저자: 미상 · 외국인
요약 보기
결론: NCC 리미티드는 인프라·건설 업종으로 성장성이 있으나, 영상 후반 진입 자제 권고와 함께 단기 기술적 돌파 시점 관망이 적절하다는 취지. [회사 개요] NCC는 시가총액 약 7,000억 원 규모의 건설사로, 빌딩·도로·철도·상하수도·관개 사업을 수행하며 160여 개 프로젝트를 완료했다고 소개. [사업 실적 수치] 건축 수주 누계 약 450~500(단위 불명), 상수도 파이프라인 2만 km 이상, 도로 35만 km 이상(원문 자동인식 오류 가능), 마을 정비 3.5만 개 이상, 교량·철도 등 다수 실적 언급. [지분 구조] 프로모터 지분 19.3%→22% 증가, 11%→19% 수준 증가, 소수 10명 13%에서 일부 매도, 공모 주주 약 55%. 영상은 Rakesh Jhunjhunwala 및 배우자 명의 지분을 합산 약 21~24%로 언급하며 긍정적 신호로 해석. [재무 지표] 시가총액 약 7,500억 원, 주가 약 120원대, PER·ROE 등은 특출하지 않으나 연간 매출 증가 추세. 부채·현금 항목 무난하다고 평가. 다만 영업이익률(OPM)은 과거 12~14%에서 현재 약 9%로 하락했다고 지적하고, 인플레이션 대비 성장성을 강조. [수익률] 10년 약 19%, 3년 약 66%, 1년 약 75% 수익률 언급. [기술적 분석·매매 전략] 레지스턴스 돌파 및 박스권 상단 돌파를 주목. 1차 목표가 약 118원, 손절/지지 약 98원 제시. 단기 스윙으로 약 20포인트 수익 기록 언급. 현 돌파 레벨에서는 신규 진입하지 않겠다고 밝힘, 공급 구간 저항 우려. 재차 역할 전환(리버설) 확인 시 재진입 고려 가능성 언급. [리스크] 공급 저항 구간, 영업이익률 하락, 수주 잔고 소진 관련 우려 일부 언급. 명시적 목표가는 118원, 지지선 98원. [출연자 전망] 진행자는 기업 전반 지표가 긍정적이며 인프라 업종 성장 수혜 가능성을 전망하나, 단기 매수 시점은 신중하게 보고 있음.
다듬은 글
discuss a company that focuses on the construction industry, relative to the realm of industries. This company focuses on many different categories. According to that, the company's future vision is very clear. If you invest your best in this company and want to invest, there's a huge chance of profit.
I'm discussing all this here. So, watch the video till the end. If you have n't subscribed to my channel yet, please do so. You can also join Telegram, where trading takes place. I'll share it with you. So, let's look at today's stock details. So, look at the name of the company. The name of the company is NCC Limited.
You all know about NCC. NCC is no small company. It has a market of around ₹7,000 crore. This company 's construction business ranges from building design to Meaning, the company works on building construction, road construction, education department, on all products, along with this the company also works on rate metroposite, so many more, see here the company works on many highways as well, so you can see the details of the company's projects, see the India Institute of Medical Science, AIIMS, it has also been built by this company, so I will show you the company's steam, then you will get to see some surprising data, as you will see, actually first of all I showed you the business model of the company, the company has completed more than 160 projects obviously, so out of them the company does business in some states, does its own project, like the major head office of the company is in Hyderabad, after that you will see Chennai, Bengaluru, Pune, Mumbai, Ahmedabad, Delhi, Lucknow, Patna, Kolkata, so the company has spread its business in some of these places and you see the company works in road construction, highway construction as well as irrigation department, so see the company here How much is the total building project worth?
490 plus, this means around 450-500. The company has done building construction. How much has it expanded the water pipeline? More than 20,000 km of land, which means how much has it reduced on road construction? More than 350 thousand. Along with this, how many villages has the company rectified? More than 35,000.
How many is the company? More than 11,000. The company also works in printing and also works on building construction. In water and environment, the company works in irrigation department. In many places, the company does everything from pipeline to water supply. Transportation means transportation, which means road construction, road build-up, the company has expanded a huge network on that too.
From many highways to many roads, the company has reduced construction on the construction of the company. The company has also reduced construction on the railways. You will say Sir, railways, I mean, look at it, the company has reduced on the railway segment as well. From the railway tracks to the lines of the company, this company also does the work of saving them.
So, along with this The company has also reduced its stake in the Irrigation Department, which is the department of electrical supply. So, the vision of the company is very clear because if Kanti grows, then the growth happens on the construction industry and the company which works on road construction, building construction, water supply, in this way, that company grows very fast.
