저자: VijayKedia · 외국인
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결론: 영상은 인도 투자자 Vijay Kedia의 포트폴리오 종목들을 소개하는 내용으로, 대상 자산(삼성전자·금·비트코인 등 목록)에 대한 1~3개월 가격 예측은 없다. [영상 개요] 자동자막 품질이 낮아 일부 문장은 불명확하나, 전반적으로 인도 소형·중형주 위주의 투자 종목 소개 영상이다. [도입부 - 인프라 테마] 인프라 관련 주식 강세가 2003~2007년 시기와 유사하게 반복될 것이라는 견해가 언급됨. 정부 지출과 민간 설비투자 확대가 근거로 제시됨. 이 테마가 향후 5~6~7년 이어질 수 있다고 봄(장기 견해). [Atul Auto] 인도 3륜차 업체. 시가총액 약 1,400억 루피 수준, 주가 약 600루피로 언급. 2016~2017년 투자 경험을 소개. [Patel Engineering] 댐·교량·터널·도로 건설 기업. 시가총액 약 4,000억 루피, 주가 약 56루피. 최근 부채 감축을 언급. [Shaili/Shalby 계열 병원] 특수병원·관절치환 수술 강점 소개. 시가총액 약 2.5조 루피 수준으로 언급(자막 불명확). [Denrose/Rohini 계열 자동차부품] 가스킷·단조 부품 제조. 최근 1년 주가 상승, 이익 성장 언급. [Sudarshan Chemical] 세계 3위 안료 생산업체 주장. 오염방지장비 등 사업 병행 언급. [Hindustan Aeronautics(HAL) 계열] 항공기·헬기 제조·정비. 과거 800루피 매수 후 4,000루피 수준으로 상승했다고 설명(과거 설명). [Tejas Networks] 광섬유·데이터 네트워킹 장비. 주가 약 900루피, 중형주로 소개. [Silk Mill / 기타 의류·소비재] 남성복 제조·수출 기업 소개, 배당 성향 언급. Web of Global 등 주얼리·라이프스타일 기업도 소개되며 배당 수익률 언급. [자동화·캠샤프트] 창고·산업 자동화 컨베이어 업체 및 캠샤프트 시장 점유율 70%대 업체를 소개. [마무리] Elecon Engineering, Hari Taste Foods, Newland Flag, Lepro India, Mahindra Holidays 등 추가 종목 언급. 재무 건전성에 대해서는 일부 긍정·보통 평가가 섞여 있음. [대상 자산 방향 예측] 목록 자산(삼성전자, SK하이닉스, 금, 엔비디아, 비트코인, S&P500, 코스피, 환율, 금리 등) 관련 직접 발언 없음.
다듬은 글
Team D Team R Most pollution today this is a theme of 50 years if you say then we had a TV concept this is the entire structure has changed this was of 50 years otherwise to me this is a film of EV secondly to me this is a film that the infrastructure is in its inner bomb has started has already six eight months and I really I some time full date what happened between 2003 and 2007 and infrastructure stocks so I think this era is going to be repeated no here onwards you know because no government is band up you no spending money you create axis also had just started dear saying date no private apex accessories so this is this time date no private cap it bill start so other company is other than catering you this theme bill flash right and date bill cut market shoot last again per five six seven years this is a red hot theme I personally full decides in other film also welcome you ICS In today's video, such latest penny stocks will be discussed.
Jim Vetter and Indian investor Mr. Vijay Kidneyani have invested. Mr. Vijay's area has made a big step in Atul Auto. This is believed in the story of Atul, one of the directors of this company. This was an stock that met your returns every year and made us celebrate Indian investors on this broker history.
It has increased its return from 7.05% to 13.70% in the April to June quarter. Atul Auto is one of the fastest growing three-wheeler companies in India. Its market value is Rs 1400 crore. A stock of Atul Auto Limited is currently doing around Rs 600. Interest was generated in 2003 and 2004. In this company, I invested in 2016 and 2017.
