저자: VijayKedia · 외국인
요약 보기
총선 결과 불확실성으로 시장이 급락했으나 이는 감정(sentiment)과 투기적 수급에 따른 것으로 본다. PSU·방산·철도 등은 코로나 이후 크게 올라 조정이 나올 수 있으나 장기 사이클의 일부라고 설명. 본인은 장기(5~20년) 투자자로서 단기 저점 매수를 추구하지 않으며 지금 특별히 매력적인 가치주는 없다고 밝힘. 투자자에게는 단기 매매 중독을 경계하고 정신적 균형을 유지할 것을 강조.
다듬은 글
You must be seeing Mr. Kedia on the screen, please show it to me. Sir, everyone knows that he sings very well. If he sings in the end, he will be asked if he sings a good song, then he doesn't sound good. No problem, sing it somehow because a lot of people want to listen. On one hand, everyone wants to hear it and secondly, it must be about the song.
First of all, Sir, please tell me about the market. The election scenario is not as it was, that it means we will win and everything will be done. It is possible that by 8 pm, the situation will become a little clear. The main government which is running now, the Modi government, may also be repeated.
It is not a big deal, is it? But still, until there is clarity, the market is in the mood to give some punishment. This will be a little more punishment. Sir, see, understand this simply, what I understand, what I understand with my limited wisdom, what I understand from my observation, what happened yesterday, this is an exception to that.
So, as we say, every action equals and opposite reaction. What happens in the stock market is that every stupid action is not equal but each action has a reaction, so if yesterday it was 2800-3000 points, if this had not happened then today it would not have been 5000 points, if not 4500 points, then if we combine both, then if we see, your market is down by 1500 points, the speculative content or the contribution of specter is 99.9% because yesterday also the market had gone up and you understand that the rise was due to covering the short votes cast by the people, so no investor is sitting here with money every day thinking that if Modi ji comes here tomorrow, 400 seats will come, then I will buy tomorrow or I will sell today, the long term investors who have to do their daily work, who have to speculate, whatever, use the correct word for it, those who have to play Junglee Rummy inside the app, then all that is their volume and all their activities are theirs, so this will happen.
First answer, whatever happened between yesterday and today, of course, is backed by some news or the other. So, if all the 12 exit polls turn out to be wrong, then all your machinery will be affected, then what will you do? Look at the stock market, it is a matter of sentiment, sentiment sir, one more thing people are saying is that look, if this coalition government is formed, if NDA even forms the government, today we are seeing that PSUs are being thrashed a lot, defense power, railways, is their game over or is this a one day reaction, they will bounce back.
Look, first you should understand that the PSUs you are talking about defense, they grew five times, seven times, 10 times from the bottom, after Covid, within 3 years, in a period of four years, they have already grown four times, five times, 10 times, 15 times, after that, from a peak, whatever they showed a peak yesterday, after that they reacted from there.
If you add up a cycle of it, then add up the bear market cycle within the cycle. After Covid, if you start seeing it, then it will be visible that there is no harm in that there has been a huge crisis there. Now a share of Rs 900, like Hindustan Antis, for example, is a very good company, it is a first class company.
Imagine Rs 900 became Rs 000, it was calculated with the bonus and I bought it yesterday for Rs 00 or yesterday I bought it for Rs 6000, so my Diwali was over for a minute, that is a different matter, but there should be some mechanism behind it, there should be some thought process behind it, it is not like this pudding that you eat every day, you are not drinking this tea, you drink tea whenever you feel like it, you buy your shares when you feel like it, there should be some limit, there should be some method, it is not like you come and buy shares every day or you do it every day, then you are playing a daily game, it is the same case, then you are playing Junglee Rummy.
You sit and then you are not an investor, you are just saying the name investor, has your habit not gone bad after seeing all this like railway counters are running, defense counters are running, power counters are running, one in a day 10-10 but two two three in a month 30 30 40 40 but has your habit not gone bad because of this, will we have to leave the habit, has it not gone bad, has the habit gone bad, will you find out from the demat account that is being told or the volume that is being told, how much trading and how much investment is there in it, then you will get the answer, but I have realized one more thing, this habit has not gone bad since today, this habit or the system of business is like this, you see, the new investor who comes here, first of all he comes with the hope that I have to become a millionaire here as soon as possible and from there his downfall starts but behind that downfall his big rise is also hidden, I realized one thing that as long as a person is here these ffn ffn And unless he gets beaten up by doing BT ST morning and evening, he doesn't learn anything in his life.
He doesn't learn anything. He doesn't learn anything. The problem lies in addiction if you don't make it an addiction. And after falling and learning and recovering, you have understood that this is not a job for me, or how much quantity do I have to do, for how long do I have to do it, and for how long.
