Greaves Cotton Share Today | Stock में आज जोरदार तेजी, दिग्गज निवेशक Vijay Kedia ने खरीदे शेयर

요약 보기

Greaves Cotton 52주 신고가 강세의 배경으로 Vijay Kedia의 대량 지분 매수와 전기 모빌리티 사업 분리상장(Ampere) 추진을 꼽음. 3륜(+30%)·2륜(+20%) 성장, 신제품 Airness·Ultra City(1회 충전 225km), 현금 약 550억 루피·마진 12.6%를 긍정 요인으로 제시. 가치 재평가 여지가 있다고 봄. 다른 패널은 신규 진입은 리스크 대비 수익이 불리하다며 보유자에게는 240 손절·260~270 목표를 제시.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Ton brings to your screen a huge intraday move in the stock today, double digit gains, see a rise of ₹, it has reached 17. Now it is important to understand the reason behind this strong rise. A few days ago the company had also mentioned that they will prepare for the listing of their electric mobility business, but what else has changed for this company and what are the numbers, Mithali Jain of their EV business is with us, tell us with all the details, Mithali Cotton is at its 52 week high today, today this stock has increased from around 15 to 17, there are two potential reasons behind this, first is the investment of Vijay Gadia and second is a strong growth plan of their EV segment, about which the company has announced the listing, Vijay Gadia ji has invested around 12 lakh shares, he has bought 12 lakh shares of the company at an average of ₹ and his stake has now reached 52.

02. If we talk about the electric mobility segment, the company has recently listed it. has announced and its revenue is being seen to be quite strong. If we talk quarter by quarter, then there has been an increase of 30% in the three-wheeler segment, whereas there has been a growth of 20% in the two-wheeler segment as well.

03. The company has also told that their traffic has increased by almost 30 times during the festive season. GM is also launching two new products, in which the first name is Airness, in which they have told that they are going to offer tech like fast battery and the second name is Greaves Ultra City, which they have decided to launch in the three-wheeler segment, in which they have told that this vehicle will give a range of about 225 km on a single charge.

04. So these two main reasons, Vijay Kedia's investment and their listing in the EV segment were the reasons behind the rise in the stock today. There is a good outlook behind the company's revenue, which is building up, it has full potential to reach Rs 15000 crore. The company has shared in its presentation.

05. Mayuresh Ampere will be listed separately, that information will be available there. There is value unlocking and before that big investors are buying Clear stock, so absolutely I think these are the two reasons due to which the 17% of that stock is the basic reason but there are two other things as well, I think their balance sheet is cash rich, almost 550 crore of cash, they have plenty of land bank in this plant, done a visit almost here back at plant as well, thirdly think their mobility, specifically electrical mobility, their ranges are quite strong and long and they need both stability and durability and looks I think all that is getting probably delivered in that at the price range, obviously the distribution dealer network is improving, the mobility segment is still not breaking even on beta, but their other businesses, be it engine or retail, which are stable businesses, the margins here are decent, so they have posted a margin of 12.6% which is quite commendable and the balance sheet growth should be decent, so I It seems there is a lot of trigger.

06. Plenty of land banks still to be used. They want to expand capacity. Cash on rot. They are having cash. Quite reasonably, every year which can cover their mobility needs at the tax junction and at some point of time I think even the mobility business should start doing. Obviously, I think the stock has run quite well because in the last one and a half years, I think this has almost doubled, so it should not consolidate somewhere.

07. I think those who have it, I advise them to stay put. The levels of 250 have been reached and it will happen when that value unlocks, but till then should I enter a right trade or not? Amit, what would be your advice? You are on mute. Amit, I am really sorry ma'am, it is a very strong structure. Today's candle is very strong.

08. It is up almost at 18°F. Volume is also very high. Fresh entry is not advised because risk reward is not favourable. But if someone has it, then a positional stop loss of 240 Keep it on target for targets of 260 to 270