저자: 미상 · 외국인
요약 보기
Vijay Kedia가 2006년 약 60루피에 매수한 Sanitary Ware(Sahara 계열 표기로 추정)가 2016년 11월 약 60루피 수준을 다시 찍는 등 장기 보유로 큰 수익을 낸 사례를 소개한다. 가격 흐름: 2008년 1월 약 100루피까지 상승 후 금융위기로 하락, 2008년 10월 약 절반 수준, 2009년 3월 약 28루피까지 떨어져 원금 대비 약 55% 손실 구간을 거쳤다. 이후 부동산 사이클과 맞물려 회복했고, 조정 후 주가는 약 16000루피(보너스 조정 기준)까지 올라 약 250배 수익률을 기록했다고 설명한다. 배당 누적은 주당 약 250루피(매수가의 약 4배, 영상 표현상 100배 표기 혼재)로 언급되며, 투자 원금이 사실상 회수됐다는 주장이다. 현재 시가총액은 약 1만 크로르 루피로 중형주 수준이며, 성장 여력은 있으나 이미 부는 대부분 창출됐다는 견해다. 핵심 교훈: 소형주를 골라 15~20년 이상 버티는 인내가 필요하며, 이는 대다수 개인투자자가 갖추지 못한 능력이라고 강조한다. 주의사항: 해당 종목 매수·매도 추천이 아니라는 면책 고지가 있다. 대형 투자자의 매매를 그대로 따라 사지 말라는 조언도 포함된다. 대형 투자자는 지분 규모와 인내심이 달라 같은 결과를 기대하기 어렵다는 취지다. 검토 대상 자산(삼성전자, 금, 비트코인 등 목록)과 관련된 발언은 없다.
다듬은 글
Hello and welcome to you my subscribers at the profit curve rice. The stock that is displayed on your screen is not surprising to see this. This is one of Mr. Vijay Kedia who is a big investor. One of Mr. Vijay Kedia's very multi-bagged stocks. If you see its current price, it is 7000-800 and as per now, there is a little price overvaluation in this company today.
You can see this stock. Sanitary Ware Rice, which of you are watching this video. Standard disclaimer. Whatever points are mentioned in this stock, there is no buying or selling recommendation for training and education purposes. I have seen many interviews of Vijay Kedia sir because I have seen a very high interest rate.
You know that this Banda stock is 5566 years old, he says this, after that invest, so I would like to tell you a basic investment philosophy. This was not a very big company at that time when he invested, so find small caps and in small caps, those who play small caps, that is, they do not look at big caps, they look at small caps.
If there is only ten pick multi-burs in cap, then for 15-20 years, they see it becoming a big cap, that is, hold on, that is the investment in the back time, which he told in an interview just now, and hold on to it for 15-20 years until that small cap becomes a big cap, almost. See, right now the market cap of Sahara Sanitary Ware is around 10000 crores, so technically it is still a midcap in terms of valuation, it has not become a big cap yet, but you must have heard its name, it is a very old company, it is engaged in the business of manufacturing, selling and trading of various kinds of buildings, now this wind and solar power captive is some of their new ventures in Gujarat, basically you must have heard the name of Sir, there are many of their products, there are products in different segments, but basically what is the underlying theme of real estate, houses will be built, whether you live on rent or buy a house, you will need things in the house, so that was the underlying theme which I have just seen, the underlying theme is cables And the virus is going on, no have an look, it is very interesting, keep an eye on its chart, so I will try to spot a date, ₹60 in 2006, it is said that he got around ₹60, almost exact ₹60, I think in November, see this is absolutely correct, ₹60 on 24th November 2016, I don't know whether this was the exact date of his investment or not, but at ₹20 only, big position in Share Sanitary Ware, okay, I think, who of you with me, so for now see, this was the 2006 market, 2003 and 2007, one of the biggest mother of bull markets, which is called, was the bull market of the era, after that, now you track its graph with me, it is 2017, in 2 months it comes up, then it becomes 61, in 2007, then it keeps falling and rising and becomes volatile 89, then on the fourth January 2008 Look at ₹100, the ₹100 of ₹60 has almost doubled from its price, right?
