저자: 미상 · 외국인
요약 보기
Zaggle Prepaid 주가가 1분기 실적 악화와 Dice 인수 관련 비용 일시 반영으로 20% 하한가까지 급락했다가 Vijay Kedia의 벌크딜 지분 매수 소식으로 반등했다고 설명. 그는 약 3,300만 루피를 평균 164.72루피에 매수. 영상은 대투자자 포트폴리오를 무작정 따라 사면 안 된다는 교육적 내용이 중심이며, 주가 향후 방향에 대한 명시적 예측은 없음.
다듬은 글
Hello friends, Namaskar, I heartily welcome you all to SM Kaise Shana. Yes friends, in this video also we are going to talk about a very big breaking news, which means there is no need for any introduction, you all must know this person. Yes, if we talk about Vijay Kedia Sir, then everyone related to the stock market keeps an eye on his portfolio also.
And if we talk here friends, then yes Vijay Kedia sir has added a new stock to his portfolio here. So it is okay, now it is seen that investors will sometimes add and sometimes remove. So what's the big news in this? So friends, the big news is that a few days ago we heard news related to a particular company, on which I also made a video that we have seen a stock crashing by 20% and hitting the lower circuit and what has Vijay Kedia sir done in that company ?
A lot of goods have been picked up here. So friends, we are going to talk about the same here in this video. And there are many learning points too. I am going to put that in front of you all here. So first of all, the most important point to be noted is that you people should always keep this thing set in your mind during your journey in the share market.
Do you know what these big investors are called? S Investor. Ok? ACE Big Investor. Ok? So you all know about these investors. You can see many such investors in the market. So sometimes someone will do buying here, sometimes someone will do selling. Ok? Entry and exit, things keep moving here. So first of all, friends, the basic point is that what is the thought process of a beginner that if a big player is buying a share, then what will I do, I will buy that share without thinking.
So friends, I would like to tell you this thing first. This should not be your thought process. Ok? This is a very wrong approach. Now you will say why? Because let me tell you a figure here, for example, suppose 10 crores, you tell me is this amount small or big, 10 crores, this amount that I have placed in front of you, if you have said that sir 10 crores is a big amount, then friends the answer to this question is wrong, yes 10 crores, is this amount big or small, you cannot answer this directly, what is the important thing for this, yes for whom is it big, yes we can say brother, for us, for you, for all of us, 10 crores is a big amount.
But think about it, a person who has ₹1000, let's say ₹100 crores lying around. Now tell me, is Rs 10 crore a big amount for that person? Yes, now you will say that the picture has changed, that for someone who has Rs 10,000 crore or Rs 10000 crore, Rs 10 crore is not a big amount. Ok? I keep giving the same example here again and again.
10 crores might seem big to you. Take the example of ₹100. Now tell me, is ₹100 a big amount or not ? If you say sir it is ₹100 then it means okay. OK means what to say? Ok. This is not a big amount. But again and again the same thing. Now you are saying that it is not a big amount for you. But think about it.
A person who has no money is fine. He has been hungry for 4 days. Ok? A person who is a beggar you can say is a beg. Ok? For him even ₹10 is a big amount. So for that if you ask ₹100, yes, then it is a big amount for that. Why am I giving this lecture and sermon to you people ? To explain this very thing that I just told you, what many people do is look at the portfolio of big investors.
Which shares are they buying, which shares are they selling. Accordingly, I take the decision that I will also buy it. Hey, I will sell it too. So it is not like that brother. Is that amount okay for them? Meaning, if we assume that he has invested, we will see in the video how much amount he has invested.
Ok? So you think brother, what a huge amount it is. But brother, you have to see it according to them. How much amount of his net worth has he invested? Ok? So if you check that, it is not even a 1%, it is not even a 5%, okay, that means if that share sinks tomorrow, for example, it will not make any difference in their life, but what a beginner investor thinks is that brother, he has invested the money, I will also invest and he invests 50-60% of his net worth and if that share sinks, then that beginner investor also sinks.
So you should understand this thing very well. That is why I gave multiple examples and Rakesh Jhunjhunwala ji also knew these things. Even then I used to explain it to you people many times. Now he is not among us. But these things were so popular at that time that whatever shares RJ bought, everyone ran after it.
Ok? He bought a share of I Guess in 2018 which was a penny stock. You already know how much people are attracted to penny stocks. Ok ? Especially for beginners. So he bought it. He had invested around Rs 100 crore in a penny stock. So what did the people do? I started investing blindly. Hey 100 crores, 100 crores is nothing for Rakesh Jhunjhunwala.
Ok? Take a look at his overall portfolio. Look at his net worth. According to that, 100 crores is nothing. So what did people think? Hey, I invested 100 crores sir. Meaning there must be something. So again the same thing that from our perspective we see that it is 100 crores but from their perspective you have to see the percentage according to their net worth.
So you get the correct picture here. I hope you have understood things well here. Yes. Ok. That company, penny stock brother, is almost finished now. Ok? That means it is running in single digit and one stock has been delisted. So what happened was that the RJ's money got lost. Ok? But it didn't make any difference to him.
