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एक stock जितना गिरे उतना लो करोड़पति बना देगा | multibagger stock | mukul agrawal - YouTube
Channel: Mukul Agrawal
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Hello everyone, how are you all and what's going on.
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One stock, which you can keep buying as it falls it will make you millionaire.
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This line is soothing to hear but if we get it's proof then it will be superb.
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And today we'll talk with proof so that you can buy as much it falls
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So are you all ready for this fantastic journey
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where we'll make this company our friend
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So I Mukul Agrawal welcomes you on your own Youtube channel.
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All the new people, kindly subscribe to this channel and hit the bell icon and
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Never miss 8:30 pm show where we provide some trade so that our family can earn.
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And do join us on Twitter and Telegram for all the stock market related news
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All the news super fast only with you.
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First of all let's understand the company.
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When you Or your kids or your parents use mobile and see ads in it
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The company responsible for that is this one.
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So you might have understood that what this company do.
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So i hope, I'll explain in common man's language and nothing is easier than this.
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Now let's talk in detail and will tell you the stock name later so that you'll enjoy.
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This is a leading Mobile advertising company which is since 2005.Yes.
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Now let's talk about Management of the company.
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Here, there are 2 main founders of this company
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1. Mr. Arjun khanna, who is the managing director of the company
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2. Mr. Anuj kumar,
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Now let's see the business model of this company.
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So this company is making maximum money from mobile advertising.
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And this is the secret behind it's growth so you might be thinking how they earn through mobile ads.
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See maybe you put ads on websites, in between games or between videos.
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Actually, you get ton of options here.
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And this company helps you completely in all these things.
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But one more thing, basically this company helps you to reach the targeted audience.
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Target audience.
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And from their consumer platform, they get 98.2% revenue.
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98.2%
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So i hope you all understood target audience.
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Let's assume you are running a playschool and you want to give it's add.
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So run it at those places where people are already searching for it.
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So what is this?
Target audience!
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So question is that how this company knows about the interest of audience.
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Which user likes what.
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And this becomes the most interesting point of the company.
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Have you ever thought that whenever you search for any flight ticket or hotel,
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After that whichever website you open, you'll see those ads.
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What is this?
Target audience, you are target for them.
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Why?
Because you searched for it.
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So simply, it is a data game where your search and mindset is captured.
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So now you might have understood that how this company reaches target audience.
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Because they have user data and they know what are the interest of users and what are not.
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Because everyone is searching according to them.
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Now this is a global technology company where there are 2 segments of their business.
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1. consumer platform.
2. Enterprise platform
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Now, their consumer platform provide 4 types of services.Yes 4 types
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Afterall giving a nice revenue.
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First is New consumer conversions
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That means acquisition, engagement and transaction through relevant mobile advertising
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That means you can simply tell them to do your ad by simple mob ile add if said in easy language.
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Second, Retargeting existing consumer to complete transactions for e-commerce companies
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through relevant mobile advertising.
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For example, if you visited any website and you like a product.
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You checked all it's details but till the end you mood swings
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Maybe you didn't bought that product and you closed that website and went on another one.
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In this situation, you might have noticed that the new website also showing the same ad.
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Why? Because go for shopping.
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Because you stopped watching on the other website.
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This is called retarget ads.
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Basically those users are targeted here who all went on that ad earlier but didn't bought.
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So ad is shown on the other website as well to remind you and recall you.
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Mind recall not phone call.
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So that you buy that product.
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3rd is online to offline platform means bringing online consumer on store
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Many a times you may have seen ads which says that you can reserve your favorite product
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and can pickup from the store.
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So that footfall will happen.
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Today many large brands are providing this facility.
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Choose online, checkout at store for more clearity and also near you
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Right! And 4th is Help in reducing digital ad fraud.
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Now you'll ask what is digital Fraud?
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See you all know that many of these digital ads are fraud as well
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That means, someone is using fake software and clicking on your ad back to back.
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In this case, you think that many people clicked on your ad but this is not the truth because
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Many a times, hackers make fake software and click on your ad back to back.
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And when you start paying for these, you face losses.
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Because your ad have many clicks but no one is purchasing your product.
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And here, AFFLE INDIA had made such a platform which will inform about this suspicious activity.
