저자: 미상 · 외국인
요약 보기
한 줄 결론: 영상은 최근 크게 조정받은 소형 종목 Vaibhav Global을 저가 매수 기회로 제시하며, 명시적 매수 추천은 하지 않았다고 강조한다. 투자 철학: 큰 기관이 투자한 종목은 피하고 저가에 좋은 기업을 찾아야 한다는 주장. 바닥에서 사고 꼭대기에서 파는 것이 핵심이며, 위험을 감수할 줄 알아야 돈을 번다고 강조. 사업 모델: 주얼리·다이아몬드·럭셔리·화장품 등 라이프스타일 제품을 미국·영국·독일 등 30여 개국에서 판매하며, 주요 매출은 미국·영국·독일에서 발생. 인도·중국에 제조 거점, 여러 국가에서 소싱. 성장 지표: 매출 성장률 약 5%대(45% 중 5% 수준으로 언급되어 불명확), 매출총이익률 약 62%, 고객 기반 약 440만 명·등록 고객 약 310만 명. B2C 매출 성장률 약 29%, 2027년까지 약 50% 성장 목표 제시. 시장 규모: 미국 140~150억 달러, 영국 22.5억 달러, 독일 35억 달러의 기회 규모 언급. 2023년 독일 시장 90% 점유 주장. 재무: 매출·영업이익·순이익은 대체로 증가 추세, 부채 감소, 자산 증가, 현금흐름 양호. PER은 높은 편이라고 언급. 프로모터 지분은 유지, 대형 기관 지분 일부 증가 및 공개(public) 지분 증가 언급. 주가 흐름: 코로나 당시 약 1달러 수준에서 약 1200 수준까지 상승(약 750% 수익), 고점 대비 약 50% 조정. 현재가 기준 고점까지 약 100% 수익 가능성 언급하나 직접 추천은 부인. 리스크: PER 부담, 과거 높았던 밸류에이션에 따른 조정 가능성. 영상은 투자 판단은 시청자 몫이라고 명시. 출연자 전망: 저평가 구간에서 사업이 성장하는 기업에 장기 투자 관점 제시. 단기 방향에 대한 명확한 예측은 없음.
다듬은 글
discuss a company that has received a lot of comments and has seen a significant correction. Based on this correction, I believe this company offers the best and best opportunities, and you should study this better opportunity as a benefit, meaning you should obviously study it. I've made videos on this company many times, and I've always told you that if a large institution has invested, don't think about it.
Focus on finding a good company at a low price. Speaking of this, Buzz Kidde shared a line. I found that line to be excellent, and this line felt the best. You all know Vijay Ki. He has always invested in small- cap and mid-cap companies. Most of his investments are in small- and mid-cap companies, and from there, he has made approximately 860 crore rupees.
He created a portfolio of more than crores and created his own network of more than 860 crores, so imagine how much money he earned from the market. I like one thing about him the most that he always said that only two people can buy at the bottom and sell at the top and one is good, sorry, good and others.
So let me explain the meaning of this to you. What he said is that only that company, bad company, sorry, only that person chooses the best company which is at the bottom, that is, the best company is at the bottom today, which has seen a good correction from the top level, because he knows that he has to get a good company at a cheaper price.
Imagine if you went to buy a product in the market and let's say you went to buy an iPhone whose price is one lakh, if you are told that you have got an opportunity now to take a risk and buy this company, then for today you will be offered Rs. 70,000, then will people not buy that company or they will definitely buy it because if the brand value of the company is good, the business of the company is good, , then everyone will buy that company.
If you trust the company, then see, what I mean to say is that if you have faith in the company and the future vision of the company is clear, then you can work for that company. See, I have mentioned so many things because before talking about the company, you will have to think a little differently.
See, only those people have earned money from the market and only those people will earn money who know how to take a little risk. See, we take risks in many things, lose money at many places in many things and incur a lot of unnecessary expenses and still we do not think that the money has been spent unnecessarily.
If after investing in any stock, if that stock runs in losses, then we feel that my money has gone waste, my money has sunk. See, we will always have to make predictions and this means that only after working again and again, you will get to learn that what you think, that all these people have become successful today, not at all, they have failed many times.
This means that if you see the life history biography of Vijay Kidde ji in his interview, you will find many things. You will definitely get to learn things by going to the biography, about which I have already discussed a lot. Look, the name of the company is Vimal's. It also has a business of products which the company sells to different countries.
