Whalesbook
Manappuram Finance ke shares ne aaj BSE par ₹323.80 ka naya record high chhua hai, aur intraday mein 3% ka jump dikhaya hai. Mazedaar baat yeh hai ki yeh sab tab hua jab overall market, jismein BSE Sensex bhi shamil hai, thoda neeche jaa raha tha. Pichhle ek mahine mein toh Manappuram ke shares ne 20% ki zabardast rally dikhai hai, jabki BSE Sensex isi dauraan 4.4% neeche gira hai.
Analysts ka Full Support!
Brokerage firms Manappuram Finance ko lekar kaafi positive hain. Axis Securities ne apni rating ko 'Hold' se upgrade karke 'Buy' kar diya hai aur target price bhi ₹295 se badha kar ₹340 kar diya hai. Unka kehna hai ki company ka gold loan business mazboot ho raha hai aur baaki loans mein bhi stability aa rahi hai. Axis ko lagta hai ki gold assets under management mein acchi growth hogi aur FY27-28 tak return on assets (RoA) 2.8% se 3% ke beech reh sakta hai.
ICICI Securities ne bhi 'Add' rating maintain ki hai aur target ₹335 rakha hai. Unka maan na hai ki company apni strategy mein jo badlav kar rahi hai, jaise ki microfinance institution (MFI) exposure kam karna aur gold business par focus karna, woh sahi hai. Unhone bataya ki FY19-24 ke beech mein earnings compound annual growth rate (CAGR) 18.8% raha hai, aur average RoA 5% aur return on equity (RoE) 21.8% raha hai.
Volume aur Trading Updates
BSE aur NSE par lagbhag 3.73 million Manappuram Finance ke shares trade hue hain. Stock ka yeh performance market ke slowdown ke bilkul opposite hai, jo dikhata hai ki investors ko company par bharosa badh raha hai. Management ka non-gold segments mein asset quality par focus bhi ab range aa raha hai, jisse aage chal kar growth mein tezi aane ki ummeed hai.