저자: 미상 · 외국인
요약 보기
미국 시장 반등 후 증시가 강세를 보이고 있으며, 미국 은행 위기가 완전히 해소되지 않았다는 점이 핵심 변수로 언급됨. 미국 은행 위기 관련: 퍼스트 리퍼블릭 은행이 19~20% 하락 중이며 은행 시스템이 안정돼야 IT·시장 전반에 긍정적이라고 주장. 개별 종목 관련: Model X Construction Technology는 하한가 상태로 지배구조 문제와 독립이사 사임이 언급되며 조사 가능성을 제기. RBL은 과거 대비 큰 수익률을 보였으나 장기 보유 인내가 필요하다고 강조. 약 1000억 원 규모 수주 기대 건설 관련 기업은 저가 입찰 구조로 설명. 위험 종목 경고: Aarti Drugs, Vaibhav Global, IOS Chemicals 등 마이크로캡은 급등락이 크고 변동성이 위험하므로 매수 주의를 당부. Atul Auto 관련: Vijay Kedia가 지분을 늘리고 전환사채(warrant) 약 100억 루피를 투자했다고 언급하며 대형 투자자의 장기 관점을 배울 것을 권장. Adani 그룹 관련: Adani Enterprises 등 일부 프로젝트 중단 소식으로 3~3.5% 하락했으나 그룹주 전반은 혼조. Rajiv Jain(GQG) 지분이 약 5%에서 2.5%로 축소된 점도 언급. 결론: 시장 변동성이 크므로 장기적 관점과 종목 기업 분석이 중요하다는 주장.
다듬은 글
Hello friends, Namaskar, please t. Along with this, there is another channel called it too. You can subscribe here also by adding the bell icon and selecting it. The link will be found in the description below the i button above. And all the important links of today are in the description below, you can also click on them if you want.
I would like to present some important news that is coming in front of us here. So, first of all, everyone's focus was on how the American market would open today because in the future of the American market, we got to see a tremendous we shop recovery or you can say power U turn. What is the reason behind it?
You can watch the previous video if you want. After that, we are seeing a continuous rise here. Right now, when I am making the video, you all know that it is a market, things change here every second. Especially the current market has become very news based. I mean, if we look at it, sometimes a news item comes and goes, due to that the market runs, but here there are multiple news items, so from where should we extract which news, they don't know or not, but definitely the market has been moving like this, as I told you, the one who adjusts to this situation quickly, stays in the market, so if we talk about it, I am making a video right now, till now 350% is being seen in the American market, if the American market continues like this overnight, if your closing is also good, then perhaps tomorrow we can get a good reason for a gap up for our market as well, so this boom is all you people know, different reasons are being seen, but the major thing what do we check, is the banking crisis in America sorted out, is it still going on, so friends, the answer to this question is not at all, how did we find out, so we have to check here, First Republic Bank, right, it is the closest to sinking.
We can say approximately this and right now you can see that First Republic Bank is trading with a decline of 19-20% and if we talk about the next decade as well, it is showing a flat performance here. If the banking system becomes safe, then we can get to see good performance here in the near future as well.
So definitely we can say that due to the threat that is being seen on the banking sector, the threat that is being seen on the IT sector is still going to continue to be seen. Yes, whether we come here and take care of the banking system or not because this is the biggest ray of hope that is being seen for the market right now.
So right now if we talk about the American market, we are seeing a boom around 300 to 300 points. Next, if we talk about such a company here, friends, where we have seen a big problem here, whose name you can easily see here. You can see already lower circuit in Model X Construction Technology Limited stock.
This has been found. For a normal person who knows the stock market well, it will literally seem like, Sir, why are you just passing time? But friends, you know that this channel was opened only so that we can tell the Retail Minister at least which city he should not go to, whether he should buy or not.
Everyone has their own opinion, but if we talk about this company, you can also look at the stock holding pattern, whether it is the promoter or the 25% or 74% public, meaning the goods are being forced down the throats of the public continuously. We can also say this here. So friends, irregularities have been found here.
