저자: VijayKedia관련출연자 · 외국인
요약 보기
결론: 영상은 Tejas Networks에 대해 장기 투자 관점에서 긍정적이지만, 단기 실적 회복 시점은 불확실하다고 본다. 회사 개요: Tejas Networks는 통신 네트워크 장비(광섬유·전송 장비 등)를 만드는 B2B 기업으로, 인도 내외 통신사에 장비를 공급하며 5G 대응 제품군을 갖췄다고 설명한다. 성장 요인: 중국 장비에 대한 블랙리스트 및 인도 내 '메이드 인 인디아' 선호가 수요를 끌어올릴 수 있다고 주장한다. 유럽 시장 진출 가능성도 언급한다. 재무 상황: 최근 몇 년간 손실이 발생했고, 프로젝트 지연과 정부 발주 감소로 수익이 줄었다. 현금성 자산은 약 300억 루피 수준으로 언급된다. 실적 전망: 경영진 설명에 따르면 향후 2개 분기 내 성장 전환을 기대할 수 있으며, 다음 해 4분기부터 본격 회복이 예상된다고 한다. 주가·지분: 주가는 약 93루피 수준으로 언급되며, Vijay Kedia의 지분율은 1.25%에서 4.5%로 증가했다고 설명한다. 리스크: 프로젝트 지연, 통신 사업자 설비투자 축소, 정부 발주 불확실성, 적자 지속 가능성. 출연자 의견: 장기 투자자에게는 매력적일 수 있으나 단기 수익은 기대하기 어렵다는 입장이다.
다듬은 글
That people life welcome to my channel short term investment advisors friends today we will talk about one of Mr. Vijay Kedia's companies where he has recently increased his stake whose name is Tejas Network Limited Vishwavijay Rinku we all know that he is known for his acting career in Bigg Boss meeting so today we will discuss what he saw in Tejas Metro or what is his increased cost price 150 because here he has recently increased his stake from 1.25 percent to 4.5 percent points which is the holding value which is increased a lot so let's see what is there in Tejas Network for us why Tejas is important it is a network letter company their main work is to make devices which support the network look at the history of the company then this company was impounded in 2000 and the name of the hardware product they make is called Saunf Divide Point Hardware which means of waste in the program B2B technology They are mostly strong and are used to upgrade technology.
These companies are known not only in India but globally with their quarter-inch plates and are quite popular. Recently, the story was just 3 years ago in 2017 when mid-cap and small-cap stocks were falling. If we look at the future, then this stock has also corrected a lot. Midcap and small- cap stocks have brought great collections.
If we look at the management of this company, the first thing we see in any company is the management because if there is management, everything happens. If we talk about it, then the CEO and MD of this company is Mr. Sanjay Nayak. Before starting this company, he used to work in Science Private Limited India Project and he has received the Electronics Memorial Award.
He has a lot of experience and while making the company fly, he has gained double digit experience. If we talk about the shares of this hot company, then this is Venkatesh Gaddar. He wakes up early in the morning and sits down. He also has a lot of experience. He has worked as a financial and controller in Infosys, due to which he and the MD and the rest of the salary team are very experienced and of a very high level.
If you notice one thing, the shareholding pattern in this company is that there is promoter holding, this is because this company is mostly controlled by the employers, it is a company owned by the employers, so here the promoter holding is zero, so the company decides, Indore has stock and the company keeps hitting its forehead very crisply, if we talk about its products, then after this, a range of products has been introduced recently, Kailash has introduced a lot of printers in two-three years and its products are also 5G technology ready, so if the technology of growth comes in India, then the demand for their products can increase a lot and instead of studying their products in chapters, we will do this film for basic how skincare products work.
Support friends, I will take an example that like you have fear of Airtel in your house and Its maximum speed which is being provided is 34 MBPS. Now if you want to operate it under bridge from front 4 MBPS, then for that you will have to put TS Fiber to Home network there and for that WhatsApp you will have to update your entire previous back end system.
Now one thing is good in this company that the products they make are not quality products because like the optical fiber cable that we put, the balance that comes to your house is switched off due to this fact because there is fuel dumping and there are many players, now the products that come in this are made by only a limited number of players, so their products are quite valuable and they are also quite expensive and they have to use these products to make their system great, so you should buy them for your home, whether you are installing them in defense or have any order for comment, in India project also, their very impotent products of six rupees are used, so this The company's products are very wide web applications and like in the time of Corbett, we have seen that the demand for blood banks has increased a lot, so as the demand for banks will increase, the demand for their products will also increase because the service provider will have to update all his backward systems, hence the demand for this company's products is never going to decrease and the global demand of 502 system is bound to increase and in India also its demand is increasing, But SIM has got another advantage that China is moving ahead, that is why it has also become blacklisted and many Chinese companies are blacklisted, there is a lot of sentimental channel sentiment going on in Europe also and if Chinese products have not been blacklisted then they are all over India, now Indian products are not that popular in the whole world, but what I have to say about Tejas, I say that the product is very well suited for the European market, so now how to start the market in Europe, look at the next flight, whenever it was listed, then it had this nifty ground pipe.
And the price that is running is indicative of ₹93. The market is around S8 shrinking. And the financial year ROC is also not very good, because companies have started reporting heavy losses. The definition of the loss came out quite hazy. The market will discuss why this happened. What was it that you are leading the company in the meantime and dividends, right now because when there is no office, we cannot give different.
So, if we look at this balance sheet, the first thing we will notice is its share capital. Now if we look at the share capital, there is a lot of activity in the market. In March 2016, and now they have the product. This equity dilution is because this company does a lot of employee stock option planning.
