저자: VijayKedia&AsishKochhar등 · 외국인
요약 보기
결론: 70% 하락한 소형주(Vivo Global 추정)는 현금 비중이 높은데도 대형 투자자들이 계속 투자하고 있어 관심 가치가 있다는 주장. 회사 개요: 1997년 상장, 1996년 주얼리 B2B 사업 진출 후 TV 채널, 라이프스타일 제품, 온라인·디지털 판매로 확장. 2020~21년 코로나 이후 독일 진출 시도 후 철수 등 압박 발생. 시장 기회: 미국 약 140~150억 달러, 영국 20~25억 달러, 독일 27억 달러 규모로 언급. 주요 타깃 고객은 약 65세 베이비붐 세대, 제품 가격대 25~45 구간. 실적 우려: 영국·독일 경기 침체로 럭셔리 소비 약화. 재구매율이 과거 30%대에서 23%로 하락. TV 매출 감소, 디지털 매출은 22%에서 약 37%로 성장. 주주 구조: 기관 중 Nalanda, Motilal Oswal(약 5%), Malabar 등 보유. 개인투자자 Vijay Kedia와 Ashish Kacholia는 지분을 일부 매도 후 최근 재매수한 것으로 설명. 투자 판단: 고평가 리스크가 있어 추가 하락(매집 구간) 대기 입장을 밝힘. 다만 인도 2위 주얼리 기업으로 장기 관심을 표명하며, 영상 자체는 추천이 아니라고 명시. 리스크: 영국·독일 경기 둔화, 럭셔리 소비 위축, 재구매율 하락, 높은 밸류에이션.
다듬은 글
I have brought a company which is from a higher level to a lower level. Even after the company being around 70% cash, two big investors are still investing in this company and they say that in the future also they are going to be continuously invested in this company. So what is it about the company?
Even after having 70% cash on this company, they say that they will continue to invest in this company. Come, I will discuss everything with you in depth and will show you the details of this company. So please watch this video till the end. If you have not subscribed to the channel yet, then why fear, go and subscribe immediately and get information in this way for yourself and definitely join Telegram.
Here, if you get any advanced level trading level data which I share with you, go to Telegram and join and see. First of all, let me tell you about the journey of the company. See what is the journey of the company from 1980 The company was started in 1997 and what was the starting business of the company, you can see here, the company started a company based on James Stone in the James Stone business, after that the company started in 1996, what is the jewellery business, so in 1996 the company entered the jewellery business and that too in the b2b mooring model, meaning the business is not such that you send a delete message to the customer, so you also started the company in the existing model, after that see when the company got listed in the stock market, in 1997, the company has been listed in the stock market since a very long time, if you look around the company, then it got listed in the stock market only after 17 years since the company was started, after that see the next level company started a TV channel in UK, so what did the company start, where did it start the TV channel, in UK, Germany and in that, the company started business on the biggest countries which are high growth countries, and that too like the TV channel, in 2018 you can see the company value here, that is, the value consistency offering of the company started in 2018 Sorry, in 2013, what all did the company start lifestyle product business, so it became lifestyle watches, it became jewellery, so it performed in this way, so what all business did the product company start in this way, in 2016 the company expanded its business a little bit and after the business grew, the business of the company which you can actually see here is the sales network, through apps and through market place, through OTP platform, through OTA and social media, the company started business, this means the company started sending digital products from 2016, from 2016 the company brought online business, from 2020 to 21 the company started in that, what TGS can be seen here, beauty, this means the company started beauty course product company, from 2000 to 20 to 21 the scenario of time Covid started and after this port, this work, continuous pressure was seen on the company, in 2021 what entry in Germany, the company again entered its business from Germany, it had to exit from Germany The business itself has made that reality and due to this there is pressure on the stock because the focus of this is the UK and Germany, so one country is still going through recession, so there is a crisis for the company's economy and if you go to that place and sell gems, jewellery, luxurious products, then how will it work, if we look at it, what happened in Kabir's time, people did not have money in their hands, people did not have less in their hands, so they were sitting at home thinking about how to arrange for food and drink tomorrow, they were thinking about this only, so if we look at this time from a period, then the company always says that when any particular thing goes on, the demand for this product decreases in that country, so now we have to see how much demand there is for the company, so if we talk about the business model of the company, then you can see where the company has high potential market, in this, tell us the opportunity in UK, Germany, see how much opportunity size is there in this market, obviously from 14.14 15 billion dollars and how much in the UK, you mean 2 to 2.5 billion, and Germany has 2.7 billion, so where is the biggest market, obviously it is there, so the company has analyzed that market very well here and has captured it on the market and because of this, a lot of investors are paying attention to this company and they say that this company which is ruling over countries like America, can do anything, so even in this bad situation in countries like America, the company is performing well, so it should remain on top of it, so you can see the target customer of the company, the baby bombers, its target is around 65 years, in this way the target of the customer is targeted, see, target means we have prepared the customer, we should target the iron side also, so value wine, you can see our product here, the company's product is around 25 to 45, so the company is into one more thing, see The sourcing countries of a company means from where does the company get its raw materials?
