저자: VijayKedia · 외국인
요약 보기
결론: 영상은 투자자 Vijay Kedia의 소형주 포트폴리오를 소개하는 내용이며, 특정 자산의 가격 방향에 대한 명시적 예측은 거의 없다. 포트폴리오 개요: Vijay Kedia는 0에서 시작해 포트폴리오를 약 700여 억 원(713 crore 언급, 수치는 자막 오인식 가능성 있음)으로 키웠다고 소개된다. 2015년 약 264 crore, 2020년 무렵 약 94 crore로 감소, 2017~2018년 약 500 crore까지 회복, 이후 등락 후 최근 약 800 crore 수준으로 언급된다. 언급 종목 1: Atul Auto(자동삼륜차/CNG 오토릭샤 관련). 시가총액 약 800 crore로 언급, 10년 수익률 약 18%, 3년 36%, 1년 102% 등 과거 수익률이 제시됨. Vijay 지분 약 7.5%이며 이번 분기 신규 진입으로 소개됨. 언급 종목 2: 보안·경비 관련 소형 회사(Security PF Private Security 등으로 자막이 불명확). 시총 약 5,500 crore, 1년 약 10%, 3년 약 43% 수익률 언급. 지분율 약 1.02%. 언급 종목 3: Vivo Global(귀금속/주얼리 관련). 시총 약 5,000 crore, 10년 28%, 5년 17%, 3년 21% 수익률 언급. Vijay 지분 약 1.95%로 증가 추세. 현재 할인 구간이라는 언급 있음(투자 권유 아님). 언급 종목 4: Tejas Networks(통신장비). 시총 약 10만 crore 수준으로 언급(자막 불명확), 5년 약 12%, 3년 약 160%, 1년 약 10% 수익률 언급. 통신·광통신·무선 네트워크 사업 소개. 언급 종목 5: Ramco Systems(소프트웨어/IT). 시총 약 750 crore 언급, 소형주로 분류. 지분율 약 1.26%. 언급 종목 6: Talbros Automotive Components. 지분 약 2.27%에서 이후 절반 이상 축소된 것으로 언급. 자동차 부품(실린더 헤드, 엔진 부품 등) 사업 소개. 출연자 전망: 명시적인 1~3개월 가격 방향 예측은 없으며, 과거 수익률과 포트폴리오 구성 설명 중심. 장기적으로 소형주 투자를 강조하는 취지. 리스크/조건: 자막 자동인식으로 수치와 회사명 오인식 가능성이 크며, 과거 수익률은 미래 수익을 보장하지 않음. 대상 자산(삼성전자, SK하이닉스 등 목록)과 직접 관련된 발언은 확인되지 않음.
다듬은 글
atus. So today here I will discuss the portfolio of a big investor. Not just anything, you will get to learn a lot of things. Many people say that even big investors do not make losses and many people now say that the big investor already knows about the big companies. This is not at all true. See, they also discuss small companies and for how long do they stay on the small company and after that, they get pocket money.
Today I will show you. Before starting the video, I request you to watch the video till the end. You will get very important information. If you want to create a stock portfolio in this way, then please do not ignore the video in this way. You will get to learn a lot. I want to learn by looking at all the data in this way.
Please, you must also watch the complete details. So before starting the video, try to subscribe to the channel. You will get details. So first of all, what I will talk about, I will review the portfolios of those whose portfolios I will discuss many companies, among them one of the top six companies in which he has the highest share and you will see, I mean whose big name I am talking about, I am Vijay Kheti, among the big names, many people know BJP's big name, there are many new investments, don't you know, let me tell you, this person started from zero and today his portfolio is more than 713 crores, so let's say 7000, sorry, his portfolio has become more than 700 crores, so see, now if you search in Google, sometimes it will show 713, sometimes it will show 15, so see, the data changes, the price of the stock, yes, the investments of the company, let me show you one by one, before that, let me tell you one information, if you look at the data from 2015, in 2015, its portfolio, which was a total network of around 264 crores and see here, after that, gradually it decreased in 2000, it became 94, after that there was a gradual growth of 2000 In 17, sorry, in 2017 and 18, its portfolio had become around 500 crores, after that, see, during the time of Qubit, B Cross and direct from 500, friends, you can see how important patience is, what many people were doing here, they used to sell the goods and run away, again it went from 500 to 200, so people would say that they should withdraw as much as they have, such people will go to sleep, but they did not do that, after that see what returns they got, it was a blast, direct from 200 to around 800, so by doing such a big blast, I will show you that their most popular investment and oldest investment is in Atul Auto, so I have made a video on it many times in details, Atul Auto, which is rickshaw and auto means CNG and if seen, even the auto vehicles which are made on petrol, auto rickshaws are made, so the company works on this project, so if I talk about the details of this company, then I will only tell you that the company is very It is small and Vijay has only one formula, he always invests only in small cap micro cap type companies, his investments are always because he says that if he has to play a multi game, then if we talk about auto, then this company is around 800 crores, so I will not show the rest of the parameters, I will show the returns of the company, done, 18% in 10 years and the performance in one year is not special, 36% in three years, in 1 year I deposited around 102%, so as far as the chat button of this company is concerned, if I talk about it in its big, then from the time the company started, it has given a return of 3:300 percent, so there is a company on this, Vijay has a holding of around 1.3, sorry 7.5%, freshly joined this time, made a very big win, around 7% and first of all, his Security PF Private Security Limited starts appearing dangerous to me, if I explain the dangerous business model, then you will be surprised, in what manner the company makes money by adopting the model, show the chart button of the life time of this company, done, there is no special purpose, still this The company has an investment of Rs.