So, see, I am doing this, Rakesh Chunni wala, who himself has said that when a country grows, it would be right to invest in the joint first structure of the country, this is an infrastructure company, so that is why perhaps he had a good ee here the promoter had a holding of 19.3%, today he gradually increased his holding and brought it to 22%.
He had a holding of 11%, today it increased and reached around 19%, then ten people had 13%, today they have sold a small holding, the public had a majority holding of 55% and the public has a majority holding here, around 10%. If you look at the public among them, then the shares have been transferred in the name of Jhunjhunwala Rakesh, that is, Rekha Rakesh, Rekha ji, that means Rakesh Jhunjhunwala ji's wife's name, so he has a good holding in this company, around more than 13% is in his wife's name as well as in his name, so before investing on income, he himself had said in an interview that when someone, that is, 10 years, 15, 20 years is the best time for India to make the biggest investment, so if you want to invest, then he said that if you do not have investment, then you should focus as much as possible on construction, building, construction, infrastructure development companies, he did not say in which company to invest, see, you must be understanding one thing that he made such a huge investment in this company, he must not have done it without any understanding because more than 13% in any company, more than 11:30 in his wife's name, so together, there will be 21% on this company.
Not only 22% holding, here Rakesh ji alone has held around 24% holding, so you have to remember this thing, so would it really be right to invest in this company, is everything going well for this company, let me show you that, see the company's value sorry market cap, how much are you telling sales, 7500 crores, the price of the company is around ₹120 crores, it is around Rs.
120, P receipt is showing that there is so much potential in capital improvement, I am telling you again and again, if any company is seen above 50 point 50, if it is seen more then you have to look at the return of capital, you have to look at the total return of equity, return of equity was not that special, it was not seen, annual income is good, percentage of the company's debt is 84.4, which means the money is coming in the hands of the company in 84 days and till the goods are sold in production, it means no goods are being sold here, whatever project of the company is, it should be completed and let the project be completed.
The company is losing 117 days, so I found the valuation of the company at a very good level, the profit margin is low, the market cap of the company is very low, it is even less than Agri, so if seen from all these points of view, then this is also good, from the point of view, it was seen at the best level, the interest rate is also good, so if I talk about the profit and loss of the company, then the company maintains a continuous profit and loss ratio, if I talk about Silk, then see, the sales of the company are increasing every year, so in what way the sales are increasing, did the company control the expenditure, yes, they controlled the expenditure also, but if you will see one thing, the OPM of the company is not growing, earlier the OPM operating profit margin was around 12 to 14%, today it is around 9%, many people will ask sir, these sales are increasing, income is increasing, so what is the benefit of OPM, see, today let's go to the mother, if anyone goes to buy any chocolate, then first the price of chocolate which was 10-15 years ago, let's go It was 50 paise, 15-20 years ago, today the price of that chocolate has become ₹2 to ₹3, so look here, the inflation that has increased, so according to inflation, is the sales growth, expansion growth of the company okay, to see that you will have to look at OPM, if the operating profit margin is going in the right direction, if the growth is happening gradually, then think that it is moving forward, then it is still positive, I would say that every parameter of the company will look positive, that is why the company has given you good returns, 19% in 10 years, 66% in 3 years, around 75% in 1 year, the profit is okay, the sales group is good, and as far as the balance sheet of the company is concerned, if you look at the debt, then if you talk about the debt, then here you will see long term, short term, all the houses, so if I talk about the company's cash, the company is showing the same amount of cash in hand, it is also having the same amount in hand, it is a good thing for any company, so if you talk about the investor's profit, I have already said this earlier.
I am an investor and how I have kept my investments. I had given you an update on Telegram earlier as well. I had also talked about swing trading for trading. If we break this range, we repeated this resistance once before and created a body, so a lot of handles are formed. Just like any pattern is formed, when we break out of that level, then you will see a rally.
Obviously, I was antilia above this breakout. I had also given you an update on Telegram a long time ago. I had told you that after this level breaks out, an antitable will be formed and the next target will be around 118. The anti- level will be around 98. For a short term, an anti was formed, so a target of around 20 points was made.
See, 20 points is also not a small point, a good return was made, so again a break and level is happening, but I am not going to take an anti at this breakout level. You will say, Sir, why? Because look here, every level has a strong resistance as well as a supply zone because it will not be so easy to break them due to the supply, such a big crush was seen, Covid.
If we break this in this time then it will go to the next level. I am telling you in advance that the break out that is happening here, if you see the reversal again, after that if after the break out, then again a reverse circle is recorded then I will definitely take an interview on this because the wire will become active then, so stay connected with me, if you like my videos then please like and subscribe to the channel.
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