US aur India ke beech jo trade tension chal rahi thi, woh ab khatam ho gayi hai. Dono countries ne tariffs ko 25% se ghatakar 18% kar diya hai. Yeh ek 'major overhang' tha jo market par pressure bana raha tha. Is announcement ke baad GIFT Nifty toh aag ki tarah 600 points upar bhaag gaya! Pichle Monday ko bhi Nifty aur Sensex ne achhi tezi dikhai thi.
Is deal ka sabse zyada fayda apne export waale businesses ko hoga. Especially textile sector mein, jismein Gokaldas Exports, Pearl Global, KPR Mill, aur Welspun Living jaise companies hain, inke liye yeh khabar zabardast hai. Pehle US ke tariffs 50% tak pahunch jaate the, par ab yeh reduction unki competitiveness badhayega aur US market mein share wapas jeetne mein help karega. Sirf textile hi nahi, pharma, IT services, engineering goods waale bhi benefit karenge.
Chalo ab zara numbers dekhte hain in companies ke:
Gokaldas Exports Ltd. ka market cap around ₹4,230 crore hai, share abhi ₹578.40 ke aaspaas hai. TTM P/E 36.2 hai aur ROE 8.16%.
Pearl Global Industries Ltd. ka market cap ₹7,388 crore ke paas hai, share ₹1602 ke around. TTM P/E 28.66 aur ROE 20.63%.
KPR Mill Ltd. ka market cap ₹29,335 crore hai, share ₹859 par trade kar raha hai. TTM P/E 35.03 aur ROE 17.0%.
Yeh figures dikhate hain ki market mein growth expectations pehle se hi discount ho rahi hain, par yeh deal ek major boost de sakti hai.