Talbros AutoA big breakout in Talbros Auto post the news of Dolly Khanna and Vijay Kedia buying into the script. Keep Stop loss at 420 and let's see the targets and where it ultimately consolidates. Can be a good medium term trade.
Vijaykedia
Q&A_ How Mr. Vijay Kedia made fortune in Cera SanitarywarePlease read it carefully
In 2004 and 2005, Mr. Vijay Kedia identified and invested in three such shares (Atul auto, Aegis logistics, Cera Sanitaryware) which appreciated more than 100 times in next 10 to 12 years.
Q: Who is Mr. Vijay Kedia?
A: Mr. Vijay Kedia is one of the ace investors from India, who mostly invests in mid-cap Indian stocks.
Cera Sanitaryware:-
Q: Cera Sanitaryware has given almost 100 fold return. How?
A: Well, following is the table of PBT (profit before tax) along with share price as on 01st April of each and every financial year (for the last 17 years).
Year PBT (in Crores) Share Price (in Rs)
2004 |2.63 |12.8
2005 |3.98 |29.8
2006 |8.96 |87.25
2007 |13.98 |123.5
2008 |15.53 |121
2009 |19.90 |53.8
2010 |29.89 |251.5
2011 |41.52 |162
2012 |48.50 |233
2013 |67.81 |450
2014 |82.40 |870
2015 |100.93 |2490
2016 |129.46 |1825
2017 |155.82 |2970
2018 |154.44 |3400
2019 |180.17 |3000
2020 |140.61 |2250
You can see that the profit of FY 2004 (which was Rs 2.63 crores) has been increased 68 times (to Rs 180.17 crores) in the FY 2019. So as the share price (Rs 12.8 per share to Rs 3000 per share in 2019).
Q: So, at what price Mr. Vijay Kedia bought shares of Cera?
A: I searched the internet but didn’t found the actual price he bought Cera at. Therefore let’s take closing price for FY 2005 (which is Rs 30 approx.). He had around 405,248 shares (as on quarter ending Sep 2011)
Q: So the profit before tax has been increased 68 times and share price increased 100 times? Why?
A: There are mainly two ways a shareholder make money. One is appreciation in the share price over time and other is dividend paid annually or quarterly.
Cera Sanitaryware has paid on an average 105% dividend on the (face value Rs 5) since last 17 years.
Q: Share price has fallen aggressively in year 2009. Why?
A: It was due to subprime loan mortgage crisis of the year 2008 (market crash).
Conclusion:-
Mr. Vijay Kedia made fortune in Cera Sanitaryware with his strong perseverance. Strong fundamentals and growth of Cera made this possible.
Disclaimer: Investment in securities markets are subject to market risks. Please do your own analysis and risk assessment before investing.
Panasonic Energy India- Vijay Kedia Portfolio stock. Hie, In this portfolio specific series, we talk about some stock which top Indian investors hold.
In limelight today we have Vijay Kedia. He is involved in the market since he was 19. Kedia strictly adheres to SMILE as a principle in investing; which translates into Small in size, Medium in experience, Large in aspiration and Extra-large in market potential. Holding% - 1.24%
Panasonic Energy India Co. Ltd. engages in the manufacture and sale of dry cell batteries and lighting products. Its products include zinc carbon and alkaline batteries, Eneloop, and torches.
*Annual net profit declining for last 2 years
*Decline in Net Profit with falling Profit Margin (QoQ)
*Company with Zero Promoter Pledge
*Company with No Debt
or more you can check the stock out on trendlyne.com/fundamentals/financials/2166/LAKHNNATNL/panasonic-energy-india-company-ltd/
Sources credit:
Trendlyne & Wikipedia.
If you like the analysis, do leave a like and follow for more such content coming up.
The analysis is my POV , in no way it is a buy-sell recommendation. Hope you got bucks in your pocket to consult a financial advisor before investing :P :
NEULAND LAB. Vijay Kedia Portfolio stock.Hie, In this portfolio specific series, we talk about some stock which top Indian investors hold.
