Vijay kedia New micro cap Share | Panasonic Energy share | Vijay kedia latest Portfolio 2024 🔋💰

요약 보기

결론: 영상은 파나소닉 에너지(Panasonic Energy)를 장기 매수 후보로 제시하며, 테슬라 장기 계약과 인도 자회사 설립 뉴스를 근거로 다년간 다배수 상승을 기대한다. 종목 소개: 파나소닉 에너지는 고가 드라이 배터리 등을 만드는 회사이며, 파나소닉은 전 세계적 브랜드이고 테슬라와 다년 계약이 있다고 설명했다. 인도 진출 근거: 모디 총리의 머스크 면담 이후 테슬라의 인도 투자 가능성이 화제가 됐고, 파나소닉 에너지 인도 자회사(Panasonic Energy India Limited) 설립 뉴스가 연결된다고 봤다. 다만 테슬라 투자 시점은 불명확하다고 인정했다. 비교 사례: 웨스트라이프 푸드(맥도날드 가맹)처럼 모회사가 인도 지점 확대를 요청해 투자가 이뤄졌고 주가가 급등한 사례를 언급했으나, 최근 수년간 수익률은 마이너스였다고 함. 경영진·공시: 최근 공시에서 경영진이 대형 프로젝트에 집중하는 모습이 보이며, 경영진이 정직하다고 봤다. 경영진 발표가 나오면 급등 가능성이 있다고 주장. 시장 환경: 전기차 시장 성장과 전 세계 배터리 업체들의 인도 확대가 호재로 제시됨. 출연자 견해: 발언자는 Vijay Kedia가 2017년 이후 이 종목을 건드리지 않았다고 언급하며 장기 보유 근거로 활용. 시가총액은 약 200억 루피 수준으로 언급. 리스크: 회사가 드라이 셀(건전지) 중심이고 카메라·계산기·시계용 제품 매출이 줄어 매출이 감소했다. 대형 프로젝트 수주 없이는 턴어라운드가 어렵다고 본인도 인정. 결론적 판단: 발언자는 현 주가가 합리적 가치라고 보며, 장기 보유 시 다배수 수익이 가능하다는 입장이지만, 실적 근거는 약하고 대형 수주 여부에 의존.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Friends, welcome to you all once again. Today in this video, I am going to tell you about one such hidden lion of Vijaygarh or the city, who has been selling in Vijaygarh for the last 6 years without any profit. People think very long term and when there is a good growth in this sector, then friends, you have seen that here the rate increases manifold, it can mean 10 times, 20 times within a year.

02. The biggest example is Tejas Network, the way Tejas Network has given returns, it has become history right now. Then if we look at Wire, it has also given a lot of returns to Sir, that is, the long term return of the city. Atul Auto, which is bringing electric vehicles, by connecting the dots with them, this lion will give you a lot of money in the long term.

03. I am not saying that you cannot swing fighting here, you have invested a lot of money in the long term and what all dots behind these, such six to seven dot points, you can write them in your copy, then you can hold them and in the mood of investing, you can invest here because the market cap of this company is It has 200 crores, so it means that you can generate multifold returns in this company in the future, but for this, friends, your management will have to be honest and the management is honest because the investment has been made here, so it has passed many checkpoints, only then has the sir invested, then here it is necessary for it to have wide exposure in the sector, so friends, I will tell you the point which can be invested, friends, the name of the company is Panasonic Energy, probably very few people would have heard about it, what does it do, friends, it makes expensive drives, friends, Panasonic is a very big brand all over the world, sir, it is a very good brand, not only in Asian countries but all over the world, and let me tell you that Panasonic company has a multi-year deal with Tesla, okay, and what is the second point, now Modi ji had gone there and made a deal with Elon Musk, and there this news was very viral, that Tesla can invest in India in future, when will it do, it is not known, friends, but when this news went viral, then people thought that the panel There is a subsidiary company in India which is Panasonic Energy India Limited.

04. So this news went viral that Panasonic Group is opening this subsidiary here in India. It can invest here at a very big pace. Yes, right friends, because in the future, electric companies are going to be used. Friends, right now, the small scale work that these people do does not generate much revenue.

05. But in this way, if you have seen Westlife, what is McDonald's, then you have seen this company turning on, it has given a multifold return. What happened was that the mother company, which is a foreign company, had asked to open more branches in India and investment was made and after that the share price rocketed.

06. But have you seen that in the last few years, it did not give any return at all, it gave negative return. So, if we look here, all the leading companies in India, that is, the companies sitting in the top management, are seeing good growth here in India, only then they would have invested by opening subsidiaries and then they would have invested here and also from wherever they could get funds.

07. If it is going like Westlife Foods, then there is another attraction towards Panasonic Energy, a company here. And in fact, the electric vehicle trade that is coming up in the future, Larne Marks and all these players across the world are expanding further in India. And after confirming that, if any news comes from the top management, then friends, be careful, you will see immense gains moving overnight.

08. And perhaps for this reason, Vijay Sir has not touched a single stock since 2017 till now. Whether it went up or down, nothing happened. But there are more points here, friends, looking at the recent disclosure given by this company, it seems that the management is also focusing on very big projects of Avery, although it works in dry cell.

09. I felt the day before yesterday that when will the assets that this company has, be properly utilized because this company has been raped, why because a lot has already happened. All the digital platforms and all the digital media where renewable batteries are used, this was in permanent battery, so earlier the products that these people used to send were in cameras, calculators, watches, so due to all this, these batteries were not used properly, but their turnover has reduced and this can only turn around when they get a big project here and a huge oil comes, so I don't think the day after tomorrow, this company has been invested in and is at a reasonable value, but everyone is in the mood because it can trap us for a long time, but I and my mother also feel that perhaps their big days are over, and in the way that you are asking, then definitely this company is preparing to give multifold returns from here, I am also going to tell you a little fundamental thing here and if you buy it exactly where, then you will be able to live in a systematic way without any tension for a long time, okay, so let's see it on the screen