Where is most of its business done in the US market? You can see the total business of the company here in this way. Look here how the data is being shown to you. You can see here why this data is being shown here. Look here how the company is spending. Look, the company is saying that it has provided 78 million total mills to the company and per day the company keeps distributing more than 48,000 mills and donates that money to 360 schools according to different schools.
So you will say, Sir, are you talking about the company or are you talking about a charity? Look, I am not talking about any charity farm. Why is the Tata Group so big today? Because people trust and believe in Tata because Tata Group donates the most and only the company which is the owner of the company will be able to donate.
The revenue and growth of the company is happening continuously, it is not like if you have money in your pocket then you will think that yes I should donate, I should do some good work by donating something, I always do it, I always donate some money from whatever I earn, you must also be doing it, so please do comment for me and my target is also in the same way that I will always donate a percentage of whatever I earn, so you should also be working in this way, then see you always get success in the way you work, so see I have shown this data about this company because when the income of the company increases then the company can think in this way, so I showed you where the income of the company came from, where the business came from, see where the maximum business of the company is done, in the US market and in the UK market and in Germany and see where the manufacturing units of the company are located, in India and China, the maximum manpower means the company which means diamonds as well as jewellery etc.
they do sourcing, so that There are a lot of sourcing countries, if you look at it, there is India, China, Thailand, Indonesia, Tanzania, Russia, Morocco, along with this you will also see Kenya, South Africa, South Korea, US, UK, Taiwan, Nepal, in this way, in different countries, there is Italy, Poland, Singapore, UAE, Japan, Bangladesh, so no country has been left out, so they do sourcing from every country and the company manufactures in India and China and its retail business is all over the world, so its maximum retail business is in US, UK and Germany, so imagine the growth of Indian companies which have completely captured the market like US and are doing business in countries like Europe, UK and Germany, then how much is their presence, the business of the company is based in more than 30 countries and in these 30 countries, the company sells maximum production in US and UK business countries, so I will share with you the growth potential of the companies, so look at this thing carefully, the company is around 5% out of 45% in terms of growth of revenue.
It is changing itself, so the company 's gross margin was seen to be around 62 percent, which is the best according to me. This margin is a little low and if seen, then a little margin will be seen decreasing here and look at the company's customer base is around 4.4 lakh and the company's registration numbers are 3.1 lakh customers.
So, the business model of the company has to be understood first. You will see the business of the company from jewellery to diamonds to luxury products and cosmetics. Along with that, you will also see the vision of the company. So, the company's vision is that the company is telling that the value leader in electronic products, electronic related jewellery and lifestyle products, the company is working on it.
This is its vision and what is its mission, you will see that in 2031, the company purchases, that is, the business of the company will take the business to a different level. The company is saying that it will deliver 1 million meals per day to children. Its mission is also very strong. So, the company is moving ahead with the mission in this way.
We will see high capability to grow further, so which year was it when the company started? 1980. When the company started, it started in 1980. After that, the company started the first jewellery business in 1996 and that too B2BB means business to business. Till now, the company has not taken it to business to consumer level.
So, after that, see, the company got listed in the exchange in 1997. After that, see, the company started making lifestyle products in 2000. Sorry, before that, if we look at 2006 to 7, the company started a TV channel, that too in US, UK and Germany. TV channels were started in these three places. After that, see, in 2008, the company started working on its own value product.
If you look at the company, then it started business on lifestyle products in 2013. And in 2016, the company worked on OTT platforms, social media network apps and in this way, the platform, so think about it, we are focusing more and more on that platform right now. In 2016 itself, the company was Why did he start it, because the company's business is in the US and the products were born in the US in this way and it is expanding the business from there only, so according to me, the company has already boarded that train whose journey is very strong and long, so look at the company, UK Standard J sorry TGC which is beauty, the company also produced channels and in 2021 re-entered Germany and after that see, in 2023 the company became capable of 90% market in Germany, so it captured the market on 90%, you can see here how the company represented itself in Germany, so the opportunity size of the company means the total opportunity in the US market is 14 to 15 billion US dollars and in UK 2.25 billion US dollars and in Germany 3.5 billion US dollars, so it means the growth is very strong and the baby boom of the company is 65 years, the target kept here is its customer base for 65 years, the company targets They have kept it and along with that, I mean female category and from baby to above 65 years of female category and general general means the category is up to 45 years, so the value buying positions of the company are around 25 to 45, so the platforms of the company, the digital platforms which the company uses, you can see different platforms here, it is in UK, it is in Germany and along with that, the company also works on third party market place, as it has become Lam, along with that the company also has OTT platform like Roko TV, 1000 to 15000 new jewellery design companies have launched almost annually and if seen, the company has in-house testing lab and they have also started manufacturing, so look at the rich product basket of the company, they have made 5000 unique company SK products, along with that the company is also making products like watches, that is the lifestyle products.
