저자: VijayKedia · 외국인
요약 보기
장기투자의 복리 효과를 강조하며 중소형주·고위험 투자로 다배 수익을 낼 수 있다고 설명. 인도 Vijay Kedia 포트폴리오의 상위 보유 종목(오토·통신·엔지니어링·보석 관련 기업)을 소개하며 사업모델, 재무, 지분 변화, 차트를 분석. 특정 종목 매수·매도 추천은 하지 않고 검증을 권유.
다듬은 글
. So how are you all? Look, every time and everywhere we hear one thing about long term investment. Look, long term investment is not within everyone's reach. Everyone thinks that I should invest money quickly and make money quickly. So, based on this thinking, what most people do is they trade and that too intraday trade, work on futures and stocks.
But there are some people who have earned multi-beggar returns by investing on the long term and their name is seen as a successful investor in India. So look, the power of long term investment always works according to the compound object. So the compound object is called one of the six wonders of the world.
So, long term investment will build your success and that too, you will see a high growth force situation. Only then the question will arise that Sir, I want to invest for the long term, so where will I get it from? Which company will you get? What is the guarantee that it will last for the long term?
Look, first of all let me tell you that in long term investment and short term, if we look at it totally, there is no such thing as a guarantee on the total stock market. Those who are coming with guarantee that there will be guaranteed returns here, according to me, they are talking nonsense. Yes, you can say that sir, I will invest in index funds where my chances of incurring loss are absolutely zero.
Yes, this is true. If the economy grows, then index funds will always grow. If you are a risk player who wants to earn multi-bigger returns by taking risks. Look, if you want to earn multi-bigger returns, then for this you will have to take risk. If you want to earn average returns, that is, I get a return of only 12 to 15 per 15 and I do not want anything else, then accordingly you will have to choose index funds in the same way as there are index funds like Nifty Nifty 20.
What I mean to say is that whenever you go to work, you always have to remember one thing that the company On what basis are you going to work, for the long term, whether on a high risk company or on a low risk company? Today I will talk about the person who has earned multi-way returns by making high risk investments and will discuss some of the companies related to it in which he has invested the most.
I am going to talk about Vijay Kedia ji, you should watch his interview, he always said that till date I have not invested in any large cap type company, I invest mostly in micro cap, small cap, mid cap category companies because he says that if you want to make money from the market, then you will always have to find the company in this way, that means do not invest in any company, do not do it like this at all, you have to invest only in those companies which can give you a multiple return in the future, so there is no guarantee that they will give multiple returns.
Let us assume that you have a total of Rs 100 in your portfolio out of Rs 10000, even if you do not make even a six. You can earn multiway returns on the other four companies, but what to do is, you have to stay invested in these four companies for the long term. So let's quickly start with this person.
Today, I will discuss four companies in which this person has the highest investment. That is, Vijay Kata ji has four companies. Look, he has many companies. I will discuss four companies in which he has the highest investment. So, first of all, I will talk to you about Vijay K.K.'s portfolio. Look, his total network in 2015 was around 264 crores.
The same network has become so much today, around 1400 crores, around 1475 crores. So, think, from 2015 to 2023, at least, it has been 8 years. In 8 years, from where to where has he travelled? This is the power and that too of a compound object. And that is why you will always have to work by taking some risk.
Look, I will not ask you to take any risk on any company. If you want to take a risk, then Take it as per your understanding, the main purpose of this video of mine is to make you understand how a company should be analyzed and worked upon, so first I will discuss about the company which has the maximum holding, its name is B.K.
Ji, every person knows about its product that in the auto industry, this company has not left auto from any category, so whether it is on electric, whether it is on petrol, diesel, whether it is on CNG gas, this company sells autos of every category, so there is a total experience of 30 years in this field and the company was started in 1970, so see the company launched autos of different categories in the market, the speciality point of this company is that the company itself sells and also provides services itself, perhaps that is why I feel that I mean K.D.
Ji invested in this company, the company is working in 21 states and the company sells its products not only in India but also to foreign countries and the total should be seen So, the service point is that it has 365 service points in different cities, so it can become a high growth company in the future because this way the demand for the product will increase.
Look at the total market size of the company, it is around 100 crores. The company sells almost top five three-wheeler category products. The company is selling products to 15 countries and the company sells products in multiple categories like petrol, diesel, LPG, CNG, electric, in this manner, meaning no product category is left out.
