저자: AyushChoudhari · 외국인
요약 보기
첫 줄: 드레징 코퍼레이션 오브 인디아(Dredging Corporation of India)는 인도 준정부 항만 준설 독점 성격의 기업으로 장기 투자 매력이 있다는 주장이다. 사업 구조: 준설(해저 쓰레기·모래 제거)로 항만 및 수로를 유지하는 사업이며 인도 콜카타 항만 등에서 독점에 가까운 시장점유율(유지보수 준설 약 70%, 자본 준설 약 100%)을 가진다고 설명한다. 수익원: 유지 준설, 자본 준설, 보수, 간척, 환경 관련 용역 등 5개 항목에서 수익이 발생한다. 콜카타 항만 매출 비중은 약 22%다. 성장 요인: 인도 수출입 증가와 항만 물동량 확대로 준설 수요가 늘 것으로 본다. 스리랑카·방글라데시·태국·캄보디아 등 해외 진출 가능성도 언급한다. 재무: 2018년 3월 기준 1억 7,200만 루피 수준 실적을 언급하며, 2019 회계연도에는 코로나 등으로 실적이 나빠졌다고 설명한다. 다만 경기 회복과 무역 증가로 다시 기회가 있다고 본다. 주주 구성: 프로모터 지분 73.4%이며 인도 정부(해운부 산하)가 지배한다. 최근 기관·외국인 등 일부 지분이 늘었다고 언급한다. 리스크: 콜카타 항만 의존도가 높아 고객 집중 리스크가 있고, 준설선 수명(약 20년)과 노후 장비 교체 비용 증가가 수익성을 압박할 수 있다. 민간 경쟁자도 등장했다. 밸류에이션: 주가가 장부가치(순자산) 아래에서 거래되며 시가총액은 약 1,000억 루피 수준으로 소형주라 저평가되어 있다고 본다. 니프티가 17,500 수준인 시장 상황에서 특히 저평가라고 판단한다. 기술적 분석: 주가가 200일 이동평균선 위에서 움직이며 상승 추세이고, 현재가 매수 후 200일선 이탈 시 매도하는 손절 전략을 제시한다. 손절 기준은 발언에서 명확하지 않아 '미상'에 가깝다. 출연자 전망: 장기적으로는 투자 가치가 있다고 보며 단기적으로도 기술적 상승 추세를 근거로 긍정적이다. 다만 강의 홍보 목적의 부분(연금시장 기초 강좌 쿠폰)이 포함되어 있다.
다듬은 글
Hello friends, my name is Ayush, and in today's video, we're going to talk about Trading Corporation of India, a very good company in India. In this video, we'll understand how this company works, what its business model is, and how this company makes money. Finally, I'll use charts to explain whether this company has short-term investment potential.
Then, I'll tell you whether we can make long-term investments in it or not. So, I'll explain in this video how the company works and whether it's worth investing in. I make a lot of videos like this on small-cap and mid-cap stocks, and I basically try to cover areas where there's investment opportunity, where we can make good money by buying stocks.
So, if you want to see videos like this, please consider subscribing to our channel. If you subscribe to our channel, you'll see more videos like this, and please like this video if you like it. So let's move on to our own skin and try to understand how this trading corporation works. What is their business model?
So friends, first of all we will talk about the business model of the dredging corporation. Before understanding the business model, we have to understand what dredging is. Actually, friends, the concept is very simple. There are no pictures in it. I will play a video and you will understand. Because of the wind etc.
that blows in the sea, you can see that there is a lot of garbage under the sea and when the sand passes through it, they face a lot of problems in passing through it. Wherever our dredging works, what it does is break the holes in the sea, it removes all the garbage from here so that there is no problem in the movement of the sand.
When the movement of sand becomes easy, then transportation will become very easy. So DJ means keeping the sea or pond etc. clean. And if I talk then why dredging should be done, then friends, its return is very simple that if If you do not do chatting then your sea will remain a little dirty but after trading you can see that this is the sea, its length and depth has increased a lot and it looks very beautiful too, this is why it is presented.
