Saturday, November 04, 2006

Rakesh Jhunjhunwala Portfolio - September 2006




The above portfolio of RJ is as declared to stock exchanges as on Oct 31, 2006. I shall update the same as and when more information is filed with the exchanges.

Note: Panama Petrochem Ltd is the new stock addition to the master investor’s portfolio in September 2006 quarter. I shall shortly post more research on Panama Petrochem on this blog.

17 comments:

Harshad Mehta said...

Wonder how Provogue is missing from the list ???

Provogue is definitely still a part of RJ's core portfolio.

Market Analyst said...

Harshad this is not the complete list. It is only for stock whose shareholding patterns have been filed upto 31st Oct 2006. I shall update the portfolio as and when fresh info is filed.

Anonymous said...

RJ is a smart guy, he knows that investors are tracking his portfolio, so he is also buying shares in the name of his Wife and firm, so try and get ur hand on that also.Anyways, Thanks for the updated portfolio..

Anonymous said...

Thankx, I got the input here. variefied it from the bse, quickly added panama pet to my portfolio at 110.50 and in two days the stock has gone up to 130.

Market Analyst said...

The portfolio published here includes RJ and his associates (his wife and Rare enterprises).

Anonymous said...

Hi, I am dharmesh. Thanks on updating RJ portfolio. I am surprise how come RJ managed to get such low number of shares in panama - 77000 odd....I have a news and infact RJ had Bhushan Steel 12 lakhs warrent at 190 level, locked for 2 years..i guess...In oct2006 they were converted into pref shares....bhushan steel is expected to do well after their 2 plants come in full function.

Anonymous said...

Dharmesh again...just post me on my yahoo account if you have news -dharmeshbangali@yahoo.com...i will watch out this space on regular basis.....infact on bhushan..i bought bhushan at same price RJ was alloted - 190 level. I hope my news is true, which i feel is. Even if it is not allocated to RJ...stock has done well and will do well with auto sector/consumer durable doing well....try to find out more info....

Anonymous said...

how about latest portfolio of RJ

Anonymous said...

hi,myself kamal.pls update dec 2008 and mar 2009 portfolio of RAKESH JHUNJHUNWALA.if u have any clue then mail me at kamal7947@rediffmail.com

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