Whalesbook
Toh bhai log, market mein aaj sirf ek hi charcha hai - bade funds ne kaise sabka dhyan kheench liya hai! Ye dekho, alag alag stocks mein kaise paisa laga rahe hain, jaise ki Aye Finance aur Engineers India (EIL), aur signals de rahe hain ki sector preferences badal rahi hain.
Goldman Sachs ka Aye Finance mein Extension
Sabse pehle baat karte hain Aye Finance ki. Goldman Sachs ne toh jaise ismein apna dil hi laga diya hai! Unhone open market mein aur bhi shares khareede hain, matlab apna stake 0.7% aur badha liya. Is deal mein lagbhag ₹21.5 crore lagaye hain ₹128.11 per share ke hisaab se. Abhi unka total stake 3.38% ho gaya hai. Magar mazedaar baat yeh hai ki itni buying ke baad bhi Aye Finance ka share price aaj 0.07% gir kar ₹128.91 par band hua. Matlab, ek taraf institutional conviction, doosri taraf intraday volatility chal rahi hai.
BofA ki Engineers India (EIL) mein Entry & Stock ka Surge
Ab aao EIL par. Ye share toh aaj toofani tezi dikha gaya, 12.37% bhag gaya aur ₹226.62 par band hua, jo ki July 2025 ke baad sabse ooncha level hai! Iski wajah pata hai kya hai? BofA Securities Europe SA ne entry maari hai! Unhone ₹99.8 crore mein 45.97 lakh shares khareede hain, matlab 0.81% stake. Ye significant entry dikhata hai ki institutions ko EIL ke future projects aur earnings par kaafi bharosa hai.
Easy Trip Planners mein Contrarian Bet
Travel sector mein bhi action dikha. Easy Trip Planners ka share aaj lagbhag 20% uchhal gaya tha! Iske peeche Craft Emerging Market Fund PCC ka naam hai, jinhone ₹13.54 crore mein 2 crore shares khareede hain. Ye aise time par hua hai jab travel sector thoda down tha, toh ye ek contrarian bet ho sakti hai, matlab ki market ke girne par mauka dekhna.
Vardhman Polytex mein Mixed Signals
Aur haan, Vardhman Polytex mein bhi Pine Oak Global Fund ne entry maari hai. Unhone ₹7.4 crore mein 1 crore shares liye hain. Lekin yahaan ek twist hai! Ekjot Singh Chawla naam ke shareholder ne 1.1 crore shares bech diye hain. Toh ek taraf buying hai, doosri taraf selling. Investors ke liye thoda confusing situation ho sakti hai ki company ke liye kya chal raha hai.
Sector Valuation & Institutional View
Toh overall kya lag raha hai? Ye sab deals bata rahi hain ki institutions sirf bade stocks nahi, balki alag alag sectors mein mauka dekh rahe hain. NBFCs jaise Aye Finance mein, EPC jaise EIL mein, travel jaise Easy Trip Planners mein, aur textile jaise Vardhman Polytex mein bhi. Har sector ki apni alag kahani hai aur valuation bhi alag alag hai. Jaise Aye Finance ka P/E ratio 15x hai, jabki peers 30x par hain, toh ye undervalue ho sakta hai. EIL ka 25x P/E hai, jo EPC sector ke liye normal hai, wahi Easy Trip Planners ka 40x hai, jo MakeMyTrip ke 60x se kam hai. Vardhman Polytex ka 8x P/E peers se kaafi kam hai. Bade investors ko lagta hai ki ye stocks ab chalenge aur sector rotation dekhne ko mil sakta hai.