저자: 미상 · 외국인
요약 보기
첫 줄 결론: 영상은 인도 투자자 Vijay Kedia의 최근 매수 종목 2개(Welcome Engineering, Mahindra Holidays & Resorts India)를 소개하며 그의 투자 방식을 따라 할 가치를 강조하지만, 구체적 매매 시점이나 가격 전망은 명확히 제시하지 않는다. [투자자 소개] 영상은 Vijay Kedia가 시장에서 1,000억 루피 이상을 벌었다고 소개한다. 그는 소형·리서치가 덜 된 기업에 투자하는 것을 선호하며, 장기 보유 성향이 강하다는 점이 강조된다. [Welcome Engineering] - 자재 운반 장비 설계·제조 및 설치·시운전 사업을 한다. - 최근 수년간 주가가 크게 올라 1년 수익률이 약 450% 수준으로 언급된다. - Kedia가 고점 부근인 6월 분기에도 추가 매수했다는 점이 긍정적으로 제시된다. - 재무: 영업 관련 수익성 지표는 중간 수준(자기자본이익률 등 약 10% 내외로 언급)이며, 부채는 200억 루피대에서 점차 감소 추세, 현금은 수십억 루피 보유로 소개된다. - 프로모터 지분은 약 29% 수준이며 질권 설정 지분 축소가 긍정적으로 해석된다. 외국인 지분은 매우 낮다. - 시가총액이 작아 변동성이 크다는 리스크가 함께 언급된다. [Mahindra Holidays & Resorts India] - 마힌드라 그룹 소속 휴양·리조트 사업 기업이다. - 시가총액은 약 4,000억 루피(소형주)로 소개되며, 장기 부채 약 117억 루피, 현금 약 300억 루피 수준이 언급된다. - 최근 수년간 수익률은 부진했고, 최근 두세 분기는 손실 또는 부진한 실적으로 언급된다. 홍수 등 외부 악재도 거론된다. - Kedia가 이번 분기 추가 매수했다는 점이 제시된다. [총평 및 주의] 진행자는 Kedia의 매수 기록을 참고하되 무조건 따라 하지 말고 직접 공부할 것을 권한다. 해당 기업들은 추천이 아니라 투자자 포트폴리오 소개라고 명시한다. 영상 말미에는 무관한 건강 광고성 문구가 포함되어 있다.
다듬은 글
to such a channel, so before starting it, I must remind you that some latest videos have just come on IRCTC, a latest big one has come, Saunth, we will find the links of all these methods in the description box below, so definitely study the videos, if this is your first time, then e Free Stock Market Plus channel, the link will be available on the side players, in the security structure, just like gain, here, related to China, I had talked yesterday also about a very big investor, Vijay Kedia Sir, you all have earned more than thousand crores from the market, and here I had made a video yesterday also, where I told you some important things about him, so in the same, I also asked you people that he has added some talks, so if you want a video about that, then see, many people have given positive response, so in this video, we are going to have 21 people watching here Which of the thousand crore owners have you bought here, which means if we talk about this quarter, then you will find a lot of stock films with them.
If I talk about Vijay, then he likes to invest in small companies and research companies a lot, which means that such companies can give you very good returns. He has also said this many times in his interviews that this company can also give a lot of losses in Apple Cider Vinegar. So, where the higher the RR means the higher the return, and the second one is even higher, which means that once the return is more than this, any investor should invest after thinking carefully.
He has also mentioned this much here under this box of his. Still, we can see here that which such friends have often made such investments. So, for you to study, let me tell you that it is not a matter of recommendation, they had their own established companies, and he also said that many times he too has gone wrong here.
