저자: VijayKedia관련발언자미상 · 외국인
요약 보기
이 영상은 암비카 코튼 밀스(Ambika Cotton Mills)를 소개하며, 펀더멘털이 탄탄해 향후 Vijay Kedia 포트폴리오에 편입될 가능성이 있다고 주장한다. 회사 개요: 1988년 설립, 타밀나두에 4개 생산공장을 두고 면사를 생산한다. 매출의 약 70%는 수출, 30%는 내수이며, 이집트·호주산 고품질 원면을 수입해 고급 셔츠·티셔츠 제조사에 공급한다. 27.4MW 풍력발전 설비를 보유해 매출의 4.67%를 차지하며 녹색에너지를 사용한다. 인력 및 지배구조: 정규직 1,824명(여성 1,253명, 장애인 13명)이며 비정규직은 없다고 한다. 프로모터 지분율은 50.2%이고 질권 설정은 없다고 언급했다. 주가 및 재무: 2022년 11월 4일 종가 기준 주가 1,633루피, 시가총액 약 933억 루피(크로어 기준). ROE와 이자 관련 지표가 양호하며 액면가는 10루피다. 자산은 총 824크로어 규모로 소개됐다. 산업 배경: 섬유산업은 인도 농업 다음으로 고용을 많이 창출하며, GDP의 2.3%, 산업생산의 7%, 총수출의 11.5%, 외환 수입의 27%를 차지한다고 언급했다. Kedia 관련 주장: 2022년 기준 Kedia가 해당 주식을 매수한 적이 있으나 현재 포트폴리오에는 표시되지 않으며(10% 이상 보유 시에만 표시), 매도 여부는 확인되지 않는다. 주가는 과거 2,830루피에서 섬유 업황 악화 등으로 1,324루피까지 하락했다가 회복했다. 향후 전망: 11월 9일 9월 분기 실적 발표 예정이다. 실적 발표 전 주가 상승이 크지 않아 실적이 그리 좋지 않을 수 있다는 신호로 해석했다. 면화 부족 문제에도 불구하고 회사는 정상 가동을 공시했고, 면화 재고가 많아 일부 시장에서 면화 인버터를 판매한 점을 들어 실적이 양호할 것이라고 보았다. 발언자는 해당 주식에 투자했다고 밝히며 장기 보유 관점을 제시했다. 리스크: 면화 가격 상승, 러시아-우크라이나 전쟁에 따른 원자재 변동, 섬유 업황 악화 등이 언급됐다.
다듬은 글
Hello friends, welcome to Share Market Power. Friends, in today's video we will talk about Ambika Cotton Mills Company. In the first part of the video, we will see the entire fundamentals of the company and in the second part of the video, we will know why there are chances that this share can come in Vijay Kedia Sir's portfolio.
So, definitely watch the video completely. If you want, you can watch the video by increasing the speed of the video. The company was started in 1988 and the company manufactures cotton yarn. Anita Fabrics Company has a total of four manufacturing units which are located in Tamil Nadu. 70% of the company's revenue comes from exports and 30% from domestic.
The company imports high quality rock on from Egypt and Australia. The company sells its products to top quality shirt and T-shirt manufacturers. The company is a subsidiary of Enterprise Corporation, Pacific Textiles Investment Company and the company 's own wine mill with 27.4 MW capacity which contributes 4.67% to the revenue.
The company 100% Power Retirement Company consumes green energy. The total company has 1824 permanent employees out of which 1253 are women employees and 13 are disabled employees. Because the company manufactures very high quality products, the company does not have any temporary or casual employees.
Let us now see some important data related to the company's shares. The date is 4th November 2022 and today the share has given closing, so the short term price should be relatively high, so the current price of the company's share is 1633 and if we multiply the current price by the total number of shares, then it comes out that the market cap is 933 crores.
Both the return on equity and interest are also very good and the face value of the share is ₹10. The promoters of the company have 50 point two percent holding, out of which they have not placed a single share and the company's assets are still running. 320 companies have total assets of 824 crores and if we talk about the textile sector, then the textile sector is India's second largest employment generator after agriculture and in the world, the textile sector contributes 2.3% to India's GDP, seven percent to total industrial production and 11.5% to total exports.
Along with that, the textile sector contributes 27% to foreign exchange earnings and five percent to global tradesmen. The textile sector has a huge contribution to India's growth. So let's see now whether this stock can become a part of Vijay Kedia Sir's portfolio in future. Before proceeding further in the video, I have a request to all of you that making a video requires a lot of effort, so please subscribe to the channel and like and share the video.
So now we see the name of a big company is Ambika Cotton Mills Limited. After Khedia Sir bought it, the company It was made at Rs 2830 and later due to rising inflation and cotton prices due to the Russia-Ukraine war and the many problems going on in the textile sector, the stock also made a low of 1324 and currently the stock price is 1633.
If an investor's holding in any company exceeds 10 percent, then that share is visible in the investor's portfolio. So currently the Ambika Cotton share is not visible in Vijay Kedia Sir's portfolio. So, there is no proof whether Vijay Kedia Sir sold the 0.7 percent shares that he bought or held them or he bought more, but the fundamentals of the stock are very strong and Vijay Kedia Sir's investing style is that he never invests for the short term.
He does detailed research of the stock and then holds it for the very long term. He has got returns of 100 times and up to 300 times in many stocks. So, as far as I think, Vijay Kedia Sir will not sell those shares and we cannot say anything about it whether he will do so in future or not, but whether Vijay Kedia Sir buys it in future or not, but the fundamentals of the shares are very strong and hence this share has the potential to give us good profits in the long term and after seeing all these things, I have invested in this stock.
After watching this entire video, what is your opinion, please tell me in the comments and like and share the video as much as possible and do not forget to subscribe to the channel. On November 9, the company is going to declare its September quarter results, so after declaring the results, we will make a video on how the results came out and as of now, there has not been much jump in the share price, which suggests that perhaps the results will not be that good and in whatever textile sector there is, there were many problems going on in this quarter, there was a shortage of cotton, but the company had informed the exchanges that the business of the company is going on as before and the company did not have any shortage of cotton, 75% of the cotton was burning then the company was at 100% efficiency.
It was going on and at the same time the company had so much cotton storage that they even sold their cotton inverters in some markets, so looking at all this I feel that the company's result might be good, so after declaring the result we will make a video on it, so let's meet in the next video, till then bye -bye thank you
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