저자: VijayKedia관련언급 · 외국인
요약 보기
LIC 11월 프리미엄 27% 감소로 주가 하락 언급, 드론 사업(Gentech)의 성장성 강조. Map My India 자회사 논란과 Mistan Foods 하한가 등 페니스톡 리스크를 설명. FII/DII 순매수 흐름 해석 및 Vijay Kedia의 Grievance Cotton 매수 소개. 개별 종목 매수 권유는 하지 않으며 사업 이해와 자기 공부를 강조.
다듬은 글
Hello friends, Namaskar, I heartily welcome all of you to the SM KC channel. So friends, in this video, multiple things are to be covered and you will also get a lot of learning lessons. So, let's start first with LIC. So, if we talk about LIC, today we have seen a downfall of 4. There is a reason behind this and that reason is that friends, the premium data of the company for November has been published in the market here, where we can say that we have seen a drop from 35 to 4 here.
Okay, and if we talk about year-on-year decline in terms of a percentage, then we have seen a decline of 27 in its premium. So, due to this, if we talk about LIC, it has been beaten badly today. You can see that it is a very big stock, falling to 4. It has a market cap of more than 6 lakh crores. So, it is a very healthy stock, meaning we have seen a big decline.
The reason behind this has been told to Gentech. If we talk about it, Friends, if we talk, you can see that we are seeing the stock moving above 2000 right now. It had just opened above 2000 and the company also hit a new all-time high of 2097. This is the company's 52nd high, it is the all-time high, it is the day's high.
We are seeing tremendous performance here. We have covered this earlier as well. Again, I would like to say that covering never means that there is a recommendation. That is your choice. My only aim is that you should have an understanding of the business. So, let's talk about Gentech. You know, it is a drone company, it is doing very good work here.
It is a small-sized company. You all know that after growing so much, it has achieved a market cap of 18000 crores. Earlier, this company did not even have a market cap of 1000 crores. So, how do we know all these things? You should understand the business, only then will you understand. Just like how many times I have given you examples.
I also gave a basic example that if I tell you two places to sell ice cream, I will say go to the Himalayas and sell it, or I will say go to the desert and sell it, so where will you sell it? Obviously not in the Himalayas. Okay, so that is common sense of business. Obviously, after that, the numbers start to come automatically.
So, we should understand that the drone segment is doing tremendous work for this company and there is a huge scope left. The drone will become very big, but before that, there will be big declines in between. These whole dramas will keep going on here. So, right now we are looking at the performance of the company in the last 5 years.
You can get an idea here. Next, friends, we will talk about a company which was embroiled in controversy. You can call it whatever you want. Sea Info System Map My India. Okay, first, if we look at the chart pattern of the last 5 days, you can see that if the chart pattern is a little bigger than the first 5 days, it will be fine.
Okay, there was a first decline, then there was a recovery. Then suddenly there was a recovery yesterday, then today it fell again, so everyone knows the reason, yes, Bitus, a new business company has started, everyone got happy when it came to know about it, then later it was found out that it will not come under Map My India, it will be a separate private company in which only Map My India will have a 10% stake, the rest will be held privately by the CEO of the company and its funding will go from Map My India, brother 35 crores, and as soon as it came to know, brother, people got angry, the stock also saw a fall and later there was so much outrage that the company reversed its decision, so after that we are saying here, okay, what happens now, what is the problem with this, that the management who stay here, okay, related to this, I mean, such a good business, everything is seen, then we get to see a question mark here, although this is not any illegal activity here, but if we look at it, then you cannot file any such case on it, but still, one thing is said, one The promoter has a responsibility and we get to see that and when such outcomes are revealed here, so it has happened now, whether there will be any different things in the future or not, a question mark definitely comes on this and due to this thing, even today you can see that we have seen a little bit of decline here, now let's see what exactly happens in the future, but yes, in the last four-five days, we have been here, we have not seen any good performance related to this company.
If we talk about War Energies, today we have seen it running at 5.55. We already know that these companies have received orders for PV models related to Massive Solar and we are seeing more such orders in the pipeline, although there has been no official announcement on that. Till such official announcements are made here, the company is going to perform well here.
However, someone has asked the question that Sir, we have just seen War Energies in America. They also do business in a good way. Due to the arrival of Trump, we also saw the decline in this company. Yes, definitely, but will this have an impact on the overall business? Majorly, their business is still mostly in India.
No doubt, they focus a lot on exports here. But as I said, there is so much scope for this business to grow in our country itself. What can I say? So, there is a very long innings here. And when we talk about a long innings, friends, there will be big exams in it. Meaning, any stock will go up from left to right.
It will not go like this, it will fall very hard, then it will take out half the people. Okay, then after that there will be a little recovery, then it will fall hard. Okay, doing this, doing this, going up like this, it goes up here. This is the journey. Pick up any stock in the market and see. So again, I am saying friends, if you have a business- oriented approach, then it is fine.
