저자: VijayKedia포트폴리오소개진행자 · 외국인
요약 보기
한 줄 결론: 영상은 Vijay Kedia의 정부(BJP 관련) 포트폴리오 종목들을 소개하며 장기 투자를 권유하지만, 구체적 목표가나 단기 가격 방향 예측은 거의 없다. 전체 취지: 자막이 자동인식 오류가 많고 발화가 산만하여 핵심 수치의 상당 부분이 불명확함. 영상은 2023년 8월 30일 기준으로 제작된 것으로 보임. 아툴 오토(Atul Auto): 전기 삼륜차 테마로 인도의 테슬라가 될 수 있다고 주장. 주가가 많이 오른 상태이며 최근 차트가 과열된 모습이라고 언급하나, 23% 하락 가능성을 언급하면서도 매수 가능하다고 권유. 긍정적 관점. 어포더블 로보틱스(Affordable Robotics): 로봇 자동화 장기 성장 테마로 소개. 시가총액 약 822억 원 수준이며 현재 가격은 비싸다는 경고도 함께 언급. 단기 매매보다는 조정 시 분할 진입 관점. 엘리스 엔지니어링(Ellis Engineering): 선거 관련 엔지니어링 성장성 언급, 시가총액 약 1만 억 원대, 주가 상승 여유가 있다는 긍정적 관점. 장기 보유 의견. 하리티지 푸드(Heritage Foods): 유제품 가공 회사로 지역 브랜드 강점 언급. 최근 2분기 실적 회복 관점에서 긍정적이나 과거 코로나 시기 적자 이력 언급. 인벡터(Invator): 건물 온도 조절용 엔지니어링·제작 업체, 고객사 대기업 언급, 밸류에이션(PER 약 41) 부담 지적하며 신중 접근. 마힌드라 홀리데이(Mahindra Holidays): 마힌드라 그룹 계열, 과거 부진 후 주가 회복, 52주 고점 근처 400 부근, 추가 상승 여지 언급. 뉴랜드 랩스(Newland Labs): 원료의약품(API) 제조사, 최근 실적 개선 및 상승 흐름, 부채 없음 언급. 긍정적. 펫로 엔지니어링/패턴 엔지니어링 계열(Patel Engineering 추정, 자막상 불명확): 인프라 수혜 기대 언급, 저평가 및 3~4배 상승 여지 주장. 긍정적. 트레이닝/프리시전 계열 자동차 부품(자막상 명확하지 않음): 자동차 부품 업체로 자동차 업계 경기 민감성 언급, 추가 진입 시 조정 대기 권고. 신중. 리포 인디아(Repro India): 출판 인쇄 기술 혁신 및 현금 회전 주기 단축 언급, 과거 대비 주가 큰 폭 상승 후 여전히 매수 관점 제시하나 고평가 리스크 존재. 병원 종목(자막 불명확, 대형 병원 추정): 외국인·유명 투자자 지분 언급, 장기 보유 관점, 현재 주가가 비싸지 않다는 주장과 고평가 가능성 혼재. 리스크·조건: 자동차·인프라 등 경기 민감 섹터 의존, 고평가 종목 다수, 자막 오류로 종목명·수치 신뢰도 낮음. 출연자 전망: 진행자는 장기 10년 이상 보유를 권유하며 전반적으로 낙관적. 단, 구체적 목표가는 제시되지 않음.
다듬은 글
Friends, welcome to you all once again. Today in this video we are going to talk about how many stocks are there in the government portfolio of BJP in Vijay Kida city. If you should invest in them, then you should invest in a systematic order because some stocks have become very expensive and some stocks are exiting right now and some stocks have just increased their percentage.
However, there are two stocks which have not yet reached the social media because the government has also done a state purchase but because of less than 1%, even that 1% which is supposed to reach the public has not yet reached. So I am going to tell you in detail, so what you have to do is watch the video from the beginning to the end and the basic fundamental points of each stock here, on the basis of which if you write it in your copy, then you will be able to invest for 10 years, if not for five years, from here a very long journey of multiverse is starting, which is a very big saying of India, so you should invest there in a systematic order.
You will get a very good account and earn money and financially, if you get something for free, then I want to tell you that you should invest in small cap companies which really have the potential to grow from 20x, 25x and 100x from here, that is only and only for Vijay in the government portfolio, which I will share with you here, so do listen to this video from beginning to end, so what am I going to do for these, I will take the scanner and share the entire list with you, why do you have to sell, at which price do you have to sell, what is the current trend, what was their price, I will explain everything to you one by one, so friends, first of all, here Guruji's number one share, where his maximum stock is lying, is Atul Auto, friends, I will try to give you a little information here, so if I come to the scanner here, in many such social media, there are many things ready in the Atul Auto market, so if we come here, Atul Auto, if you see, today there is a 10% investment here, then you have to say the share here Atul Auto is going to become the Tesla of India in the future.