The Independence Director of the company has told that some things are not going well here and along with the resignation, he has given a resignation of 65 phases here, right, so infinitely, we can say here that there are full chances of an investigation related to this company because look at Independence, there are many directors, but when the Independence Director takes any action, right, friends, it is written in the name itself, what if your company becomes big?
So you can appoint different directors but there must be an independent director on the board here, right, if he resigns then there can be a lot of confusion here because he has no connection with the company at all, so we have seen something like this, let's see now, the sword of investigation is hanging over this company and anyway the stock is of ₹7, if we see what we see here, we have seen something like a lot of pump, so I would just like to say that one should be careful in the retail store, the rest is your choice whether to buy or not, right, next if we talk friends, then RBL, yes friends, we will talk about RBL, tremendous returns have been made here, so tremendous returns have been made on the screen, you can check friends, percentage return, obviously those who would have bought, seeing the rise, many people buy, tell me, those who would have invested here in the middle, the stop till the lower level of ₹10, even today there is that old video when this You have ₹12, that's why I made a video that if you buy, even if you leave it for 5 years, then your money is bound to be made, forget 5 years, we can do it within 2 years, let's say within 3 years itself, you can see that it has given a return of 200% to 200%, but unfortunately many people would have bought it but they do n't have the patience at all, you know that if you wait so much time right, and if your return is nothing, then they will withdraw, so why does this happen because there is no clarity on how the market is going because when it shows a boom, you will not get time to buy it, the story ends within a month or two, so friends, we are seeing a return of 27%, but friends, if we see this in reality for five years, then this is the return of a few few Meena, right, so whoever understands this theory, he always stays in the market and only he makes money, the rest you know, they invest after seeing the boom, the market will go up and down like this So we will exit, the market will rocket again, then we will come back to buy, so this thing keeps going, that is why investors only invest around 10% in the market, so you know this formula, it should be here, that is why I say again and again even if you have selected good stocks and if your capital is also exhausted, oh just leave the stock, the problem is that we need quick returns, there are no quick returns, friends, the market is not in anyone's hands, but I would like to tell you this much, the market is also a devotee, you will not be able to think, right, this key is available to us to see something here, so the matter of RBL will remain aside, let us do this, then why run away today, so friends, again an order is seen to be close to winning an ordinance of about 1000 crores because he is the lowest builder we see, you know that if anything related to construction, if anything has to be done, right, if any project is done, then a tender is called and in that the most important person is selected.
The lowest bidder is the one who says that yes, at this level we can complete the project here, they get the contact well, so the lowest has been seen, so due to this you can see that no matter how the market moves, the company does well, now check it, a rise of around two and a half to three percent has been seen, again I would like to say friends, think in the long term, it is not that if we saw this rise today, there will be a rise tomorrow as well, this does not happen at all, the impact of the day is a relief till this day, but if we talk about the long term, obviously you will definitely see a good performance, you should have patience, there is no benefit without patience, so many people had bought the stock and left it midway, they are regretting today, what can they do now, this is the story that keeps repeating, I will thank you friends, see Aarti Drugs, Aarti Dress, a risky type of company here, a rise of 20% was expected today, I know that whichever stock does not run like a rocket, There seems to be a 20% upper circuit, requests for making videos related to it keep coming, so see, you should not invest just by looking at the rise, friends, you have to understand the company here, the company is very risky, see, this type of thing is shown, the company will go up like a rocket and will come down like a rocket, this is a micro cap company, right now, micro caps are small type of companies, so to tolerate that means this thing is not necessary, right now, the one who does not know the big things about these companies and just goes and invests blindly, he will get into such companies that in history there are stocks with ups and extreme draws, right now, you have an extreme situation, we will tolerate it, what to tolerate, we will enjoy it, but if you become an extension, then there is a problem, so talk about Aarti Drugs, talk about Vaibhav Global, talk about IOS Chemicals, all these are such companies, right, we get to see extremely risky factors in them, tremendous volume was seen in them today, someone must have done a tremendous bike, due to this, today we have also seen upper circuit, only here we have seen a rise, but