저자: Praveen—소속미상 · 외국인
요약 보기
미국 증시가 중동(이란·이스라엘) 긴장 완화 기대로 상승 마감, 인도 시장은 장 후반 약세 전환. 와이프로(Wipro)가 1.5조 루피 규모 자사주 매입(주당 250루피)을 발표해 청약 전략을 설명. 금·은·환율·유가는 보합권. 소형주 개별 뉴스(GHV 인프라, Idicube, HDB 파이낸셜, Brigade, Tejas, Paytm, Alembic) 소개. 전반적 시장 조정은 아니라는 입장.
다듬은 글
Hello Tamil Traders, good evening. If you had come and seen our market before today, you would have seen Mark Mobis, an investor fund manager who was highly respected by all investors internationally, who has passed away. Why does everyone respect him so much? If you follow him, you'd think that in today's era, India is an emerging market, China is an emerging market.
Everyone thinks that if we invest money in this, we can get huge returns . But this is the same person who discovered this thing 30 years ago . And not only that, you've all heard of a mutual fund called Franklin Templeton . This is a very famous mutual fund. And if you look at this mutual fund, there was a separate fund called the Franklin Templeton Emerging Markets Fund.
I mean, if you came and looked at HDFC AMC now, wouldn't it say there's a separate fund for flexi cap , a separate fund for mid cap, and a separate fund for small cap ? If you looked at it that way, there would have been a separate fund for emerging markets. If you look at that fund , you'll see that this person has been working for 30 years .
And if you look at this guy coming in and starting this fund, the size of this fund is only 10 crores. And after 30 years, when you come out of this fund, the value of that fund will be 40,000 crore dollars. And if you come back today, you will find that one dollar has become 100 rupees. If you look at the amount of almost 40 lakh crore rupees, that fund has come and made a fortune.
If only an investor this intelligent had come and seen us, we would n't be here today. May his soul rest in peace and may we pray to our Lord. And if you look at our market analysis today, the American market ended up being positive. And the reason for that is that Trump came in last night at about 4:00 PM and posted a post on his social media.
If you came and saw what China asked for, we are in a state of arms . If you look at the reason, China came and said that it would not give weapons to Iran anymore, and Trump is saying that. That's why if you come and see it, the American market will react positively . And if you had seen that, even after the talks were canceled last Saturday, Trump came and announced the blockade, there would have been no major attack from the Iranian side.
And if you come to Iran and see it, they're not the IRGC, and their military leadership is there. If you come and see them, they're like they're going to fight a lot, and they're not going to make any statements. If you see all this coming, you will see that this problem is going to end. If you see such hope, you will start giving to investors.
That's why you came and saw that the American market came and came back positive. Specifically, whether it's the S&P 500 or the Nasdaq, they started trading above whatever level they were at before this war started, that is, before February 27th. And not only that, if you come to our market and look at the Nifty Microcap, it has traded above the level it was on February 27th.
If you look at all the other industries, they still haven't reached that level. So if you come and watch it again, there is potential for us to see the upside. And if you look at our market today, the cap is up almost 150 points. And if you look at our Gift Nifty this morning, it indicated a cap up of about 100 points .
But the cap is open at 150 points. But if you look from there, you'll see a constant cell off. The main reason for this cell shutdown is an update that came in around noon . If you had seen the Pakistani delegates coming, they would have gone to Iran. Taking America's message . If you came and saw after the talks were over, they gave a press release.
If you came and saw in this press release, what are they saying? If you came and saw the date and place for the next talks, they said that they have not yet decided. What has not been decided? They said that we will solve the problem in a day or two and are expecting it, and they have hit the market.
And if you came and saw today, the US market has opened and is trading flat. Perusa has come and made it negative. Maybe there may be some update later today or maybe there may be some positive update this weekend. And if you had seen Trump come, he would have made a positive statement. That is, after 35 years, Israel and Lebanon are going to sit down and talk face to face, and they said that tonight.
Even if the problem between Israel and Lebanon is resolved, we can say that half of the problem has been resolved . And if you look at the remaining half of the problem, if Iran and America talk and come to an agreement, that problem will also be solved. And I think that problem will end after I say that .
The reason is that if you look at it from the IRGC side after announcing a blockade like this, you won't get any attacks. One. If you came and watched the second one, if you came and watched it last Monday evening, they're coming to Iran and saying that they're going to stop all these nuclear tests for five years.
If you've come and seen both of these, it's Boston Update. If you came and saw this, the talks on Saturday last week were canceled because of these two things. So, if you look at both of these issues, if an understanding can be reached between these two people, this problem will end. So let's wait and see what happens .
And if you came and saw it today, our over-all market would have been negative. Only Nifty, Bank Nifty and Sensex turned negative. The reason is that this majority of the vote came from whatever sector it came from, the auto sector, banking and financial sector. If you come and see the middle sector, it was positive.
If you came here because of that, your portfolio should be more than 1% positive today. To be specific, whether it's the IT sector , FMCG, consumer durables, or pharma, if you look at all these sectors, the trade is more than 1% positive . And when you look at the majority of the industries, large cap, small cap, and mid cap, everything was positive.
If you look at the microcab, it was more than 1/4% positive. So if you look at the overall picture, this is not a broad market correction. Maybe if you came here for the Sensex expiration, there's a chance that some big players will come and play. We don't know what to say. And if we look at the advance decline ratio, out of 3300 companies, 2145 companies are positive.
And 1087 company is negative. And the most important thing is that FIS has come and is still making money in the cash market . That means they made a pie for 382 crore rupees. Even though we took it as a small number, the fact that they didn't make a phone call was a positive update for us. And if you look at our government, they have sold it for 3427 crore rupees .