It is in the rickshaw, the theme of electric vehicles is going to come for a long time, so Auto will prove to be the biggest name here and right now you are feeling that Atul Auto is a little expensive, after all it is not like that, if you look at it for 10 years for personal, then obviously you will find it cheap, however friends, here you will also get to see the market, you will get to see a market of only ₹1300 crore, and here a lot of Sir's stock is lying, if we look at the public, then for BJP, Sir's 14% has gone up to 15% right now, then if we add their Kida Security Private Limited, then they have 16-17% stock lying here, so the biggest and most nutritious is here, Atul Auto, so here the electric vehicle is playing for them, but one thing if you look here, recently or this chart has become quite jammed, so should you buy now?
Yes, absolutely, if you get a chance, you should definitely buy it. However, we will see that at the lower level, from the level of 1070, it is currently around ₹5570. So if you think that if you buy from here now and it will fall by 23% from here, then there is no problem. You can definitely buy because there is also excellent volume.
This stock is ready to go very high and it will be ready to give you a lot of money in the future. Okay, and a lot of good changes are happening in this company. You should definitely watch the video of this company on YouTube for this, friends. Then the name comes here: Affordable Robotics. If we go here, you will get very good information about Affordable Robotics on the screen.
So, if we click here on Affordable, then yes, Affordable Robotics and Automation. Friends, let me tell you one thing, it will take a lot of time for everything to become automated in the field of robotics. And India has started doing this. So, Affordable Robotics is a very big name. You can also see the market of this company here.
It has just come in at 822 crores. Okay, even at this time, 381, this is not cheap at all. A warning has also been given in the city because see, one thing here, if you go to the public, how big is the stock of Lion. Here it is 12%. If you see, Sir's stock here has become 15%, it is 12.07%. Sir has also given a warning here once.
Lion can also send some money here. Karan, as you can see in the quarter, there is a little bit of percentage in the current two-three quarters, it has also been taken out here, so here in the rest of the balance sheet, it is very good for long term goals, but if you go and understand it, its 52 week low is 132, it is currently running at 864, but here, there are very few companies in robotics, which are run by very excellent management.
If you want to know the fundamentals of this company, then definitely comment and tell me, I will tell you in deep details because I have been collecting all the information related to this company for a long time and what is its growth. So I will definitely share this with you. There is a video of Sir related to this, you must watch it in the interview.
Whatever the fundamental point is, I am going to tell you in the next video. If you want short term investment right now or the lion has come running a lot, then you can do a little collection on this, otherwise it is possible to have a consulate at one place, but if you feel that I am going to play here for 10 years, then wait a little, if you get it at the lower level, then you will definitely get a chance to participate in this shower.
Yes, obviously you have to invest money only in the mood of ship, so friends, at number three comes Ellis Engineering. Elligan Engineering gives a lot of feedback. If we come here on the screen, then there is a lot of difference in engineering here also and the growth prospect that is going on here, it reduces elections in almost all the places in the country and outside the country and you can also see these, the market is around ₹10000 crore, those stocks are also trading near 36 right now, but sir, it has still not become expensive.
But if we go into their investor side, you will be able to follow one thing: how much Vijay sir still has in the public is 1.78% or you have reduced it a little bit. Earlier he had 1.19% stock, now he has 1.7%, so it has started getting a little expensive. Personally, I too have invested a lot in this company a long time ago and I am still holding it.
I will hold it as long as sir is there. Friends, the balance sheet here is very impressive. If you look at the returns of this company, you will see it to be excellent. Sales growth is increasing very well. The return ratio is above 20 and due to the profit also increasing very well, sir has full confidence here.
He has come a long way, everything has just started, it can go very high. The price is 100 right now, it can also go to 8000. It will take time. I am talking about 10 years, but if you can understand, there will be no internet in giving you a surprise 30-40% medicine from here, then definitely you can buy here now.
Then if Friends, here comes the name, if you will see which is the next name, the next name is Heritage Old. A lot of money is currently entering this sector. If you look at the companies of this sector, then you will definitely feel that it is really a good company or is doing well, not recently, in this very place, it is a milk processing company and some of its products have become famous or in the regional zone and it also has a good special brand.
If we go to its website, then we can see that it has a very beautiful website. Yes, see here it has its own brand. Along with the brand, it is good here, meaning normal people have also liked it. In the way, if the acceptance of this product increases, accordingly, you will see a very good increase in its share price.