If you have set your limits in this, then you have understood that I will not go on this path, and I will not even mention the name of the path I don't want to go on. Okay, sir, one thing in this is that suppose those people who were waiting that this is a big event, let it pass, after that we will think about something, so today we are seeing both price correction and value correction.
According to you, does it seem that today is the right time to do some selective buying or give it some more time, let the environment stabilize, let the government be formed, then we will do something. So, see, this again depends on if we are talking about long term investor investment. For example, when I invest, I generally invest for 5 years, 10 years, 15 years, 20 years.
So, today is not important for me that I will buy it today only. If I don't invest, I will buy it tomorrow, I will buy it after 10 days, I will buy it at 10 percent more. What difference will it make to me? I will be a little safer. In fact, I will be safer. So, you have to ask yourself a question whether I am mentally comfortable with this or not.
If I buy anything and tomorrow there is a problem in the market and along with that my blood pressure goes high or low, then it will not work for me, right brother? I will not do it. Let the market stabilize, I will do it after it stabilizes. So, there is no such rule that you have to do it today only.
Today it has fallen, I have to catch the bottom. Why do I have to catch the bottom? For whom do I have to catch the bottom? Who is going to give me any award, brother? No one is running away from him. The right thing is, who is running away? You are being shown the right direction. You have to choose the right path.
It is more important for you to do the right thing in the stock market. Timing is not so important that if it falls today, I will buy it today itself, you will not make any money from it, you will exit at that 10% rise, this can also happen, no sir, there is anxiety among retail investors that now it has increased, so exit quickly and book profit, and such moves like today's do shake the sentiment a bit, but Vijay sir, whenever we talk on this channel or other channels, you say that I am fully invested in the stock market, my everything is my life, so are you all in towards cash right now because whenever you come, you always tell our investors about your new views or any new stocks, so have you seen some attractive values recently or do you think today is a good opportunity, no, there is no such thing, and as far as your question about life is concerned, then life is 100% necessary, 10% knowledge is very useful.
If it could have been done then I am fully invested and I have been fully invested my whole life. The meaning of fully invested is that they may understand that I have some work for that, if I have freed up some money for that, that is a different matter, otherwise I keep money free, so I do n't get sleep.
If you ask me, you may have Rs. 10 lakh in my bank, you will hardly get it, you are not going to get it, then I am fully invested and sorry, what was your question, apart from this, are you feeling any attractive valuation or attractive value right now or have you added something recently, I do n't think along those lines that today the market has fallen, today there is a very attractive value, I will buy today, I don't think along those lines, I want the whole thing to settle down first, that yes, it is settling down, the crisis has come, it has come, until this crisis is over, it will not be fine, at all, there is no already established company in my mind for which I am waiting.
That yes, if it falls, I will buy it, I don't have any money left, so for me, that is not a special opportunity and I want to say that do not think that I will buy it immediately at the bottom, this will not benefit you for a very long time, you should think about it if you are comfortable type, okay sir, other people may have a loss of 2 lakh 4 lakhs, we can understand, whose portfolio is worth thousands of crores and you are talking about such positivity, then this will bring some positive feelings in people as well, thank you very much sir, for coming to our studio today on this special occasion and not to the people, but before leaving sir, I think, before leaving, I think two lines because sir, see, the markets are not doing much, it is okay, if the throat gets sore, then it is okay, some of my remaining money gets lost, it does not get sore, no, I just wrote the last song which I uploaded a week ago, its two lines are that I am an investor, friends, in that first I wrote that I am a trader, friends, whatever you earn in a year, you lose it within a day.
Yes, coincidentally, I uploaded a song three days ago and today it happened in the market, so the last thing about it is that I am or have been an investor, so if you are an investor, then you should stay away from all these daily things, do not increase your blood pressure, do not increase your blood pressure, stay happy brother, if you get upset once, if your mental balance gets disturbed then your next step is going to be wrong, maintain that mental balance in the stock market, this is the most important thing, people do not give much priority to this, KD sir, people say trade trade trade, will you understand today what is the meaning of investment and why investment is important, trading is not more important than trading, okay, do it once, you can see, but as I told you, do not get addicted to it and you invest, then you will fly above these things and in the long term, your success should be maintained, complete data, complete history, every crisis tells us that only those people remain happy here, at least if they are happy or remain happy, then only they remain so, everyone else is saved.
Tell me should we get it uploaded on digital platform as well, what have you forgotten friend, I will sing and tell you the two lines of your song, I am an investor friends, earning is very simple, I have to go in two holds, just go by hold, thank you very much sir, thank you very much, thank you very much, it was very nice talking to you and
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