저자: 미상 · 외국인
요약 보기
V Global Limited(Vaibhav Global)을 집중 분석하며 40% 하락 이후 투자 전략을 제시하는 영상이다. 회사 개요: 인도 기업으로 미국 시장에서 주얼리·시계·지갑·화장품·향수 사업을 영위하며, 미국·영국·독일 등에서 Shop LC, The Jewellery Channel 등 자회사를 통해 판매한다. 재무 지표: 산업 P/E가 소폭 상승, 매출채권 회수 기간 30.7일, 재고 회전 기간 231일, 부채는 거의 없음. 2022년 순이익이 흑자로 유지되고 있다고 언급했다. 주주 환원: 연 3회 배당, 지속적인 액면분할, 과거 자사주 매입 이력을 강조했다. 수급: 기관(FII·DII)이 최근 지분을 확대했고, 프로모터 지분은 유지, 일부 투자자가 지분을 늘렸다고 설명했다. 기술적 분석: 현재 지지선이 강하게 형성되어 있고 이 지지선이 깨지면 238 부근까지, 추가 하락 시 코로나 당시 저점 약 110 수준까지 열어둘 수 있다고 봤다. 리스크: 미국 경기 침체 시 명품·주얼리 소비 감소로 추가 하락 가능성이 있다고 경고했다. 전망: 40% 하락 구간이 다시 오지 않을 기회일 수 있다는 낙관적 입장이며, 과거 큰 상승 이력(3000%대, 저점 대비 약 15000% 수익)을 근거로 제시했다.
다듬은 글
Hello friends, once again you are very welcome to Stock Market Studies. So today here I am going to discuss about a company which if seen, then two big HNEs which are category investors, both of them have a share in this company. So many friends commented that sir, since I have bought this company, if we look at the company, the company has fallen by 10%.
Should I hold on to the stock as per this opportunity, should I average it again, should I exit the stock. See, I will share some points with you and will also talk about the two people who have invested in this company. So watch the video till the end and if you have not yet subscribed to this channel, then definitely do it because you will keep getting daily basis stock market information updates through this channel.
So let's see about today's stock. So what is the name of the company? What are the details of the company? The name of the company is V Global Limited. If we look at V Global Limited, V Global Limited is an Indian company. First of all and the most Where do they do big business? In the US market. Now you will be happy to know that this company has run a huge business in the US market like jewelry business, watches business, wallet business, as well as cosmetics business and all the perfume businesses, so if we look at it mainly, the company's jewelry business and gems business keep running more and more.
Now if you carefully look at the details of this company in this way, you will get to know some details like see retail market, that is, where does the company sell. Now if you carefully look at the US, UK, Germany, that is, the countries which are in the leading position, in the same countries, a small company of India is also such a big company, so in this way it is ruling over the company, in this way it is ruling over the countries, so think how big is the positivity on this company, many people think that sir, I want to invest in this company in this way, but it means that the sizing, the market cap is very less, it is small, so should I invest in it.
See, I am going to discuss some points with you here, after that all yours will be discussed. It will become clear, see here where are the manufacturing countries, in India and China, there are manufacturing areas all over India and also in China, that means manufacturing takes place in both India and China, rest see sourcing countries, that is sources, that is, from where, see, to make any jewellery, gold will always be required, so sourcing means where do you get gold, see it is available in Africa, in America, in Australia, as well as you see in Japan in this way, in South Korea in this way, in many places, in Singapore, gold is collected here in this way, this was some basic information, now the points which I will share with you, you should look at them carefully, if I discuss about the company, then you can see that the company manufactures, does business on retail, see here multinational electronics retailers and manufacturers, see here fashion jewellery, which is on fashion jewellery, and see here lifestyle asso, that is, sorry, on top of this, see here home shops The company also sells goods on Shop LC as well as on the United States.
If we look at the United Kingdom only, the company keeps selling goods, so here you can see the company's actual business industries, fashion jewellery, lifestyle products and see here, as well as electronics retailer and e-retailer, so choose the company area, US, UK and Germany. I have already told you about its brand, all the brands that the company sells here, you can see those brands here, as well as where the company's subsidiaries are, you can see where The Jewellery Channel is in the UK, see here where Shop LC is in the USA, so in this way, I mean, the subsidiaries are also kept open, so this is the speciality of the company, this is the biggest positivity and see what are the biggest points of the company, let me show you now, see the fundamentals and financials of the company, as seen at the express level, as seen from the company's Industries P Ratio, sorry Industries P Ratio, the company's P Ratio has increased a little bit, so that is why Perhaps the company is also making recovery here.
