Whalesbook
Market toh neeche gaya Friday ko. Nifty 50 46.10 points gir ke 23,643.50 pe band hua, aur Sensex bhi 160.73 points neeche 75,237.99 pe aagaya. Iska main reason tha late selling, khaas kar metals, real estate, aur oil & gas sectors mein. Plus, rising crude oil prices, kamzor rupee, aur economy ki chinta ne bhi investors ke mood kharab kar diya. India VIX mein zyada change nahi tha.
Lekin, jab broad market struggle kar raha tha, tab kuch stocks ne toh aag laga di! Volume dekho, kamaal tha!
Sabse pehle baat karte hain Bharat Coking Coal Ltd (BCCL) ki. Ye stock 7.84% bhaga aur Rs 38.41 pe pahunch gaya. Volume kitna tha? 24.47 crore shares! Crazy, right? Especially jab stock ka Mojo Grade 'Strong Sell' hai, jo pehle 'Sell' tha. BCCL ka P/E ratio toh sky-high hai, 120.18 se 139.44 tak, industry average 31.70 se bahut upar. Aur numbers bhi kuch khaas nahi: Q3 mein loss aur Q4 profit 58.9% gir ke sirf Rs 27.28 crore raha. Company mein management changes aur accident ki khabrein bhi thi.
Phir aata hai Saregama India Ltd. Ye 8.11% badh ke Rs 415.75 pe pahuncha, 9.57 crore shares trade hue. Company ne Q4 FY26 mein zabardast results diye, net profit Rs 75.39 crore aur EBITDA mein 42% se zyada ka growth. Saregama ka P/E ratio lagbhag 33-39 ke aas paas hai, jo media sector ke liye normal hai. Last 5 saalon mein iska P/E 29.9x se 72.16x tak raha hai. Inka growing music library aur content plans growth ke liye badi cheezein hain, jise MarketsMOJO ne 'Hold' rating di hai.
Aur top performer? Nazara Technologies Ltd! Ye stock 12.76% lapka aur Rs 299.95 pe pahunch gaya, 5.89 crore shares ke heavy volume ke saath. Iss rally ka reason pata hai kya? Zerodha ke co-founder Nikhil Kamath ne block deals ke through apni stake badhayi hai! Nazara ki Q4 FY26 revenue 23% kam hoke Rs 398 crore rahi, lekin net profit 13 guna se zyada badh ke Rs 56 crore ho gaya, gaming segment ki wajah se. Company ka P/E ratio kaafi volatile raha hai. Aur ek badi khabar ye hai ki Nazara Spain ki Bluetile Games ko $100.3 million mein acquire karne ka plan bana rahi hai.
Overall, market ka sentiment divide lag raha hai. Kuch stocks apna alag hi khel khel rahe hain, jahan company specific news aur investor confidence broad market worries ko overshadow kar raha hai.