So let's go. If we look here, then first of all if we talk about Alcohol Engineering Company, then it is welcome that if I talk then look at this stock of just Rs. 150, let's buy it for Rs. 150, not counting at all, the same mistakes will be made, if people put the price aside or take decisions then there is no reliance left on studying the stock market, friend, if you want to have a long journey or to move ahead successfully in the stock market, then you should look at all the things that the company does, first we will see the basic information, 5 day chart pattern, we can say a return of 1%, approximately 100% in a month, if we talk in six months, then you can see a return of 150%, if we talk about 1 year, then Hussain has a return of 446, if we talk in 5 years, then the next 15065 return means the chart pattern will be like this from bottom to top, we will see that, do maximum, if you see then we can see a return of 100%, 150% in 5 years, see this, from top to bottom, Dark Company has made a comeback If we talk about one year, the company has given a return of almost 450% here.
The important part is that friends, investment is never made by looking at the price. This is also a good point or we are getting to learn because if I talk about Vijay sir, then in the June quarter, he has made a fresh purchase in this company. Before this, he had to distribute in this company. So the learning point in this is that see, even at such a top level, that is, despite having 450% return, he has invested here.
So, what we say is that now even if 500 % is gone, what is the benefit of investing? Friends, good companies only go up, there is no such expiry date, this company will stop after coming here. I am saying in advance that it will sit and study them, will respect them, they have taken all these decisions accordingly.
If they can go wrong, then they may have to bear their loss here. So, if we talk about shallow engineering, then there is something important, see, first of all we give basic information about what the company does, you all can see us. People have come here to learn about the company. If we talk about this company, Welcome Engineering, then you can see that it is engaged in the business of designing and manufacturing material handling equipment and industry years and is also involved in providing erection and commissioning solutions for its products.
So, here if we talk about the business model of this company, which you can see here, if you look at some other information like the company's return is running around twenty percent. If we look at the return on capital employed, return on equity, then it is ten percent, this is about four and a half percent.
However, it is not effective for Vijay. He had said in an interview that he does not give so much importance to return on capital employed, return on equity. He studies all the things thoroughly according to what will happen in the future. So, I think there are some good points, I think that too. You people on this side, it is not necessary to tell here that if we talk about a spear comparison by copying everything, then the point of engineering This company is seen in the same industry, you can see it right below in Inquisitor, but still Scorpio & Company has a market cap of fifteen hundred crores, it is very risky, this is their biggest speciality that they invest in such stocks, I want to tell you one thing, the most special thing about Vijay Crusher is that they do not invest in stocks for a month or two, they keep investing for years or on that topic, one of their most popular stocks is Back Local, you all must be aware of Vaibhav Limited, if I talk about it, then they have kept that company invested for almost 45 years, which means there are no returns and uncertainties, the company gave 100% returns, so their way of investing is that of family investment in good companies with their body, later the company should run in such a way that once it grows tremendously, you will make profits of lakhs and crores of rupees, then they book profits here, this is their strategy, what many people do, they copy the big mister So if you copy his stocks, he has also said that many people will copy my stocks, then they will not even know, my profile is very decent, if they copy him then they will have to copy all my stocks because they will not know which stock I will enter and when I will exit here, then when they will come to know, three months will be completed because the quarterly Levies numbering comes out, so these are some good points for them which you can note here, now we will talk here about the promoter holding of the company, you can see that the promoter holding is 29.2% and above 50% of the pledged holding, in June 2020, the holding became 28.30%, due to which it decreased a little further in Thursday, March, it became 23.1 and reduced to 11.00%, that is, one thing is understood that the promoter should try to redeem his pledged holdings as much as possible, click here and share it, which is very positive It is seen here that about 60% portion is with the promoter, then who has the rest, foreign investors have almost nothing, if we talk only from point to z then approximately how much is it, it is only around 2.5%, and if we talk about public holding then all these big shareholders also come in black, Vijay's dad comes in this, 3720 holdings are seen, whereas if we talk about the balance sheet of the company, if we check this also then you can see the results, there is a leak of 70-60 crores, if we talk about debt then there is debt of 200 crores, 131 crores, 160 crores, 116 crores, but comparatively it is under a little control, it is decreasing, short term debt is seen to be around hundred crores, thanks, if I talk about cash of 18 crores, 24 crores, 50 crores, see, cash is available here, so definitely the balance sheet is impressive, even though the company does permits of the company, the debt of the company to the common people is continuously reducing It is being seen which is definitely a good science, so I would like to say that you can subscribe to this company Lakhan Engineering, today the delivery of eight percent has been seen here, I have already told you that this company is a very small micro grid also, if you want you can call it so, its a great company, not just readers, you have to see the race with returns, stocks running at 500 percent, you can guess how big a correction can also be shown there, so this is the first stock, you people have done your study, the quarters of the company are also number one, okay, we would also look at the numbers of the company, last 4 quarters 92136, you can guess from your net profit, a normal growth is being seen, but growth is definitely there, if we talk about profit, here the profit of this whole year, the profit of last four years is 12 crores 7236 eight crores, so we have got it after seeing the performance of the whole year, so this is the first company, now comes the second company whose name is Mahindra Holidays and Resorts India Limited I think the business model of the company needs to be explained.
