저자: 미상 · 외국인
요약 보기
VIP Industries(캐리어·여행가방 제조사)를 다룬 영상으로, 결론은 코로나로 여행 수요가 급감해 단기적으로 주가 하락 위험이 커 당분간 투자를 피하라는 것이다. 회사 개요: 아시아 최대 여행가방 제조사이며 여러 브랜드를 보유한다. 2004년 설립 등 기업 배경을 소개했다. 재무 평가: 시가총액 약 3,000억 원(스몰캡 기준), 현재가 약 213(루피 기준 언급), 부채가 없는 무차입 기업이라 긍정적으로 평가했다. 내재가치 약 108로 언급하며 밸류에이션이 과도하지 않다고 봤다. 최근 3년 이익 성장률 약 25%, 2008년 이후 흑자와 적자가 반복됐다. 주요 리스크: 관광 산업 셧다운으로 여행 수요가 50여 일 이상 멈춰 있고 재개 시점이 불투명하다. 향후 1~2분기 동안 실적 압박이 클 것으로 예상했다. 기술적 분석: 저점을 낮추고 고점도 낮아지는 하락 추세이며, 180 수준 지지선 이탈 시 160, 120 수준까지 하락 가능성을 언급했다. 투자 조언: 추세 반전이 확인되기 전까지 진입하지 말고 관망하라고 권했다. 라케시 준준왈라의 투자는 개인 투자자가 그대로 따라 할 대상이 아니라고 강조했다.
다듬은 글
Hello friends welcome back to my channel and I am here with another video and today we will talk about VIP Industries Limited you must have heard the name of BJP yes it makes luggage bags, suitcases and is very popular we will talk about VIP Industries if you are new to the channel then subscribe to the channel so that you can also press the bell icon so friends the things that VIP Industries makes are very popular and I myself did not know about it I just found it while researching when I opened its article in Wikipedia so if you see here VIP Industries is the world's second largest and Asia's largest luggage maker so the world 's second largest luxury cars and it is number one in Asia it is a very big company and in this it started a few days ago not a few days ago sorry it will be a few years ago 2004 16 years ago in this if you look at the UK based luggage band then it is very big, all the brands that go under it, listen to their names, Baristo Cat Help Sa Cotton BJP Bags many banks, if you listen to their names then all these It has its own brand and it is a very good company, fundamentally it is also a good company, so we will talk about its fundamentals and the biggest thing is that Rakesh Jhunjhunwala also folds the cheque here for five percent, so we will talk about that as well and now is this the right time to invest in it, we will talk about that, so VIP Industries if you see, its market cap is 3000 crores, its market cap was mostly above 5000 crores, till then it was midcap but now according to Karan Market Karol Bagh market it has become and always remember smallcap shares or below 5000 crores, if you see 5000 crores anywhere in the market, then it will go, sorry, this mouse is my problem, so it will become smallcap, 5000 to 20000 crores is midcap and above 20000 crores we class, in the last step it has become smallcap and smallcap shares means Re Sujata is involved in it, it falls more and so you should know here But you have to be cautious, so the market cap 3000 crores current price 213 a few days ago it had made a bottom in the positive and you will see only ₹50, 519 was favoring the proof and after that it fell, you have book value of ₹40 due to corona, the stock has lost, now this stock is given for 19 rupees, oh wait, one has to pay 19 rupees, okay and if you see the P of the industry, the P of the industry is 22 rupees 54 paise, then it is less than that, it had just given land in the fridge, so this is the source of 1.5 to zone capital employed services growth 14 years, but here you move away, this is the oil of the last 3 years, now in the coming quarter, 12 quarters or a little bit, it will be very useful fit in it because half of it is luggage, bags are bought only when you are going to visit many areas, so the tourism industry has completely shut down, it has been shut down for the entire proper time for the last 50 days and it is not known for how many more days it will remain shut, plus if Suppose Lotan goes somewhere, even if he goes himself, then will he come back to the tourism industry?
