Whalesbook
SpaceX ke shares ne Nasdaq par entry maarte hi **19%** ka uphaan dikhaya, company ka valuation **$2 trillion** cross kar gaya. Lekin savdhan rahe, kyunki analysts high valuations aur volatility ki warning de rahe hain. Indian investors ko TCS jaise tax rules aur August mein employee lock-up expiry ka bhi dhyan rakhna chahiye.
Kya hua?
SpaceX ab officially Nasdaq par list ho gaya hai! Stock ne $150 par khule, jo IPO price $135 se 11% zyada tha. Din ke end tak, share $161 par close hua, matlab IPO price se 19% upar. Is blast off ke baad company ka total market value $2 trillion se bhi upar chala gaya hai, jo ise duniya ki top companies mein se ek banata hai.
Valuation ka mamla
Lekin bhai, valuation kaafi high lag raha hai. Data ke mutabik, company apne pichle revenue se 100 guna zyada par trade ho rahi hai. Ye dekh kar sawaal uthta hai ki kya itna growth already price mein include hai? Humesha yaad rakho, market ka excitement aur company ki real profit-making ability mein farq hota hai.
August mein 'Lock-Up' ka risk
Ek aur important date hai August, jab employees ke shares ka lock-up period khatam hoga. Iska matlab hai ki bahut saare shares market mein aa sakte hain, possibly $200 billion se $300 billion tak ke. Itni badi supply ko absorb karna market ke liye mushkil ho sakta hai, jisse price par pressure aa sakta hai.
Indian Investors ke liye kya?
Agar aap India se ho aur global platform se invest kar rahe ho, toh kuch cheezein yaad rakho: LRS ke annual limits hain, aur foreign remittance par 20% TCS lagta hai. US estate tax ka bhi issue ho sakta hai. Is sab ko dekhte hue, experts keh rahe hain ki isko portfolio ka chhota sa hissa rakho, pura focus mat do.
Investors ise kaise dekhein?
Market mein is listing ko lekar alag-alag rai hai. Kuch log company ke long-term vision ko dekh rahe hain, jabki kuch experts IPOs ke baad aane wale price corrections ka wait karne ko keh rahe hain. History bataati hai ki aise bade tech listings pehle saal mein kaafi volatile rehte hain.
Aage kya track karna chahiye?
Abhi initial excitement kam hone ke baad stock kaise perform karta hai, ye dekhna hoga. August mein lock-up expiry sabse bada event hoga. Uske baad quarterly results aur company ke projects par updates bhi important honge. Long-term view aur risks ko samajhna hi sabse zaroori hai.