Look at this Shipping Company

Añadido: 2026-05-24

[00:00:00]Hi friends, let's discuss some important stock market updates. So, if we're being face-to-face, let's talk about the index.

[00:00:05]Similarly, there are also updates on the rest of the stock. So let's discuss those too. So if you haven't subscribed to our channel yet, be sure to subscribe and like the video. So we have a Telegram channel that you can join.

[00:00:18]I regularly post stock market updates. So definitely join, I'm giving the link below. So first of all let's talk about the index. Let 's talk about Nifty. It is currently seen at the 23,584 level.

[00:00:31]Note that if you look at it today, you will see a correction of about 1% at each time point, and now there is a slight recovery at the Nifty level.

[00:00:37]So, the main reason for this recovery can be said to be IT stocks. If you look at it in terms of IT stocks, you will see a very good rally.

[00:00:44]Note that the rally seen in TCS is about 1%.

[00:00:48]A 2% rally in Infosys and a 2% rally in HCA would be seen. So the main reason for this is the depreciation of the rupee, which means that generally speaking, whenever the rupee loses value, it can be said to be somewhat positive in terms of IT stocks. Because they get revenue in dollars. So in case the rupee depreciates, we will get a little more revenue.

[00:01:09]If you look at the revenue here, we will see that it is almost ₹96.1. So we can say that all the time, if we look at the rupee, that is, as containers, we see depreciation. That is why if we look at it in terms of IT stocks like this, it looks a little positive. But if it depreciates like this, note that overall, if we look at it in terms of the market, we can say that it is very negative. That is, if we look at it in terms of the government, it is very negative.

[00:01:30]That is, if you look at the last one week, if you look at the Prime Minister, he is making efforts every day to stop the depreciation of the rupee. If you look at it recently, he increased the tax on gold. If you look at it yesterday, he completely stopped imports of silver in domestic terms.

[00:01:46]Some efforts are being made. But even so, the rupee's depreciation has not stopped. If we look at it every day, we will almost see a 0.5%, 0.2%, or 2% depreciation.

[00:01:58]In fact, if we look at the last one year, we see that the rupee has depreciated by almost 12%.

[00:02:03]So we have lost 12% of our value. It can be said that it is very, very negative.

[00:02:07]When we have a trade imbalance, it means that we import more and export less.

[00:02:13]This is how depreciation happens. So even after all the efforts of the Prime Minister, the rupee depression did not stop. Note Infact Gold.

[00:02:21]Definitely, one day, I will have to buy gold. What the Prime Minister is saying is that he wants to stop purchasing gold for the next one year. If it depreciates like this, then you can say that gold is a safe asset. Now, if we look at almost 1.6 locks, we can see that gold will definitely continue to appreciate as long as we have rupee depreciation. Because if you look at the price of gold, we usually discover the price on the London Metal Exchange. So if we re- depreciate, we will definitely automatically have an appreciation in terms of gold, so definitely many people will buy it, which means the value of gold will increase. So, even though US stocks are very attractive, many people will buy US stocks to avoid getting depressed. Let's protect our wealth in some ways. Against rupee depreciation. But if we look at it now, it would definitely be very negative for our markets. Because if FIS takes care of it, they will definitely sell it. So they see a depreciation of the rupee. The performance on the index is not as impressive as it seems. So, if you are looking at FIS, then selling will definitely continue.

[00:03:27]So, if you want to protect your wealth, you can definitely buy gold, US stocks, and Indian selective stocks, and you will definitely get good returns. And if you invest in an index, first of all, you won't get the same returns.

[00:03:42]In addition to that, we have a depreciation of the rupee, which means that if we look at it per year, we will see at least 8 to 10%. So you can definitely stop it and buy gold. You can buy U stocks, and similarly, you can buy Indian growth stocks. If we look at the current situation, let's talk about some stocks now. If we look at another one, let's talk about Great East Shipping Company. So, we have discussed a particular company many times. In fact, the numbers posted recently look very strong. Notice today that we are seeing almost 10% gains in the stock market. We are seeing multi-bagger returns in the last five years in a particular company. So the main reason for this is that these particular companies have been showing very good numbers in the last few quarters. This quarter saw a 23% jump in sales. If we look at it in terms of margins, we almost have 62%, compared to 41% in the last March quarter. If we look at it in terms of net profit, we almost have a jump of 188%. If we look back over the years, the main reason for this is that they usually only provide shipping services. That means we have crude oil and LPG, so they will go from other countries and do the transportation, but they seem to have a lot of ships to India. Now, if we look at it in terms of foot cost, we see a significant jump. That means they have to pay rent.

[00:05:00]So if you look at it in terms of that, it seems like a significant jump.

