저자: 미상 · 외국인
요약 보기
결론: 소형주 아툴오토를 레이더에 올려두고 공부할 종목으로 보되, 무작정 매수는 피하라는 취지의 영상 [종목 배경] 발표자는 본인이 보유하지 않은 아툴오토(Atul Auto)를 관심종목으로 지켜본다고 밝힘. 이유는 Vijay Kedia 등 대형 투자자가 약 100억 루피 규모로 워런트 및 지분 참여를 했고, 프로모터도 잔여 자금을 투입했기 때문. [실적 분석] 최근 분기 매출은 약 12,372(백만 루피 단위로 추정)로 직전 분기 대비 증가 추세로 제시됨. 비용은 약 12,360으로 제시됨. 분기 순이익은 약 9로 소폭 흑자 전환. 직전 분기는 418 적자, 그 전은 621 적자. 영업이익은 흑자로 기록되었으나 조정 항목 반영 후 최종은 적자(약 12)로 제시. 직전 분기 약 365 적자, 그 이전 약 450 적자에서 축소. EPS는 -1.91 → -1.67 → -0.01 흐름으로 개선된 것으로 설명. [투자 논리] 아툴오토는 3륜 전기차(전동 오토릭샤) 사업 확대를 추구하며 이를 위한 자금이 필요하다고 설명. 3륜 전기차 시장은 2·4륜 대비 주목도가 낮다는 점을 근거로 제시. [지분 구조] 프로모터 지분 약 52%, 공시된 기관 지분은 낮고 공개 주주 약 46%로 언급. 부채는 장기 약 60, 단기 약 16 수준, 현금은 많지 않다고 설명. [리스크] 시가총액 약 575 크로르의 소형 마이크로캡으로 50~60% 급락이 흔하다고 경고. 대형 투자자의 장기 보유 전략을 근거로 장기 시각을 보이지만, 소형주 특성상 변동성 큰 리스크 존재를 강조. [결론 및 행동 지침] 무작정 매수하지 말고 사업 내용을 이해한 뒤 접근할 것. 3륜 전기차 성장 여부를 확인하라는 조건부 관심 제시. 발표자는 특정 매수·매도 추천을 명시하지 않음. [출연자 전망] 아툴오토에 대해 전반적으로 긍정적 관심을 보이나 리스크를 함께 강조. 단기 가격 방향에 대한 구체적 예측은 없음.
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So, friends, let's start this video for now. Exactly on our normal screen and friends, here we are going to talk about only one stock. If we talk about this stock here, then at the beginning of the video I would like to tell you that I do not own this company, but I am keeping my focus on this company.
This company is on my radar. So what is the reason for keeping it on the radar? Friends, related to this, I had already made a detailed video here that if a big investor is investing Rs. 100 crore in a company, whether he does it directly in equity or through warrants, which later get converted into equity here, but if a person, that is, if he invests Rs.
100 crore, then something can happen to him in the company, that is why I always keep the stock in focus to study it. And if we talk about the present, the quarterly results of the company have also come out, so I am going to put all these points in front of you here. So who is that person who has invested Rs.
100 crore? Vijay Kedia Sir, you all know about this. Related to this, I also made a detailed video about what Vijay sir did for his favorite stock Atul Auto. He had invested in it a long time ago. This stock was doing a great run, then he booked profits and again. What Atul Auto has to do here is to make its business big.
He has to enter the electric vehicle segment. And for this, funding is needed, money is needed. Rafale had a retirement of approximately 120 crores. If we look at it, then Vijay Kedia has provided the table here, which, as I told you, going beyond convertible warrants, it will be invested in equity here.
And if we talk about the remaining money, friends, it is not the promoter himself who has participated there, meaning the promoter himself has invested the remaining money here. So definitely someone is investing so much money in his own company. Some big person is buying so much here. So, that is why we do not have to buy directly.
But if someone is doing so much, then there must be something to it. You must be having expectations from this company, so for studying it, I have already put the company on my radar here and I would request you to study it, do not go and buy the shares directly, it would be foolish if big investors invested money, that is why I will also invest, so now before going into more details on Atul Auto, let us look at their quarterly results, so friends, we have come to the numbers of Atul Auto, you can see the sequence, the sequence of 969 is absolutely fine, it looks a bit good, the presentation here is very clean, so there will not be much problem here, you will also be visible here, how much is the income at this time, ₹12372, the total income of this company which was last time ₹10000 700 and before that it was around 8:30 thousand, so let's talk early, 8:30 thousand became 123, that is 100712300, so the income of the company Yearly and quarterly is looking good here, friends, if we talk about the expenses of the company, how much did it have to spend to earn so much, then the expenditure was around ₹12360, last time it was around ₹11000 and before that about 100 income-expenses, then will there be profit or loss, so friends, I would like to tell you that this company was running in loss here earlier, that is, if we talk about this time, at this time the company has made a profit of only 9, but still we will consider it positive here because the company has earned some profit here, because before this you can see here the company was running in loss of 418, and before that it was running in loss of 621, so the loss of 621 is showing a profit of 9 at this time, there were more than 400 colors in the last quarter, at this time the company has seen coming towards profit, there is a very small profit, no, but still if you go from loss to profit here, then it is a good signal We get to see the signal here, which means we do n't have to go and buy, but one point is that the company is turning into profit from loss, so this is a very positive sign to see here.
Next, if we talk about it, no doubt, there will be a lot of adjustments in it. This was related to the entire business of the company. Now, see, there are different adjustments that will be done here. Plus, there will be things related to mines, some accounting things remain here, and finally, due to this, if we talk about profit here, then see, that final profit has also been white potted here.
