Vijay Kedia has hailed this debt-free smallcap which boasts of very strong return ratios

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Viper Global Limited(VGL) 소형주 분석 영상. 부채가 없는 기업으로 자기자본이익률(ROE)과 투하자본이익률(ROCE)이 높다고 평가. [기업 개요] 인도 자이푸르 기반 패션 주얼리·라이프스타일 액세서리 온라인 소매업체, 100% 수출 지향. 주가는 약 670원대(인도 루피 기준 표기 혼동 가능) 언급. [실적] FY18 매출 약 160억 루피 수준, FY18 잉여현금흐름 1.8억 루피, 2018년 3분기 누적(9개월) 잉여현금흐름 15억 루피. ROCE 37%, ROE 23%. FY19 3분기 매출 50억 루피·이익 5억 루피 초과. [지표] 미국 매출 성장률 10%, 영국 25%(현지통화 기준), 루피 기준 분기 매출 23% 증가. 분기 매출총이익률 64%. 고객 재구매율 미국 47.9%, 영국 55.6%. [전망] 경영진은 14~16% 두 자릿수 성장 가이던스 제시, 이익 성장도 비슷할 것으로 전망. 주가는 최근 12개월 이익 기준 14~15배 수준. [리스크] 최근 1년 주가 흐름은 부진하고 등락이 심함. 프로모터 지분 60% 이상, 일부 매각 없음. [출연자 견해] Vijay Kedia는 'SMILE'(소형·중형 경험·대형 야망·초대형 시장잠재력) 이론에 부합한다며 투자했다고 언급. 다만 개인 투자 사실이며 매수·매도 추천이 아니라고 고지. [영상 면책] 진행자는 추천이 아닌 뉴스성 콘텐츠이며 자체 조사를 권장.

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01. subscribe to our channel and click on the bell button to receive important financial updates faster than anybody else friends welcome to another video on your channel profit equities in this video we talk about a debt free small cap which vjk dia has put forward as his favorite and which is delivering some robust return ratios now friends if you are not already become a member of our channel please click on the join button below and follow the steps to do so this will entitle you to member only privileges on profit Nick WA T's also if you have not already subscribed to our channel please click on the red subscribe button below this will help you get notified whenever we upload a new video also friends this is not our own research we'll be providing the link to the source for this video in the description section please go through it to build more conviction around your investment decision this was this video to know more now the company in question is Viper Global Limited which is available at rupees 670 3.10 and the face value for it is 10 the symbol for it is vai b h AV JBL now whether global limited is a holding company and is an electronic retailer of fashion jewelry and lifestyle accessories now as is commonly said the key to success is not necessarily about being ahead of time but then it's most definitely of not being late either the Jaipur based whether Global is one such company which was ahead of its time but has used this period to learn and create a marketplace for itself vgl which recently clocked a turnover of close to rupees 16 billion in FY 18 has delivered a deep value proposition to discount seeking customers in fashion jewelry and lifestyle products offering a price point of dollar 18 to 20 per piece of jewelry 100% export oriented company has expanded its portfolio focusing on adjacent product categories such as lifestyle accessories home textiles kitchenware and cosmetics that target similar market segments growth in revenue and margin expansion with tight control over working capital have resulted in sharp increase in free cash flows for this company in FY 18 free cash flow was rupees 180 million whereas for the nine months ended December 2018 free cash flow was rupees 1.5 billion he has also maintained a healthy and rapidly growing return on capital employed and return on equity of 37 percent and 23 percent respectively in the current fiscal in q3 of FY 19 vgl achieved another milestone by exiting revenue of rupees 5 billion and profits exceeding rupees 500 million on a quarterly basis on a constant currency basis retail revenue growth was 10% in the US and 25% in the UK last day driven by strong volumes retail revenue and rupee terms expanded 23% during the quarter and 22% in the nine months of FY 90 Cross margin for the quarter stood at 64% last day driven by higher contribution from retail sales now in the third quarter the company added 59 thousand new registrations and now caters to 3 like 37 thousand unique customers on an average one customer buys 33 pieces in repeat purchases in a year which shows high customer stickiness the customer retention rate in the u.s.

02. stands at forty 7.9 percent and in the UK at fifty 5.6 percent now fijian is a debt-free company with a net cash flow of rupees one point zero four billion since most of the capex is over operating leverage will now kick in as the company increases it says the management is guiding a double-digit growth of 14 to 16 percent and in all probability the growth in the bottom line too will surprised that a trapeze 673 the stock is trading around 14 to 15 times its trading 12 month earnings now looking at the one-year chart this company has not really done much and has been choppy throughout the entire yet the company has a strong promoter holding of 60 3.08 out of which nothing is placed now in the article from which this information has been cleaned VJ Cadia said that he has invested in bgl as it also fits in to his theory of smile that is companies which are small in size medium in experience large in aspiration and extra large in market potential also he had a disclaimer that he has personally invested in the stock and it was not to be construed as a recommendation to buy or sell the stock now friends please don't treat this as a recommendation on our part please go ahead and do your own research this and all of the content that you see on a channel is intended to be a piece of news thanks for watching and if you have not already subscribe to our Channel please consider doing so