저자: VijayKedia계열발표자 · 외국인
요약 보기
결론: 소형주 Ramco Systems에 최근 투자했으며 장기 보유 의견을 밝힌다. [기업 개요] 발표자는 시가총액 약 12억 루피 규모의 소형주 Ramco Systems를 소개한다. 클라우드·모바일 엔터프라이즈 소프트웨어(글로벌 급여, 인사관리, 시간·근태 관리 등)를 제공하는 회사로 설명된다. [재무 평가] 부채를 대부분 상환해 거의 무부채 상태이며, 자기자본이익률(ROE)은 약 14%로 낮은 편이라고 평가한다. 주당순자산 대비 이익이 높고 영업이익·순이익은 점진적으로 증가하는 추세라고 말한다. 다만 증가 폭이 인상적이지는 않다고 본다. [지분 구조] 프로모터 지분은 약 44%이며, 발표자는 인도 유명 투자자 Vijay Kedia가 최근 분기 지분을 약 1.1%에서 2.5%로 늘린 점을 긍정적 신호로 언급한다. [사업 및 제휴] 아시아·중동 등에서 고객 확대와 파트너십을 이어가고 있으며, 그룹사 전반의 사업 영역(섬유, 소프트웨어, 물류 등)도 소개한다. 연구개발 지출이 많다는 점도 언급한다. [기술적 분석 및 전망] Tip Pro 지표에서 한 달 내 단기 상승 확률은 낮게 나타나지만 긍정 지표 비율은 높게 표시된다고 설명한다. 목표가 및 실적 성장률 추정치도 제시되나 구체적 수치는 자동자막 오류로 명확하지 않다. [매매 전략 및 리스크] 현재가 부근에서 매수했으며 손절가를 설정해 두었다고 밝힌다. 장기 보유를 전제로 투자한다고 말한다. 리스크로는 소형주 변동성, 낮은 ROE, 단기 기술 지표 약세가 언급된다. [출연자 견해] 발표자는 회사 성장 잠재력과 장기 보유 가능성에 긍정적이다.
다듬은 글
so friends, today let's talk about a company in which I invested just a few days ago. So let me tell you in detail about the company in which I invested. It is a small cap company with a market capitalization of Rs 12 crore. Its stock is Yellow Earth Tree, which is very high. But I think if the company is going to grow in this market, then the price will automatically go down.
The promoter holding of the company is 44%. And then you can see that there are other different parameters as well. That's fine. This company does not give any difference on its originality. It is making more profit than its book value. But this is short term, so it will generally increase its profits by making more profits than before.
I have noted all these details from your lip service. We will see what is the problem of this company. The company had cleared its debt. The company is almost debt free now. Okay, what are the things about this company? The company has looted profits and is not giving any difference. What are the things about this company?
Then that 7.2% increase, which is not very good for companies with a low return on equity of 14%. Let me tell you about the company's balance sheet. Researchers have found that this company has an account of ₹130 crore. If we select this, it is a very slow gradual increase. It is not very impressive, but they have done a good job.
And then you can see that everything else is share capital, that gradual increase. Okay, then the volatility pressure is its root cause. As you can see, firstly, it is around ₹120 crore, so it is not much. 9% average, rather the lethal order operating profit is also approximately 100 crore, which should be understood, it is around ₹36 crore.
The profit figure I am showing you is a little good. You can add property tax for that and net profit, that too after tax is broken down into pieces in the same way. Now let me show you from the figures. The operating cost welcome page of the company has been consistently good. And then these are the continuous profits.
His interest can then change further by continuing to invest. If we look at the shareholding of this company, then the top selling company of this company is Premco Cement, he is the shareholder of 70%, Lanco Industries is 70% and Peer Venkat Raja, according to this company, has the entire Ramco Industries shareholding, he has 10% shareholding, currently he has 1% shareholding, you can see here, Vijay Kishan Lal Kidjee, a well-known inverter of our Indian Stock Exchange, he is continuously increasing his shareholding in this form, he has the current holding of 2.5 to 1%, both of them have increased their shareholding from 1.11 percent to 2.5 percent in the last quarter, so let me tell you about the company, you will see the name side of this company, Ramco Systems, Ramco Systems and Enterprise, after playing in cloud and mobile enterprises software in the nature and global payroll, they work in a Google office, on which this piece is, what is next for you, so now let me tell you that the country Tell me about it in the subscribe button works in the center its products you can see that such product and enterprise resource planning for customers payroll on dashboard 10th and subscribe 4 p.m.
Nomination in Nature and Petrol Okay Dubai Suite Product Sparing Kore Char Global Payroll Time In Attendance Manager This product is like an application that does all this work Time No adjective It is still new This tractor had printers In this action product making work started Ramp Ko, Rangotsav August's Jhulfi Wali Runiyan If you look at it, 20.3 famous and Asia Pacific comes India where you have increase 25% 50% In America and more Middle East Subscribe And if you like this company, there is a software for the research and development of them, so there is going to be a lot of expenditure But research and development from used oil Okay then you can see that it will see the words promote quality and real-time source data capture, which is the product This subscribe data subscribe Video Ko subscribe product has been launched suitable for you This company has joined its different order that reset order They have got a partnership project for Plant Chilli CM and from Kent A company called Work Ace is involved in a partnership with the Panasonic Group, operating across China, the Philippines, Malaysia, and Saudi Arabia.
The company's helicopter firm is Caton, which has a partnership with it. A financial agreement has been signed. This is a top-level financial company, Classified April Limited, and they have an agreement with it in the Middle East for global petrol service payroll software. Now, let me tell you a little about the Karma Ko Group of Companies as a whole.
They have so many other segments. If we are interested, we also have a textile company and software company, which we are talking about. We are interested in it. There is also a logistics company of the Karma Ko Group, which is called Link. Here I have shown some of the products which you have seen on it.
These are Ko Systems, which are applications of the same name. There are other segments of these companies which you can see here. You can see what is there in the Aviation Group, maintenance, repair, overall. What is the TRP model by doing this? Global Peer Aulia Nature Service has payroll software.
I Peer. So, all this is about the fundamentals of the company. So let me show you about the Pro version of Tip. What does the Pro version say? In Tip Pro, you can see that the probability of this company making a deposit is very low. In the next one month, the positive check satisfaction of this company is very low.
And here it is saying 100%. You can see the price for the company. Yes, if we look at the price of the company, you can see the price for the ticket process. If the current 5.3 is running, if the podcast is on November 28th, August, the company is expected to cook in return. Look, there is a vitamin K of 1072 which is 90%.
Here, if the average price works, then 100 % turn. So, according to your opinion, if zinc iodine deficiency works, then 61k. Lover, their average price, this is their revenue for the hardship, you can see, by applying current 6, clean videography from illegal factory, 50 steering tank free leg revenue growth of 10.00 if subscribe in advance at a speed of 60, from media, that is, a t-shirt power speed, if the revenue is less than that, then it should be around 123, if you look at GPS, you will see the speed earnings growth of this company at 15.59, from next year, related entries, stiffness of processes, then right now the current is 8.09, you will see high, if the earnings increase well, then it is 7.31, you will see maintained 121, if it goes low then this protein will be almost less than this, history, so now I will take you to some technicalities of the company, I will show you here, right now run from the current price, this is forces special, this is my approximately bank point, taking this company here, you can see Singh and around 300 My account will be typed Star Plus, stoploss will start, there I can take a position, so for pocket award I have invested in this company, so I am going to invest in this company for a long time, so thank you guys, this is my lighter, I am Anil, just please like, share and subscribe my channel
Comments 0