I have to do it for a very long time. Earlier, this percentage was 1%, now it is 1.2%. Recently, in two quarters, it has also increased this percentage. So if we go to the return on equity of this company, then what can we see? We can see that here the sales growth is increasing with consistency. It is currently running at 17%.
The TTM ratio in this is showing 8%, 16% in the past and 8% in the current. So, people have just started investing in this sector especially because the price of milk products has increased here and the sector is crying, so this can become very good because friends, if you see the market, it is worth 200-300 crores and is still running near 34.
So, in whichever company is in this sector, you will get this company in reasonable value because if this company is in the FMC sector and you know that the price of MG is very high, then the price of piracy here increases recently. If you look at them, you will not get to see 5 years because during this time, their profit had reduced because they had faced problems due to Corona, you will get the average there, which means even during the time of Corona, this company had completed one year of loss making, yes it happened in March.
Because of which there is a problem, otherwise, in the rest of the time, there is increasing data, so there is a possibility of a lot of money entering this company in the future, so this heritage food can be a bed, in whatever mode, money can be invested here, it can give good returns in future and the company gets it, it is showing ratios of 2.3 5, so there seems to be a good opportunity here, then if we go to the next city, what can we see, the next city is Invator, if we look at the first cut, then in Invator we see what is this, like in many buildings, especially in foreign countries, for temperature control, an engineering and fabrication is used, whose growth is very high in the future, I will tell you that the clients of this company are very big companies like Reliance, TCS, so look at its market potential, if you see, the market potential is around 400 crores, they have a very high investment here, its balance sheet is you You can see that the reserves have been increased and how much the borrowing has not increased from within, you can see in this company, there are investors, let's see here, Vijay Sab's share is 10.6%, still he has not reduced even a single share, but here also you have to follow, if any share gives very high returns with consistency, then the share can reduce its share, if it reduces then the share price may see a slight decrease of 20%-30%, a big risk, after that here you can see the pig ratio, that is, sustainable, that is, 41.4, it is so expensive, so this can be a little troublesome, so we have to reduce these carefully and in how many ways, how well this company is getting water from big clients, you will have to follow them also, if we move towards the next city, then here we can see the name of the company is your Mahindra Holidays, so Sir has a very good city of Mahindra Group here, which is in the Holidays company, you are sitting in a very low level, I have hall, if we or anyone Tell me, there are also shares sitting here and here you can make a good amount of revenue, that is, money, if you see how many shares Sir has, Sir has 1% shares and it has been there for a long time, the order sector had not done well for some time and Mahindra Group is a very great group, and now you can see the share price which was running around 250, where is it running now, it is running near 400 right now, so this has also given returns and here there is more buy opportunity, the market cap is 8000 and you have to keep your strength at a very high level, its 52 can be seen, recently it was taken from here at 480 and it is running at 400 now, so after 400 it can go even higher, in the way if ICC World Cup comes to India, then this can also make a very good profit here, how do I personally feel, that is why I am sitting after doing a halt, then we see here Newland Labs, this AP company also does share halt, so if we go or in Newland Lamps, then we here What can we see in Newland, if we look then Neural Laboratories manufactures AP and right now it is trading at 3800, so if we look at the stock, its market cap is running near 22, it had placed a high near 4992, 4380 which I was telling you is probably moving in a very upward direction, so there can be a little big Dr.
A here, who is with this company, yes there are a lot of FI stocks here, if you go and see in public, there is Mukul Agarwal and you can also see here of Sir, 1.25% stock is here, has Sir reduced it a little bit here, so I don't know, the data is showing here, a very good jump has been seen here in the last two quarters, but yes friends, it is very good here, where the pay tax was around 800 at one time, if it becomes five times, then some perfect booking is done, however here in AP, these small companies can do very good work, you will have to believe in the promoter and proceed, there is no debt.
