Whalesbook
So, kya chal raha hai market mein? Next week shareholders ki khush khabri hai, kyunki kai bade Indian companies dil khol kar dividend dene wali hain.
Is list mein top pe hain Kennametal India jo de raha hai ₹40 per share ka interim dividend. Fir aata hai Anand Rathi Wealth jo ₹7 final dividend dega, aur Godrej Consumer Products bhi ₹5 per share dene wala hai. Inke alawa Aptus Value Housing Finance India (₹2.50) aur NRB Bearings (₹2.25) bhi line mein hain. Indian Energy Exchange aur Manappuram Finance bhi dividend dates par trade karte dikhenge.
Yeh sab ho raha hai jab Indian stock market thodi mix signal de raha hai. Foreign investors toh sale kar rahe hain, jiski wajah se thodi volatility hai. Lekin achi baat ye hai ki Indian investors, banks, aur mutual funds se bahut sara paisa market mein aa raha hai, jisse market sambhal raha hai.
Ab baat karte hain valuations ki. Nifty 50 ka P/E ratio lagbhag 21 ke aas paas hai. Kuch companies jaise Anand Rathi Wealth ka P/E toh 76.75 tak ja raha hai, aur dividend yield sirf 0.36% hai. Matlab, price already bahut high expected growth dikha raha hai. Dusri taraf, Indian Energy Exchange ka P/E 24.44 hai, par yield 2.69% hai aur ROE bhi solid hai. Kennametal India ka P/E 44.8 hai aur yield 1.41%. Godrej Consumer Products ka P/E 61.49 aur yield 1.83% hai. NRB Bearings ka yield 2.32% hai aur P/E 34.74 hai. Aptus Value Housing Finance India ka P/E 19.49 aur yield 1.68% hai. Manappuram Finance ka P/E 19.09 se 65 tak hai, aur yields 0.65% se 1.11% ke beech mein. Toh bhai, sirf dividend dekh kar mat daudo, company ke numbers bhi check karo.
Chalo, ab thoda risk bhi samajh lete hain. Jab itni saari companies dividend de rahi hoti hain, toh kabhi kabhi ye sign hota hai ki sayad unhe future mein growth ke zyada opportunities nahi dikh rahi. Anand Rathi Wealth jaise stocks ka P/E itna high hai aur yield itna low, toh valuation ki chinta badh jaati hai. Kennametal India mein bhi P/E thoda high hai, around 44.8, aur stock mein 13.90% ki growth hui hai, jo future earnings par depend karta hai. Ek company, PAE, ka toh trailing P/E 0.48, ROE -79.91%, aur P/B -0.38 hai, matlab situation kaafi serious lag rahi hai, ispar deeply research karna padega. Global factors jaise geopolitical news aur currency mein changes se bhi market affect ho sakta hai.
Abhi ke liye, analysts expect kar rahe hain ki market range-bound rahega. Crude oil prices girna aur geopolitical tensions kam hona thoda support de raha hai. Par jab tak koi bada level break nahi hota, market mein thoda sideways movement rehne ki ummeed hai. Isliye, Investors ko selective rehna hoga aur unhi companies par focus karna chahiye jinka business strong ho, valuation sahi ho aur growth prospects bhi ho.