Whalesbook
Aaj market mein bade investors ke moves ne sabka dhyan kheench liya hai. Jabki global market mein thoda pressure tha, kuch stocks ne toofani tezi dikhayi hai, sabse badi wajah bane hain ye bulk deals!
Zerodha Ka Nazara Mein Kamaal
Sabse pehle baat karte hain Zerodha Broking ki, jinhone Nazara Technologies mein ek badi stake kharidi hai. Ye deal ₹93 crore ki thi, jismein 35 lakh shares liye gaye, jo company ka 0.94% stake banta hai. Har share ₹265.85 mein kharida gaya. Is khabar ke baad, Nazara ka stock seedha 12.76% bhaga aur ₹299.95 par pahunch gaya. Waise, Nazara ke promoters bhi shares ka khel kar rahe hain, jo thodi caution wali baat hai.
Sakar Healthcare Ne Pichhodi Saari Hadein!
Phir aata hai Stellar Wealth Partners India Fund ka entry. Inhone Sakar Healthcare mein entry maari hai, ₹12.95 crore ke 1.95 lakh shares kharidkar, jo company ka 0.87% stake hai. Ye deal ₹664.58 per share ke hisaab se hui. Is bade move ke chalte Sakar Healthcare ka stock 16.16% uda aur apne record closing high ₹696.7 par pahunch gaya!
ICICI Pru Ne Bhi Khareede Pidilite Ke Shares
Isi din, ICICI Prudential Mutual Fund ne bhi Pidilite Industries mein 2 lakh shares khareede hain, jinki kimat ₹1,460 per share thi. Ye dikhata hai ki bade fund houses ab bhi Pidilite jaise established companies par bharosa kar rahe hain.
Market Ka Mood Aur Valuation
Ye sab deals aise samay mein hui jab market mein thoda recovery dikh raha tha, haalanki rupee kamzor ho raha tha aur crude oil prices bhi high the. Sakar Healthcare ka P/E ratio lagbhag 44 hai, jo pharma sector ke average 29.3 se kaafi upar hai. Wahin, Nazara Technologies ka P/E alag alag figures mein hai, jo 11.5 se 28.63 tak hai, aur stock ne pichhle saal -4% se -12% tak ka return diya hai. Pidilite toh premium valuation par hai hi, P/E lagbhag 60 hai.
Aage Kya?
Market mein ab bhi kuch risks hain jaise rupee ka girna aur crude oil ka mehnga hona, lekin investors bade moves se opportunities dhoondh rahe hain. Nifty 50 ko 23,800 ka level cross karna hai, jabki support 23,200 ke paas hai.