What Is Vijay Kedia's Investment Advice For All ? | ET Now 14th Anniversary Special Interview

요약 보기

결론: 케디아는 장기 보유 원칙을 강조하며, 항공주(인디고)를 성장 산업으로 보고 긍정적으로 본다. 투자 원칙: 성장산업(sunrise)에는 어떤 비용을 치러도 머무르고, 사양산업(sunset)에서는 빠져나온다는 것이 기본 공식이다. 목표가나 기간 목표는 두지 않으며, 주가가 4~5배 올라도 매도 기준이 되지 않는다. 매도 기준: 제품이 구식이 되거나 경영진이 성장 의지를 잃었을 때 매도를 고려한다. 과거 종목이 50루피에서 1,000루피, 이후 300루피까지 하락했어도 보유를 지속한 경험을 언급했다. 전기차: 전기차 관련 투자를 한 건 있으나 세부 종목 언급은 없다. 항공 산업: 인디고를 인도 최대·최고 수익 항공사로 평가하며 투자했다고 밝혔다. 향후 5년간 항공 산업에서 과거 20~50년간 없던 성장이 나올 수 있다고 전망했다. 리스크: 항공은 연료(유가) 비용을 통제할 수 없는 가혹한 산업이며 현금흐름이 나쁘다는 비판이 있다. 케디아는 이를 인정하면서도, 인도 내 항공사가 3~4곳만 남은 과점 구조와 정부의 규제 대상이 아니라는 점을 근거로 든다. 의견 변경 가능성: 본인 의견은 방송 이후 바뀔 수 있다고 덧붙였다. 면책: 본인은 자문가가 아니며 종목을 추천하지 않는다고 명시했다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. so when you decide that you want to stay with that investment and ride the cuse versus when you want to sell and get out what is the criteria which you put in that okay I'm going to be I'm happy with this investment I will ride it the cycle or unhappy my thesis has gone wrong it is time for me to Exit oh I tell you there is a quote of Mind stay invested in a sunrise industry at any cost and stay out of a sunset industry at any cost so that is the more or less formula I am applying and I as I said earlier that I do not have any price Target nor do I have any time Target that I will sell if this stock goes up four times or five times I will sell no money does not lure me and nor do I have any time Target okay when the bull market will get usually I invest I have um you know invest I show my investments at least to bull market this is what the my pattern says that I have shown all my good Investments to bull market okay so that is maybe 10 years or 15 years you you know so uh I sell when the when I find that the when the product must have become obsolete or the management must have loose lost their you know uh then aspiration or inspiration to grow having the or the growth plate and that is the time that I may think about exiting the stock otherwise uh and I have seen in my life that my stock has gone from say 50 rupees to 1,000 rupees and from 1,000 rupees they have fallen back to 300 00 rupees but I'm still holding on to them so that doesn't disturb me uh you mentioned that you made one investment in electric vehicle that's one size of opportunity or size of pond which you like what are the other size of opportunity or where you think that there is going to be a big massive uh you know scale which could be at Play What Else apart from electric vehicles you like uh if you remember we had discussed on I think the budget and I had come on your channel and we had discussed about about Airlines stock okay so I think that was the buzzer day yeah so I I like airline stock uh and I have invested in that I've invested in Indigo that is again a disclosure and disclaimer of course I'm not a consultant so I don't recommend shares this is what I have done just for the benefit of your viewers I've invested in Indo being the largest company and the most profitable company in in Airline sector and I am bullish uh in Airline I think what never happened in maybe 20 30 or 50 years in Airlines industry should happen in next 5 years this is As on today when I'm talking to to you I have this opinion I may change my opinion after your show I don't know about that but as on now as of now I have this opinion that Airlines is a sunrise industry in spite of all those bad things and about bad cash flow and whatever negative uh you know opinion of others like that because ultimately it's a brutal industry and it's industry where you cannot control the most important thing which is the cost of oil so in every industry you will have such kind of ifps and buts you know the idea is is there are only three four airline companies left in India and recently again that reference I had I given this reference in your interview in budger budger day also five seven days back also I heard another interview from Aviation Minister and the categories categorically they said that Airlines industry is not under regulation so I think that is the uh answer of your of of your worries that what will happen to this crude and all this Fuel and all that I think nobody knows God also I don't know whether he knows or she doesn't she knows I don't know about that but ultimately it will be pass through otherwise be prepared to you know Drive in a bulock cart or in a cycle and all go from here to Bombay to Delhi in a cycle or walking if you don't want your Airlines industry to survive in India then be ready for that