So, they provide judicial to enterprises. When they do it at a very high level, then the activities become for adult. Now this question also arises because if you delete this video too much, then it will always keep falling. If the cost does not increase and it is getting so tight, then in the next It does this for the pack, here it is the company's policy itself, as if we cannot say anything from here and if we notice the next step, then here they have cash in hand of 300 crores, yes this is a company, this is a tractor company, there is no tax on them and there is also cash in carriages, if we see, since when is the market of 850 crores, 300 crores in the market cap is terrorism cash in hand and apart from that 300 crores, on the extra 110 crores, Bharat Natya is also to be taken by the soldiers, the project of India, in which all the villagers in Urdu comment had planned that we have to provide internet service provider to the villagers, in that project it was very less and due to this their payment has been deleted and instead of the payment of comment being released, the receivers are increasing, by the way you have done a lot, butter also retail and from the project, the amount of 110 crores is to be taken from the payment voucher, mixed, if we look at the PM, then the growth of a company will be completely crushed after 2019.
From 20th to 20th, this company has seen very good growth but the Ton team suddenly got pressed in Twenty20 because India did not get any net projects and till the beginning of 20th, all the private telecom players were facing area shows which came up in the Supreme Court, so soon after the exam, they had given their father's decision and if there is no net pack then the income tips will not be available, only the products of that company will be used, now in India, the budget was not received, no project was received, government employees did not get any product, if there is a project in India then they will get it and in that only because the number will not decrease, as of today, the number of Bharatnatyam projects and private affair questions, modern vaccine pair is not the top that they have become at least one and if we look at Anand, then a loss has been presented at Rs 230 crore because the business model of all these tips is such that as the revenue increases, the operating amount will be given, but the disadvantage of mixing is that when there is no revenue, then the cost will remain.
It will remain and due to cost taking the company has to bear the loss and as far as the picks are concerned, even the recent Jingar Cute results have come there, thankfully, they have started tokenizing properties by reducing the cost, even in Daredevil Private Limited, which was at the top, Water Tank Road and still they have posted the purchase, it was not a big number, this vessel of 500 crores has to be taken, but it is better than any loss, so what is the future of this company, that according to the setting of management, from the next two quarters it will start seeing growth and after Q4, that is, next year, they will start doing good selection and growth, the hard work, music, anger is the same, if you look at the order book right now, then their auto is continuously increasing, which is now giving them the amount of End Tobacco Addiction Tax, point rolls and breakup, heavy look of International University 4% and domestic driver 6%, if we talk about this committee, then the orders go to them The modes of invitation of Indian comment are divided into two parts, one is India's project and the other is medical training, critical infrastructure, presidency, railway or any government officer who has to update them, so these subjects keep on studying and they keep on coming, but in Kajol driving direction is a little less, the major contribution that comes, at this time it used to come in India only, but companies have given spectrograph that India will not play, we can study you without incurring a lot of loss, hence the company is diversifying, going global and focus more on people so that they do not get affected by the medium, now there are mergers in the project in India because there are a lot of project classes for all the parties and government job hunting, even then the questions are getting fixed due to them, these products are getting delayed, now if we talk about private planes, then I have done a lot of my work, there are many years of product launch, if we talk about all the top players like Jio and Airtel, people are preferring the products of that country.
It is that Chinese sentiment is sitting away from buying Chinese products, Indians are promoting Made in India products, Tejas Network is the user of the same products, so when last Mukesh happened, due to that the box was in the top ten of the screen because it was not getting packed, but the Education Jal president has started, so most probably the company will start again and these computers will start becoming available, if we talk about international master, then there is a lot of growth in markets like Africa, South East Asia, North America is also running slow and many international customers are also not leading, but their anniversary is some new village sitting in the bus, it has become a bit tight, so this is Kanika hotels and who has set them, it is that there will be better future in the next quarters, it will definitely start among the children, you will come for the explanation only, so friends, if we talk about when did the media invest in this company, how much did they invest and what was the value addition, which veins Vijay Kedia has given in this company, let us look at the share holding pattern of Ajwain in the September quarter Both have increased their stake by 1.5 to 2%, 0.1 cent and the current market value of Roasted is that of Thirty Six Clothes and Thirty Six product.
If we talk about Ramesh Vakriy's report, then it is 50th test and it is not that it is very small, it seems to be a very senior section that yes, they have some interest, they are looking at it seriously for some time, that is why they have invested so much in State Bank. Talking about the bank balance, the first share of the company which is available in the building was 149 rupees fifty five 1,000, 12 and a half likes, share, golden brown was required but now it has got black hair, it is approximately and recently if we also add this company, then in Israeli volume training, if we see your capacity behind Russian 727, the world changes, then if we share arrested, then F-18 can be sent between 6265 to 260, and different market price of this company is going on The dowry means that from the time their rights were enforced till now, the market price of the company has almost doubled.
So friends, this is a fast write-up about people whether you should invest in this company or not because I am a vegetarian so I have invested the money now what you have to do is up to you but we can say that this is not a matter of hearing that you can like and sell it as you wish, we just say that if you are a long term player then you can invest in this company because this is a long term play, if you say that in the next quarter anything can happen that it may increase, that is less, you can do anything, but if we talk to your enemies then it may take some time for it to return or for the profit to come back, but when you shift to this fort, all the customers whose international customers will become its customers, then its growth will be maintained and if it is maintained then it will be positively maintained, so this is a long term gain and if there is a short term gain then you will like this video You must have liked it and if you liked it then please like, subscribe and share it and you can follow our channel Investments and Schools and is
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