저자: StockMarketStudy채널진행자 · 외국인
요약 보기
한 줄 결론: 영상은 비드 카디아(Vijay Kedia)의 투자 스타일을 소개하며 Tejas Networks와 Atul Auto 두 종목을 분석하지만, 방향성 예측은 명시되지 않음. 비드 카디아 소개: 트레이더에서 투자자로 변신한 인물로, 대형주를 거의 투자하지 않고 중소형주 위주로 투자해왔다고 설명. 비드 카디아의 Tejas Networks 보유: 약 296억 루피 규모로 가장 큰 보유 종목이며, 지분율은 4.45%에서 2%로 감소. 진행자는 그의 매매를 그대로 따라 사지 말고 투자 논리를 배우라고 강조. Tejas Networks 분석: 타타 그룹 계열사이며 라디오 액세스 네트워크·브로드밴드 확대가 성장 동력이라고 설명. 매출은 꾸준히 성장했으나 순이익은 적자 전환, 이는 광섬유 등 설비투자 비용 때문으로 해석. 프로모터 지분은 55.9%에서 67%로 증가. Tejas Networks 기술적 관점: 컵 위드 핸들 패턴 돌파를 언급하며 목표가 약 1,022(또는 약 30% 상승 수준)를 제시했으나 확실한 달성을 장담하지는 않음. 진행자 개인이 단기 매매를 했다고 밝힘. 비드 카디아의 Atul Auto 보유: 2023년 7월 17일 매수 후 한 달간 약 70% 수익을 기록했다고 언급. 지분율은 7%에서 13.5%로 확대. Atul Auto 분석: CNG, LPG, 배터리 전기차 등 다양한 분야에 사업을 영위. 매출은 변동이 있으며 이번 분기 매출 감소와 손실 전환이 있었음. 준비금은 꾸준히 증가했고 부채는 준비금의 절반 수준. 프로모터 지분은 47%. Atul Auto 기술적 관점: 진행자는 개인적으로 강세(bullish) 입장이며 큰 컵 형태 형성 후 작은 어깨 패턴 돌파 시 매매할 계획이라고 밝힘. 이는 상승 방향에 대한 명시적 전망임. 면책 및 시청자 당부: 영상 내용은 매수·매도 추천이 아니며 시청자가 직접 리서치할 것을 강조. 비드 카디아의 매매를 맹목적으로 따르지 말 것을 반복.
다듬은 글
bring you a very important video. Today's topic is about Vijay Kedia Sir. You all know about Vijay Kedia Sir, who has become a successful investor, and how he transformed from a trader to an investor, and what his journey is like. I keep watching him in every interview because you will find a lot of learning in his journey.
So, in the stock market, you are just thinking that I will just pick a stock and I will get a profit. It will not happen like that. You will have to study, you will have to give some time, you will have to research it. Vijay Kedia himself has told this through an interview that till date he has not invested in any large cap company; he has always invested in small and medium type companies.
Today, his largest holdings are in companies, that is, about two companies among all those companies. I will talk about the companies in which he has a significant holding, and if we look at the recent companies, he bought them at the time of starting in August, and after the end of August, he got a return of more than 70%, within a month he got a return of up to 70%.
So, the companies in which he had invested were badly beaten during the time of Covid, and after that, at what level they stood, you can see for yourself through this video. So, I am telling so many things because if you know Vijay Kedia ji, then you know what his business style is and how he has done business.
He always says the same thing that he does not trade, I always work by investing. See, investments are done in two ways, one for long term and one for short term. So, the way I follow him, I have seen many times, some of his investments are on short term category, some are for long term, so even today, he has done investments in many companies since the first time.
Those who had invested, they still have the investment and they keep adding shares to some companies and selling shares to some companies. So, today I will discuss two of them, so watch the video till the end, it is going to be very interesting. I am going to share all these videos with you as information.
There is no recommendation for buying or selling, so please do your research and then study this video beforehand. So, the first company I will discuss is Tejas Network. If I talk about the total investment of Vijay Kade ji on this company Tejas Network, then till date the biggest investment is 290.6 crores, so 296 crores.
See, earlier also he invested in many companies, so today out of all the shares in his portfolio, the company which he has the highest holding in is Pages Network. For now, his holdings in this company are around 296 crores. Only they know why they did this. I have some performance on this company which I can show you and tell you about its future visions.