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So in this case, you can do changes in your ad.
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So that you will be safe from scams.
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Right! And this is a special master stroke of the company.
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Which will inform you about the frauds in real time.
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This company take the money from client as cost per converted user method
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That means the client who clicked in real and then purchased something.
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So as per latest report, they are charging Rs. 41.3
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Now let's come on another platform which is Enterprise platform.
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Here, if you want E-commerce platform in which you can sell the products online
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That means online E platform. Right!
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So there also they help you because that's there own platform.
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So this was the whole system which you understood.
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Now, in summary, then this company works on B2C that means
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Business to consumers mobile marketing.
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40-42% of revenue of this company is generated through Indian markets.
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Now the E-commerce clients of this company are Amazon, Flipkart, jabong, book my show, goibibo.
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Apart from these, they have j & j, Mc. Donald's, Air Asia, Axis Bank and Nissan are also included.
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That means big clients name.
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Now let's move to their financials.
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Now see this, net income is growing year by year.
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And total revenue also increasing constantly.
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If you see their statement then, higher than industry revenue growth,
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higher than industry net income, increasing market share.
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At the same time, if you see their promoter holdings then you see it decreasing that meant
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From 68.38 to 59.89% .
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Also, if you see here then mutual funds holding is decreasing and is now 5.66%
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At the same time, great increase in FII holdings from 7.59 to 18.25% with a little dip now.
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That means good.
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And now finally, retailers also showed love and going around 15.82%.
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If we focus on debt then it's 119 crore and free cash flow is 52.3 crore
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Company is performing very good which you can see from their financials
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Now the biggest asset of this company is consumer data.
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If we talk about end of 2019 financial year, then they have approx 2.02 billion consumer profile.
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Where 571 million of India and rest of foreign market.
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And you know the one who have data is the king.
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Now one more important things which gave great return right after the listing is
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That they kept on acquiring majority stakes in companies so that they can improve their business.
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Three they took 95% stake in MEDIASMART, 67% in APPNEXT
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8% in INDUS OS and 8% in BOBBLE AI, that means in artificial intelligence.
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Now let's go on chart where we can see everything.
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So this stock is AFFLE INDIA right.
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Now this chart is in front of you where it's interesting to note that
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Bumper returns right after the IPO and went till 6100 that means a share which can make you millionaire
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Valuations were too high and after thag this stock came 3815 and today again made a high of 5440.
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Now an important thing.
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We'll talk about this that why it felt
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But let's talk in normal language first which you will understand practically.
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When this stock reached 6100, all the article or genuinely also,
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The valuations of company were very expensive.
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And when ever this happens, then be it a bad news or any other news,
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That news forms and because of that, stock experience an correction
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And that correction adjusts it's valuation and then again that stock takes flight.
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This happened with this stock also.
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Now as I told you buy it whenever it falls and can make you millionaire
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So you can see that it is showing bumper movement right after the IPO.
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it felt and many people bought in that time
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Now some new people will say that I am making this video after it's bullishness.
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Then I would like to tell you that we made a video on this at that time when nobody was talking about this
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And people commented there that did you get money from this company.
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You can see those comments today also.
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So that you get the proof that we always cover good companies.
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And even after downfall of this stock, we told you that AFFLE INDIA is a good share
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Where everything is possible for valuation adjustments which is happening
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And no other issues.
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Now as you know that their privacy issue concern is almost resolved
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And I will say that you all watch so many stocks, take Bajaj finance
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Covid came and they have this interest work
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So many news were there and it fell but where it is today?
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At that time, many articles were there that Bajaj finance is now older one,
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now it will not give that return and all these
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So understand that many good things come in market
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Whenever a company performs then that is a business risk where there will be privacy concerns
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But now those things are resolved and again stock is performing again.
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So in my view, at that time also and today also buy more, when it falls more.
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It's sense is investment in SIP mode that means a fixed amount every month.
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So that it averages on all Prices and a better return for long term.
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So I hope that you've done friendship with company and had a big learning
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Rally in the stock and then a downfall and now again a rally where
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You might have got a observation that how to see in the market
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Good/bad news comes but what's more important is how the company
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So if you liked this then do like, comment and Share and keep loving.
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Thankyou so much.
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