The company also keeps making products of this. Let me tell you this thing right now, the company has spread its business in 30 different global markets, so from every point of view of the company, I will say the same thing, look at the company, I have already told you earlier that the company started in B2B business, after that the company had also entered the B2C business, that is, they have entered and the company is growing in B2C business with revenue around 29 percent, so this means the company has become a high growth and profitability company, the target of the company is to make it grow around 50 percent in 2027, see, I am showing you all these things because when there is no information about the growth of the company, its future vision, then what is the benefit of investing in that company, see, we are buying the stock not by looking at the price of that company, but by looking at the business of that company, you have to invest money on the business, not on any stock, I tell you this thing again and again that if you want to earn money, then please understand the business, the business Start and work, so let me show you the last data, so look at the company, look at the largest marketplace it is running, vodafoneidea.com has created million households, which means more than 13 million customers have reached every household, along with this, the company has captured the market place of Germany in pan India for more than two years, if you look at the company, it is working on marketing leading growth, which means the company is working on good growth as per the platform, so after showing all the points of the company, let me show the financial detail 7200 crores, the P ratio of the company is very high, it was high earlier also, that is why there was a correction on the company, so look at the company, after reaching high, it came down, again after correction it went up, so the P ratio is a little high and look at the company's ROI RE is of average level, income is good, debt is negligible, the promoter has good holdings, and in one hand the cash flow is also excellent, let's talk about the profit and loss of the company If I look at this carefully, you will get the answer here.
The company's sales have been increasing continuously. Compared to previous years, this time the company's sales remained the same and the company continued to increase its sales continuously. The company also maintained its expenses well. Look at the company's operating profit margin, it also grew brilliantly.
Look at the company's net profit, it also continued to increase. The company's net profit has been seen increasing at different levels here. So, according to me, from a best point of view, the company's business is growing. You may not find the data on sales growth and profit growth as good, but you will see excellent data on the other parameters.
Talk about the company's balance sheet. The company has been continuously increasing its reserves and reducing its debt. The company's fixed assets have also increased. Along with that, the investors in the company should look at this thing carefully. If you feel that the company has become useless or the institutions have run away after selling their goods, then it is not at all true.
Who sold the goods to the institution? DS sold it but FS did not sell any goods. On the contrary, they bought the goods. The holding which was at 11, was doubled to around 21, so the promoter sold a small stake, which means the holding remains the same as it was. So, look at the public holding, its stake has increased from 9 to 14 because DS has sold a good amount of holdings.
Talking about the public, see Vijay Kidde ji has holding of this company at around 1.95. The holding which used to be around 1.84 earlier has now reached around 1.95. So according to me, the company's business is progressing slowly, so I would definitely say to start investing in this company. As far as its chart pattern is concerned, then look carefully.
During the time of Covid, the price of this company was around ₹1 and from there, how far has the company journeyed, around 1200. So if I look at the company from the current lower side to the top level, The company gave returns of almost 750% and if I look at the same thing from the top level to the down level till the current price, then almost the correction of the company has been around 50%.
When you get shares of a good company below 50%, then according to me, it is the best opportunity and you can get that opportunity profitably. If I look at the current price till the top level, if you are thinking that if I look at the target from the current price till the top, then you will definitely get a return of around 100%, then I am not making any recommendation to you here.
If you want to buy or sell any company, then please do your work after thinking carefully and studying because working is in your hands, investing is in your hands, my job is to show and explain everything and share the data with you, that is, business with you. So, you are intelligent, act wisely and if you like the video, then please like it, share it with friends and also subscribe to this channel. See you in the next video, till then take good care of yourself. keep it thanks
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