This is how you can find multibagger stocks in the stock market | Vijay Kedia #multibaggerstocks

요약 보기

스몰캡 투자 철학을 설명하며 Innovators Facade(외장재 테마, 2~3배 상승, 보유 4~5년), Affordable Robotics(창고 자동화 테마, 10배 상승·고평가), Precision Camshaft(카므샤프트 1위, 기존 버스 전기차 개조 사업)를 소개. 개별 종목 매수 권유는 자제하며 '고평가 주의'를 반복. 자막 오인식으로 일부 맥락 불명확.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Moving away from stocks because we're talking about this company. How do you evaluate your opportunities? But I'm sure it's the you know you might have been adding that position for 1 year or 2 years or 3 years or whatever time it takes. So what is the starting point for you to identify a small cap stock?

02. So how do you identify these companies? What is what do you take as a bet? You may future may have a multi-bagger money. You went this healthy man since this healthy man is falling sick. Now I'm waiting for him to recover. Come back to your glory day. Right. Just make my performance video is going to give you some experience.

03. I'm not so good at that. Right. I'm going to get engineering degree. Yeah. I have to go to Correct. Correct. Right. What is the indication of the you know now [cough] you know [clears throat] this it is set for a turnaround? You know for Patel Engineering of course is [clears throat] it the general sense or is it something that you get from the company?

04. How do you gain that confidence that now it will be on recovery mode? Job wind or ship both in same direction of children. Hmm. Against the wind chill. Correct. I'm going to get the new news for today. Right. FMV Right. Hmm. Right. Right. Right. Hmm. Right. Hmm. Right. company name I'm going to Hmm.

05. Sure. What are the reason of the investment I put you in the company I reject you. Hmm. I was like that. Hmm. What is the story in this innovators facade? So tell me more about this company and what is your bet? This is at the name suggest they are into facade and all. Right. So as I had said many times like you when you go to Dubai or Singapore or any developed country you go and you will find that 100% buildings are made of facade.

06. Hmm. There are only the pillars of concrete otherwise all the side walls, front wall and all the walls are made of facade. Right. Walls we talk about are made of facade only. Now same concept is going to happen here in India also. Hmm. We could it keeps the temperature cool also maybe because of the sunlight and all it protects or something.

07. So maybe because of the green or because of the fashion Hmm. because of whatever because of the less load on the structure and all someone this is the fashion everywhere it's happening in the world. I think same story is going to play out here in India. Hmm. And then organized sector there are hardly few companies hardly three four companies which are into facade.

08. Hmm. And one or two of them already been sold out to Japanese company. Hmm. So now only this company Innovators Facade is listed on SME and the stock has gone up two three times Yeah. in last one month or two months. So I'm not recommending to buy. Be careful about it. But the theme of I get to be played out.

09. This is what I personally feel in my biased opinion. Right. That this theme is there for next 10 15 20 years. Right. As long as building will be constructed here in India Right. will stay. Right. So that is why I had I had bought four five years back Hmm. before listing or just on the listing from the SME action.

10. Hmm. So now it is coming to its glory. Now things are story is being played out. Sure. Also another company Affordable Robotics. Hmm. This is also gone up 10 times. 10 times it has gone up very expensive shares. One has to be very careful. Hmm. You know. And I may sell my shares also. Please be careful whatever I'm talking today with Innovators or I can sell my shares.

11. So viewers should take note of it. This company is into earlier they were into auto this what you call uh assembly line automation. Hmm. And all the big biggies automobile companies like TVS, Mahindra, Bajaj Auto and Atul Auto is also their customer. Hmm. They have put some robot in Atul Auto factory also.

12. Hmm. Now they are expanding into they are warehouse automation. Hmm. So that's a very big business. Hmm. That's it has not yet started. Right. So and for that they are doing something in the US also which they have already said on their con call they have disclosed. And they have they did some you know some vendor channel partner with Toyota Hmm.

13. and all those things. So that story is here. I think this again like facade this is story also just started around the world. Right. Not in only India but around the world this warehousing automation and because of this e-commerce everybody needs Hmm. warehouses Right. and dark store small warehouses and big warehouses and all those will be managed by the robots and all.

14. Hmm. So this story is just going to it has begun. But numbers if you will go by the numbers of the company financial numbers are here is very expensive. Hmm. Any other store stocks in your in fact one more stock I want to ask you Precision Camshaft. So is it a story is this also a auto kind of play?

15. No auto now automobile has turned around. Hmm. You know we see all the automobile companies their ancillary are doing well. And this company is a leader in camshaft. Yeah. And they have 35 40% market share. So I may be wrong in this data but they are already having They are the money what you call the biggest camshaft manufacturer in India.

16. Supply to BMW also. Hmm. So the credibility is so good. You know so that is their milking cow. Hmm. So they are money making money from camshaft. Hmm. And now they have diversified into what you call retrofit of buses. Hmm. So they take like old buses and IC engine buses and all they will take and convert into electric.

17. So that is retrofit. Okay. So that is a new concept in India. Okay. I don't I don't know if any company other than Precision Camshaft is doing into this business in an organized company or organized sector. Okay. Okay. bought one company in Netherlands three or four years back. Okay. Now they have they I think now they hold 100% of that company which is in Netherlands and converting that retro retrofit things are there they are doing and they are they are not making money in that.

18. So whatever money they are making in Kempsha they are deploying here and expanding that business. So now I think the first retrofit EV vehicle they will be launching in the month of September or October or something. Okay. So I sense this opportunity. I don't see that ROE ROC and this and that as I told you.

19. I see the opportunity. And the company is there for last 20 30 years. So it fits into my smile concept. The management has an experience of 15 more than 15 20 years. And they are not burning like all these startups and all they are coming out with destructive technology but they are not burning from their pocket.

20. Correct. making money from one vertical And deploying it somewhere. deploying in another and building that business. So when that technology will be successful then there miles to go for them. So on that concept I have bought the shares. Number wise shares is expensive. But concept wise you have to take your call. Sure.