2 Stocks from Raamdeo Agrawal’s personal Stock Portfolio

요약 보기

라메시 아그라왈(Raamdeo Agrawal)의 개인 포트폴리오 중 2개 종목을 소개하는 영상으로, 특정 종목의 매수·매도 추천이라기보다 보유 현황과 기본 지표를 설명하는 내용이다. 첫 번째 종목은 Multi Commodity Exchange 계열 금융서비스 회사인 Multi-Level Financial Services Limited(영상 자막상 'multi-level Financial Services')로, 아그라왈이 공동 창업한 회사다. 그는 약 2,672,500주를 보유하며, 주가는 약 1,403루피, 시가총액 약 2만 3,007억 루피(대형주)로 소개된다. 재무 지표 측면에서 EPS 29.51, 주당순자산(BPS) 129.75 수준이며 PBR은 10.8배로 다소 높은 편이다. PER은 43.65배로 업종 평균보다 비싸다고 설명된다. 프로모터 지분은 최근 몇 분기 동안 17.7%로 일정하게 유지되고 있다. 52주 최고가는 1,519.40루피, 최저가는 약 737루피다. 배당수익률은 0.18%로 낮다고 언급된다. 두 번째 종목은 Maharashtra Scooters Limited(NSE 코드 MAHSCOOTER)로, 가격은 약 2,869.75루피다. 2·3륜 차량용 압력다이캐스팅 금형·지그·고정구 등을 제조하는 회사로, 중형주다. EPS는 503.75루피, PER은 약 50.3배로 업종 평균 25.6배보다 훨씬 비싸다고 소개된다. 장부가치는 283.98루피, PBR은 10.11배다. 액면가는 10루피, 배당수익률은 1.05%다. 52주 최저가는 1,380.05루피, 최고가는 3,450루피다. 프로모터 지분은 51% 수준으로 언급된다. 진행자는 이 보유 현황이 아그라왈이 운용하는 뮤추얼펀드 투자분을 모두 반영하지 않을 수 있다는 점을 덧붙였다. 이 영상에는 대상 자산(삼성전자, 비트코인, 나스닥 등 열거된 자산)에 대한 가격 방향 예측 발언이 없다.

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01. press the bell icon on the YouTuber and never miss another of friends we are back again with another video on our channel profit inequities now today we'll be talking about the personal stock holdings of ROM the Agarwal now ROM the other wall is a co-founder of the financial services for mortal allows for financial services here we talk about two stops from his personal portfolio please was this video don't know more also friends if you think you are benefited by watching our videos please do like share comment and subscribe to our Channel this helps us reach more people going forward now the first company on the list is multi-level Financial Services Limited and it's important to remember that this is not an investment per se this is a company which he actually co-founded along with Motel allows one now multi-line loss well Financial Services Limited is a financial services company focused on wealth creation for his customers such as institutions corporates high net worth individuals and retail the company segments include broking and other related activities fund based activities asset management and advisory investment banking and Housing Finance now the important factor to remember here is that here he holds a massive chunk of one pro twenty six lakh seventy two thousand five hundred shares the company is available at fourteen hundred and three not four zero and if you want to look at the one year chart it's a beautifully of training chart where a lot of wealth has been created for people in the market cap of the company is twenty thousand three hundred and 7.3 one cross which means that the company is a large cap one the EPS is 29.5 one the book value for the company stands at one twenty nine not seven five which means that the company is available at a price to book ratio of 10.8 to now this is a bit on the higher side the price to earnings ratio here is a bit more expensive compared to the industry P or 43.6 five now the promoter holding of the company has been constant at 17.7 for for the last few quarters now if we were to look at the 52-week high for the company the 52-week high is 1519 dot four zero the 52-week low for the company is for 37 now another factor here to remember is the low dividend yield which is at 0.18 now the second company on the list is maharashtra scooters limited and is available at rupees two eight six 9.75 on the national stock exchange the code for the company is mah SC double o ter now maharashtra scooters Limited is an investment company and is a lesser-known name the company is engaged in the manufacturing of pressure die casting dies jigs and fixtures among others for two and three wheelers primarily for the automobile industry now this table also has created a lot of wealth and if you were to see the market cap this is a mid-cap company the EPS is 50 3.75 which means that the company is available at a price to earnings ratio of 50 3.49 which is much more expensive compared to the industry P of 25.6 0 the book value is 2 83.9 8 which means that the company is available at a price to book ratio of 10.1 1 the phase value is 10 and the dividend yield is one point zero five now the 52-week low for the company is 1380 4.0 5 whereas the 52-week high for the company stands at three four five zero now the promoter holding here is average at 51 now friends another factor to remember here is this are only the personal holdings now Ramdev Agarwal and his fellow workers are known to invest a lot of money in their own mutual funds which their company runs and hence this may not be entirely reflective of his holdings but this is primarily the ones which he holds and which are disclosed to the exchanges so this is all what we wanted to show you for today thanks for watching and we will see you soon with another video