저자: VijayKedia · 외국인
요약 보기
Vijay Kedia는 아다니 그룹 관련 질문에 대해 그룹은 좋지만 주가가 과대평가되어 있어 밸류에이션이 조정될 것이라고 봤다. 그는 아다니 그룹이 회복할 수 있다고 개인적으로 생각하며, 고든 아다니의 경험을 높게 평가했다. 아다니 그룹 주가는 2~3년간 1000%~6000%까지 올랐고, 시장 심리가 가장 중요하다고 했다. 은행의 아다니 그룹 익스포저가 크고, 과거 아닐 암바니 그룹과 유사한 문제가 보인다고 언급했다. 은행의 대출 부실(NPA) 문제가 아직 끝나지 않았다고 봤다. 이로 인해 니프티가 10~15% 하락하는 것은 큰 문제가 아니라고 했다. 아다니 그룹은 담보 제공 제한 등으로 자산 매각이 필요할 수 있으며, 과거 암바니 사례와 비교했다. 예산안에 대해서는 기대보다 낫다고 평가했고, 모든 사람을 만족시킬 수는 없으며 장기적 관점이 필요하다고 말했다. 보험 섹터에는 노출이 없다고 했다.
다듬은 글
, one more channel is it too, you can subscribe to both the channels, add the bell icon and select all and keep it, the link of this channel will be available on the i button above or in the description below, all the important news of today's day links are also given in the description below, if you want you can cover them too, friends, you all know that if we talk about the entire city market, then the only important topic here is what will be the future of Adani Group and their shares going forward, that is, will the group be able to sustain it or not and whatever if we talk here about all the big giants related to the stock market, then they have to do with the budget, recently the budget was done, if we talk about yesterday, then along with the budget, they are also being asked this question here that what do you think about Adani Group, so all of you People must be aware that if we talk about the very popular investor Vijay Kedia sir, he was also asked questions related to the budget.
Along with that, if we talk about the Adani Group, he was also asked questions related to it. So, what points did Vijay Kedia sir put forward regarding the Adani Group and what points can we learn from it? So let's focus a little on him here. As I told you, even if you do n't own Adani shares, what does this situation teach us?
If you like a particular group, i.e., if you like shares, then if you keep maximum exposure in a single company or in a group of companies, and relate your entire portfolio to that stock, then you are putting your entire portfolio at risk. Warren Buffett had already told us this earlier. So, we get to learn many such points here, right?
And this experience takes you forward in the stock market. So friends, as I told you guys, Vijay KD sir was asked different questions here, so first of all, obviously he was asked about Adani Group, whether he has any investment or not, then he said that look, he does not have any investment in Adani Group at the moment, the current position is here, he did not have it earlier also, even today there is no investment here, he made some points here, like he said that look, let's talk about Adani Group, these are his words, not mine, you can also watch his interview if you want, so Adani Group is good, but he said that the price of their shares is very high, which means it is overvalued, I do not think there is any need for its explanation, in 2 to 3 years the stock has increased so much, one thousand percent, one and a half thousand percent, Adani Green, so 6000%, Jaya has already discussed many of these things here that the kind of thing that is being seen, the share price is very overvolated, if we talk about it here, then he said that if we talk about the current situation So the market sentiment is most important, what the market thinks, what is going on right now, according to that we get to see some things, so if we talk about note out valuation, then even today we are seeing a lot of Adani Group's valuation here and the same valuation, I think, if we talk to Vijay Kedia Sir, then he said that the same valuation is getting adjusted here, adjusting means that if the rate of any share is this, its original value and if that share is trading at 700, then it will keep falling to 300, 400, that is, it will come down, so the same adjustment is going on that it will get adjusted closer to 0, all the shares of the group will come closer to their original value, you will see them coming closer to this, this adjustment is going on in the market right now, this is what Vijay Kedia Sir says, obviously he has been asked some more questions here like what do you think about Nifty What is Nifty and can it fall again because the market has got a reason to react to it because Adani Group has a huge exposure, you don't know, exposure means Adani Group is growing, we are seeing a huge exposure of banks in Adani Group, meaning they are also giving loans here and there are some institutions, they have investments as well, so as I told you that the current situation is a game of sentiment in the stock market, so if we talk as per the current situation, then we are definitely seeing some negativity here, along with that, if we talk about the thing that we are seeing here, that is, this type of problem that we are seeing, we had seen it before also, right and this reminded us of some things, I mean see, he has not taken anyone's name here, but this is a similar thing, we had seen it in some other group, if you look at Anil Ambani's group We see the same thing in them as well, almost like we are seeing in the Adani Group, to a great extent we saw similarities in Anil Ambani and Adani Group, so this is what he reminded us of.