They came back saying they could buy it at the market. Why should I send this person ? If we had come and bought DI today , our market positivity would have ended. And we'll wait and see what they do in the coming days. And if we look at the price of gold and silver, we can see that silver has reached ₹253,000 per kg and is rising.
And if you come and look at Gold, it's flat . There are no major changes from yesterday to today. It has been trading at 4820 for a few rounds in the international market . And if you come to our market and see, 24-karat gold is trading at 15,470 and 22-karat gold is trading at 14,200. And if you look at our Indian rupee, it is trading at 9320 paise per dollar .
And if you look at crude oil, it's trading at 96 . Next, if we look at stock-specific news today, Wipro has come out and released their Q4 numbers. And along with these Q4 numbers, they have also announced their share buyback package . And if you look at the value of this buyback, they would have said they would buy back their shares for 15,000 crore rupees .
And if we look at this buyback price, they said it was 250 per share. And if we look at their Q4 numbers , their revenue has increased by 10% on a quarter-on-quarter basis and their profit has increased by 12% . Revenue has only increased by 10% . If the profit has increased by 12%, the margin has expanded by 2%.
And if you've seen their buyback, you might have a doubt now. If you come to the market and see, Wipro is already at 210. So, if you buy it now and offer it tomorrow for 250 with our application, you should have understood one thing first. Now take a calculator . If you look at the size of this package, it's 15,000 crores.
If you put 15,000 crores divided by 250, and only 60 crore shares came in, they are going to buy this bag. Let's say that this buyback totaled 600 million shares . Let's say we're buying 60 crore shares and investors are saying no . If you come and apply for 100 shares out of these 60 crore shares, they will buy 100 shares and give you money.
But let's say that 120 crore applications are coming for these 60 crore shares. If you apply for 100 shares out of these 120 crore shares, half of this, that is, half of 120 crore, is it not 60 crore? Similarly, if you buy half of your 100 shares, 50 shares, and give the remaining 50 shares to you, they will calculate 250 for the remaining 50 shares and give you money.
This is the process. And if you come and see these people, they announced today and if you come and see this bag, they won't tell you the record data. So there is a chance that the share price will rise and the cap will open higher tomorrow . So traders, trade with caution. And if you come and see next, GHV Infra has got a road contract in Maharashtra.
And if you come and see the value of this, it is 815 crores. If you come and see this, you will get a positive update. Next, if you look at a small cap company called Idicube Spaces, you'll see that their market capitalization is 3400 crores. Their share price hit the upper circuit by 20% at one point in time today.
The reason is that if you come to Bangalore and see 35,000 sq ft, you should have come to a Japanese company and given an update on whether they are going to pay the rent. They have said that this will generate revenue of 52 crore rupees. And if you came and looked at their share price today, it was in the upper circle.
And at one point in time, when the overall market falls, their share prices come in, and overall, they end up 3% positive at the end of the day. And if you look next, they released the Q4 numbers for HDB Financial Services . If you look at their profits, they have increased by more than 20% . And if you look at their net interest income, it has increased by 22% year-on-year .
If you come and see, they have announced a dividend of ₹2 per share . Come and take note of this . And if you come and look next, you'll see a company called Brigade Enterprises. They came and bought an eight-acre plot of land in Bangalore and signed a joint development agreement. If you look at the source of this, they now have 39 acres of land in Eastern Bangalore .
If they come and spread this flat, they will get a revenue of 7200 crore rupees. If you see this, please come and give a positive update to that company. And if you come and see next, Tejas Network is a company belonging to the Tata Group . They had just released their Q4 numbers . They came and announced a loss of 218 crores.
If you came and saw last year, they had made a loss of 62 crores. The only negative thing is losing 62 crore rupees . If you look at that, they have now increased the loss to the tune of 220 crore rupees . The share price is up 4% today due to the tremendous growth. If you come back later, there will be an update about Paytm.
Indians now hold 50.3% of their shareholding . If you're seeing this, come to Paytm and get a quick update. The reason is that Paytm is a payment aggregator. This type of payment aggregator will have all the details like our PAN card, Aadhaar card, and bank account . If you come and see this, there will be a fear that if foreign investors have invested, our personal data will be compromised .
So if you come and see, the RBI will come and put big restrictions on them . So, if you've come and seen this, this is a company that can be managed by Indians . There is a chance that restrictions will be eased if there is a company with Indian investors. If you've come across this, it's a positive update for Paytm.
If you come and see the next thing you see, you've got a lot of orders from the Middle East. If you look closely, you'll see that Saudi Arabia has received an order for a sewage treatment plant worth 600 crore rupees. And an order worth 3400 crore rupees has been received from Kuwait. If you've seen both of these, you've come to a positive update.
If you come to Alembic Pharma and see an injection for cancer, it has received US approval. And if you look at the name of that injection, they say it's methotrexate. If you come and see this, you'll see that it's a truck used by cancer patients and autoimmune patients . If you're reading this, it's a quick update for Alembic Pharma.
And if you've come to see this, this is today's stock- specific news. And now, at this time that we are talking about, if you come and see Night 910, if you come and see it now, whether it is the Gift Nifty , the American market , or the gold price, if you come and see it, everything is flat . There is no big movement.
The whole world is waiting for an update on this Iran-Israel issue . So if there is any further important update, I will update it on our WhatsApp channel. And if you come across the link to the WhatsApp channel, it will be in the comments section below. If you click on it, you can join the channel.
And share your thoughts about this video in the comments section below. Thank you, hello.
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