[00:05:03]Because whether you look at it in terms of Middle East tensions or demand, it seems very strong.

[00:05:08]That's why we see such a jump in free cost in terms of crude oil.

[00:05:12]That's why if you look at companies like this, you'll see such a jump. So pay attention to what the industry is saying.

[00:05:20]They say this rate is going to continue. Because we don't have a solution for this right now. If you look at it from the perspective of the Iran-Israel war, shipping companies like this will definitely benefit greatly. This means that companies like the Shipping Corporation of India are great, and shipping companies like this will definitely benefit a lot. In fact, note the annual performance as well, which looks very strong. Once we look at the sales, we see that the profitability of 5409 crores is almost 3000 crores.

[00:05:43]That means that at one point in time we have revenue and now we see profitability. So in the current company, we have a very strong growth in return on equity, which is 13% at one point in time. Now, they are maintaining it at 19%. So definitely a strong fundamental company. In fact, if you compare their net asset value to their share price, it will be almost ₹1796.

[00:06:04]That means it can be said to be lower than the current market price. So there is still significant potential. At least for the next one to two years, you will be able to get very good returns if you invest in a particular company, a great shipping company. Let 's talk about Next TD Power Systems.

[00:06:17]We have seen almost 170% of cancers in the last one year. Today, we saw almost a 3% gain, so many people already have doubts about the company because we already see 170% gains over the past year. So now many people are afraid. That means if you look at the last one year, you see such gains, right?

[00:06:35]So if you look at the stock, they say there will be some correction. Note the sector they are in. They appear to be very strong televisors. That means what they usually do is supply generators. Gas turbine companies, such as Siemens and Zeenova, exist, so they only supply generators like this. So what they're saying is that they're saying that they should buy it, they're saying that demand is going to be very strong until 2031.

[00:07:02]That means now, if we look at the order book, we will see that it is almost a 61% jump. If we look at the total fall close, we will see that it is almost an all-time high. If you look at the annual performance, it looks very strong, so definitely someone will invest in the particular company for the long term. But if you look at the air demand, it looks very strong, if you look at the US, if you look at India, then if we want to supply power to it, we definitely need gas turbines and steam turbines. So also take a look at their order books. This means that usually, when you look at an order book for Siemens and Hitachi, it is completely booked up until 2031. So there are definitely structural strengths in this particular sector, so you can definitely hold it for the long term. In fact, they have recently won many major orders. If we look closely, we see different countries. This means that they have been receiving regular orders from European countries and the US, and they have been winning. So definitely hold TDPS for the long term. Let's talk about Genespor.

[00:08:01]So if you look at the current price of 304, if you look at it today, there's a 3% correction. What they do is generally provide smart meeting solutions. But if you look at it fundamentally, Genus Power is not a very strong company because, as you can see, cash flows do not appear to be strong at all.

[00:08:18]In this particular court, there was a 64% jump in total sales and a 41% jump in profit. If you look at Margins Friend, you'll see a 3% drop. But there are many negatives, such as the fact that the cash flow in this company is not very strong, but it is not visible, which means that there is no cash generation, which is why the company is not profitable. Therefore, pay attention to the debt. If you look at the debt, it will be significantly high. So definitely, companies like this can be done. Let's talk about Genus Power Next Amber Enterprises. If you look at it today, you'll see a correction of about 15%. So the main reason for this is that their numbers are not as strong as they seem. If you look at it in terms of sales, it's just a 10% jump, but if you look at it in terms of profitability, it's a 19% drop. Note that the margins last March were 8%, but in this particular car, it is 7% in terms of other income. In fact, in this particular car, the other income contribution is 84 crores. If we remove this, we can say that it is again the worst number. What they do is generally called an EMS company, similar to Ken's room air conditioners, but if they do n't have anything like this, they do manufacturing. But if you look at the fundamentals, they are not that strong. Let's talk about Amber Enterprises. KEC International Company. If you look at it today, there is a 10% correction. So the main reasons for this are that if you look at the sales work, you will see a 13% drop.

[00:09:36]Note that margins were 6% in the last March quarter. A 5% net profit in a particular quarter would result in a 26% drop. An EPC company means that this company is a transfer lighting company, but similar companies only provide EPC services. It's not that much of a monopoly. If you look at the order book of such companies, they don't seem to be that strong.

[00:09:54]So definitely avoid this particular company. Let's talk about the particular company KEC International Nextcomes.

[00:10:01]Many people who have looked into this company are asking. So definitely do not invest in this company at all. There are still many downsides to this particular company.

[00:10:11]So, whether you look at it fundamentally or technically, it doesn't seem to be strong at all.

[00:10:16]Definitely stay away from such companies.