See, most of the sourcing is done from India, China, Thailand, Indonesia, and along with that, you will see that there are some other countries too like that, UK, Japan, that is, they collect raw material from every country of the world and sell it in the canteen in the maximum number of uses, Germany, in this way.
If I show the financial data of this company, then carefully look at the global data of the company on Google, the growth will be in this way, you can see that the company has grown significantly on household reach, from around 99 crores the company has reached 141 percent. It is not important how many customers are coming to you repeatedly, that means that the customer is coming to your shop again, that is important, so the repeated customers are gradually decreasing, it means that in the first 20-20, how much 30% The customer was increasing, it has been 27 years since the loss of the same customer, now the same customer has again reached 23%, this means that gradually the growth of the company has gone in the down side here, due to this a 70% crush has been seen on the stock, see now Karan will take an easy loan from any company without understanding, it will also get entry on the company, then this will become a big problem for you, I show you the index because if you know the potential of your company, then the company is telling that the retention rate of the company is 20 plus purchasing retention rate, obviously there has been a little decreasing here, not that much decreasing, so how will the company grow in the B2 business, see if I talk in terms of the company's TV revenue, then the growth in the company's TV revenue has also decreased, the company's growth happens in digital revenue, see today people are watching TV less, today people are busy with their mobile all the time, so if they are on social media in digital platform, then if the digital platform By capturing the company, there will be high growth from it.
In this way, growth is also happening. From 22%, the company has grown to around 37%. So, there will be good growth here. So, see how the growth will be in the UK and Germany in the B to C model. Obviously, the growth that happened in Germany this year, initially it was only in that and UP. In Germany, it was only a day before yesterday.
This time it was around 5%. Yes, a little weakness was seen in it and a little weakness is also seen in the UK. A little weakness has been seen since the last few years. So now we have to see who has how much shareholder in this company. Look carefully at this thing. If you look at the institutions, Nalanda India Fonts has been holding around three days ago.
Motilal Oswal has held around 5%. If you look at it, Malabar India Fonts Limited is 5.39. If you look at it, Wing Garden is 1.5%. Also, look at some other things as well, it means it is related to the company which has a good holding, but one point. I will tell you that he is an individual investor, so the investor whose big I have been talking about for so long is Vijay Kedia and Asst.
They have kept a good holding here. If you talk about the holding of both of them, you will see carefully, they had a holding of 2%, that little stock was sent in the middle. Now look again, they have made a purchase. Today Vanchit's holding was 1.86%, it means point 10%, what did he increase? In this way, if you look at Ashish ji's, it was around 1.54%.
A little stock was sold in the middle and now he sold more stock, not much, still around point zero one the day before yesterday. So, which company's big is being discussed for so long? If we talk about the big name of the company, then it is V, sorry, the name of the company is Vivo Global Limited.
So, the name of the company itself tells you that the company's stand is the business from which the company is doing business. So, I was discussing this company's big for so long because in the big three, you have to know the most. It is important that if you look at the company from its inception till then, if I look at the top 5 years of the company, then from the highest level to the lowest level, the company has lost around 70%, so should we take advantage of this?
If I talk in terms of 10, then the profit loss of the company is quite good. There was good growth here, but this year the growth has reduced because the situation has worsened. The situation in the UK has worsened, the situation in Germany is also bad, so if the economic situation in the countries where the company has business, worsens, then people will not buy luxury water, so that is why pressure has been seen on the company, so still it is not that the company has been ruined, it is not that the company has given a good performance since its inception, the company has given a good performance in 10 years, 5 years, due to this, the pressure on the company is also there, I am doing continuous work here, it should remain, so according to me, I have told you here, so what are you doing about this company, please comment on me, and as far as this matter is concerned, Regarding investing, I would say one thing: this is a risky company.
The valuation of the company is high, so collections are happening, and I will also see a little collection. I am going this way, so I will wait. Whenever I get a chance, I will make a detailed video on it. Then we will start investing in this company. So many friends have invested in this company. I also get a lot of comments.
Keep investing at every level. I will definitely invest. Start investing in this company on the lower side. This company is India's second largest jewelry making company. In gems and jewelry, after Titan, this company is the most sold product. According to its market cap, the company is the second company.
You will definitely focus on this company. Today, if the company's share fell, that is why the market has decreased. Tomorrow, if there is a rise in the market, the market will boom. So, keep focus on this company. It is a deep free company, so according to me, it is the best company. So, for your sake, definitely comment on me.
Please do not consider this video as a recommendation. I have shown you all the data in the pass on education. Invest accordingly. Do not be so hasty that you buy this company. I will go and invest tomorrow and send the goods, so I hope I have got all the channels, if you like my video then please like it and also subscribe to the channel, we will meet .
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