저자: 미상 · 외국인
요약 보기
결론: 타타 그룹 계열의 소형주 Tejas Networks(통신 인프라 장비)는 최근 상한가 행진이 이어졌으나, 실적이 일관되지 않아 관망 리스트에 넣고 분기 실적을 지켜봐야 한다는 입장. [사업·재무 현황] 발표자는 Tejas Networks의 매출이 2017년 874크로어에서 크게 감소했다고 설명하고, 순이익도 과거 성장세 이후 최근에는 변동이 크다고 언급함. 특정 분기 이익이 37크로어 수준이라 실적이 일관적이지 않다고 평가함. 부채비율은 낮으며 항공 관련 기관으로부터 소액 대출을 받은 적이 있다고 언급. [주가·시가총액] 최근 한 달간 상한가 흐름이 이어졌고, 한 달 수익률은 약 6% 수준이라고 설명. 시가총액은 약 400크로어 수준으로 소형주라고 언급. [지분 인수 뉴스] 타타 그룹 계열사(Tata Sons 계열 투자 법인)가 Tejas Networks 지분 약 53.3%를 인수할 것이라는 기사 이후 주가가 급등했다고 설명. 뉴스는 약 15일 전 기사임. [사업 시너지 전망] 타타 그룹이 통신 사업 포트폴리오를 확장하는 흐름과 맞물려 Tejas가 통신사업자에게 스위치·무선 장비를 공급하는 역할이 강화될 수 있다고 봄. 다만 이는 발표자 본인의 해석임. [투자자 언급] 유명 투자자 Vijay Kedia가 해당 종목을 보유 중이라는 점을 언급하며 관심을 끌었으나, 보유 비중(약 4.17%)은 설명 자료 기준이며 투자 판단의 근거로 삼기에는 한계가 있다고 봄. [리스크·조건] 실적이 확인되지 않은 상태에서의 급등은 위험하다고 지적. 발표자는 기업 펀더멘털이 뒷받침되지 않으면 매수하지 않을 것이라고 밝힘. 향후 분기 실적이 좋게 나오면 소량 매수를 고려할 수 있다는 조건부 입장. [결론] 지금 당장 매수보다는 관망 리스트에 두고 실적 발표를 확인한 뒤 판단하라는 메시지. 가격 목표치나 구체적 기간 전망은 제시되지 않음.
다듬은 글
Hello friends, welcome to my channel, BC. Today, we are going to talk about a leading stock associated with the Tata Group, which is a company operating in the telecommunications infrastructure and equipment segment. I want to tell you one thing, friends, today we are going to talk about the same lion who is already invested in the stock, for the greats of our country, Master Vijay.
Before continuing the video, I would like to request you all, if you are new to my channel, then please subscribe to my channel and also like the video. If you want to know what things I keep in mind before investing, I have also made a video for that, in which I talk about immediate payment, so you can watch this video as well, I will provide the link in the description box.
Before we get into the name of that sector, I want to show you the fundamentals on that head. If we look at the revenue of this company, you can see on the screen, this is the profit of this company. If you look at the revenue, I want to show you the revenue which used to be 874 crores in 2017, you can see the review of MiG-21 which is more, meaning there was a little less system earlier, and after the comment, the revenue of the company has reduced a lot, we can say so and I want to show the net profit of the company which was in a growing mood earlier, now after that after the tweet, it is quite good, you can say the importance of yellow lottery which the company did in Ludhiana for 237 and in this one also you can see that the profit of the company is only 37 crores, which means the performance of the company is not that consistent, we can always say that if we talk about one good and special thing of this company, then the debt to equity ratio of this company means there is no debt on it and the company had taken a little closeup loan from the aviation organization, after that what does the company have to do to go, why can't we say a lot about a company, I am just going over that now.
We are going to talk about it, you can see its name is Tejas Network Limited, which is a good company working with Suji, when our country will move forward in the tank cleaning sector, then this company can do a lot of work at that time and on the present trading, it is of your white company which is forces and the company has been running in the upper circuit for the last one month, you people want to do it yourself, now people can see here, the company has been running in the upper circuit for the last one month, it has given only 6% return in the last one month since and the news is that a subsidiary of Tata Group is going to buy a controlling stake in this company, after that it has started running in the upper circuit, we can see here, which will give the all time return of the company, then we will start seeing the total performance of this company, you can see this, first of all, it is not a big company listed in the market, but after the company profile update, the forces were setting around it, after that it was in decline.
The company is running and the news that Tata Group is going to buy a controlling stake in this company has caused the company's shares to rise significantly and the company's market cap is also very small. A friend, you can see that the company's market cap is around 400 crores, which means that Hussain's market cap is around 90 crores, we can call it a small company.
Now I will take you to the news. Now we have come to that article. This is a 15-day old news. Now you can see here that Tata Group had first acquired Big Basket, after that the Verma product channel, 1mg Technology, which is its network, after that there is Inquisition, which is a subsidiary of Tata Sons, whose name is Panel to Direct subsidiary, which is Tejas Network, Arun is going to take a controlling stake in it by doing a controlling stake up to 53.3 percent discussion.
Remembering the strong comment from Harold, the most active member of Tata Group, whose name is Mint and we can put if we about this company If we talk about the tension and frustration, there is an investment by Tata Sons and this startup, Tejas Networks, has been acquired by a company. If we talk about Tejas, which is a national company that supplies telecom network to telecom operators from its point of view, then the first question that comes up is about switches and radio officers.
Tejas can supply these wires to telecom operators from its major recruitment. Tata Communications also has a plant and is a good vendor. We can say that this will make it easier for the Tata Group to operate in the financial segment. Now we will talk about the impact for Vijay, who is Vijay Selected in Khediya's Research, a bird securities company, which is a widget sector investment company and Jatin has invested in this company, which is right 4.17% of its total.
Individual debt securities are invested in this company. If due to this news, whenever a good skill can come in the positive side, if I talk from our point of view, then if we like the stock then only we should use it, friend. I do not find your fundamentals so good, some big company is doing acquisition, we are not in any city, Hello friends, I do not find the business parameters of this company, the profit that the company is showing from the results so good, so I will definitely keep this company in the watch list because now Tata Group has also bought this company, so in the coming time, what results will the company show in the coming quarters, if the company shows good results on that result, then at that time I will think of investing in this share, that too in small quantities in English, Hello friends, if you tell me sir, in the coming time, Tasty will become very expensive, friends, I want to tell you one thing that there is no expiry date for the share price, friends, let it become so expensive, if the share If the results are coming good then if the results of a company are true then it will only talk about the top, friends, if there is no limit that after this it will never be affected, if the results keep coming like this then it will keep going up like this, we do not have to worry about that, we only have to worry about the company's research coming out good, friends, that's all for today's video, thank you all for watching the video till the end.
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