저자: MarkMobius · 외국인
요약 보기
Mark Mobius가 인도 주식 3종목에 강세 견해를 가졌다고 인용. 과거 2023년 9~10월 추천 4종목(Persis, APL Apollo Tube, Dream Fock, Map My India)은 일부 손실·보합으로 제시됨. 이번 3종목은 Tips Industries(12개월 231% 상승), Vari Renewables(12개월 400% 상승), 네트웹테크놀로지(하드웨어)로 인도 종목이며 PER/PBR보다 ROI·사업 발전성을 본다는 장기 관점. 진행자는 매수·매도 조언을 하지 않는다고 명시하고 분산투자와 자기 판단을 강조.
다듬은 글
Hello everyone, how are you all and how is your news, see, world renowned investor Mark Mobius said that brother, we are bullish on three shares and they are Indian shares and just this news came and a big investor has told us that we should buy them, so this is what we will try to tell you whether to buy them brother, so if you have come for the first time then subscribe to the channel and I promise that you will get to see a big vision, so quickly you understand that he has said this today, so what did he say before this in September 2023, so when you go near September 2023 to October, then in September-October he had said that we are bullish on four shares, in which the first was Persis, the second was APL, Apollo Tube, the third was Dream Fock and the fourth was Map My India, so if you look at these four shares and think that someone read that September-October article and bought these shares, then you will find that APL, Apollo Tube, Dream Fock and Map My India, some are in loss, some are standing at the same level, so brother, what is the story The story is that whenever a big investor is saying this, first of all, it is his own vision and you have your own vision, that is 100% long term investment and he keeps an eye on many things, then you take it, but what do you do, you just listen and take it beyond that, thinking that if he has said this then the share should run and that is where you incur loss, so now what is he saying about three shares and there is an interesting line there too, he clearly says that I do not look at the price to earnings ratio i.e.
P ratio, price to book value, I am not interested in all this because let me tell you an interesting thing, out of the three shares he mentioned, two shares are such that they are not very expensive, very expensive, he says that brother, what is the return on the investment that is being made, that is, ROI and the development of the company, I only like that and I pay attention to that thing, so on that thing, he has mentioned three shares, I will tell you the reason for that, but after understanding so much, what will you understand?
Investors say, should we buy it? Is this a wise move? Yes or no. Tell us in the comments. And please, about Instagram's industries, it is in the music business, it is in the music production business. If you look at it, Bollywood films have their own charm in India, where music and dance are played on a large scale.
And if you look at these shares, they have increased to 231 in the last 12 months. Now, here's another learning where if a normal person tells you, after increasing to 231, that this share is good, you will say, are you crazy? It increased to 231, after that you woke up. And what is the interesting thing, some big investor is saying that after increasing to 231, you are not trying to understand the back and forth.
Right, this share has increased to 231. From a business perspective, they feel that Tips Industries is good. The other stock which is on their radar, which they are calling good, is Vari Renewables, which manufactures renewable equipment. The solar industry is known for its rapid growth. This stock has risen to 400 in the last 12 months.
If you follow our main channel, Mukul Agarwal, you'll know at what price we've been following Nubles and at what price we made the video. So, again, after the surge to 400, he feels that this stock is good and much better. But again, where are the shares of September-October 2023 after what he said?
Don't forget, after that, the third stock is Net Web Technology Hardware Company, which manufactures hardware products. India is gradually growing very rapidly in computer hardware. So, in that respect, these are small companies that can become very good companies in the future. This is his belief. I don't believe so.
I'm not giving any buy or sell advice. I'm just trying to tell you that a big investor always thinks for the long term. Even if the stock price falls after he buys it, he does n't feel any discomfort because he is investing after understanding and studying every fundamental. You are just listening to others and nothing else.
You know and then you invest and then you get trapped and in that too these people do not have three shares in their portfolio, they have 35 shares, 50 shares in their portfolio, I am trying to explain with an example, there is a variety happening but what is there in your portfolio, if someone says then there are only two shares, four shares and all the money was invested there, then that share sank, I got trapped, I drowned, I got ruined, so keep all these things in mind, understand things, know them and then take a decision, this is my purpose of teaching and the purpose of our channel is to give you a vision of every news that comes to you, give you a thought about it, when this thought develops in you then you will be able to think what is right and what is wrong, if you liked the learning, like it and tell in the comment that this is the brother thing and share it with others too, everyone learns from this, everyone earns, so what is the point of saying, the company is good, everything is good but you will have to write your view because all five fingers are not equal, thank you, bye
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