Now look further, it starts falling again because you will remember that the fall of the global financial crisis started from 22nd January 2008 and look at this, while falling, on 7th March 2008, it again reaches the bank of Mr. Vijay Kedia and he kept on doing as he says in the interview, that is absolutely correct, I have validated the points, he entered in 2006, after 2 years, he almost reached the buying price, see the restlessness after that, see the story that has been left, now look further, by 8th October 2008, it became half of his buying price, yes half of what it was, by October-December 2008 when the bear market was going on because it was the time of financial crisis, Sher Sanitary Ware has fallen to Rs.36 and if I go further, then in March 2009, this It fell to Rs 28, meaning whatever money he had invested, it was standing at 45%, that is, 55% of his money was wiped out.
He was seeing time, unless you sell this, you will lose this note book, then unless you make a profit, this also note book, but look at the stock from here, from where to where it has once again picked up speed, this stock residence did not stop at all because the real estate bomb is starting to happen, you know that in India a lot of houses are built on time, so this is a by-product of the real estate bomb and then when the real estate market is in problem for the builder, even if there is no house or bike, the things inside the house will still be sold, so let it start showing its true colors, keep watching the graph, the stock of 2013 becomes non-stop, the second pick is 2017 in it and in the current pick, the pick is 70007000, it tells that this stock also has a once to one bonus issue, meaning if the bonus had not come now, its price would have been at least 16000, which means Mr.
Vijay Kedia Now going into this, I am going through the thoughts, what he said in one of the interviews, the data of this interview on CNBC channel is available on YouTube, I saw it in it, I said friend, look, it is right, can a man seat on an stock like date, so right now see, this price is 16000, so the stock of ₹60 has gone up to 16000 with adjusted bonus, if you calculate the return, don't try, don't try, it is phenomenal, I can figure out how much return it has given, it is so, this is a ₹60 stock, it has given 250 times return, 250 times, apart from that, during these years, this ₹60 stock has given dividend along with return, and how much dividend has it received, do you know, total dividend of 250 per share i.e.
100 times of its buying price, so they have received only dividend, so anyway, if you leave the stock, then their Also the buying cost has become zero because dividend was received plus the company has given so much growth ahead, amazing 250 times growth plus four times dividend, it means if you invested ₹1 lakh in sanitary ware then it would have become crore now, just imagine it is unbelievable one lakh would have become 2.5 crore, now it appears to be a midcap in its sector but the second number player, well even now if you analyze it in detail you will not see anything great in it, still thoughts what I am saying no also if you see it is going to grow very well, the company is doing well, but now it is foolish to hold it at this price or discuss it in big because already most of the wealth is created, maybe it will grow further, but such a 250 times multiplier, so from here it is difficult to top it, but similarly a lot of people ask me how I have chosen among small caps, it is a very deep topic, I think a separate detailed video will have to be made on that because small Choosing in caps is very difficult.
You have to have the strength to sit with it for at least 15-20 years if you buy small caps. You need the strength to stay with it for at least 15-20 years, which 99% of retail investors or at least 95% of retail investors have. That strength, that patience, that patience. Note it down, brother. Let's meet in the next video.
I hope you like this one. I will plan a different video in small caps. Usually mutual funds are an option because mutual fund managers choose their investments after careful consideration. But still, try to give you a perspective on how you can spot the next multibagger like stock. Sanitary ware is a standard display.
Please consult your registered financial advisor before buying or selling other stocks. This is just an education and training video. And one more thing, do not match your portfolio with the buying or selling of big investors by looking at their buying or selling. This is not going to help you because you would know when they will enter, when they will exit, how much quantity they will take.
Vijay Kedia has done many such videos. I had invested in the company Atul Auto and many of their multipliers but then they also take a big stake, 5%, 10%, one percent of the company, if you want to sit then their quantity is more, they have more patience, that is why they earn, so don't copy paste portfolio, I bill see you in the next video, till you give profit and gas, have an good de
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