The company has sold more than 1 million vehicles and the company has models of 15 different categories. So the company has 320 touch points. It is a high growth company in the future. Now we have to see how strong the financials of the company are. If I talk about the financials, then I found the valuation of the company to be very high.
How high is the valuation and there is only one reason behind such a high valuation, that too Vijay Kidiya ji. Because if I talk about his investment, then you should pay attention to this thing carefully. Only after looking at it, everything will become clear to you. Look, earlier they had holdings of only around 7 per cent.
In 2023, in September 2023, they increased their holdings to 18 per cent. From just 7 per cent, they increased their holdings by almost three times. When the holdings increased so much, along with that, they also increased their holdings in KDS Securities, a private limited company. So, there was so much investment in Atul T.
That is why, from big investors to the retail public, everyone is continuously buying this company. I will definitely give a disclaimer, if any big person has invested in this company, then you should also not rush towards that company thinking about that. You will have to verify all the information about the company and then work on it.
Now, let me talk about the balance profit and loss of this company. Look at the profit and loss of the company, the sales are fine, but the expenses are so high, due to which there is a huge impact on the profit margin of the company. The company made profits but there were losses in between. Even if you do this, the company still hasn't become that high stability company.
The company showed you negativity in sales growth and profit growth in the last year, that is, in the current year, the growth of the company is decent, the rest of the percentage of seizure gave a good return, so what is your opinion on this company, definitely comment, so look here, this journey that you got to see, this journey was actually bought by Buzzfeed, and after that, a long explosive performance was seen, and from the time the company started, look at it, it went into an upturn, then there was a correction, and then it went into an upturn again, so it is a small company, so before working on it, you will definitely have to look at all these things, so let's talk about the next company, its name is Tejas Network, see, Tejas Network is a TA Group company, if you research this company, it is a TA Group company and the business model of this company is very strong because if you look at this company, then radio access network means we send all the products from one place to another through phone and email.
The company is working on the radio access network and the company is working on 4G 5G network. Along with that, if you see, the broadband access that we use internet at home, internet in the office, then this company also provides broadband access for that. Along with that, optical and data network, optical data network is very important because in the future, all these visions are going to grow the fastest.
Perhaps that is why Vijay Kedia ji also invested in this company and I have already said that S Network is a Tata Group company and this company has the chances of being a high growth company because the projects of this company, the work of this company is very high growth company for moving forward because the company is working on the same project, its chances of moving forward are high.
So if I discuss about this company, then you can see here that the market cap of this company is around 14000 crores. There is a lot of negativity on the company, the income is also negative, but there is not even a single rupee of debt. If I talk about the profit and loss of the company, you will not see any decline in sales.
Every year the company is increasing its sales. Due to the high expenses of the company, the profit margin of the company is going into negative. Why is the expense so high now? If you look carefully, the company is incurring the highest expense in material cost, which means the company is incurring more cost on maintenance expenses, along with that the employee cost of the company because in this way, if any company is working on the network in the telecom sector, then its expense will be seen the most on employee cost and material cost.
That is why the company which was a profit making company has now become a loss making company. Still, the sales growth of the company is good. The growth of profit was seen quite well in the last 3 years and the company has also given you a good bang return and as an investor, look at this company, every person from FSDA public has invested, so how much did Vijay Kidde ji invest?
Look at what Vijay Kidde ji had holdings around 1.89, so Kidde ji had a good amount of holdings, first look he had holdings around 4, now he gradually reduced his stake a bit, now let me talk about the technical charts of this company, you will see that since it started there was a big correction, after that gradually see the company is going up in ten and continuously going up, so you will definitely have to think about this company for the long term, only then you can make some money, see there is no guarantee of this 100%, you will have to work only after researching the company, my job was to show all the information, it is your job to verify and work on it, the next company is a very good company in which Vijay Kate ji has invested, it is an engineering company and this company is in a good high growth situation, so let me tell you the first name of the company, Elikan Engineering Companies, Elikan Engineering Limited Company, first of all I will talk about the product of this company, let me discuss the product of this company All the engineering companies manufacture engineering parts and spare parts, whether for vehicles, workshops, or large machinery.
In this way, engineering spare parts companies manufacture them. If you look at the sectors to which the company supplies products, you will see that it is working on steel, cement, sugar, and plastic. The supply industry, which is a multiplier industry, is supplying to industries to which the company is supplying products.