This is the biggest thing for you because right now everyone will have to look at their economy, their budget, and what problems they might face going forward. After that, they will make plans not to travel. So until all this is resolved, until you get back to your regular income, you will not make any travel plans.
So, there are many people who will stop travelling right now, due to which these blocks will get lost in the middle. So, this can be called a big red flag. Right now the face value for the playlist year is ₹2. If you look at the chat, it is a big thing that this is a debt-free company, a zero-tax company, so it is a very good thing.
Suppose even if the sales fall, then the company does not have to pay debts. This company can easily pay its salaries. It is worried about how it can run its business and someone could pay the salaries. It can pay the employees' salaries. No worries about who will pay. This is a big thing. 300 points of The intrinsic value is Rs 108.
180 feet growth from the profit growth point. The growth of the last 3 years is 25.2. In this also, you can do this research that you have seen a slight decline in this too. People may have to work on their profit margin or you may see that it comes in the last because again nothing is visible. I think for the next two quarters, these people will have to pass a very tough time.
GPS makes you go around for every one rupee - one share nine times. On Industries, the industry price book value is 4.21 and its price book value is 4.8. It is doing 4.8 or five times more than Gokharu. Okay, let's go and once you pay attention to its results, if you see the results, then here you will see the net profit of Rs 22 crore in 2008.
After this there was a loss of Rs 14 crore. After that there was a loss of Rs 4832. There was a little up and down, but right now this simple search is giving clear profit every year and this year also. Estimated 127th but next year which will be the end of March 2001, then I think there will be a huge fall here due to which you will see a trend in its charts in future, so you talk, you will say that Rakesh Jhunjhunwala ji is invested, yes Rakesh Jhunjhunwala ji is an investor, if you always think that he is a very big investor, the amount of money he has in Times Square, we probably do not have it, you do not have it, retail investors do not have it at all, you always have to think that we do not get as much return as he gets, that is, you will say that he has invested so much here and there that he earns about Rs 100 crore in a year, so he keeps investing that money here and there, so he has a very different kind of planning, do not get trapped in that, suppose tomorrow this share goes to ₹100, then Rakesh Jhunjhunwala can fold it, it will not make much difference to him, but it will make a difference to retail investors like us So, do n't invest blindly thinking it's a big investment.
Once you look at the stock, you'll see 15 point 50 percent return in 50 years, cycle on punishment in 5 years, good return in 3 years as well. Look at our stock, this year it has broken 51 percent. So, for Rakesh Jhunjhunwala ji, this may not be a big thing but it is a big thing for us. So, I would say that right now, because this industry, the entire small airline industry, is completely shut down.
Similarly, the tourism industry is also shut down. The VIP industries will be the most directly affected. So, right now I would say, world it. If you look at the charts, you will see that it fell here continuously and after that, an attempt was made to show recovery. But if you look carefully, look here, here it made a low and then after falling, it is back here.
It could not break this level. So, next here you will see that a lower high has been formed. Then at this level also, if it is unable to break it, then it can fall from here. And if it breaks this level and goes below it. I think there will be a huge fall here, I will tell you that if it breaks this level because the business is completely closed, you should understand that this business is completely closed, plus this is a small cap stock, so if it breaks this level then it will get support, a boss 8 plus 70, this level is 2011 support, and if it breaks then it will go straight from here to 120 level, so that is why I would say that for now stay away from this level, until a reversal is seen in this trend, until it shows a trend, do not enter here, in English, one says this better 2b, on this day, sorry, do not invest here, stay safe, Rajvardhan Singh, sorry, I made a mistake, that is why I will do the same, avoid it for now, if you look at that dance also, the first level point of the first recovery did not even come close to the second, after that it started breaking, now it is showing a down trend here, so keep an eye on the level of 180, if it breaks this series, it will fall further down next What will happen to your trend of 160 70, if it breaks below this, then its next support is visible at 120 level, so be a little careful here, if you are an investor then do not invest here until there is no reversal seen in its trend here, you must have liked the video, if you liked it then please like and tell me, I get support and I will return with a new video, till then take care of yourself, Surkshetra, thank you.
Comments 0