저자: VijayKedia · 외국인
요약 보기
Vijay Kedia의 포트폴리오 상위 10개 종목을 소개하는 영상으로, 투자 철학 'SMILE'과 종목별 시가총액·재무지표·보유가치를 설명한다. 투자 철학: S(Small Inside, 소형주), M(Medium in Experience, 경영진 10~15년 경력), L(Large in Desire, 프로모터가 주주와 이익을 공유), Extra big market potential(큰 시장 잠재력)을 기준으로 삼는다고 설명한다. 포트폴리오 규모: 17개 종목, 총 평가액 약 970억 루피 중 10개 종목을 소개한다. Patel Engineering: 인프라·건설 기업, 시총 2,239억 루피, PER 12.1, 보유가치 29.3억 루피, 최근 1년 수익률 높음. Precious Camshaft: 자동차 캠샤프트 제조, 시총 1,816억 루피, PER 39.2, 보유가치 19.3억 루피, 최근 1년 약 2배 상승. Affordable Robotics and Automation: 산업 자동화, 시총 492억 루피, PER 69.8, 최근 신규 편입, 보유가치 65.7억 루피. Atul Auto: 3~4륜 오토릭샤 제조, 시총 832억 루피, 보유가치 79.9억 루피, 최근 1년 수익률 저조. Neuland Laboratories: 원료의약품(API) 제조, 시총 3,592억 루피, 보유가치 42.3억 루피, 5년 수익률 매우 높음. Heritage Foods: 유제품 가공, 시총 1,955억 루피, PER 3, 보유가치 24억 루피. Siyaram Silk Mill: 여성복·직물, 시총 2,529억 루피, 보유가치 27.4억 루피. Elecon Engineering: 산업용 기어박스·물자 취급 장비, 시총 6,366억 루피, 보유가치 123.3억 루피. Sudarshan Chemicals: 유기·무기 안료 및 특수화학, 시총 3,388억 루피, 보유가치 50.1억 루피. Kal Brass Automotive Components: 가스켓·주조·서스펜션 부품, 시총 858억 루피, 보유가치 11.2억 루피. 발언자는 해당 종목들을 소개하면서도 종목 매수를 직접 권유하지는 않았고, 투자자 본인이 사업 구조를 이해한 뒤 판단하라고 조언한다. 특정 자산 가격 방향에 대한 명시적 예측은 없다.
다듬은 글
How Vijay Kedia commanded 970 crores with one of his strategies, what is his strategy and which stocks are his favorites, we will know in today's video, first of all, let us know who Vijay Kedia Sir is, see Vijay Kedia Sir was born in Kolkata and he started investing in the stock market from the age of 19, as of today, there are 17 stocks in his portfolio whose total value is 970 crores, but friends, in today's video, we will talk about only 10 stocks, Vijay Kedia Sir follows the SMILE philosophy, in which see, S means Small Inside, that is, Vijay's dancers invest only in those companies whose size is small, whose market cap is very low, after this comes M, that is, Medium in Experience, that is, the management of the company, the promoter should have at least 10 to 15 years of experience and then comes L, that is, Large in Desire, that is, if the promoter of the company does not think of becoming a billionaire himself, then he will make his investor How will they make them compatible and then comes the extra big market potential, that is, if the company is also working in the area, then it should have a lot of potential in its market, only then will that company be able to do well there.
So friends, now we talk about which are those 10 tops near Vijay Desar. Now see, among these stocks, three such stocks which he has also bought recently. First company Patel Engineering. Patel Engineering is an infrastructure and construction service providing company. This company works on dam tunnels, hydro electric projects, irrigation projects, highways, bridges, railways and real estate of townships.
Till now, it has completed more than ₹250 crores of its projects. The market value of this company is now ₹ 2239 crores. Price to Earning Ratio is 12 points one. Return on equity is 6.4% and debt is .64. Friends, if you had invested ₹1 lakh in this company even a year ago, then its present value today would have been ₹145000.
Whereas if you had invested in this company five years ago If ₹1 lakh had been invested, its present value today would have been Rs 88,000, which means you would have been incurring a loss of Rs 12,000 here. Vijay Kida sir has 1 crore shares of this company, whose holding value is Rs 29.3 crore. After this, friends, let's move towards our second company, which is an auto LCD company.
Friends, its name is Precious Camshaft. Now see, more than 150 types of camshafts are made, which are used in commercial vehicles, passenger tractors and locomotive engines. This company has a huge market share in the camshaft industry in India. Friends, there are many big names in the price list of this company like Maruti Suzuki, Hyundai, Kia, Audi, Toyota and many other big names are associated with them.
Friends, the market capitalization of this company is Rs 1816 crore. The price to earnings ratio of this company is 39.2, the return on equity is 6.45% and 13%. Friends, if you had invested ₹1 lakh in this company even a year ago, its present value would have been approximately ₹2 lakh, whereas if you had invested ₹1 lakh in this company 5 years ago, then friends, its print value today would have been 20 lakh rupees.
Yes, friends, this company has given a lot of money to its long term investors. Friends, from 10 lakhs of this company, whose total holding is 19.3 crores. Friends, after this we move towards our stock number three, which is named Affordable Robotics and Automation. Friends, this company provides different types of industrial automation like line automation, assembly line, auto assembly station.