1000 crore and the market capitalization of this company is around Rs. 5500 crore. It is a small company, yet we can call it a small captive company. So, you can see how this company gave returns. The company has 10 employees and in a year, the day before yesterday, it gave 43% in one year and sorry, 43% in 3 years and around 10% in 1 year.
If I talk about the investor's size, then all the promoters have a holding and BJP has around 1.02% holding in this company. So, this was the second company and the business model of this company, I have already told you about it earlier. There is a hotel and this student business, so it also has a hotel.
It is a bit different. A separate company has been created, some facilities mean that the company runs its business by looking at subscriptions in some different ways, it gets profit in a different way. If you want a detailed video on this, then definitely comment on me. The oldest investment in this company is Vivo Global.
I will talk about this company in detail. This company gave a bang-like return and the company is very small. What is its market around 5000 crores Vivo Global you all know works on a jewellery segment if the market of this company is seen then it is around 5000 crores and the company is the company mostly works on yes projects Germany in this way the company sells more by selling its own product on contact how did this company give you a lot of returns, so the company has 28% in 10 years, 17% in 5 years, around 21% in 3 years I have made videos on this many times and right now it is at 40% discount so should you invest or not I have made a detailed video on it you can go and watch it as far as Vijay's rapid investment in this company is concerned, if you look carefully at Vijay's investment here then he had invested more than before, today the holding has been seen around 1.95%, so right now keep a focus on this company as well, if you are definitely in the company then the company does business on gents and jewellery and cosmetics, so After that, I will talk about the company in detail, its name is Tejas Network Limited, so show me Tejas Network Limited and if you see the market cap of this company, it is around 100,300 crores.
The way this company has given returns is good, obviously I would say because if you show its performance for 5 years, then it has given a return component of 12%, 160% in 3 years and around 10% in 1 year. The company has given a good return here. So if I talk about this company's website in detail, then let's work on a network system, you can see how many Wi-Fi systems there are, we work on all the network connections and broadband connections, along with radio access network, if seen together, network management and you can see optical and data network broadband access, so in this way the company has been working on the opposite, I would definitely say to you that the project of this company is very strong opposite, at future, so the company has invested on this as well, sorry, I mean Chidiya ji has invested and kept the returns on the chart of this company.
Diya, it had become very big during the time of copy, it has also made a very good recovery, so its tax number company was number five, the name of the company is you can see, it belongs to Ramco System Limited, it is a small and medium type company, it is a very small company and belongs to the IT sector, if I talk about this company in big terms then you can see Ramco is into software and civil defence, so actually this company is into civil defence, so there are so many aerospace, so many rocket lancers, so in this way the company works on technology and the feature stick business model is very strong, so you can obviously focus on this company, you can see, the company works on G technology, it is obviously very strong, along with this the company has cement digital solution, so Ramco already has a project on cement project, it also has projects on projects, that means products and quality unsted immunity, in this way the company works on projects also, so this is a company belonging to the IT sector, if I talk about this company in big terms, its market is around 750 crores It is a very small company, it is a diamond company, it is a micro-utility company, if I talk about BJP in this company then they have a holding of 1.26%, so if I talk about the last company in big, then the name of the last company is Talbro Automatic Components Limited, you can see there was a huge investment of 2.27% in this company and the company has reduced its holding more than half the day before yesterday, now after removing the last December results, the investment in Parag company has been seen to be of 1.31 days ago, so these were some companies, the Talbro kilometer details were also shown, only then it will become more clear to you, see I have already said earlier about Autoinc series, see there are so many spare parts of the vehicle, companies work on them, let's say it is the cylinder head, any spare parts, any engine parts, companies work on this project, so these were some companies, so which company's holding do you have, please comment and if you get some good information from this video of mine, then please give me a like. Meaning if you have a good special video then please subscribe to the channel.
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