저자: VijayKedia · 외국인
요약 보기
결론: 탈브로스 오토(Talbros Auto) 주식은 단기 급등 후 추가 상승 여지가 크지 않아 신규 매수는 하지 않고 이익 실현을 권한다. 과거 발언 회고: 2023년 2월 영상에서 주가가 420루피 부근일 때 '싸다, 3개월 내 상승'을 주장했고, 이후 주가가 700 이상으로 올라 돌파가 진행 중이라고 설명한다. 실적·밸류에이션: 2012~2022년 OPM 11~10% 수준이 2021년 이후 13%, 최근 14%로 개선됐다고 본다. 원재료비는 양호하고 직원비용은 줄어 좋은 경영진이 이익을 잘 관리한다고 평가한다. 재평가: 시장이 PER을 재평가해 주가가 높아졌으며, 실적 개선은 이미 반영됐다는 입장이다. 기술적 분석: 거래량 증가와 돌파를 근거로 기술적 상승을 말하지만, 2월 말 이후 급등으로 이미 약 90% 올랐다고 지적한다. 목표가: 연내 약 1100~1500루피 가능성을 언급하며, 실적이 좋을 경우 가능하다고 조건을 단다. 전략: 신규 매수는 하지 않겠다, 이익 실현 시점이다, 기존 보유자는 경계하라는 입장. 장기적으로는 유명 투자자 보유와 거래량 증가로 긍정적이라고 본다. 리스크: 이미 급등한 가격에서 추격 매수 위험, 매수 자리 확보의 어려움, 기술적 돌파 실패 가능성. 출연자 전망: 장기 긍정, 단기 과열 경계.
다듬은 글
So, friends, once again, welcome, friends. All you retail friends come to the market when it is high, and people have to show faith in a fundamentally strong company. But what people do is not shown. At that time, I had told you that the auto market's oil was so cheap, and the price is now almost double from there. People were saying this company cannot run, and some companies still haven't run at all. I tell you this, and I myself have invested in that company. Still, people are saying it is not going to run. So the matter is about those people. The point is, the operator will pick up the goods from that level. There won't be much change in the fundamentals, but it will still take the stock to the top. So, friends, it is a matter of three months.
In the thumbnail of the video, I had told you the stock price was running at ₹420. I will show you, bro. Right now, people are saying it is above 700. There is a breakout and it is going on. It will become 1500 within a year. Friends, there is no need to look for more proof here. Please see how the charts of all the operators and the technical points point to it, the fundamentals, this belief vector. I will tell you about that, and then you can go to the important comment area.
So, friends, this is the video published on 25 February 2023, where I had said to buy the same Talbros Auto share. It was falling, and Vijay Sir's hall was also mentioned. It has not been long, and not many people have seen it. Okay, and the share price was much higher than that. You will see one important thing: their share price was at ₹420 earlier. Friends, it had also gone below this. Where did it go? I will share all those points with you, and what the share price is doing right now. I am going to tell you all those things. So let's see. Friends, right now it is on the screen. The market is still open, so it is up about 15%. Its business is still the same as it was at that time, but look at what has happened to its stock. You might have seen the video about it here. It was only at 10 paise, and now it is at 16.3. If it keeps going, the P/E is getting re-rated. Okay, but one thing, did you notice something earlier? Look at their OPM from 2012 to 2022. It was running at 11 and 10, but from 2021 it has been running at 13. Okay, and then look at the OPM here, it has come to 14. There is only a 1% change, and the market has started giving them value. But one thing: there is no need to be too happy here. If you look here, the material cost is fine, but the employee cost has reduced. Meaning, this is a company run by good management. The management here has not taken much money, and there is probably no scope for them to improve the company further. Right now, the P/E has been re-rated by taking the market rate together, and that is why the share price is going very high. But if you look at this, leave aside the March quarter. If you look at the December data, we can see that too. If it is 14, then could you not have predicted it at this time? I had predicted it, and I made that video in front of you all, because look, the March data has just come. It was your favorite. What happened in February was that the movement was connecting from above. I will show you the technical. All these points are being shared by everyone, and they will all like it. Friends, look, Pramod has taken a small step, many big names are coming into the public, and there is a lot of volume. It is a technical thing. He told you all the things and will say that the balance sheet has improved. But a quarter ago no one had said anything. The point is that the company is solid. Whatever field we go into, we try to master it. Okay, let's move ahead. The technical thing here, which is very vital: one minute, friends. If you go where 25th February is, you will have to look at this. This is 21st February, okay. Friends, this is 22nd February, 23rd February, 24th February, and this is your 20th February, okay. That means around 420, so that was the current price at that time. Once again, I touched on the market here.
Look, the oil is in the hands of many others. I had made a video before this, and then I noticed one thing. All these points are the footprint of the operator, and whenever shares come here, the share price goes up. So this is the technical view. I took this decision after looking at all these things in time.
There is an operator here, and it is taking the price lower because it wants to buy more shares. Unlock it, friends. After that, Messi came. Now, I know what many people are saying: it will go up further. But be careful, friends. This share price has now travelled almost 90%. Yes, these people will say it has broken out and will go up and up. But be a little careful, friends, because buying does not happen at the place where you wanted to buy. Ask yourself once whether this level is available or not. Okay, because along with that, you should also take some care of your money. But yes, if you want to reduce the total only on technical grounds and want to watch the screen, then obviously it is good, because volume has also increased and it is a fresh breakout. If it waits here a little while and the ratio is high, it will be considered a successful breakout. And these people, there is a support at the lower level, as you can see in the rectangle. It could be 80%, how much can it be? See this support: it is 70%, 75%. So 75% of the above support will say here, take 25%. That means, here, around 121,400. These people will give the target too, in a few months. And yes, they will give a target around 1,100. This can happen if its earnings are good. But if I have to do it here, I will not do it at all. This is the time to book profit. Now I am not going to make a fresh buy here at all. If you are buying and holding after watching my old video, then this is my alert, or I am not going to do anything else. Okay, the fundamentals are good, and it can go very high in the long term, because even now many big celebrities have their stock here, volume has come, and it is good for the straight.
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