He is still saying that it is not expensive, the industry price is near 28 and the stop is also running, it is near 22.7, so I can share this bike with you in the next time, then friends, I remember the next share, it is here near Newland Club, yes Petrol Engineering, Pattern Engineering has now become the point of all the social media, Padal is such a city which has given a lot of money to the people, so you will find many videos of this company on social media, although friends, when the share was interviewed recently, he said that its price was low because at that time the price of the share was 800 and the brother-in-law bought it for 15 rupees, so the value of it is supposed to be less, but what will happen in the next time, the government of Modi ji is talking a lot about infrastructure, so it seems from where can this city give multiplicity, the way they had built Tejas, so when we look here and go to the public, we see that KDS Security has 1.6% stock, so especially here in two quarters, I have invested and am doing well, but what is it, I personally do n't think I am going to withdraw it here because it has n't even gone that far yet, 3x, 4x, what, this is a very cheap city, so you can see a huge opportunity in this in the future because this company is continuously doing this by acquiring water and there are big investors here who are interviewing, so I think this stock can give many times returns from here, so we can play on them, moving towards the next stock, so here we can see the name is friends Training Command Precision, if we talk, then this is also a great leader company in auto accessories, and friends, if we look here, then Sir had said a very good thing in the name of the President of Precision, this does very good work not only in the country but also outside the country and which is very important for the vehicle, this is their connection with Atul Auto or what Sir had recently shared in his, so all the vehicles of Tata Motors and Mahindra Guru company, all the prizes are there for tomorrow A lot of money is expected to enter this company.
What is the market doing right now? The stock is worth only 2500 crores. This has also become a bit expensive. Edward, from here friends, you can see a big jump in Aarohi, C, Aroca and all the other Aarohi stocks. But friends of the wind, the stock of Industry PC is running expensive here. Yes friends, absolutely.
And here the stock is not giving a lot of returns. You can see here at one time, it was 35 rupees here, what is it doing now, it is running above 250 rupees. You should not keep it for a bit. But if we look here, Sunday has recently entered and the price at which sir has entered is low or that is low, that means sir has not entered, it is around 18, so you can make your profit from this.
But definitely you will have to follow this thing friends, this is related to auto, so if there is a downfall in the auto sector, then it can be a little difficult for you, so you will have to be patient at that time. Okay, so if your invested capital here is even 50% If it decreases, then if you have the power to hold, then you must buy Repo India.
I made a video in detail about it. Now definitely follow that. Deep in the details of fundamental analysis, the lion has run even after that. Once I had done it around ₹300, around ₹360, now it is burning only ₹800, so very big fees are being seen here. An innovation has come in the printing business, this Repo India, I don't think personally, Repro India was going to be much higher than here.
What is happening in the market right now, see, it is running around only thousand crores. However, the technology that these people use here, the operating cycle of many publishing houses, the cash conversion cycle, is decreasing. You can see how the cycle has become one-third from 84, now see, from 2007 it has become 59, so it is bringing a big revolution.
Date is D Think, Publisher N Group, they have to do this about the company or their technology. This can be of great help, so there is a value buying here, you can see it separately, you can go and see in the public, sir, you have put in a little effort, but look, they have been buying the patience share since 2018-19 and now they are getting profit, that is, you can also see other big personalities here, Madhusudan Kela ji is there, Ashish Khajuria ji is also there, so you have to keep an eye on this city also, I know such teachers, many books, many institutions are typing with them, so this center will earn a lot of money and its market price is going on right now, there is nothing on the internet, this is the power of such a highway, so friends, let's move on to the next city, so here we can see the name of the next, yes this is the last name, this is a hospital, so you can see the spelling in this also, if you follow here, you will not get the name here, which I was saying, I will tell you in which share will not be available, but friends, in this Sir, less than 1% of the stocks here are big, that's why you don't see these names in the public, but if we go into investment, especially if we go into trading, we will see two very big names, so you can see Equity Experience India Private Limited, this is a very big name, Paranjabi is sir, who is a friend of Vijay sir, he is a very famous investor, he had invested here, now let's look at the quantity of six lakh ten thousand, and this is a very great company because this company works in two films, this company works very little in this film, this is one of the top hospitals in India, which is in surgery, so this actor has a lot of money, there is no possibility of the market, it is very low, the stock is around 200500, you can also see, it is definitely getting a little more expensive than the industry because the shares have doubled, come and call now, the stocks are big, this application is saying 1.1, whoever works gets a good amount of money, okay friends And now you can see that this lion has also doubled.
Where did you get the 38 color? It is available near 140, 200, 30. So if it decreases, then you should definitely buy it. Its balance sheet is inside. Look at the fundamentals. What can I say about fundamentals? These big celebrities did not invest. So, only after keeping the fundamentals and management well in mind, I can only tell here whether its valuation is still cheap or not.
If you hold it for 5 years or 10 years, then definitely what has happened now is nothing because right now its price is from 26, so this will be their tax. You will not even know about it because India's growth story in the sector, a lot of money can enter into it. So this is what I meant to eat. If you are also an Andhadhun fan of Vijay Video Lion like me and you feel that you are in the mood for this, Sir, I will invest money all over the city, as long as Sir is there, then you can invest here.
This is what I do and I made a good amount of money. Hai thank you for watching d video
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