Now friends the question arises that these will remain the same, so the answer to this is very simple, the shipping coasts in our India and all over the world need these present services because there is a lot of traffic and if it goes under the sea then some tips will increase the time of coming and going a lot, that is why this is our Trading Corporation of India for the service of Dare Singh.
Now friends, I tried to explain in a very simple way that present service is there but there are many different ways of removing this waste from inside the sea. Now friends, the service of falling is given to the food and a very famous example of this is Kolkata Port, Kolkata Port, I think India will have the largest difference, so whatever seats and can be there, there are business services here which will be there.
It provides the Dredging Corporation of India. This is the Kolkata Port. India's note is much better than this. It is made of Trading Corporation. Apart from this, they also provide dressing services at other points. Apart from India, they also provide dressing services at the posts of Bangladesh and Sri Lanka.
This is the Bangla Port of Bangladesh where they provide their dressing services. Apart from India, they also provide their services internationally. They do cleaning work in all the control areas around India. Now friends, if I talk about their income, then here you can see 5 lists from where the income is coming.
Now friends, maintenance weeding means cleaning the sea or ponds from time to time, that is, keeping them maintained so that there is no problem in coming and going to school. Capital trading means dressing new reports, then you should clean the new courses thoroughly and make them brand new. So this is our cafe weeding.
After this, there is also the work of repairing the beans, there is the work of reclamation and Opinions are taken from the appointed representatives to protect the environment, they give them. So friends, from the remaining four services, their fifth day is Sunday, but the maintenance rating coming out from here is 98% not bad, that means these sea ports are maintained, so their feedback comes from there and these people have been servicing the Kolkata port for more than 20 years because it is a big thing in itself because it shows that their revenue is very stable.
Every year there will be a need for range, so every year they will get more and more money for cleaning. Now friends, if I talk about growth opportunities, friends, the transportation that is learned is going to fill in India, we all know this because as soon as the trains increase in India, in the coming time, the exports will be more than half, and when there will be more need for sea, then we will also need trading services, so because of this I feel that the growth here is positive, our projects are getting into the international market like Sri Lanka or if tomorrow there If someone exposes the matter, then the Dredging Corporation can do its best there and in all the countries like Thailand, Cambodia etc., in India, the Dredging Corporation can earn some money through its service tax and the competition in this industry is a little less, although now some competition has come, now private players have come but earlier there was no competition at all, if I talk about maintenance present, then this company has 70% market share in India and now I talk about capital present, that means cleaning of airports, then there is a monopoly type business with a market share of around 100%, only a few layers have come in the maintenance ranking but the competition is very less, friends, now friends, I think another growth factor is that the flower is repeated, now there is Kolkata Port, which is Visakhapatnam Point, here they get revenue by providing time to time science service and the sale was portrait because the inclusion of inch which you repeatedly We will form this company, we will call a trading corporation and tell them that you clean our court.
So because of this, due to the left, their sales in Luton will remain intact, I think so, and there are chances to increase sales in the feature. Now, friends, if I talk about respect, then the person who is getting married to his daughter has a lot of respect for this company, and if in future also a long gown is worn, like a third person is for them, then this company will be badly affected.
Now I will tell you from the financial statement that how much the company was launched because of the quarter inch because the witnesses in the trail had become very high, it was not happening at all in India and the whole world, so the requirement for dating service was not big, due to this the company started launching.
Now, friends, if I talk about other factors, then their independence is very high on the support business of Kolkata. Now, these people provide their dressing services in other places also, but there is Kolkata port, from there, 22% of their revenue comes, which is very high. It is certain that it is not coming from a single port, so this Press a little celebration because your revenue is coming from very few customers and in all the major ports in India, these people make their money by cleaning, so if a report contract is lost, then Airtel will have a huge impact on ink sales.
And friends, if I talk about another lens, a cigarette is a very big reason, the list means the number and tips which do the cleaning and trading work, so the life of the tips is 20 years and when after 20 years, if you clean them with these, then it is possible that you may have to do more maintenance on it and if it just gets damaged, then the cost of raising the line may increase a lot, so the cost here may increase a little, if your machine is not good then this can be something, according to me, which can put on the profitability of the company.
