저자: ResearchBhai · 외국인
요약 보기
델타코프 기업의 투자 매력도를 분석한 2020년 12월 영상. 결론: 단기~중기 관점에서 긍정적이며 목표 상승 여력은 15~16%(단기 25~30% 언급). 현재가 약 66.15루피 기준. 사업 현황: 게임(카지노), 호텔·리조트, 온라인 스킬게임 부문을 운영하며 인도에서 카지노를 운영하는 유일한 상장사로 소개. 실적: 최근 6분기 매출은 초기 증가 후 12월 분기 이후 감소, 순이익도 연속 하락하며 최근 분기 큰 손실. 원인은 코로나 봉쇄로 카지노 휴업, 관광 감소, 주력 지역인 고아의 봉쇄. 연간 손익: 매출은 전반적으로 꾸준히 성장했으나 올해 소폭 감소. 순이익은 약세였음. 재무상태: 자본금 점진 증가, 적립금 증가, 차입금 매우 낮아 사실상 무차입, 투자도 지속 확대. 재무구조는 강한 편으로 평가. 차트: 작년 12월~3월 하락 후 3월 이후 저점 대비 약 3배 반등(약 50~55루피→165루피 언급). 고아 정부의 카지노 영업 재개 명령이 단기 호재로 언급. 성장 요인: 연말·신년 연휴 예약 증가와 관광 회복 기대, 고아 통합 카지노 리조트 건설 정부 승인 소식이 긍정 요인으로 제시. 밸류에이션·주주: 시가총액 약 4,585크로르(소형주), 부채 거의 없음, 매출 성장률 10년간 약 21%→38%로 언급. 라케시 준준왈라 및 레카 준준왈라 등 유명 투자자 보유 지분 약 7.5% 언급. 목표 및 리스크: 단기~중기 목표 상승률 15~16%(중기 24~25%로도 언급), 과열 시장에서 조정 가능성 및 지지선 약 1루피 언급. 투자 전 전문가 상담 권고. 출연자 전망: 리서치 바이 진행자는 단기~중기 긍정적 전망, 연휴 예약·관광 회복에 따른 실적 개선 기대.
다듬은 글
Hello, hello friends, how are you all? I welcome my friend Research Bhai to Delta Corp and friends, we will try to know what investment opportunities we see in this company. Let's start with our address. Before we proceed further, I would like to remind you that Resort Bhai from there. Delta Corp stock is listed, isn't it?
Friends, let's quickly get to know the company's business. It currently operates in the gaming, hospitality and online skill gaming segments. So friends, Thandak of the company operates in the gaming, hospitality and online skill gaming segments. And friends, the most important thing is that Delta Corp is the only listed company that still runs a casino.
So, the current price of the company's stock is currently running at Rs. 66.15. Friends, we just got to know the company's business. Akbar Company's Hotel Resort But let's take a look, friends. Here we have considered the data of the last six quarters. First of all, let's talk about sales. Friends, here we can see that in the first few quarters we saw sales increasing.
Then, after the December quarter, we saw sales continuously falling. Friends, we saw that here too, in this last quarter, there was a decline as compared to the previous quarter. Friends, now let's talk about net profit. Net profit increased in the first few quarters. But friends, after that, we saw our net profit, that is, our profit, continuously falling.
Friends, now we can write that in this September quarter also, the company suffered a huge loss. Friends, the reason behind this loss is that the company's business was not able to do well. And we saw that many casinos were closed due to long gown or there was no tourism here and mostly the company's business is in Goa, so long gown was there in Goa also.
Due to this, the company's business was greatly affected. Therefore, due to this, we saw the impact of those things in the company's results as well. The company has been under a heavy burden in the last two quarters. However, we hope that as the long-term relations are easing, we are seeing a trend of a lot of bookings and holiday bookings.
Then in the coming time, travelling will also be restored a bit and things will be seen getting back to normal. So, we hope that the company's business will also become chapter note in the coming quarters. Friends, we have talked about the quarterly results. Now let's quickly take a look at the P&L statement.
This statement will help us understand the company's annual performance. . First of all, friends, let's take a look at our face. There is a good thing about the sales, friend. And on this base, the company's sales have increased continuously, except this year. We have seen a marginal decline in sales this year, but overall, sales have grown steadily.
The company's business has been growing steadily year after year. But we hope that in the coming year, our business is recovering in this manner. So, as traveling also returns and holiday bookings increase, we will see a recovery in this business as well. Talking about net profit, friends, net profit has increased year after year, although it was a little weak, hence we have seen a decline here.
Friends, now that we have discussed the company's quarterly results and profit statement, let's take a look at the company's balance sheet. As we know, the balance sheet helps us understand the company's financial position, how the company is doing, and what are its future business plans and future prospects.
It helps in interpreting them. Here, we have discussed the last 6 years. Returns have been considered, first of all let us take a look at the equity share capital, so friends, we can see that there is a constraint in the first few years, then gradually the company has raised equity and increased the equity share capital, so friends, it is a good thing that the company has raised the equity share capital gradually, then let us talk about research, so friends, we can see that on year-on-year basis, the research company has increased, the experts have said it is very positive and whatever profit the company has, whatever profit it has, the company is continuously investing it in its business so that if they have to ask any question in the future or they have to repair their points or they can present anything with their future plans very comfortably, so it is a very good thing that the company has reduced its points to a great extent on year-on-year basis and friends, the borrowing of the company is so low that we get this company as a small debt.
