저자: 미상 · 외국인
요약 보기
결론: 영상은 R Systems International(인도 소형주, IT 서비스)을 소개하며 투자 참고를 권하지만, 명확한 매수·매도 추천이나 가격 방향 예측은 없다. [종목 개요] Rakesh Jhunjhunwala 유사 투자자로 불리는 Bhavuk Tripathi의 최근 투자 종목이라며 R Systems를 소개. 시가총액 약 287 크로어 수준의 소형주, 현재가 244, 액면가 1. [투자자 성향] Bhavuk Tripathi는 한 종목에 자금을 집중 투자하는 성향으로 소개됨. [지분 구조] 2022년 12월 기준 프로모터 지분 51.67%, 최대 프로모터 Sartaj Singh Reki 15.79%. 공모 지분 47.93% 중 Bhavuk Tripathi 개인 지분 35.53%로 언급되며 약 1000 크로어 규모로 추정. [실적 지표] 최근 12개월 매출 1445 크로어(5년 전 약 700 크로어), 순이익 131 크로어(5년 전 51 크로어). 적립금 234→342 크로어, 총자산 308→475 크로어. 장기차입금 약 1.5→0.65 크로어, 단기차입금 0 유지. [사업 내용] IT 서비스 기업으로 AI, 분석, 클라우드 전환, 품질보증 테스트, 제품 엔지니어링 등을 제공. [수익률] 2006년 이후 약 1051% 수익률 언급. [리스크·조건] 발표자는 매매 추천이 아니며 본인 위험 판단과 재무자문 확인이 필요하다고 강조. [출연자 전망] 별도의 가격 전망 발언 없음.
다듬은 글
Hey Gas B, so bull welcome see you again, yes, now you are reading it correctly, some people call him Rakesh Jhunjhunwala, we are going to see where his recent investments are and we will learn a lot from that, but before that, if you are new to my channel, please subscribe and hit the bell button. Look, this company is a small cap company, its market capitalization is only 287 crores, face value is 1, the current price is 244, if we talk about the company's Aarohi, it is 31.9 and if we talk about RoK, it is 38.5, the stock price is at 22, one thing I would like to tell you is that a lot of things are at an attractive point because it is a small cap and the biggest thing is that the pricing is at the current price of 244, so suddenly some people call him this and he has invested so much, so let us also read something, please do not read like this, this video is for you, first of all, if you do not know about this stock, then you will get to know about it, secondly Actually, we will learn a lot of things while watching because they have more stock in the company than the promoters, but this is not a promoter, it is a company, so it is a bit surprising.
Wherever this person has invested till date, in his financial, that is, in his 20-25 year career, and whatever money he has made, he has invested everywhere in the same way. His belief is such that if he invests money anywhere, it is together, that is, he believes that we should invest almost the entire amount, that is, if it is 500 crores, then invest 500 crores in one company.
I am just giving you an example, that is, invest the entire amount in one company or two-three times more than that. He does not believe so, that is, his mentality and his technical thinking is such that when we know that the company is going to grow, we have done a lot of research, then what is the problem in investing a lot of money in one company, he believes like this, see, everyone's strategy is different, but what does the company matter to us?
C is there and we will look at the company's data and secondly, where are the learning points, we will look at all of them, so if we go into the shareholding pattern, then as of December 2022, the promoters' holding is 51.67%. Now, among all the promoters, the one who has the maximum stock right among all the promoters is Sartaj Singh Reki, who has a stake of 15.79%, he handles it and then he is not even interested in this, if we go to the public then the exact total public stake is 47.93%, but the name you are reading in it, Bhavuk Tripathi ji, his individual stake itself is 35.53%, which means it is a huge amount, understand that the market capitalization of the company is around 2000 crores, which means his individual investment in the company is around 1000 crores, so this one thing is very surprising and the biggest thing is the mindset of Bhavuk Tripathi ji.
That mindset is such that I don't want to invest all my money in one or two companies, I just want to invest in two-three companies and I will make profit from the rest of it and till now their history has been that they have generated profit as well. If you look at the sales of the company during the trailing tournament, it is ₹1445 crores, which was ₹700 crores five years ago in December 2018.
The right arrangement is that the company has definitely increased its sales in five years, whereas the net profit of the last 12 months is ₹131 crores, which was ₹51 crores five years ago, literally a double jump. If we talk about reserves, then it was ₹ 234 crores five years ago, which is ₹ 342 crores now, so the reserves are also growing as per their own.
If we talk about total assets, then it was ₹ 308 crores five years ago, which is ₹475 crores now. If we talk about long term and short term borrowing with the company, then five years ago the long term borrowing was around ₹1.5 crores, which is ₹51 crores now. It is 65 lakhs and short term borrowing was zero even 5 years ago and is still zero, so if we count it together then if we see almost all the data of this company then sales, net profit, borrowing may be small cap but borrowing is also not that much according to that, I mean as per the risk factor, not much is visible, reserves have also increased, stocks have also increased, otherwise only decent parameters are visible, actually this is a company which belongs to the IT sector and the work that this company does is in I mean what is the service that has to be given in Artificial Intelligence, Analytics and Knowledge, that is cloud enablement, quality assurance testing, product engineering, so all these types of services are provided through the company, so majorly the business of the company is growing in a decent manner, but look, do not invest immediately after seeing anyone, there is your own risk, we are talking about all the factors of R System International Limited as per Bombay Stock Exchange.
This is the list from 2006, till now the company has given a return of around 1051%, the current price is 244, now this Bhav Tripathi ji, it is being heard through the news that brother, from around 2015-16, he slowly started investing in this company, so today in total, he handles such a big stake in the company, yet it is counted in the public only, I hope you found this video informative and knowledgeable, you must have got to know another good thing, although I am not giving you any buy or sell recommendation, definitely you should do that by asking your risk research and financial advisor, but if you want to buy these shares or not, that is a different matter, but still I would say once that according to you, if you can find out a little more details about this R Systems, then find that out too, and apart from this, do some research on where Bhavuk Tripathi has invested, you liked my video on gas, you found it informative, and if you are new to my channel So please subscribe and hit the bell button thank you so much gas
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