The name itself explains everything. But never mind, let's just do the formalities. So friends, here you can see Mahindra Holidays and Resorts India is a part of the Mahindra Group. If we talk about textiles, telecom sector, that is, related to the hotel industry, we can say here it is part of the Mahindra Group.
If we talk about the Mahindra Group of family holidays, we can say resorts related to it. If we talk about hotels, then the business of the company related to this is getting half the success. If we talk about some important parameters of the company here, which can surprise you, like the company's return of capital employed, positive and equity, then it is seen moving forward.
As I said, Vijay Clear had jumped into this, that he does not focus much on these things, so he keeps something separate here and keeps running here. The system in which the company works, hospitality, hotel industries, resorts. If we talk about restaurants, then in this You can see that the number three position is being held by this company, whose market, if you look at it, is only worth Rs 4,000 crore.
So, it is a small cap company, a very risky company. If I talk about RJ, they have Indian Hotels, which is a media quality company worth Rs 1617 crore, which is a Tata Group company. Everyone can say that the industry of both is clearly visible here. So, if you want, you can do a little deep research here.
If I talk about this company, you can see this - I see, which is not a good thing. If we talk about long term debt, the company has a debt of Rs 117 crore. Short term debt is nothing. And if we talk about gas, you can see that there is cash of Rs 300 crore, so why would anyone hesitate in such a company?
There could be a huge rise in the future, hence they must have invested in this company. If you want to understand the shareholding pattern in a little more detail, then let's look at that too. The promoter has 4 % of Rs 1617 crore. FSD is approximately 12 percent, approximately 15 percent, which you can see, now I don't write it down, if I talk to you, you will see the name of Vijay Dancer here, who is folding more than 1 percent here, before this he had never invested in shares, so friends, there is no such thing that Vijay's dear sir ever went to the last, he also had a lot of folding in this, for us to see, everyone here moves ahead according to their own tricks and strategies, they sometimes tell anyone to go and invest, everyone has their own stock or if we talk about the last four years' performance, then in the last two-three years the company is showing negative returns here, if we talk about profit and loss and talk quite early, then you can see that the company is not running well even in the last two quarters because due to the flood, common people can say that the bank of this company was about to run here, so these are the two companies where Vijay has invested here, Mahindra If we talk about holiday resorts, restaurants, after the male installation engineer, then friends, the blood is currently here, which they have added here in inch quarters, it happens many times that they bought in this quarter and sent it in a quarter, as I said, everyone has their own strategy here, so if you go to follow blindly, then it is necessary, but here it is possible that to create a but, you can definitely study these two stars here thoroughly, if you find some positive things, then you can also note that here and move forward, but as I said, such a big investor or such a successful inverter, if you do something without ads, then you should definitely study it here, you should not ignore it at all, later you can take yours here, if you like any of them, no, according to me, both are very much, that is why and basically what we can see here, so I hope you liked this video, so definitely like and share this video. In the morning, magnesium also helps the student's brain say goodbye till then.
Comments 0