Friends, this company has big names like Maruti Suzuki, Honda, TVS, Eicher and many other big names are associated with it. Friends, the market cap of this company is only 492 crores. The price to earnings ratio is a little high which is 69.81%. The return on equity is 8.48%. The debt to equity point is 73.
Friends, if you had invested ₹1 lakh in this company a year ago, then today you would have made 3 lakh 80 thousand rupees. If you had invested ₹1 lakh even 5 years ago, then today your present value would have been ₹343000. For Vijay, sir has 130000 shares of this company whose total holding value is 65.7 crores.
Friends, this is the theme stock which sir has just added for Vijay. After this, friends, now we move towards Force Stop. The name is Atul Auto. Friends, Vijay has been with this company for a long time. This company manufactures and sells auto rickshaws. It makes diesel, petrol, CNG, LG and electric auto rickshaws.
The market cap of this company is 832 crores. Return on YouTube is 1.14%. Debt to Equity N 0.49. Friends, if you had invested ₹1 lakh in this company a year ago, then its present value would have been ₹29000. On the other hand, friends, if you had invested ₹1000 in this company even 5 years ago, today you would have got ₹86000, that is, you would have got ₹1000 in this company.
There would have been a loss of Rs 14,000. Friends, Vijay Kida Sir owns 20 lakh shares of this company, whose total holding value is Rs 79.9 crore. After this, friends, now we move towards our fifth stop, whose name is Neuland Laboratories. Friends, this company was established in 1984 and this company manufactures active pharmaceutical ingredients and apart from this, it provides other solutions to the pharmaceutical industry.
Its market cap is Rs 3592 crore. Price is a little point 4 percent. So friends, if you had invested in this company, its value today would have been Rs 265,000. Whereas, if you had invested Rs 1 lakh in this company 5 years ago, then today you would have earned Rs 4,500,000. Friends, Vijay Kida Sir owns some 2 lakh shares of this company, whose total holding value is Rs 42.3 crore.
After this, we talk about stock number six, friends, that is Heritage Foods. Friends, this company processes milk and is remotely related to it. It sells less product, that is, this company makes milk, curd, ice cream and saves them. Friends, the business model of this company is like that of Amans, this company also has the same model.
More than 3 lakh farmers are associated with this company, who supply milk to them morning and evening. Apart from this, friends, this company has 25000 retail outlets. The market cap of this company is 1955 crores. The price ratio is 3. Friends, if you had invested in this company, then today you would have made ₹13000.
On the other hand, if you had invested ₹1 lakh in this company exactly 5 years ago, then today you would have got only ₹64000. Friends, for Vijay Sir, this company has 11 lakh 13433 shares, whose total holding value is 24 crores. After this, we talk about the stock number along with Siyaram Silk Mill.
This company manufactures fabric and readymade garments for women. They have multiple branches like KMI, Hamster, Siyaram. And the market cap of this company is 2529 crores. The same is true if you had invested ₹1 lakh in this company 5 years ago. Friends, Vijay Video Sir has ₹55000 shares of this company whose total holding value is 27.4 crores.
After this, friends, now we move towards the eighth stock whose name is Elecon Engineering. This company was established in the year 1951. Friends, this company manufactures metal handling equipment and industrial gear boxes. Friends, you will be surprised to know that the Hali complex and Advanced Gear Box of Ins Vikrant were also made by this company.
The market cap of this company is 6366 crores. If you had invested ₹1 lakh in this company 5 years ago, then its present value today would have been 898000. Friends, Vijay Video Sir has 21 lakh 75000 shares of this company whose total holding value is 123.3 crores. After this, we move towards stock number nine.
The name of the stock is Sudarshan Chemicals. This company is an organic and Inorganic pigments and specific chemicals are manufactured, which are used in the paint, plastic, printing, and cosmetic industries. This company has a market cap of ₹3,388 crore. Price to ₹76. Return on equity is 5.3%. Debt to 99 points.
If you had invested ₹1 lakh in this company 1 year ago, its present value today would have been ₹14,000. Whereas, if you had invested ₹1 lakh in this company 5 years ago, its present value today would have been around ₹12,000. Vijay sir owns 10 lakh shares of this company, whose total holding value is ₹ 50.1 crore.
After this, friends, we move towards our last and final top, which is also an auto answer company, the name is Kal Brass Automotive Components. This company manufactures gaskets, cases, forgings, and suspension systems, such as Harley Davidson, Maruti Suzuki, Royal Enfield, Honda. They have many other clients as well.
The market cap of this company is ₹858 crore. Price ₹175000 on the same day if you invested ₹1 lakh 40000 in this company 5 years ago Vijay Kida sir has a last 61000 shares of this company whose total holding value is 11.2 crore rupees so friends these were the 10 people with whom I have talked now friends look here the big question is should we also invest in Incomplete so friends I would like to give you some advice here if you like any stock in their portfolio then first of all you have to understand its business, what the company does, how its business works, if you do not understand then right now friends you should make some kind of your own registrar otherwise friends I do not have any of these stocks available right now, do you have any stock in your portfolio that matches their portfolio then you can tell me in the comment area, after this friends we made another video of someone Ashish Kacholia, friends friends if you have not seen that video then please check that video and friends if you have seen it today If you liked the video then please do do this, so friends, now I will meet you in the next video, till then Jai Hind
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