See, when any company, even a small company, has a high P ratio, then in this way, a slight decline is seen in the company to make adjustments to reduce the valuation. If I talk about depth, sorry, date on day, then 30.7 means that the company is getting money within 30 days after selling the goods and to earn the same money, the time it is taking to prepare the product is 231 days, so it is taking a very long period.
The most special feature of the company is that the debt of the company is almost negligible. Even being such a big company, sorry, such a small company, the way the company is maintaining itself in this manner is the biggest thing. Look at the cash in hand, it is negative. The company is reinvesting its cash in the companies.
Also, if I talk about the profit and loss of the company, then you can see that the net profit is seen in this manner. Continuously the company has maintained profit, this is See the speciality of this company, what you have to see in the company is whether the company is continuously maintaining profit or not, whether the sales of the company is good or not, whether the valuation of the company is good or not, how is the expenditure being done, what is the debt of the company, these are the things you have to see, along with this the main point you have to see is cash flow, is the company actually able to generate cash in hand, is it bringing cash in hand, so see the cash coming in the hands of the company is obviously a positive cash, yes you will say sir, in this 2022 it is showing 888 crores, but in profit and loss it was showing 100, sorry 237 crores, see even now 2022 is not over, so if seen according to that time period, then the company is still collecting money, so at the end of the day and at the end of the year it gets collected, so if you look at the previous data then you will know yourself, so what I mean to say is this company The strength that I have in the rest of the companies, that is, in this category of companies, I feel that this company, despite being small, is doing very well.
Like if I go into corporate action, the company keeps on giving dividend payout continuously. See, they have given dividend thrice in a year. If I talk about split, then they also do split continuously. Also, if I talk about buy back, then the company had once brought buy back, so who has how much share in it, see, look at this thing carefully.
That is why I am showing it to you because why did FIs pick up such a huge amount, first of all you will have to understand this. See, you all know the markets, US, UK, Germany, so in this way, what is the current scenario of the countries? If we see, right now due to the inflation, there is a lot of decline in the market, someday or the other it will bounce back.
Someday or the other it will bounce back again. If the Indian market is so bullish in a bad situation, then when the market grows in this way, then the US market, UK market, Germany, China, then the India market and If it shows how much, then at that time there will be business in the US market, then this company will get maximum profit at that time, that is why see what FIS and DFIs did, they did not lift the stock for so many days, today how much stock have they lifted up to 20, that means in this quarter they have increased the holding to almost 10, even more than 10, so it is definitely a matter to think about, see the public is also lifting a good amount of stock, this is also a positive point, so you will say Sir, DIS has sold the stock, yes, DIS has sold the stock, there has been a small correction here, but see, the promoter has kept the same holding till now, let me show you one thing, which two institutions have invested in this company, now if you look carefully about the public, there are two persons, one is Vijay Kedia ji and the other is Ashish Kachle ji, both of them have lifted a good amount of stock, see Vijay Kedia ji had sold a little stock earlier, still see, he has increased the stock here, so what does this mean, they always keep changing the data, they lift the stock gradually They also sell the goods gradually, so I will show you the names of both the persons, that is, you can see Ashish Kachle ji, you can also see the holdings with him, you can see here how much holding V Global has here, you can see what percentage holding it has, along with this you will also see Vijay Kedia ji, you can see how much V Global's share is at 1.95, you can also see his picture, how many times I have made videos on this, so right now you should carefully look at the chart pattern of this company, see I have also drawn the chart pattern for you once, these are the few points, these few points which you can see here, which have taken support here, sorry, the support that has been formed here, this support is very strong, according to me, this support will not be able to stop and will be broken further, and the next level here is the level of 238, this level will come to this level, if it is broken then the situation that came about due to Covid, the low that was around Rs 110 during that time can come down to here Because if recession starts in the American market, people will stop buying jewelry and luxury products.
So, this company will see more losses, meaning there will be a further decline. The company is maintaining profits, but there will be a further decline. So, according to me, you may not get this opportunity again. In this way, you must focus on this opportunity because the way the company gave correction till 40, look at the maximum chart, see, it gave a return of more than 3000.
If I show it to you from the lower level to the upper level, then the company gave a return of approximately 15000. Vijay Ked ji himself told that the way this company gave me the return, other companies have given me such a return, but I did not have such an expectation that I would get such a return from this company.
Yes, there was a belief that an Indian company is going to the American market and working on such a big work, so that is why I trust this company, so you work accordingly. What do you feel about this? Please do comment about the company and if you have a share in this company then do comment and I will get the next talk, till then stay well and take care of yourself, bye bye
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