Circuit, that's why you don't have to buy, friends, I am again in the company's business, if you feel there is potential then you should buy, right, so this is one point you should know, if we talk about a similar topic, we are seeing Atul Auto, so the reason for seeing a 5% rise in Atul Auto today is very clear, friends, Atul Auto is very popular with one name and that is Vijay Kedia Sarkar, yes sir, if we talk about Vijay Kedia Sher, he is already invested in this company and he has increased his holding even more, so in between we saw that warrants were also issued to him here, he had invested around 100 crores here, the company had convertible warrants, so due to this thing, we are getting to see everything happening, see friends, there is a big learning point in this, which learning point is that these big investors never see where the market is going, right, you should in fact watch the interview of Vijay Kedia sir, he invested 5 crores 100 crore 100 crore just imagine and what do the rest of the people do oh they are getting scared of Nifty oh they are getting scared of Sensex oh Nifty has been crushed oh it will keep going now you have come to the city market friends right this is absolutely meaningless it is childish it is going up every day there is relief what is not in it you tell me tomorrow it will go up, it will come down again it will go up, it will come down it will go up, it will come down it is going up, it is going up, it is going up, it is going up, ultimately our growth story is very good so left you right Indian market only goes up and looking at that what do people do they modify their portfolio this is the biggest sin the rate of the market in your portfolio from a few stocks in Nifty 50 there is that index of 50 stocks we see its reflection so you people should know this thing see you like the company see sir keeps investing so heavily in Lotto he keeps on plus minus his investment this is a thing to learn friends big investors portfolio of 200 crores each in the market They are not afraid, why are they not afraid, they know that this is a daily thing in the market, friends, this is a daily thing, no market is zero, whoever comes to know this, he survives in the market, I am again facing the biggest problem, what is the greed of the written star, they want fast money, I invested ₹1 lakh today, tomorrow I will get ₹56 here, this is the expectation of unreals, it kills the retail store, this is not like that at all, if such expectations were there then we would have also done it, but is the market in our hands at all, it is in our hands to stay in a good company, otherwise the market will give you returns, did you see Arvind 's example, it did not last at all for two and a half years, those who did it now know what returns they got, they have learnt a life lesson, they will always remain in a good company, so this thing has to be learnt here and one more important thing, see sir invested money, he increased his holding, right, that is why if you also do wrong again, it will come down, then what will you say, oh these big people are fast No one traps you, the retail minister himself gets trapped in the trap of great things, right, so it does n't happen like that, do you trust those companies, do you have to study related to it, you should study Atul Auto, if you feel that yes, I like this company, but it is not that just one big player has invested money, it is like this from many big players, right, so you people should know this one point also, if we talk about Adani, some update or the other comes related to it, so today Adani Enterprise was in focus because we know that we have seen one of their big projects getting suspended, so there was an expectation that there would be some negativity, there was a decline of three and a half percent here, and if we talk about Adani Group shares, then similar performance was seen, a little half in green, a little green color, we got to see the rise of three to the day before yesterday, right, their journey, you know, the stock is in the news now, this is complete We will proceed in different ways, meaning as and when we get news, if we talk here about Adani Group, you all know that the shares of Adani Farms were bought, if we talk about GK Partners, Rajiv Jain, you know this name, he had bought shares worth about 397 crores, that is, 400 crores in HD FC Make, he sent them here, meaning their stock which is around 5%, has now come down to 2.5%, which we have got to see here, so this is also a news which you all should know, this is a stock on which I had a lot of confidence, but even now if we look at it, it is seen at the same level here, right, these were all the news which I have done here, Sujata, you should have looked at the American market once because look at the latest point, if it has gone to 188, then the market is plus, friends, it would have been a relief, right now by the time the video is uploaded, who knows it might reach 288 or it is just 88, this is how the market has moved here, right, I hope Yes friends, you must have found the video helpful, you will get to learn something, if it is good then you can like and share it, if you have not opened your demat account yet then you will get the link free of cost in the description below, comment properly your name which account you have opened through your link, then within a week all the lectures will be provided free of cost from my side so that you can learn the stock market in easy language, peace be upon you, thank you, till then bye bye
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