He did not take anyone's name, I am just telling you these points from my side here, right? If we talk about it here, then definitely he told here that the biggest problem for the banks is here, which problem? Look, the problem that we saw in the loans of the banks, the problem of NPS was not over yet and due to this, if something goes wrong here, then the banks will be hit even more here, so definitely here we can say that there is a problem for the banks, it is going to happen here and if there are problems in the banks, then definitely if you see a decline of around 10-15% in the Nifty in the coming time, then it is not a big deal.
It will be right but it depends on the sentiment and the situation. He was asked what he thinks about Adani. He said, no doubt, for Adani, Adani means Adani, for Gautam Adani, if you see, it is a very big test for him, you can say it like this. He was also asked whether he thinks Adani Group will be able to survive this.
He said, look, Gautam Adani ji is a very big person and at present, he has 40 years of experience and further internal experience, so definitely he will find a way out here, he has faith in this here at the moment, but as he said, you can see, I feel that I am a very small man and according to him, if we talk, he is a very big man, his way of thinking is different, so according to that, I will never be able to match him, but yes, he will find a way out.
So, what does Vijay Kedia sir have here, he has a hope that because of Adani Group, he has some hope. There is no exposure, but he has honestly answered all the questions asked to him here. Friends, if we talk about it here, then yes, he was asked that the story till now is over, but what about what can happen next, so he said, look at the current situation, as I told you in yesterday's video, which video, where I had told you about bonds, if someone took Adani's bonds, then the credit said that we will not accept them as collateral, if you want, bring something else, we will give you a loan as per the security, so at this point, Vijay Kedia Sir has also said that the most important thing for Adani right now is the asset, right now they may have to sell the asset here because they need money, from where will you get the money, what did they do with the FPO, they refunded the money that came back, so Chidiya Sir has also said that if you check the FPO, then neither the retail minister is involved in it nor the employees.
So, there was no LIC and no bank either, so this tells us one thing that whatever was paid in full, no doubt, that refund has been done here, but all this confidence that was seen in the institutions, we are not seeing that here at the moment and because of this, if Adani has to collect the money back, then he cannot collect that money through the public right now, given the situation that has been seen at the moment, so as I told you, even if he gets eliminated, what can he do on a temporary basis, he can also sell the assets here because if he wants to take the business forward, then first he will have to collect the money, whatever temporary news he has, you will read here to settle it, he will have to make the payment, only then we can see all those things happening, so I have covered all the important points related to Adani here and he has also said that this thing had happened with Dhirubhai Ambani as well, you know, I had also made a separate video on this here.
So they are also expecting that Gautam Adani ji is very well experienced, he too can probably get a payback in a similar way. Friends, if we talk about the last point, no doubt related to the budget, some questions were asked to him here, it is written in just one line that Vijay Kedia sir has said that the budget should be better than what he expected, this is his view, so definitely a few questions were also asked to you sir, some people are saying that they did not like the budget, so this is what they have said in the counter that you see, you cannot keep everyone happy because there is one fact that if we look at it, it is a country with a population of around 150 crores, so it cannot happen by making everyone happy or making everyone sad, so we said that okay, if we look at this budget, then it is a short term budget only because this budget keeps coming here every year and we should have the hope of tracking things in the long term, he gave an example It is also true that if you try to modify your portfolio again and again just by looking at the company's results, then it will become difficult, but you should have a longer view here.
It is not the case that every company will show good numbers in every quarter, but you have to take a big scale, take the big picture, what is the overall performance of this company here? He was asked another question related to taxation, so he said that the government has tried as much as possible here, so it is okay, you cannot keep everyone happy, that is what he is pointing out and the third question he was asked here was about the insurance sector, which has changed, so he said that he does not track the insurance sector much and if seen, he does not have any exposure or investment in it, so he does not have much interest, so he did not repeat that point much, meaning continue forward here, so it was seen that today we got to see a short interview of Oral Vijay Kadhiya Sir, so if we talk about Adani, Definitely what do they think about these, I put all those points in front of you, one point he definitely said is that yes, he feels that this group can come back, yes, there can definitely be difficulty, there can be a lot of difficulty, things can even come up here like selling acid, but they can come back, this is what he personally feels, if you want, you can listen to his interview, you will get the same thing word for word, and if we talk about the budget, then his personal budget is better than expected, right, so you can read and see the same thing here, just like I did, if you want, you will find the same thing here, so I have put everything in front of you in a short form, in a little easy language, so if you like the video, you can like and share it, and if you have not opened a demat account yet, then you will definitely find the link in the description below, which card did you open through your link, mention it properly in the comment section, then all the lectures will be made mine, so Bye Bye for That's It
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