If you have only a price-oriented approach, then you will see frustration here because the price keeps changing. Yes, brother, that is not in our hands. Someday, big exams like Covid will come and send the stock plummeting to 60-70, then the situation will only get worse. Brother, someone who doesn't understand business will simply fold their hands to the market.
So, you should know these points. I am telling you each point. Note it down and move ahead. Friends, there has been a hat-trick regarding Mistan Foods. Lower circuit on top of lower circuit. However, the circuit has just been extended from 20 to 10. Therefore, there has been a slight decline here today.
So, we all already know the reason. No doubt, they will go to court. Whether they will do something legally or not is a matter for later. But the important thing is the learning lesson that is formed here. I have told you many times, you should pick up any of my penny stock videos and watch them. I have always taught you this point.
Yes, you should look at the scrap type of experiment. If you have to do it here, go to any company, go to penny stock. Never forget that it means that Such things can happen in a company at any time. You got to see this live example right now. We have seen many such things before as well. Okay, this is not the first thing of today, perhaps it may be the first thing for your experience.
But this is the biggest point in penny stocks, which I teach you again and again, that anything can happen at any time. Okay, it happens in big companies too. But as I told you, if you bring one example, I will show you 1000 examples here. Okay, so anything can happen everywhere. Large cap companies also get blown up, they go bankrupt, they also get destroyed.
But you can hardly count that many examples on your fingers. You will run out of fingers here. There are so many examples, that is why I have always taught you that if you have to go into such strange companies, then go carefully. If the money is small here, okay, right now no one If someone has invested Rs 100-200, it wo n't make much difference.
But if someone has invested a huge amount of money, his situation will worsen. And usually, if someone invests so much money in such companies, then there is a higher chance of them being an emotional investor. Emotional investor means that they don't care much about the fundamentals, P&P, or balance sheet of the company.
They will get carried away by emotions. They will say, " Brother, it's falling, no problem, we will keep buying here." That's their wish. The money should be yours. The add-on should also be yours. But this is emotional buying, isn't it? Friends, it won't let you play in the market for a long time. Okay, I have always told you that you should have an understanding of business.
You should understand where you are going. I also have many companies of this type, but it is very limited. There will be four quantities or five quantities. Why, it's okay for learning purposes and you have to go according to earnings, brother. There are good quality stocks lying there and the focus is usually on that.
Next, if we talk about FS, DI activities, then let's talk about FS, friends, then today they have bought goods worth Rs 1300 crore. If we talk about DI, then they have also bought goods worth around Rs 600 crore here. Okay, both of them bought in the same direction today, that means they took a decision here, we are seeing a good point, so definitely we can say that the goods which AI had sold in between for Rs 1800 crore, maybe because RBI did not cut the rate, due to that displeasure they might have taken this decision here, but we can see again, if we talk about Nath December yesterday, they had bought goods worth Rs 700 crore and today they have clearly told you by buying goods worth around Rs 1200-1300 crore, that means the pattern which we were seeing, after minus minus minus, the direct plus does not start.
Yes, minus plus minus. Plus can be seen, so in the same category, we are seeing the end of November and the beginning of December here, this is a very good sign that in the coming time, they can return here, no doubt, for that we will have to wait for the meeting of FOMC to know exactly what they do and again the same thing I would like to tell you that FIs and Ds keep coming and going like this, neither they will permanently exit nor they will permanently buy, so we should also know this point, then if we talk friends, about the very big investor Vijay Kidiya Sir, you all must be aware of him, he keeps sharing a lot of quotes related to his investment, his experience, that experience is quite tremendous, that means the things he tells are very helpful, anyway, if we talk today, friends, you can see that Graviance Cotton stock went up to 185, why, the reason behind it is the same Vijay Kedia Sir, why because He bought around 12 lakh shares worth around 25 crores.
He has taken a stake of around 1/2 in Grievance Cotton here, so if you want, you can study these companies. I am saying again that no one has to blindly copy, you always have to study. First of all, I think about which sector the company works in. Well, this company works in capital goods, non- electric equipment, engines, that is, talk about Cummins India, talk about Kirloskar, talk about Crevis Cotton, Swaraj Engines, the company works in that segment, so why did they choose this segment, so in this way you people have to do further study here and try to know other things as well.
And yes, they usually invest in small companies, so you can also look at this company. It is a small company with a market cap of 6000 crores. So obviously no one has to blindly copy. If you watch the interview of Vijay Kadiya Sir, he himself says If you look at someone's portfolio, I would like to say that there will be 15-2 companies for example, then obviously if you choose one company and place a bet on it, then you can also save yourself, okay, because there are many such companies in which he had suffered losses, he himself used to say in many interviews that if you are going to copy someone, then either copy their entire portfolio or don't do it at all, otherwise what will happen, who will rise and who will fall, no one knows, okay, in fact, copying is wrong, as I told you that things keep happening in the short term, the day you face a setback, you will leave the market, in the long term, if you want to survive in the market, then just do self-study, only a person who has confidence in himself will remain in the market, okay, you should always take these points as your mantra, so I hope friends, you covered all the important points here, you found the video helpful, if you want you can like and share, see you in the next video, till then, bye
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