
RJ Stocks
@RakJhun
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Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala
Joined December 2011
Upstox has released a "Scalper Desktop" which is said to give traders a smoother, faster and focused scalping experience.
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Sobha is on track for a record year with ₹100bn+ new launches in H2FY26. Valuation comfort, strong FCF generation, and likely robust growth are key near-term triggers for further rerating. Buy for target price of ₹2459 (67% upside) https://t.co/NE5iP6jK1y
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My new film "The Dragon's Prophecy" opens in select theaters Monday Oct. 6 and Wednesday Oct. 8. Streaming and DVD starts Thursday Oct. 9.
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F&O traders had a rough time today. @hsvashistha16 said he was "butchered badly". He lost ₹65 L (3% of capital). "Only operator can make money in these markets," he complained. @Options_IndiaAB reported he came close to losing ₹52 Lakh though he salvaged the situation somehow
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Helios Mid Cap Fund has given an (annualized) return of 43.4% since inception (13th March '25) & outperformed the Midcap 150 Index's return of 32.63% & the Nifty's return of 19.64%. AUM has grown to ₹347 Cr. 64.85% is in Mid-caps. 28.79% is in Small-Caps. Cash Eq is 4.93%
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LG vs Tata Capital: LG is a more compelling opportunity in terms of growth potential & expected returns. LG’s fundamentals offer superior visibility. It has strong financial profile with ROE of 37% & ROCE of 43% & dominant position in consumer durables. IPO is attractively priced
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Waymo’s fully autonomous driving technology offers greater independence for people with intellectual and developmental disabilities.
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Vikas Khemani says Aditya Birla Capital offers better risk-reward as compared to Tata Capital (IPO). Though Tata Capital is a strong company, AB Capital stands out for its superior growth prospects & better return on assets (RoA). On P/E basis, Tata is most expensive at 37.9x.
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Investors fond of investing in IPOs can consider the 'Edelweiss Recently Listed IPO Fund' which invests in good IPOs. 80% of AUM is invested in most recent 100 listed IPOs. 20% is in older IPOs. In the last 5 years, the fund has given a CAGR of over 19% & beaten Nifty IPO index
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An IndusInd Bank official made ₹32 Cr by trading the Bank's clients' stocks. He was privy to insider information such as the Kesoram-Ultratech deal & bought shares in his wife's & other relatives' name. He shared the insider info with colleagues & they also presumably profited.
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Vijay Kedia bought 57441 shares of Eimco Elecon for ₹19 Cr. M-Cap is ₹1100 Cr. Promoters hold 73.64%. Co is debt-free. P/E 23x. It manufactures engineering equipment for mines. No Mutual Funds hold the stock. Stock has underperformed YoY but has given 500%+ return over 5 years.
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ChatGPT? Optional. Zheng Li from Quizlet says Neo gives him answers instantly — straight from the Magic Box. 🎥 Watch the full conversation on our YouTube channel: Norton Neo (@/neoaibrowser)
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Ashish Kacholia was lucky to be allotted 1.14% of Jain Recycling in pre-IPO. Stock is up 41% from IPO price of ₹232. Stake is worth ₹128 Cr. There is big demand from institutional buyers who had subscribed 27x their quota in IPO. Co does recycling of metals & refining of gold
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15 Diwali Dhamaka Stock Picks of Large-Caps, Mid & Small-Caps With Up To 25.2% Upside Potential. Last year's recos had 66.7% strike rate & outperformed Nifty. It gave 27.7% average return at highest price. Recos are from diversified sectors like BFSI, Auto
rakesh-jhunjhunwala.in
The leading indices exhibited subdued performance throughout SAMVAT-2081 due to various challenges.
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Pace Digitex had a muted listing. IPO was at ₹219. Morgan Stanley bought 12 lakh shares for ₹26 Cr. Expert has recommended Buy for target price ₹385 which is a whopping 75% upside. Co is an early mover in Battery Energy Storage Systems (BESS) & benefits from major tailwinds
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Ananth Narayan, the mastermind behind the curbs on F&O & the proposed weekly expiry ban, & also the crackdown on Jane Street, was earlier a Derivatives trader for 10 years. He is retiring on 9th Oct. Sources say the other top brass in SEBI are not keen to continue his initiatives
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Full video from my SF ELC talk on the evolving playbook for engineering leadership.
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CARTRADE is a net cash company reflecting category leadership, low-CAC economics & a clear monetisation runway. The stock trades at ~28.4x FY28E EV/EBITDA & ~39.7x FY28E P/E, leaving ample room for growth-led re-rating. Buy for target price ₹3590 (+50%) https://t.co/cXK86qTKjW
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F&O trader @karthik_raj2000 reported an earning of ₹1 Cr today. He had bought Nifty 24950 & 25000 Call Options which exploded in value due to the trending move. Most traders were not expecting such a big move & were carrying shorts. Their short-covering aided the upward move
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A trader lost ₹1.1 Cr in F&O. He made some money earlier & got overconfident & scaled up his positions. There was poor risk management with the result that he lost his capital & savings. Another lost about ₹45 lakhs trading options. He is also carrying a loan of ₹25 lakhs.
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Midcap Stocks Sahi Hai! Experts have flagged 7 midcap stocks which have potential upside ranging from 30% to 40%. The magnificent 7 are Suzlon, Kalyan, Crompton, Clean Science, Godrej Properties, Hexaware & Whirlpool. These stocks have underperformed YoY which provides good MoS
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List of 15 Quality Dividend Yield Stocks. Dividend yield ranges from 3.9% to 8.2%. 5 year average RoE ranges from 5.25% to 78.31%. P/E ranges from 5.87x to 35.73x.
rakesh-jhunjhunwala.in
top 15 companies from the NSE 500 basket that provide higher dividend yields
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Midcap Stocks Sahi Hai! 7 midcap stocks have given stellar returns in excess of 50% in just 6 months. So far in FY26, Midcap Index has jumped 9.1% & outperformed Sensex's 4.5% gain. As many as 60 midcap stocks outperformed the index itself. 33 stocks surged between 25% to 98%.
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Power To Your Pocket. Noble is the only mobile plan that pays you to use your phone less. It’s simple: use less data, earn cash back. Money in your pocket, power in your hands.
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Nifty saw a good week due to RBI. It reclaimed key moving averages. Daily RSI is on the verge of crossing 60 level which shows momentum. However, 25050–25100 will act as a critical hurdle as that is the 61.8% Fibonacci retracement level. If it sustains above, 25400 is the target
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