First of all, let me tell you that Tejas Network is a Tata Group company, so many friends have commented on it, saying, "Sir, you do n't know what you're saying. Where did the Tata Group come from?" If you look at its promoter, then let me show you the holdings that its promoter has. Look at the holdings, there was nothing in between, and after 2021, the holdings increased to 55.9 to 67 today.
One thing to learn here is that at one time there were no holdings on this company, meaning there were no promoter holdings. Why did that holding increase to 55 today? Why did it reach 56? Because this company is going to see significant growth in the coming years. Before I explain this company's business, let me prove the comments you made to me.
See what Tata has written here. Sus Tas Pi Limited which does not have any shares, you are fine, but what I am going to tell you here, you can see Patna Finway Limited, this company is a Tata Group company, it is a Tata Sus company, so the investment was made through it only, so think if you look for information, let me google Finway Limited, carefully scroll down a little, you will see everything, who is its parent organization, Tata Sun, so see, I am not showing you the details in this manner to make it any smaller, I will say only one thing to those who have commented on me, so please study and work once, see if I have told you something wrong, then you must comment, I read those comments and I will definitely research on it and reply to those comments in front of you again, if I have told you something wrong, then I recover it, I rectify it, if I have told you the right thing, then you should not get wrong information, that other people who are also seeing the comments feel that yes sir, perhaps I have told you the wrong thing, What I mean to say is that if you study and work, everything will be fine.
So, look at the business model of Tejas Network. Look at the company carefully. Radio access network is a sector that is growing very fast. Along with that, broadband access is also being seen. Today, broadband is being installed in every home. The way Dish TV and DT services are available in every home, the way cable operators have entered every home, in the same way broadband connection is also entering every home.
Companies also work on optical network and data network, along with network management. The projects of the companies are totally futuristic projects. So, you will say, Sir, if this is such a good project, then why did the company not make a profit? The company is still in loss and the ROI of the company is bad.
The industry peer is visible, but the peer of the company is not known. So, what would you say about the company? First of all, the promoter holdings of the company are quite good and there is no depth of the company. If we talk about the quarterly results, then the sales of the company will be visible.
Continuous growth will be seen, not that sales are decreasing. Yes, in June 1, the company's sales decreased a little. If you look at the other parameters, there has been continuous sales growth. Now, if I talk about expenses, the company kept expenses under control and if I talk about the company's net profit, the company kept net profit under control very well.
And see, the net profit used to be quite good earlier, now gradually the company's net profit went into negative and there is a reason behind this going into negative and I will show you the reason right now. Look carefully at this thing, what was the company's reserve at one time, almost 300 crores, what happened in between, 290 crores, after that 206 crores, after that it increased and how much did it go to today, 2800 crores.
Okay, okay, how much was the company's debt at one time, 250-300 crores, around 250 crores, how much is that debt today, around 50 crores, this means the debt is also fine. No problem, just see what I am telling you. I am going to show you the trade payables. So how big are the trade payables? 300 crores, meaning the company has done more work and the company has to pay 300 crores this time.
Where will the company get this money from? I mean, it has taken a loan and it will repay this money from this loan only. So, it is not earning any income because its current work is totally an investment. It has totally expenses right now. From optical fiber to the company's network radio access network, it takes time to lay it, there are high expenses for this.
So, if seen on this basis, the company is incurring expenses. And according to me, that is why Vijay Kad ji has taken a good amount of holdings in this company. Look at the total percentage of his holdings, Vijay Kad ji's holdings were at 4.45 earlier, now they have reduced to 2. So, it is not like that if Vijay Kedia ji sells the goods, then you will also take some wrong decision.
It is not like that at all, you should not buy by looking at him, you should not sell by looking at him. You have to learn from him that he has The way the company was picked, what was its vision, what could its vision be? I work by looking at it this way. If you invest only by looking at who invested and how much, then you are going in the wrong direction.
So as far as the chart pattern is concerned, the chart pattern is formed in this way. I had also mentioned a trade to you as a short term one. Look, I will talk about both these companies. I have small holdings in one company, but I do not have any holdings in Tejas Network as a long term one. I have taken trades on it many times and once again I had mentioned the trade here to you.