Ok? Why? Because for them Rs 100-200 crore is not a big amount. Brother, those retail investors who had invested huge amounts of money by copying him, got ruined. So that's why I made this point, okay? So much for this, I mean 50% of the video is for me to teach you this thing, okay? I have invested here.
So okay friends? Here, if we talk about the stock, which stock, so friends, if we talk about Zagal, yes Zagal, you will remember that a few days ago we also covered this topic that the stock not only fell but was seen hitting the 20% lower circuit and today you can see that the stock ran net 12.25%, which in between you can say had sky rocketed up to 17%.
Why? Because the news came that what has Vijay Kedia done with Rs 33 crore here? Zagal Prepaid is the company. Ok? In them, he has picked up stake here via bulk deal. How much? He has invested ₹33 crores here. Now you check what their net worth is. You will find it on Google and check it as per Rs 33 crores, whether they care about it, that is, how much percentage of their net worth have they invested in this particular company.
Ok? If I talk in terms of number of shares, you can see that he has picked up shares worth Rs 20 lakh here with the average price of Rs 164.72 per share. Ok? We have seen these things as per a bulk deal. And like I said, what's the big news ? Obviously Vijay Kedia Sir, if any big investor enters or exits any stock , it becomes news.
Ok? People at least study. But like I said, what was the biggest point? That yes, after the way this stock crashed and the lower circuit was applied, after that they picked up a huge quantity here, this news has been seen coming to us here, that is why we are seeing more discussion happening. Well, some people here who are not updated might be wondering why this stock crashed by 20%, you know that the company's quarter one numbers were quite bad.
Ok? Meaning, the top line was fine here yearly. The quarterly earnings were down but if we talk about the bottom line, that means the company's earnings were fine but if we talk about profitability, the profit of 26 crores fell to 17 crores and three months ago, that is, from quarter four to quarter one, the profit of 38 crores fell to 17 crores.
So you can see here what we saw in the quarterly and yearly aspects. There was a decline here. Now why did this decline happen? This was the biggest point that you all know here that they had done an acquisition of Dice. Okay, Dice acquisition and because of this thing. Okay, friends, whatever you do, what happens is that what do you do with the expenses, let's write a little in quarter one, let's write a little in quarter two, let's write in quarter three, let's write in quarter four.
Okay, if you do standards, then as per the rules and regulations. But what did they do here? Whatever the record of expenses, they did it in one quarter only, in quarter one. So what will happen because of this? Yes, the expenses of the company have spiked drastically. If the expenses increase, then whether the income minus expenditure becomes profit or loss, the profit will definitely come under pressure.
So that's why we're going to see profits going down. You can see here that the company has immediately paid for the transaction fees. Then whatever the cost was, it's okay? Whatever was due to 100 employees, the company immediately paid it all here. And as I just told you, if we talk about accounting policy also.
Ok? So the company has completely here, you can see here, whatever the cost was here, we can say everything here without deferring it for several years ahead, okay? What did he do? All the costs here were deducted from the current profit itself. Ok ? And plus, if we talk about revenue recognition as well.
Ok? Now, the earnings from this acquisition should also be added, so we will see them being added from quarter two. So in quarter one, revenue was not entered but expenses were entered. So this is a double blow, so more profit down here. And anyway, if you understand the overall business environment of the company according to seasonality.
Ok? There are some businesses that it is not like that quarter 1, 2, 3, 4, everything is fine and good business is happening in all of them. No, there are some companies which do good business especially in quarter three. There is good business in two. Well, this is a company, their special business happens in the final two quarters.
Meaning in quarter three and quarter four. So, Quarter One is tiring for them anyway and on top of that they made even more aggressive adjustments. Revenue recognition was also not done. So, all the bad performance came to the fore in this first quarter and because of this, when we saw the numbers, we saw them absolutely bad and we saw the stock completely falling.
Now, if we talk about what is the next challenge for the company to move forward, if the company has to move forward, then what is stopping the company, then it is AI, yes, if we talk about Artificial Intelligence, then the company is facing a huge threat from it. If you understand the company, that is, why is there a threat from AI related things, if you understand the business of the company, then it is very simple that the corporates, SMEs, startups.
Ok? The company manages their businesses and records here. Ok? If we talk about everything digitally here, then AI will do it very easily here if we have to manage the bonuses and salaries of the employees. So that is why if we talk about the company, who is the founder of the company and also the executive chairman, Mr.
Raj, then he also told that yes, he also knows that AI is a threat and that is why he is also adopting AI here and is going to take his business forward accordingly. So okay friends, overall this was the story of this company, whatever drama we got to see here, if we talk about the last three-four days, first the numbers came out here, they fell suddenly, you can see the lower circuit and then after that this recovery which you are seeing, why has this also come out, we can say this here, we have seen the name of a big investor, so due to this thing, we got to see this amazing drama here today also or you can say that we have got to see this drama in the last four days.
So okay friends, I hope you found the video helpful. The entire video was again related to information educational purpose. Ok? Note this down and go ahead. See you in the next video. Bye-bye till then.
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