Whalesbook
Zen Technologies: Arms License Se Toofani Tezi!
Sabse pehle baat karte hain Zen Technologies ki. Is company ko ek important arms manufacturing license mila hai jisme ye 12.7mm, 23mm, 30mm, aur 40mm tak ke cannons bana sakte hain. Ye defense aur anti-drone operations ke liye bahut zaroori hai. Ye license milte hi stock mein toofani tezi aayi aur share 11% bhag gaya. Pichhle ek mahine mein toh share 33% se zyada badh chuka hai. Company ka market cap lagbhag ₹14,842.80 Crore hai aur P/E ratio 67.46 chal raha hai. Ye license future growth ko aur boost dega.
PNB Housing Finance: Results Aur Dividend Ne Kiya Kamaal
Ab chalte hain PNB Housing Finance ki taraf. Inka share bhi lagbhag 10% badha aur ₹995.85 ke aas paas pahunch gaya. Wajah hai Q4 ke acche results aur ₹8 per equity share ka final dividend. Net profit 14% badhkar ₹648.70 Crore hua hai, aur revenue 6.8% badhkar ₹2,169.86 Crore raha. Inki AUM bhi 13% badhkar ₹90,921 Crore ho gayi hai. Sabse achhi baat, ye 4 saal baad wapas corporate lending mein enter kar rahe hain. GNPAs bhi ghata kar 0.93% ho gaya hai. Valuation bhi 9.76 P/E ke hisaab se sahi lag raha hai. Motilal Oswal aur Morgan Stanley jaise brokerages ne 'Buy' rating di hai.
Groww: Profit Jabardast, Par Valuation Ka Kya?
Fintech ki duniya mein Groww ne bhi dhoom macha di. Inka stock 9.6% jump kar gaya, kyunki March quarter mein net profit 122% badhkar ₹686.35 Crore ho gaya. Revenue 87% badhkar ₹1,505 Crore raha. Aur toh aur, transacting users 25% badh kar 2.16 Crore ho gaye hain. Company ka market cap ₹1.27 Lakh Crore hai, lekin P/E ratio 94.9 dekh kar sabko lag raha hai ki valuation thoda zyada hai. Aage unhe lending aur wealth management mein aur paisa kamana hoga. Jefferies aur Motilal Oswal ne 'Buy' bola hai target ₹225 aur ₹235 ke saath, par JM Financial ne 'Sell' rating di hai ₹150 target ke saath, keh rahe hain valuation bahut rich hai.
SML Mahindra: Market Share Kam Hone Se Stock Gira
Ab thodi buri khabar SML Mahindra ke liye. Profit 2.36% badhkar ₹54.20 Crore aur revenue 16.36% badhkar ₹897.65 Crore hone ke baad bhi inka share 4.5% gir gaya. Reason ye hai ki cargo vehicle market share 2% kam hokar sirf 3.3% rah gaya hai. Matlab competition mein peeche ho rahe hain. P/E 39.46 hai aur ₹321.78 Crore ka debt bhi hai.
Hindustan Copper: Bade Expansion Ki Planning
Aur finally, Hindustan Copper bade plans ke saath aa gaya hai. Company ne FY27 tak ₹1,421.73 Crore ka capital expenditure karne ka plan bataya hai, jo FY26 ke ₹450.51 Crore se kaafi zyada hai. Long term mein ₹7,188.60 Crore tak ka target hai 2030 tak. FY27 mein ₹600 Crore aur 2030 tak ₹1,568 Crore profit ka target hai. Ye sab copper demand badhne ki ummeed mein kar rahe hain. Stock 2% upar gaya hai. P/E 83.30 hai, matlab expectations bahut high hain.