In limelight today we have Vijay Kedia. He is involved in the market since he was 19. Kedia strictly adheres to SMILE as a principle in investing; which translates into Small in size, Medium in experience, Large in aspiration and Extra-large in market potential . Holding% - 1.56%
Neuland Laboratories Ltd. manufactures and exports bulk pharmaceutical ingredients and intermediates for the generics industry. The firm engages in the research, development, and commercialization of active pharmaceutical ingredients and intermediates for the generics industry. It offers custom manufacturing solutions and synthetic peptides
*Consistent Highest Return Stocks over Five Years - Nifty500
*Number of FII/FPI investors increased from 24 to 26 in Dec 2020 qtr.
*Institutional Investors have increased holdings from 20.23% to 23.03% in Dec 2020 qtr.
*High promoter stock pledges
*Inefficient use of shareholder funds - ROE declining in the last 2 years
For more you can check the stock out on trendlyne.com/fundamentals/financials/933/NEULANDLAB/neuland-laboratories-ltd/
Sources credit:
Trendlyne & TradingView.
If you like the analysis, do leave a like and follow for more such content coming up.
The analysis is my POV , in no way it is a buy-sell recommendation. Hope you got bucks in your pocket to consult a financial advisor before investing :P :)
HAPPY TRADING!!!
Ramco system Vijay Kedia Portfolio stock.Hie, In this portfolio specific series, we talk about some stock which top Indian investors hold.
In limelight today we have Vijay Kedia. He is involved in the market since he was 19. Kedia strictly adheres to SMILE as a principle in investing; which translates into Small in size, Medium in experience, Large in aspiration and Extra-large in market potential . Holding% - 1.47%
Ramco Systems Limited is a software and services provider based in India. Founded in 1992.
Ramco Systems provides Enterprise Resource Planning, Human Capital Management, Logistics and Aviation Maintenance & Engineering (M&E) and Maintenance Repair & Overhaul (MRO) software.
*FII/FPI have increased holdings from 0.62% to 1.49% in Dec 2020 qtr.
*Number of FII/FPI investors increased from 14 to 23 in Dec 2020 qtr.
*Promoter decreasing their shareholding
*Declining Net Cash Flow : Companies not able to generate net cash
For more you can check the stock out on trendlyne.com/fundamentals/financials/1105/RAMCOSYS/ramco-systems-ltd/
Sources credit:
Trendlyne & Wikipedia.
If you like the analysis, do leave a like and follow for more such content coming up.
The analysis is my POV , in no way it is a buy-sell recommendation. Hope you got bucks in your pocket to consult a financial advisor before investing :P :)
HAPPY TRADING!!!
Vaibhav Global- Vijay Kedia Portfolio stock. Hie, In this portfolio specific series, we talk about some stock which top Indian investors hold.
In limelight today we have Vijay Kedia. He is involved in the market since he was 19. Kedia strictly adheres to SMILE as a principle in investing; which translates into Small in size, Medium in experience, Large in aspiration and Extra-large in market potential . Holding% - 1.92%
Vaibhav Global Limited is a multi-national electronic retailer, wholesaler and manufacturer of fashion jewelry and lifestyle accessories. The company is headquartered in Jaipur, India. VGL was ranked 234th in Fortune India's Next 500 list of India's largest mid-sized companies by revenue in the year 2013-14.
*FII/FPI have increased holdings from 10.55% to 11.18% in Dec 2020 qtr.
*Institutional Investors have increased holdings from 31.54% to 31.64% in Dec 2020 qtr.
*Declining Net Cash Flow: Companies not able to generate net cash
*Companies with growing costs YoY for long term projects
For more, you can check the stock out on trendlyne.com/fundamentals/financials/1463/VAIBHAVGBL/vaibhav-global-ltd/
Sources credit:
Trendlyne & Wikipedia.
If you like the analysis, do leave a like and follow for more such content coming up.
The analysis is my POV, in no way it is a buy-sell recommendation. Hope you got bucks in your pocket to consult a financial advisor before investing :P :)
HAPPY TRADING!!!
TCPLPackaging long term viewlong term looks promising with increased in package foods ....TCPL key vendor for ITC and other FMCG companies.
kanoria family is having good and clean history of business..
Vijay kedia invested in this.
