These shares were available at 50 percent discount Vijay Kedia have this share for 10 years

요약 보기

인도 시장은 약세장이 짧고 강세장이 길어지는 구조적 변화가 보인다고 주장. 시장은 현재 조정 국면이며 변동성은 정상이라 패닉할 필요 없다는 입장. Vijay Kedia 포트폴리오의 45~50% 할인 종목으로 Atul Auto(52주 고점 844 대비 약 45% 할인, 2024년 4~12월 순이익 12.5억 루피 79% 증가, 전기차 진출)와 Repro India(시가총액 69억 루피, 52주 고점 대비 50% 이상 할인, 2024년 4~12월 매출 343억 루피) 소개. 영상은 정보 제공 목적이며 매수 권유가 아니라고 명시.

다듬은 글

※ AI가 다듬은 글(오탈자·군말 정리)

01. Those who are familiar with the stock market and buy and sell shares must have heard the name of Vijay Kedia. Vijay Kedia is an ace investor and is also known as the Warren Buffett of India.

02. Investors often keep an eye on the shares in their portfolio, and for such investors, today we are going to tell you about some such stocks which are currently available at a discount of 45 to 50%.

03. These shares have been a part of Vijay's portfolio for the last 10 years and have given tremendous returns on many occasions. However, whether to buy these shares or not is entirely your decision. Our aim is only to provide information to you. Money does not advise you to buy or sell any stock. So let's get back to the point and learn about the stocks that are available at a discount, and also what Vijay Kedia has to say about the stock market.

04. So first of all, let us know what Vijay Kedia's opinion on the stock market is. Vijay Kedia says that a fundamental shift has been seen in the Indian stock market at this time, and now the bull market lasts for a longer period. This means that the bullish trend in the market is seen for a longer period of time, and the bear market period is shorter.

05. This means that the period of decline is short. The latest example of this is that the Indian stock market started falling from last September-October, and now the market has been seeing recovery since last week. That means the market has registered a decline of 6 months. But before that, there was tremendous growth in the market for 3 to 4 years.

06. Vijay Kedia also says the same. He says that at present the market is in consolidation mode, and this consolidation mode may continue in the future also. He says that fluctuations in the market are now a normal trend, hence there is no need to panic about it. So now let us come to those shares which are part of Vijay's portfolio and are currently available at a discount.

07. So the first name in this is Atul Auto. This stock has been a part of Vijay Kedia's portfolio since 2015. That means it has been in Vijay's portfolio for the last 10 years. Despite the fall in the stock market, Vijay Kedia has not removed this stock from his portfolio. The stock was at ₹150 in March 2020 and has now seen a rise of 212%.

08. Till 11:00 am today, i.e., 25th March at 11:00 am, the stock was trading at ₹471. However, in today's morning trade, the stock has seen a decline of about 1%, and the 52-week high of the stock is ₹844. This means that the stock is currently trading at a discount of around 45% from its 52-week high. So in such a situation, experts say that by including these stocks in your portfolio, you can earn good profits in the future.

09. Now let us know how much stake Vijay Kedia has in Atul Auto. So, till the December quarter, Vijay Kedia's company KD Securities Private Limited held 2.71% stake in Atul Auto, and Vijay Kedia individually holds more than 18% stake in this stock. So overall, Vijay Kedia has more than 20% stake in Atul Auto.

10. Now let us come to how the performance of Atul Auto Limited has been. The company's sales in FY20 were ₹667 crore, which declined to ₹527 crore in FY24. That means the company's sales saw a decline of 21%. But now its sales are seen increasing again, and between April and December 2024, the company has made sales of ₹511 crores.

11. The company's net profit between April and December 2024 has been recorded at ₹12.5 crore, which is 79% more than the last fiscal year. The company is showing tremendous growth in both sales and net profit. And in 2023, the company has also entered the electric vehicle market. So in such a situation, the performance of the company may become even stronger in the coming times.

12. Now let's talk about the second stock, which has been a part of Vijay's portfolio for the last 10 years and is currently available at a discount. The name of this share is Repro India. This is also available at a discount. This stock has also been part of Vijay Kedia's portfolio since 2015. The market cap of this company is currently ₹69 crores, and along with this, the company works in the printing business.

13. In March 2020, the company's share was at ₹320, and till 1:15 pm today, the share was seen trading at ₹425. During this period, a jump of 25% has been recorded in the stock. Now if we talk about the 52-week high of the share, it is ₹883, and currently the share is available at a discount of more than 50% from its 52-week high.

14. So you have a chance to include this stock in your portfolio. Now let us come to who has how much stake in Repro India. Vijay Kedia held 6.33% stake in Repro India as of the December quarter, whose value is more than ₹39 crores. But apart from Vijay Kedia, investor Madhusudan Kela also has a stake in the company, and this stake is more than 3%.

15. Now let us come to who the customers of Repro India are. The first name among the clients of Repro India is Cambridge University Press. The next names are Oxford University Press, Penguin Publishing India Pvt Ltd, Amazon, Flipkart, Jio, Meesho, FS Cry, and Snapdeal, which are also customers of digital printing of Repro India.

16. Now let us come to what the performance of Repro India says, because before investing in any company, you must also look at the performance of the company. Repro India had sales of ₹399 crore in FY19, and sales in FY24 have been recorded at ₹480 crore. The company has so far made sales worth ₹343 crore between April and December 2024.

17. That means, in just a few months of 2024, the company has already made sales worth ₹343 crores. So this is information about two stocks which have been a part of Vijay's portfolio for the last 10 years and are currently available at a discount of 45 to 50%. If you want to invest in these, it will be your decision, and you can also take help from an expert in this.

18. So we hope that you liked our report. Keep watching and subscribe to our channel for more such videos.