저자: VijayKedia—제목기준,해설자MentorManinder는사회자 · 외국인
요약 보기
인도 투자자 Vijay Kedia의 포트폴리오(순자산 약 1,710억 루피 추정, 15개 종목 보유)를 분석. 섹터 분포(건설·자동차부품·엔지니어링 등), 주요 보유종목(Atul Auto, Innovate, Om Infra, Tejas Network 등)과 과거 매수·매도 내역을 정리. 과거 수익률 사례 위주이며 앞으로의 가격 방향에 대한 명시적 예측은 거의 없음.
다듬은 글
Hello friends, welcome to a new video and in this video we will talk about Vijay Kedia Sahab's portfolio, how many crores is his portfolio worth right now, well that is a different matter, which shares does he hold in his portfolio, when did he buy them, at what price, how many are he holding till now, which ones did he sell, and which new shares has he recently added to his portfolio, we will look at all the things, so let's start, so first of all let's talk about holdings, right now if we talk about net worth, Vijay Kedia Sahab has a net worth of 1710 crores and he has holdings in 15 companies, what will we look at in this, one overview has been done, then we will talk about holdings, then we will look at bulk deals and block deals, which ones were sold, which ones were bought, so we will discuss all the things, okay now see which sectors are there, if we talk about sectors, then these are all sectors brother, construction and contracting which are civil, it has the highest share at 13, then auto parts, which manufacture auto parts It has 13, then there are engineering companies at 13, then there are auto, two wheeler and three wheeler, at 7 there is printing stationery, then hotels, then telecommunication, then heavy engineering, then textile, power generation, pharmaceutical, retail, transport and all these are mostly their holdings in their portfolio, okay, now let us discuss here one by one, so first of all we go to holdings here, let us see how much holding of which shares is there right now, okay, so look from here, yes, Atul Auto, brother, how many are there, these are 58 lakh 2000 shares, 58 lakh 2000 shares and their value is 385 crores and their portfolio is at about 21, only in Atul Auto, okay, so let's also look at the chart once, if any good one comes, then we will open its chart here also so that we will know, let's see next, by then the chart opens, Innovate Packet System Limited has approximately 21, brother.
20 lakh 20 thousand shares and this is his holding of Rs 42 crore, so let's open it once, yes, the current price of Atul Auto is 663, brother, and if we look at its chart once and see when it was bought, we will know later, by the way, it is said like this, then we will see later with the date when it was bought and what was the price at that time, that will be correct, right now let's look at the names of the big stocks once, then there is Inveter, we have seen, there is Affordable Robotics and Automation, in this there are about 11 lakh shares of his and his holding is about 10 per and this is worth Rs 70 crore, Repo India has 9 lakh shares worth about Rs 56 crore, then there is Global Vectra, Global Vectra Helicopters, Om Infra, the latest quantity he bought was 240000 and this is about 240000, 24 lakh, 24 lakh quantity, this is about Rs 41 crore, then there is Web Global The 33 lakh 50000 shares which are worth 103 crores, then there is Tejas Network, then there is Sudarshan Chemical Industry, then there is Patel Engineering, then there is Elcan Engineering, then there is Presson Kam Soft, so all these are there and Bhai Saheb is going on and on, going on and on, it is fine till here, there is Mandra and Holiday Resort, all these are C Aaram Silk, the holding is less than Reliance 1, so they have not shown these, some are Tal Baj Automotive, so we will see this also later, let's go straight to bulk and block deals, there we will get all the things, okay, come here Bhai Saheb, now the fun will be here, now see what will we get to learn from this, we will get to learn this, look, if Vijay Kedia Saheb has invested in any stock in the recent past, then he must have done it after some thought and he has not even exited yet, so that is an indication for us that we can look at our financials and place some bets beyond that, right, when such a big investor is investing so much money, then he must have seen something from his experience, let us see here Om In Infra, he bought it on 4th September, brother, see the shares bot, it is a bulk deal and how many shares have he bought, 24, 6591 shares, at what price, ₹1, we bought it, okay, from NSC, so now let's see what is its price right now, is n't it, Om Infra, so Om Infra was bought at ₹1, so let's open it in a separate tub, then open it here, I opened the chart of Om Infra here and it was bought at ₹1, so where will 61 be brother, it is approximately here, ₹1, okay, and this was bought in September, I think, in September 2023, and right now its price is 169, you see, how many times it has increased, its price has almost tripled, its remaining high has reached 220, but Kedia sir still feels that it will go higher, so he is still holding it, and he bought it in 2023, so what did you see, you and I will not understand much like this If we go into the rest of the details, we can understand the fundamentals, the rest of the video will become very long, so let's go back once, there is Atul Auto, okay, Atul Auto was bought on 25th August and it was bought at a price of 450, okay Atul, so we had opened it here, Atul Auto was bought at a price of 450, so let's put it for the last year and it was bought here almost around 450 and right now its price is 663, so this is also above almost 50, it has a return of 50-70, next if we look at Ambika Cotton Mills, how many shares were bought, it was bought on 3rd February 2022, brother 40000 shares and 2243, okay then Tal Bros Automotive Components was bought on 30th November 2021, 10000 shares at 339, then it is better than this, it was sold here, so many shares were bought before that, these are these, it was bought on 30th November, it was bought this and I had bought 337 shares and sold 339 shares.
