.58% of Stanley Lifestyle. M-Cap is ₹2900 Cr. Promoters hold 57%. Co sells premium & luxury furniture. Co will benefit from growth in luxury housing & rise in per capita income. There will be 5.47 Lakh houses valued more than ₹2 Cr by 2027

Rakesh Jhunjhunwala

21 Oct, 06:46


Rajiv Bajaj is confident about Bajaj Auto's fair value of ₹20,000 & bought the stock when it dipped. "I am certain I am going to buy .. It corrected 20% based on temporary understanding of evolving situation & presents a nice upside in the weeks to come" https://www.cnbctv18.com/market/stocks/bajaj-auto-share-price-rajiv-bajaj-sticks-to-long-term-target-price-of-20000-19496071.htm

Rakesh Jhunjhunwala

20 Oct, 11:45


Genus Power is spearheading the Smart Meter play with 27% market share. There is a huge opportunity in Smart Metering. Order Book is ₹32,500 Cr. GIC Platform is a game changer. Revenue & EBITDA to jump up significantly. Robust balance sheet. Net Debt-free https://rakesh-jhunjhunwala.in/genus-power-is-spearheading-the-smart-meter-play-buy-for-target-price-of-%e2%82%b9505-20-upside-axis-securities/

Rakesh Jhunjhunwala

20 Oct, 03:52


Ramesh Damani appears to have sold the whole or part of his holding of 12,51,156 shares (1%) in Garden Reach Shipbuilders, a PSU. Investment was worth ₹220 Cr at CMP. He had warned that some PSU stocks are overvalued. The stock has given a return of 900% in 5 years and 130% YoY

Rakesh Jhunjhunwala

20 Oct, 03:29


Ramesh Damani has invested ₹80 Cr in 1.04% of Protean e-Gov Tech. Co is a pioneer and market leader in digital public infrastructure & e-governance (eKYC, PAN, OLTAS, Aadhaar, ONDC, Pension) & will benefit from the increased digitisation. M-Cap is ₹7700 Cr. Co is debt-free.

Rakesh Jhunjhunwala

19 Oct, 11:56


AJAY UPADHYAYA is bullish about Kirloskar Electric & has increased holding from 2.81% to 4.65%. Investment is worth ₹58 Cr. Co has M-Cap of ₹1240 Cr. Promoters hold 50%. It has developed Special Motors for Electric Vehicles. EV market will grow 49% CAGR with 10 M sales by 2030

Rakesh Jhunjhunwala

19 Oct, 09:08


IPO: Waaree Energies is India's largest solar PV manufacturer. Nation's ambitious goal presents a robust demand outlook for Waaree. Co faces competition from listed peers Websol Energy & Premier Energies. IPO offers a concept-driven investment opportunity https://rakesh-jhunjhunwala.in/ipo-waaree-energies-offers-a-concept-driven-investment-opportunity-and-we-anticipate-potential-traction-and-listing-gains-chola-securities/

Rakesh Jhunjhunwala

18 Oct, 12:42


Time Technoplast is a leader in industrial packaging & composite cylinders with a marquee global clientele. VAP is a high growth (20-30% CAGR), high margin (18%+) business. LPG & CNG cylinders have huge potential. There are many levers for margin expansion, RoCE & cash flow. TP ₹615 https://rakesh-jhunjhunwala.in/time-technoplast-is-a-leader-in-india-and-among-the-top-3-players-globally-in-industrial-packaging-buy-for-target-price-of-%e2%82%b9615-56-upside-systematix/

Rakesh Jhunjhunwala

18 Oct, 02:46


Rahul Sharma, Technical Analyst at JM, says the Nifty has formed the dreaded "Head & Shoulders" pattern which implies that market is weak & at risk of downward trend for levels of 24200/ 24000. Rohit Srivastava has expressed a similar view. So it is prudent for us to be cautious

Rakesh Jhunjhunwala

18 Oct, 02:39


Nuvama is bullish about PG Electroplast. Co is one-stop shop for Electronics Manufacturing Services (EMS) in consumer durables. Co says it has grown more than 10x in 8 yrs from revenue of ₹263 Cr in 2015-16 to ₹2747 Cr in 2023-2024 at 34% CAGR with EBITDA increasing at 38% CAGR

Rakesh Jhunjhunwala

18 Oct, 02:09


Rohit Srivastava says the Nifty has broken crucial support of 24,900 & is at risk of going into a tailspin, perhaps even all the way down to 24000. FIIs have already sold aggressively ₹74,732 Cr in the present month & are continuing. Corporate Quarterly results are not enthusing

Rakesh Jhunjhunwala

17 Oct, 12:19


IPO: Waaree Energies is the largest manufacturer & exporter of solar PV modules in India. It is well positioned to capture the growing demand for solar energy products through its extensive experience, coupled with deep market penetration. Subscribe to IPO https://rakesh-jhunjhunwala.in/waaree-energies-ltd-is-the-largest-manufacturer-and-exporter-of-solar-pv-modules-in-india-subscribe-to-the-ipo-sbi-securities/

Rakesh Jhunjhunwala

17 Oct, 07:10


Investors who joined the PSU party late are now nursing wounds as many PSU stocks have fallen from their 52-week high levels. Extremely-bullish retail investors were willing to play the PSU game at any price point & valuation metrics had gone for a toss https://m.economictimes.com/markets/stocks/news/psu-stocks-crash-up-to-47-from-peak-is-the-reign-of-rail-defence-over/articleshow/114301196.cms

Rakesh Jhunjhunwala

17 Oct, 05:16


UBS has recommended SELL of SRF for target price of ₹2100 (22% downside) because Chinese manufacturers are gaining share of the US refrigerant gas market, where SRF is a key exporter. "Hopes for a recovery are diminishing". Akash Prakash's Amansa Fund holds 3.26% worth ₹2200 Cr

Rakesh Jhunjhunwala

16 Oct, 13:12


Dolly Khanna has invested in 1.29% of 20 Microns worth ₹12.64 Cr. Co is India's largest producer of Ultrafine Industrial Minerals & Specialty Chemicals sold B2B to paints, polymers, rubber, ceramics & other industries. Co has 5 captive mines. M-Cap is ₹996 Cr. Promoters hold 45%

Rakesh Jhunjhunwala

16 Oct, 12:41


Ajay Upadhyaya has invested ₹11.6 Cr in 500,000 shares of Gandhar Oil. M-Cap is ₹2400 Cr. Promoters hold 65%. Co is largest manufacturer of White Oils in India with 26% market share & 5th Globally. Co has a diversified product range catering to diverse industries like FMCG etc