Now friends, if we talk about the channel, then you can see very clearly in the channel that in the March 2018 function, the company has launched 172 crore rupees for this. Which is very high in itself. Let me talk about it, till last few years, the company was consistently making profits but due to the Corona virus, in the financial year 2019, the situation there became very bad and I feel that such a situation is not needed right now because right now the economy is great, it is completely ready, that is, whatever services are there, all the goods are coming to India and going to India, so import- export is completely intact and import- export is going to increase in the future, hence I feel that there is a very good opportunity here for trading corporation.
If I talk about the shareholding pattern, then you can see here that the promoters have 73.4% shares. Here the promoter is our government which runs the Government of India Company and this company comes under the Ministry of Shipping, so the Ministry of Shipping takes complete care of this company, looks after the operations of this company.
If I talk about money here or anything like that, then you You can see here that it has increased its holdings. The June 2018 holdings have increased significantly, and the inch length here is slightly less. According to me, 28 stocks are trading lower here, but when it comes to the device, you see here, the device has also shown its strength.
It has increased slightly in the Twenty20. And when these people invest money, they do a lot of research about it. If they like any such company, they buy it after researching and invest money. Therefore, if they invest money in any company, its share price goes upwards. If we talk about this, you can see that Meghnad is selling his shares here.
A public holiday is decreasing and Smart Money is a good idea to buy daily sex for operation and for shares. If we talk about this, you can see that Meghnad and here you can see that the company was launched in 2009, and whatever happens in the company, it happens during their periods. If you don't know this, then Let me tell you that those who are in the company are always in the market, so here we can use it, but if you look at it, you can see that the company's ₹500 and subscribe and share, that is, the share, is less than its book value and according to me, that is why the stock seems to be trading here, I myself have been going from above to below here and which is a very good thing for me, if we want to mix it up, then the market of the company here is around 1000 crores and whenever the market cap of a company is small, whenever a company comes under mid-cap and small- cap stocks, then sometimes big investors are in a hurry and are not able to receive it very late and by the time the share starts coming up, then people are getting small companies, they are not able to do it so quickly that they are not able to find out which is the surrender value and which is the value, that is why we sometimes get subscribers, right now if you look at the level of the market, then Nifty It is trending at 17500, but the price of this company is also a big deal from that aspect, in my opinion, and it is quite undervalued from my point of view.
In this market condition, I think you won't get so many shares. If you look at the charts, then in the charts, friends, you can see that the stock of Trading Corporation is following the daily moving average, which is the blue line, this is a two hundred day moving average, you can see here. And this two hundred day moving average is so important because in the last 15 years, if you look at the data of this pass potato, in 5 years, when the stock has been above the daily moving average of 2014, it means the stop has gone upwards, so as soon as this two day moving average starts going down, as the price starts going down and right now you can see that the stock is superhitting the second day's moving average, so when the second day There will be pressure above the moving average of ₹374.
This means that there is a trend in the stock. That is why the two-day moving average is a very important indicator in the language of technical analysis. Let me tell you this and I am going to tell you a very simple way to invest in it. If you want to invest, then here friends, if I were there and I had to invest in this stock, then I would have bought the current price right now, which is 374 pieces, and I would have maintained a stoploss of ₹50 here, and I would have maintained a stoploss of ₹10 because the second day's stop loss would have converged at this place.
So friends, this sticky is very simple. The stop is the current price of ₹300 or ₹70. So, if I talk to the current price and create a position here by keeping a stoploss of ₹100, then my rate will decrease completely and I will keep the stop open until it reaches the two- day moving average. It never stayed below the 200m moving average because as long as the trade is above the daily moving average, it means that the stock is in an upward trend.
So, as long as the trade is in an upward trend, I would like to fold it. As soon as the stock moves downwards, meaning as soon as the stock moves below the 200m moving average, I will sell it. This is a very simple strategy that I think you can use. By using asset allocation in such stocks and small-cap stocks, you can make good money in a minimalist manner.
I think if you have another investment strategy in mind, you can use that and invest in such stocks. So, this was today's video on another sting operation. I hope you enjoyed this video on the Trading Corporation of India. Now, friends, I am able to do stock analysis so well here because I understand how pension markets work.
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