That's it. So, I needed some money, I sold 10,000 shares and it came. This was a bulk deal, I had bought 25,000 shares. Then there is Affordable Robotics and Automation. I had bought this brother. 137,000 Tejas Network. Look, I had bought Tejas Network on 8th July 2000. And 9 p Tejas Tejas Network on 8th July 2000.
2020. At what price did I buy it? 8th July 2020 brother, come here. You are almost 48, 49, look here brother, 49 today brother, how much has Tejas become, see, it is running at 1200. How many times has it become? 30 times, 30 times, and how much did you buy it? brother, you should have bought this brother.
If you are looking at the quantity of 7 lakhs, then how much has it become 30 times of 7 lakhs, brother, now two crore 10 lakh two crores 10 lakh rupees, okay, now let's go and see this, then Licus Licus Limited, if we look at this, I bought it on 15th June and it is at 20, right, LYK Ice, brother, I bought it for ₹ 15, and this is also running, how much did I buy it for 50, 15, and it has come down by hitting 100, 120, 50 A is also running, so it is three, four times A, 37, it is very low, it is not loading at all, rest see its current price brother, you are running at 400, so it has increased five times, four, five times, this too, brother, it will take a lot of time, look at JMC T Cell Packaging Regulating Area, Karnataka Bank, Karnataka Bank was bought, it is at 122, so let's see Karnataka Bank, Karnataka Bank is running at 122, right now it has doubled, let's see, almost specialty restaurant Repo India Heritage Food, I bought it at 456, Heritage Food in 2015 at 456 Heritage Foods is going for 578, not much, it was bought a long time ago but in 2015 after that NIIT, Sudarshan Chemical, Repo, Indian Tyre, In Fashion, Atul Auto Sold, Sold, these were sold, look here, then Apar Industries was bought, let's check Apar Industries, Apar Industries was bought in 2014, 389 Apar Industries, Apar Industries, oh brother, this has gone beyond, absolutely Apar Industries was bought, 389, so how much has 389 become, brother, this is going to be a 10,000 share, this has also become almost 30 times, 30 times and how many were bought in this, 2 lakh shares were bought in Apar Industries, okay, then multiply 2 lakh by 30, 60 lakh, so this is how much is this 17,100 crore, 17,10 crore is the holding of the company, so we have seen the bulk deal, block deal, if we talk about insiders etc.
then what is there in insiders, what is there in insiders, quantity, average price transaction There is no regulatory authority of any kind, so we have not done any work, so we have almost discussed here, brother, which ones are there, so you can see in terms of gross holding, the top 5, 8, 10, okay, Atul Auto has the highest holding at 20, but Innovate is at 10, what is this, let's search this once, first of all, if it has so much holding, how many rupees did the investor buy , oh friend, yes, okay, its price is not mentioned here, so we will have to look at it in bulk deals, when did you buy Innovate, so we will find it much behind, we have to look at it now, so we have seen it here, then there is Affordable Robotics Automation, Repo India, Global Vectra, Mum Infra, Way, Global Tejas Network, this is at 1, so brother, how much is its holding at 1, at 1 it also came to 17 crores, why even at 1 it is 1710 crores, so 17 crores matters, so this was Vijay Kadaj's stock folio, next Whose portfolio would you like to see, tell us in the comment section and for such videos related to IPO and share market, if you have not yet subscribed to the channel, then quickly subscribe and press the notification bell so that you do not miss any useful video
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