저자: 미상 · 외국인
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VIP인더스트리(캐리어 제조사) 종목 소개 영상. 결론: 주가 급락(500원대→210원대, 약 60% 하락) 이후 라케시 준준왈라가 지분을 1.3%p 추가 매입한 점을 근거로 매수 관심을 권하는 내용. 라케시 준준왈라 지분: 기존 5.3%에 공개시장에서 1.3% 추가 취득. 주가 흐름: 과거 고점 대비 크게 하락, 현재 210원대 수준으로 설명. 산업 전망: 관광·여행 수요 회복이 지연될 수 있어 업황이 추가로 악화될 가능성을 언급. 다만 자막상 업황 관련 발언이 일관되지 않음. 경쟁 구도: 삼소나이트(Samsonite, American Tourister 브랜드), 사파르 인더스트리 등과 경쟁. 해외 브랜드 국내 진출 확대를 위협 요인으로 언급. 원가 구조: 중국산 저가 제품과 경쟁, 방글라데시 생산기지 설립으로 원가 절감 효과를 긍정적으로 평가. 재무: 매출 약 1,000억 원대, 영업이익 약 227억 원으로 언급. 부채 부담이 적다고 설명. 시가총액은 약 300억 원 수준의 소형주로 언급. 밸류에이션·수익성: 자기자본이익률(ROE) 약 181%로 언급하며 우수하다고 평가. 다만 현재 가격이 추가 하락할 수 있다는 단서도 함께 제시. 경영진: 최고경영자가 삼소나이트 출신이라는 점을 강조하며 공격적인 성장 목표를 제시했다고 설명. 리스크: 관광 업황 회복 지연, 해외 브랜드 진출, 중국산 저가 경쟁, 추가 주가 하락 가능성. 결론적 투자 메시지: 현 시점 추가 하락 가능성을 감안하면서도 재무 건전성과 지분 매입을 근거로 저가 매수 관심을 제시.
다듬은 글
Hello Hello friends, welcome to another new video of Wipro TV. Friends, in today's video we are going to talk about VIP Industries. Yes friends, VIP Industries is a flagship company of the Wipro group. Friends, recently Rakesh Jhunjhunwala has increased his stake in VIP Industries. What has Rakesh Jhunjhunwala done?
He already has 5.3 percent stake in VIP Industries and now he has 1.3 percent stake from the open market. Right now, the share price of VIP Industries was trading at ₹500 in the Month of the Year Award. After that, after the break, this stock has fallen a lot. Now the stock has reached the level of 210.
So, it is trading at a 60% discount. Therefore, Rakesh Jhunjhunwala has invested 1.3 percent and there is still money left in VIP Industries. Friends, remember, whenever Jhunjhunwala is angry at any stock, he talks about lakhs and crores of rupees. In 2015, he VIP Industries was the first to launch its first VIP Industries and after that it went up to six.
In 1969, they launched another big company. So this is very positive news for the industry. So friends, here I will tell you everything in detail about whether you should invest in the industry or not. If you like the industry, please like this video and share it with your friends. Before starting the video, I want to tell you about my previous video that I made about India's most famous Idea Vodafone.
So, definitely watch this video. It is a very informative video. If you like it, friends, let's move on to our today's topic which is VIP Industries Limited. So friends, VIP is a very big player in the luggage industry. That is, VIP makes a lot of bags. You must have used suitcases of VIP which are very durable.
So VIP makes different types of bags for different classes. Some are for premium classes and some were for the economic class. So, what are the brands of VIP? One is Sky Bag. This is the alternate stock of the latter and they have launched a new brand in women's handbags. VIP is a very big name in the Indian market.
As you can see, VIP is Asia's largest luggage bag and it is world class and the second largest bag in the world. So you can imagine how big a brand it is. Most of the bags made by Quikr are very developed, so Quikr is a very good name in the luggage industry. Since 2015, the sales of Quikr have increased significantly.
Duty converter platforms and retailers like Big Bazaar, Hypermarket City and the network of BJP's retail outlets are also very good. So, the sales of VIP have increased significantly from 2015 and we can see the effect of this in the share price as well. Who are the main competitors of VIP Industries?