I took the trade here too. So how was that trade formed? A cuff with handle patterns was formed and what happened at the handle here was a breakout, breakout confirmation also happened and I had also told you that the target was almost at 50, so I did not take an entry here. I was waiting. If I got a buy entry, that is, if I got within the range, then I would take an entry.
So I took an entry here and my target will remain. What does it mean till here? Till here means that I can achieve the target around 1022, almost around 30, can I achieve it, what does it mean 100%, I will not say that I will achieve the target, I am going with some predictions and technically the chart pattern also looked good to me, so that is why I took an interest, so this was the first company, the second company which I will talk about is Atul Auto, you all know that Atul Auto has the maximum holdings and Vijay Kate ji had bought Atul Auto for the first time in the month of August itself and he bought a good amount, due to buying a lot, a long, that is, a big journey was seen and the company has given returns above 70 within a month, so do not get happy seeing this return of 70, do not go and buy tomorrow after seeing the return of 70 because they have a different opinion, your opinion may be different.
The best thing that I find from the business model of this company is that the company is engaged in various sectors ranging from CNG to LPG to BAT EV. From A to A, in every category, the company provides its own products and services. S and according to the vision of the future, the company is making vehicles of different categories.
That is why perhaps Vijay Katej has , it is around 1400 crores and look at the current PE ratio of the company, sorry, the current PE of the company is not available. The RO RE of the company is in positive, it is not that special but it is in positive, meaning the company is trading three times four times above the book value.
No problem, the annual income of the company is small, the company has avoided losses. The promoter of the company has good holdings. And if I talk about the quarterly results, then pay attention, sometimes there are more sales in the company, sometimes there are less sales. This time the sales of the company have decreased.
After controlling the expenses, the company did not make a profit, on the contrary, there was a loss. So the company is running with profit loss, profit loss. See, when a small company becomes big, When we try to do this, then there are negative weeks in every way, there are pressures in every way, so even after facing that pressure, the company is representing itself in this way, sometimes profit and sometimes loss, so this is a good thing, see, the gold market has just started, the gold market is still running in the current situation all over India, so imagine if the gold which is at 3 becomes 30, then imagine how big a splash the company will make in this way and as far as the balance sheet of the company is concerned, if you look at the balance sheet, then if you look at it, the reserves of the company have been continuously increasing and the debt has also increased, why has the debt increased now, see, the total T&D that the company has to pay this time is 47 crores and what loss did the company incur and along with that, how much T&D did the company receive, 27 crores, so T&D of 27 crores was received and the company will have to pay around 47 crores, so on this basis, the company needs money to complete the project, so what did the company do, it took a loan, taking a loan now is not a bad thing.
Sustaining itself after taking a loan is the most important thing. The way the company has grown its reserves, there is a good amount of reserve. The company's reserve is double the amount of debt. Along with that, the fixed assets of the company are also quite good. Now, as far as the companies are concerned as an investor, if you see, how many holdings does the promoter have?
The promoter has holdings of 47 per cent and 6 per cent and who has bought the holding that was sold here. Vijay Kedia ji has bought it this time. Vijay Kedia ji increased the holding till 13.5 per cent this time, which was earlier the holding of 7 per cent. Now let me show this thing according to the chart pattern.
So please pay attention, I also mentioned to you when Vijay Kate ji had made the purchases. On this date, which date was it? I am sorry, here I told you August. Actually, the buying date was July 17. He had bought on July 17. After that, if we assume from the buying anti, he bought at this level and here There was also a circuit on it, after that see it came down and it retested the same range and after that see there was a blast, if from the current C price, that is, from their buying price, if I look at the top level, then they got a profit of almost 70, then you do not need to worry about this, you do not need to worry, as an S.A.
investor, I am also bullish on this Atul Auto as per A.A. investor, so I am running a very bullish run on this company, right now this company has formed a big cup, if it forms a small shoulder and breaks out, then I will make a trade here, so I am bullish on this company, what is your opinion, do tell me by commenting and I have said it again and again, by following Vijay Kade ji, that is, you should buy and sell any stock, you should learn by watching him, know the meaning of his investment in different directions, why he invested, how he invested and on what basis he invested, only after checking out all these things, you should study and work on any company, this is not my opinion It was not a recommendation, my job was to show you everything and your job was to verify that thing and work on it, so please because you cannot become big by learning alone, there will be no benefit in becoming big, if you become big by teaching every friend then you will definitely get benefit, so I hope you have got all the information in the video, .
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