Final, we are seeing only loss. So, how much is the final loss earlier, that is, if we talk about the current loss, then 12, this is 12, how much was the mine last time, there was a loss of 365, oh my god, in mines, and before that, how much loss was there, around 450, which means we can say that the loss of 450 came down to only 12 in one year, how much did the loss of 365 become, it reduced to 12, meaning, so that much of the company we People can say that friends, the results of this quarter which have come today on Saturday are very good and we are getting to see them and if you go to study the apps, then the pattern is the same.
0.01 last time it was 1.67 and before that it was 1.91. Don't forget this is in minus, so the lower the minus, the better it is. You can see that 1.91 is in 0.01 - 1.67 is in 0.0 minus. So overall, if we talk about the numbers of this company, then the company has shown a great performance. Earlier the company used to bear the operating profit or loss from the law, at this time the company has recorded the operating profit here, later there were adjustments due to which the result of the company has come in overall loss here also, but if you compare it according to the arrears stage, then we can see the loss also decreasing here, so the results of the company are very amazing to see.
It is coming here on Monday, you can definitely keep this stock in your watch list here, so friends, as I told you guys, if we talk about Atul Auto, then it became famous because of this, I would like to show you the news also, there is no need to go too far, the news came out on 10th October itself and why only 14% share of Atul Auto, because if we talk about the board of Atul Auto, if we talk about the management, see, they have issued warrants, so the investor Vijay Kedia sir has directly invested around 16 crores and the rest of the promoter's money is invested here, so you can definitely keep it on your radar to study what you can do, sir, if the company's numbers are good now, then we will consider it good, no, no, it is not like that at all, they have just invested the money in October, the result of this money that they have invested, they think for a very long term, no one thinks about 100 crores, what will happen tomorrow, what will happen the day after tomorrow, not at all, their investment in A is for a very long term It remains illegal and related to this I had also made a detailed video on stock market classes, see such big person investors do not see what is happening in the foreign market, where the market is moving, what is the inflation, and because of that they do not take any distance in the city, which maximum retail minister takes decisions by focusing on these things, which is wrong, so this is also a learning thing which you people know, it should be here, if I talk about Atul Auto, then what is the warning part, friends, this is a very small company, market cap of Rs 575 crore, it is only such a small micro cap company and a micro cap company can easily crash 50-60%, so you know this thing should be here, many people say that look, a big minister invested money, the stock has just come down by 50-60%, retail got it trapped, no retail does not track it, retailers themselves invest here by listening to someone's words, only after hearing half-baked things here, a micro cafe and micro cap A 50-60% drop is a common thing because they run that fast, if they go fast then they can run up to a thousand percent, this is something we get to see.
Now if I talk about Atul Auto, what is the specialty of this company, Atul Auto manufactures and sells auto rickshaws in domestic and overseas market, so we get to see this thing a lot, that is, this company gets to see a decline in three wheelers, we talk about two wheelers here, we talk about four wheelers here, we talk about heavy vehicles, but if we talk about three wheelers i.e.
auto rickshaws, we do not pay attention there and this is also a very big domestic market, plus they also export, which you can see, plus in this they also reduce related to electric vehicles, in electric vehicles, there is a decline in two wheelers, there is a decline in four wheelers, some companies are also doing trials in heavy vehicles, but three Who will do it in three-wheelers?
Atul Auto is kept here with a focus related to this, so perhaps due to this thing, Vijay Kedia sir has made a big bet here and you know this game of electric vehicles is going to be played for many years, this is not something of today, see if we talk about three-wheelers in auto here, then in comparison, if any company comes, then the big company is Bajaj Auto, three-wheelers of Bajaj Auto are also seen, but their main business runs only on three-wheelers, so you can see here, if we talk about Scooter India, then it is a very small company, right, and if we talk, then you can definitely keep this company here, now let's talk about the shareholding pattern, then how much 52% does the promoter have, there is no such HDFC, RK said this is bad, it is ultimately a risky company, and the money that institutions have is not their own money, it is someone else's money, so they have to invest it wisely, so that is why they are more The public is not visible here at the moment, see 46%.
So overall, if we combine all the things and look at it here, then you can definitely keep Atul Auto on your radar. We also cover the balance sheet. See, a resolve of around 250 crores is visible here at the moment. If we talk about debt, then there is a debt of around 60, short term debt of around 16, and if we talk about cash, then it will not be much.
How much can the balance sheet of a micro cap company be, so it is worth looking at it. So, Atul Auto should definitely be on your radar for study purposes. I am repeatedly saying here that you should not make such guesses. You should not buy blindly. You will buy blindly. If the same stock goes down tomorrow, then you will exit due to fear.
If you have to buy, then understand the business of the company. If you feel that in the coming times, electric vehicles will also give good performance in three wheelers, then you can definitely consider about them here. And again I would like to say If I talk about these big investors who buy, Vijay Kedia, then their approach of holding is very long term, not short term at all.
They just sit there holding the shares. You must have seen webboglobal, this stock is also with them, from where it went up, it went above thousand and if you can see how much it fell from the top to how much it fell, still they have held it because they are long term investors, they know that these are risky type stocks, the quality of which will remain in them will have extreme ups and downs, so they miss this point, the written star, later they get fooled and get trapped, so you should also be aware of the risk, this is all I can tell you here, so overall before closing the video, I would just like to say that the numbers given by Atul Auto showed good quarter to quarter, the company was seen coming from loss to profit, if we talk about operating profit, and along with that, other big investors have already invested.
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