You can see that it is working on the defense sector as well as on the rubber sector, as well as on the mining and power sector. This means that it is a high-growth company working on different diversified sectors. The demand for this company's products is likely to increase continuously. The company has spread its distribution network not only in India but all over the world.
The company has a total of more than 100 distributaries and dealers. The company has set up four different manufacturing units and four different sales offices. In Pan India, the meaning of the company is customer and 35 customers are its representatives and now if you look at it then on world basis the company has made presence in the market totally globally where there is Australia, South Africa, USA as well as Italy, United Kingdom, Netherlands, Denmark, Sweden, Finland as well as Germany, Dubai as well as Singapore, in this way the company sells its products in different countries, you can call it a high growth company and the most stable growth that I have seen in this company is its customers, look at the gear soft company that sells it, look at that too, there are so many big players in India, there is Adani, along with this if you look at Wel Kunchan Safford, in this way there is Electricity Department, NTPC, Jindal Steel, Tata Steel, so in this way the biggest players are its customers and if you look at MH E products then there is Adani, Wel along with that there are some companies from Saudi Arabia and Dubai as well, along with NTPC, Ultratech Cement and SAIL, Power Company, Turban LNT is also its customer, so so many big players.
If you will see customers on this company, then the customer base is very strong, on that basis you will see the chances of the company's growth also very strong, so I will share one more point with you on the companies, its growth is quite good in the global market, around 4.5 percent, so the company's growth is around five percent on the AC Pacific and in India, the growth on USD basis is around 4.9 percent, so in Asia Pacific, India is seeing the highest growth, followed by Japan, then China, then on other countries, so I am giving you a detailed data on the company because Vijay Kid ji has also invested a lot on the company, so how much investment does he have, if I talk about Vijay Kedia ji, then Vijay Kedia ji has holdings of around 1.6 percent, right now if I talk about the performance of the company, then the market cap of the company is around 10000 crores, the valuation will appear cheap to you, the RC R will appear best to you, the income is tremendous, the depth is absolutely zero and The promoter of the company also has significant holdings.
If I talk about profit and loss, the company is consistently selling above the same range. Expenses were also controlled. On that basis, the company kept increasing its net profit continuously. At one time, the company was making profit in two digits, today it has taken the profit to three digits. Sales growth is also good, profit growth is also excellent, hence the company has generated good returns as well.
If I talk about the chart pattern of the company, then before Covid, this company did not have much growth. After Covid, this company performed explosively. During the time of Covid, the price of this company was around ₹ 3030 and today, if you look at the top level from the same range, then the company has given a return of almost 38-100%.
So, a return of 38-100% means that the company has generated returns 38 times. So this is just the beginning, there is still a long journey ahead. So what is your opinion about this company? Please do comment on this. The next company in which Vijay Kitej invested is called V-M Products. The company also has business in it.
The company is also working on gems and jewellery. So the company has presence in the global market and most of the company's business is done in the US, UK and Germany. The manufacturing countries of the company are China and India. After that, the company sells its products in different countries.
If we look at the global one, it is a good company. It is a small company. Now, the current situation of this company is that there was a good correction and after that, it is gradually recovering because its major business is seen in the US. Due to the economic crisis, people had reduced the purchase of luxury products, due to which there was a pressure on the global.
If you look at the investment of Buzz KDG in this company, then Vijay Kite ji of KD Securities has holdings of around 1.98 on this company. Earlier it used to be around 1.84, they have increased the holding here, so if I talk about this company, then you can see a good growth of the company right now because the depth of the company is almost negligible and you will not see any decrease in the profit loss or sales of the company, the company is continuously maintaining sales, after controlling the expenses, net profit is seen to be increasing continuously, so the profit growth is currently in negative and the only reason behind the negative profit growth is that the demand for the company has decreased a bit in the market, so what is your opinion on this company, definitely leave me comments, if I talk about the chalk pattern, then from 2017 when the company started, then the company has given returns of around 3600, the company has given returns 36 times, now see what happened to the company from there, there was a correction, again slowly the company is also recovering, so it means that you have chances of growth on this company in the future It can be seen, so the four companies that I have shared with you, do research on these four companies once and then work on them because there is no recommendation from my side to buy or sell.
I share all the points with you so that you get to know which person has invested in which company. If big people have invested, it means do not invest bluntly, take a decision on the company after thinking carefully. If you find the information in the video good, then please like it. We will meet in the next video, till then thanks.
Comments 0