It appears free, no friends, if the company of this which is a very good thing, mostly the business is only financing, their friends, celluloid, in a way, the company is self-sufficient and whatever business it is doing, it is doing it on its own, they are not relying much on this channel of health care borrowing, friends, we can also see the investment, the investment, the company has continuously invested in the subject year after year, friends, this ghee company is the debt or equity or maybe in other friends, it is continuously investing in other places, this thing, the increasing trend of investment is pointing us towards this, so friends, the balance sheet looks quite strong to us, from here it is such a strong balance sheet, so we hope that the quarterly results of this company will be good in the coming time and we should see some improvement in the company's report end statement, so we hope that whatever is there From here the company will return to a growth trend.
So friends, in this way we have also understood the balance sheet of the company and added the fundamentals of the company. Now let's look at the chart of the company once. Here we have considered the chart of the company for the last one year. Friends, we can see here that from December till March, we have seen a continuous downtrend in the stock of the company.
So, we can see that from March till now, a cup trend has been seen in the stock of the company and the company's price has almost tripled from its lowest point. But friends, it was around ₹50 to ₹5055. Today, this topic is trading around ₹165. So friends, what has been the reason for this? And here also we can see that in the month of November, here we can see that the stock has traded in very high volume and the stock of the company, which was once grinding at ₹110, which has been quite To a certain extent, after a long time, we have seen a continuous increase on April 1st.
So friends, the biggest reason behind this is that gradually the Grocers State Government has given orders to open the casinos, so gradually the business of the company is seen contracting. Friends, in the coming times, like Christmas is about to come, New Year is about to come, so a lot of holiday bookings have been done, so a lot of tourists will go, so the biggest thing here will be that during this time we will see an improvement in their business as well.
Friends, due to this, a positive sentiment is seen tied in the short term within the store and within the stock, right now, friends, we see 25 to 30 percent website potential from here. And friends, if we talk about here, here we get to see a support level of ₹1. So friends, now that we have understood the company's situation, now the most important part of the video.
Let's talk about this, which is our younger sister, friends, in this topic we see this investment potential, so first of all let's talk about dandruff and then this company with a market capitalization of Rs 4585 crore, so friends, this is a small cap company, this year the company has no debt and the company is a publisher and the company's medium only 21 percent of class tenth, yes so friends, this is a business, in the last 10 years the sales of the company have increased from 21 percent to 38 percent, which is a medium sales, that is, year after year, by what percentage has the sales of the company increased, friends, this company is backed by famous investors like Mr.
Rakesh Jhunjhunwala and Mrs. Rekha Jhunjhunwala, page 19, front 7.5 percent, friends, this is another amazing thing that this company has 7.5 percent stake in this company, Mr. Rakesh Jhunjhunwala and other investors Friends, the fact that so many big investors and such renowned investors are behind this company indicates that they have seen a lot of growth potential in this company, that is why they have thoughtfully good decision that all of us retail investors should keep in mind.
Friends, as I told you, recently the Goa State Government also issued an order regarding open interest in A Lot Casino Studio. Because of this, friends, we have seen the business of the company contracting due to this order. Along with this, we have also seen an option in the stock of this company and a positive investor sentiment is visible there.
So, the company has updated the professional approval to build an integrated casino resort in Goa. So, friends, recently this thing was also in the news that Delta Corp has received a professional approval from the government, which is 11 Integrated casino resorts can be built in Goa. So friends, this is also the first of its kind integrated casino resorts in the Hindu country.
Friends, it is a very good thing that the company is going to invest in a new segment in such a way that it will be able to operate casinos there along with the remaining princely states. Friends, you can see that this company is a potential short to medium term investment option. So friends, from our point of view, the company appears to us as a short to medium term investment option and we can see that now its current market price is Rs.
66.15. So friends, from here, there is a website potential of 15 to 16 percent in the sweater within the company. Along with this, there is a 24 to 25 percent classification in the medium term. So friends, it is a very good thing that the way there is another turnaround expectation within the company and the way the company is doing it.
So many big names and Congress are involved, so we are considering all these factors and at the same time, unlocking is happening in this manner and we know that holiday bookings are also happening, so we can see a lot of growth under the company, due to this we have considered 15-16 percent of the Hisar train and the upset of 24 to 25 percent has been considered in the video, however friends, we should keep in mind that in recent times the market is trading at such high valuations, so here we can see profit booking, so the possibility of a correction always remains, so friends, that is why we have factored in a do center in this topic, friend, dancer dress of A to 12 percent, we have a call center here, so friends, along with this, your research brother, Nilesh of our Delta Corp, is here If you want to connect with us, then friends, let us now discuss this important thing that if you take any investment related position in the stock, then friends, first of all you have to take advice from your financial advisor or your investment consultant, only after that you can think about any investment related position, friends, this video is just for educational purpose, friends, one more important thing is that you must definitely subscribe to this channel and friends, you must become a part of our growing research community, so that friends, when you subscribe to this channel, you will directly get information about any upcoming stock related illnesses or whatever video we upload in the footer, so friends, with this, your second judge brother would like to bid you farewell, thank you for lips, hands, love you too.
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