Now again, I really like this risky approach of investment. This is my RD Bond. Jim also invests in this company because of this philosophy that if one or two of these n number of stocks are bought, then Or even three multiples are taken out. The investment is well- paid off. Their portfolio is very diversified and is spread from small companies to India and then they know the management level information of the big companies in which this one of the regions was the country.
Not really fair match on aspects like they don't want capital, employee return, equity, dividend yield and so on. So the financials of the companies in which they have invested are not very good, so this is just okay and Billu is average. Not going to discuss match about debt. What do you think about this kind of investment in big sectors of this sector?
In which sector should I definitely share the growth story, but it is quite bullish. Patel Engineering caters to this segment or constructs dams, bridges, tunnels, roads, hydro irrigation, over structures. Its market capitalization is Rs 4000 crore and the current stock price is Rs 56. Recently it has reduced its debt.
It was also investing in hospitality sector because of the debt it invested in Shaili B Ltd. Shaili has a multi-billion dollar company. Specialist hospitals are now the most important ones across India. Shafi Limited is a global leader in joint replacement surgery and is one of the top hospitals in India for joint replacement surgery.
Its market cap is ₹25,100 crore and its market value is around ₹250 crore. Denrose Automotive Components Limited is an auto and salvage sector company that manufactures gaskets and forgings. 66% of its revenue comes from the gaskets division. Its stock price has increased by ₹17% in the last one year.
Rohini is reporting profit growth the day before yesterday. Its market cap is ₹1200 crore and market value is ₹1000 crore. Then there is Sudarshan Chemical Industries, the world's third largest pigment producer. Sudarshan Chemical Industries manufactures all organic pigments and effect pigments. Apart from pigments, Sudarshan Chemical Industries manufactures pollution control equipment, size reduction equipment, and writing equipment.
Its market cap is ₹100 crore. 3000 crore, the price is 500 and the dividend and payout is 26%. Investment Area and Hindustan Air Politics were bought at a share price of 800, today its market price has increased to 4000 rupees. It is a top player in India. It manufactures, repairs and maintains aircraft and helicopters.
Its market cap is ₹131000 crore, which has been up 30% since its inception. It is giving a dividend payout of 29%. Mr. Vijay's area has also invested for a long time in Tejas Networks, a company that manufactures optical fibers and data networking products. It is a global telecom recruitment company.
Tejas Networks has upcoming clients from telecom utilities, government and defense networks. Its current share price is around 900. So, this Networks is a mid-cap company with a market capitalization of 14500. Next stop is Silk Mill Limited. This is a profitable company. It manufactures fabric and readymade garments in the men's wear segment and makes good profits by exporting them to countries like Abu Dhabi, Australia, Bangladesh, Cambodia, Canada.
Its market cap is ₹25,000 crore. Current share price is ₹500. Rock is 27%. Aarohi is 23%. Siyaram Mix is giving a dividend payout of 148%. Web of Global Limited UK offers jewellery, accessories and lifestyle products. Its market cap is ₹7,000 crore. Its share price is ₹450. This stock is also giving a dividend of 55 percent.
Indian investor Mr. Bharat Shah has also invested in this stock. Mr. Vijay has also identified an opportunity in Future Limited's stock. Its market cap is ₹ 700. Current dividend is ₹700. It offers next-generation automation services like truck loading conveyors for warehouse and industrial automation.
Mr. Vijay's area is also invested in the market leader form of a very unique nation of camshaft business. The market leader company Presentation Camshaft Limited has 70% market share in the camshaft industry. UR Passenger India manufactures and supplies more than 156 types of camshafts globally. Stocks like Elecon Engineering, Hari Taste Foods, Innovator, Newland Flag, Lepro India and Mahindra Holidays are the second step of Mr.
Vijay's portfolio. If you want to know in detail about Mr. Vijay's investment stocks, then you can watch this video. Thank you.
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