저자: StockMarketLeader채널진행자 · 외국인
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결론: Mahindra Holidays 주식은 현재 고점 부근이라 지금 매수는 피하고, 조정 후 매수를 고려하라는 관점. 회사 개요: 인도 Mahindra Holidays & Resorts는 리조트·호텔·휴가 멤버십 사업을 하며 인도·해외 100여 개 리조트를 운영한다고 소개. 주주 구성: HDFC 그룹 약 7.87%, 정부연금펀드 2.6%, Vijay Kedia 약 1%, 공모 19.48%, 기관·펀드 보유 언급. 주가 흐름: 2009년 이후 고점 대비 약 94% 하락 후 반등, 2020년 코로나 때 약 89% 하락; 최근 약 272~300 수준, 고점 313 부근. 최근 3주·1년·3년 상승률 수치를 제시. 실적: 2022년 매출 2000억 원 이상 언급(원문 수치 혼선), 2021·2022년 대규모 손실 후 최근 흑자 전환(약 67 크로어 이익) 언급. 투자 판단: 지금은 고점이라 매수 비추천, 조정(약 40%·30% 조정 등) 후 분할 매수 관점 제시. 중립~조건부 관망 성향. 리스크: 코로나 등 외부 충격에 취약한 여행·리조트 업종 특성, 고평가 상태, 비용 부담 지적. 출연자 전망: 장기적으로 사업 성장 가능성을 긍정적으로 평가하나 단기 매수는 보류하라는 입장.
다듬은 글
Hello friends, welcome to Stock Market Leader. If you are visiting the channel for the first time, then definitely subscribe to the channel and hit the bell icon. You will keep getting notifications. We want to talk to you friends. We do not look at the size of such companies. There are many such companies in the market and big investors invest money in such companies and make them and we do not even know about them.
So you can see that today we will talk about the size of such companies. Look at the big shark investors in this, HDFC Group is of about 7.87%, friends, their Government Pension Fund is of 2.6%, their shroud sticker is of 1% and Vijay Kishan Lal Kida is of 1% in the company. You can see when these investors would invest when the lions were running on the people, friends, and the mutual fund people are also invested in other sectors, you can see that the same is true friends, HDFC has mutual funds and their investment is of about 7%, Hybrid Equity Fund has 1.25%, as much as this is in it, HDFC Retirement Savings Fund is of 0.95%, HDFC Retirement Savings is of 0.86%.
Friends, this is their value and now look ahead, see the price and volume, if you don't see then the price of the company is 3% in one week, if you do n't see then it is 17% in three years, 16% in one year and in 3 years, see, this is probably a great company, friends, their business is going to run, move ahead and see, the name of the company is Mahindra Holidays and Resorts India, so the business of this company is going to run because tourism is going to run, friends, due to Kuwait, the entire business had been affected a little, but now the entire business has recovered and is running at good full capacity, friends, and right now their business is, sir, look, they have resorts, hotels, vacation facilities and activities and do many related activities and they have membership, friends, you can see this, their members are currently ₹143000, they have 58 members who give schemes to these people and the members give some feedback, friends, their relief is 10 year package, 3 year package, 5 year package, such relief Yes friends, if a lot of people do this, right now we are watching the video, a lot of people can get a package like this from this and now see when the company product includes Jio Live Life Time Holidays Club Mahindra Product Club Mahindra Travel Mahindra Home State Just Make Kid Bricks, so many such different schemes and activities of theirs and now all this data is available on Mahindra's side in a little bit of Mahindra, friends, now see, right now they have 100 plus resorts across India and world, they have many resorts outside India too, friends and on Universe of Experience open up, this is a good experience and among them there are Stan Inelo Manali in Goa and No.
1 Thiruvalla and many more, they have tree houses, friends, in Munna you can see, Munna has their resorts etc. in good places, you can see 100 plus resorts in Malaysia, India, Sri Lanka, Dubai, Singapore, Thailand, Finland, Sweden, Spain, you can see how many countries they have covered, 170+ of their partners and resorts in India, Bhutan, Nepal, Vietnam, hostels etc.
You can see Switzerland, Italy, France and the Netherlands and they have 4300 plus resorts worldwide, friends, so this is a tremendous business and their business is only going to grow, friends, and this company has been doing well in the market for years, and you can see the share price has reached almost 300 now, and its results are also going to come soon, friends, 25, so you can see the results are coming, so let's take a look at the share price, right now, let's see Mahindra Holidays and Resorts India, their share price has also opened, and you can see the company has been doing well in the market since 2009, you can see, and in this company, since 2009, there was a very high drop of almost 94, and you can see where this share was trading approximately, 20037, so you see, in 2013, it was at 9697, after today, it was at a tremendous 272, and during Covid, it had reached a tremendous drop of almost 89, so big investors buy here, friends, and this has now become a boom in this company, approximately This lamp has reached the 300 level, see it had made a high of ₹313, so you have seen that the stock is still trading near the high, so do not make the mistake of buying it right now.
There will definitely be a connection in it, so wait and after the connection is made, definitely buy it. Keep it on your radar. When the stock falls, then there is a chase in it, there is no need to be afraid, you get scared there, friends, and seeing this now, you jump into it again, but this is not the time to buy right now because here many big investors will book profits, you can see this on your high, you can see on the time high, so this company is not for buying right now, brother, I am just telling you for information purposes, do not buy it right now, there will be a connection in it, you will definitely have to buy it at the right time, otherwise you should buy and keep it, if you want to buy five, 10, 20 stocks, then buy 10, you will know now, the stock will remain in your portfolio, then you will know that there was a 40% connection, 30% collection has happened, so that After the collection is done, you take the quantity in it and later make it 100.
Later, you can invest in it like this. Friends, look at the market of the company, what is the market of 6000 crores, it is a decent market cap, a small cap company and P is currently running at a high, you can see that the valuation has just reached a high because it has done a tremendous rally, right now its face value can give a split bonus of 10 in the future, you should see the review, there is a slight up and down in the revenue, up and down, there is relief, see how big the revenue was generated in their food, but there are some losses there too, friends, they had to spend their profits there because if people were staying in the resort, then the people's stay was completely gone, they had to stay wherever they were staying, tell you all, there is no chance to come home, to get out of the house, they were stuck there for 2 months, so that's the situation, friends, and now see, in 22 the company has generated revenue of more than 2000 crores and profit Was the company in loss right now in co-wards etc.
You can see that the company had booked a loss of Rs 1134 crore, then in 21 also it had booked a loss of Rs 14 crore and just now the company has become profitable, it has made a profit of Rs 67 crore, this is also a huge amount, you can see but the expenses are also the same, friends, they have to employ a lot of people to manage their hotels, this is a huge relief, due to this the expenses are very high, this profit is looking a little less, you can see and see the shares, the shares were also running in negative and have just turned positive, the share on running is 3.38 right now and right now the shares of our company are on a rolling pattern and see near motor, it is about 67% friends, this share is 5.12%, this is 8.13% and see public, 19.48% is public, so in this, big investments are happening in public and you will see mutual funds etc.
in this and right now in Pierce, see Mahindra Holidays Like this, there are many companies doing business, Indian Hotel is the biggest company, friends, Best Life Ford of this tractor, and let's go to hotel, not many people do such business, friends, their hotel is of resort etc., their Indian Hotel is a hotel of West Development, their business is this, resort etc., then already packages etc., they do not provide the right, then this company is also listed in many markets, but this company also started its business by catching a good business segment and is doing business too, and if you see a little comparison, then it is a different company, so this company can give you good returns in the future, friends, if you liked this video, do like and share the video, do not forget to subscribe to the channel.
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