In India, the first one is Samsonite which runs the American Tourister brand and after that is Safar Industries which is a comparatively very small company. But now brands like American Tourister have started coming to India, which means there is a huge Indian market. It is growing very rapidly, which is why foreign players are now entering India.
This is a major challenge for VIP Industries. After this, the lage industry, which is mostly Ludhiana, has been neglected by this sector. That is, if the unorganized sector markets Chinese products in India, they market them at a very low price. This is why the company's sales are low. They would have to pay taxes sooner or later.
Since the introduction of GST, some unification in this market is very beneficial for VIP Industries. In this industry, 206 raw materials are used, and the labor charges are quite high. So what they have done is to set up their production facility in Bangladesh, because it is very cheap there. This is a very good development for the company.
For VIP, this is very positive. For importing goods from Bangladesh, the company will not have to pay import charges and will also get huge concessions on taxes. So, this is a win-win for the company. Situation arises and they get a very good cost reduction in place of China, so this VIP Industries Club is very positive, right now in the panic of midnight inn, the stock has fallen a lot and if any stock falls, then it is very important to pause its revision, the main business of all VIP industries is the industries engaged in tourism, tourism mostly gets a line because people can be taken from one place to another, why should they go out and if they are going out to roam there, then people will do this luggage ice cube, so this is a very negative effect, Arghya Padya companies in this industry, other festivals had started, solar company used to import 60% material from China, then the company is getting its material and neither is it otherwise, so this subscription had fallen a lot, due to this the fundamentals of the company do not change, but because of this topic, so friends, now what is there in the balance sheet of the company, can we say from ghr ghr in 2015, after that subscribe for the company, the leaks of the company are increasing 50 crores from this company.
After that, the company's appointment on the lowest is very less. Right now, the board of the company has given the company some channel expenses, so this is a very good point. The industry has already subscribed, but in the future, the company will definitely get the benefit of this thing. So, right now we can move ahead.
Profit and loss treatment. If we look at the sales of the company, then the company has delivered 100 cylinders. The company has done it very well and on top of that, the company generated an operating profit of Rs. 227 crores, which is a very positive number. After that, the profit of the company gets explosive because the company's expenses are not that much.
That is why they have to increase the operating profit margin and this is very positive. Friends, it is not that the company is always a good company and it is only a good company. If any company is taking, if it is taking from someone, then if any company takes, then how much money they invest, they use it in a very good way and earn money, but right now in this look period, if any business operations channel of the company is not getting And the company has to pay the interest on the debt, so that is a bit of a problem that will be solved by doing anything, which is not the case with VIP Industries.
If we look at the market capitalization of VIP Industries, it is around 300 crores, which means the company is a small cap company. Then the current market price is 10, as I told you, the stock was ₹500, and after that it fell to 16082. Turnover capital employed at the company's headquarters. This is a very good industry for the skin because tourism is very high in GDP, and tourism is almost a cent of GDP.
Suggestions for you to score very high in the future. Companies like VIP Industries will grow very fast in these rates. These features are gas in the stomach. Return on equity. So, sure, Rakesh Jhunjhunwala ji had said that such a company which gives 181% return on equity, they will get their money and reputation, so this is a very medium return on equity.
At current levels, you should not invest in the industry because I feel that the industry may go down a little further. If you find it there, then you should definitely take it. It seems to be a very good company because even if it goes, it will take months for the tourism industry to recover. It may take almost a year for the tracksuit company to get back to number 19 in Twenty20.
This is going to be a very bad year for most of the companies. 282 fits all our parameters perfectly. VIP is a good debt-free company. BJP's management is top class. It is a 93 Group company, so we can trust it. After that, BJP's brand is very good. As you know, VIP's back channels go back 10 to 12 years.
So VIP's brand image is very strong. And most importantly, BJP's current CEO actually used to work for Samsonite. Samsonite is a point brand. If you have noticed, Cristiano Ronaldo is the brand ambassador of Samsonite. Mr. Sudipta Ghosh has created many brands like American Tourister and Million Views for Samsung.
Z2 This is a very positive and VIP Industries has hired him to bring VIP to the top and he has given very aggressive targets for VIP Limited so we can get very good returns in future from VIP Industries friends if you like this video then please like this video and share this video with all your friends if you have not subscribed to Just TV yet then please subscribe to Yes TV and click on the bell icon
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