Ringkasan Pasar ā 24 Desember 2025 š Ringkasan Pasar Saham ;
NIFTY 50: š Ditutup di 26.142 turun sebesar 0,13% SENSEX: š Ditutup di 85.408,40 , turun sebesar 0,14% BANK NIFTY: š Ditutup di 59.183 turun sebesar 0,20% NIFTY MIDCAP: š Ditutup di 60.451,80, turun sebesar 0,60% NIFTY SMALLCAP: š Ditutup di 16.644,75, naik sebesar 0,06%
Suasana Pasar: * Pasar tetap lemah dan berhati-hati karena investor terus melakukan pengambilan keuntungan setelah puncak terbaru. * Ketidakpastian global dan tekanan pada saham perbankan membuat sentimen negatif. * Pasar yang lebih luas juga tergelincir, menunjukkan suasana hindari risiko di kalangan investor.
Kinerja Sektor: * Bank & Keuangan: Lemah - Bank Nifty memimpin penurunan karena penjualan di pemberi pinjaman besar. * Mid & Smallcaps: Di bawah tekanan - penjualan lebih tinggi karena investor menghindari risiko. * IT: Sedikit lebih baik daripada yang lain, tetapi tidak ada pembelian yang kuat. * Logam & Realty: Lembut - terkait dengan kekhawatiran pertumbuhan global.
Judul Berita Utama Hari Ini
1) MUFG dalam Pembicaraan Akhir untuk Mengakuisisi 20% dari Shriram Finance Grup Keuangan Mitsubishi UFJ Jepang (MUFG) dilaporkan dekat untuk menyelesaikan kesepakatan untuk membeli 20% saham di Shriram Finance senilai lebih dari $3,2 miliar. Jika selesai, ini akan membawa modal asing besar ke salah satu NBFC besar di India.
2) Sagarmala Finance Corporation Akan Segera Mulai Memberikan Pinjaman Sagarmala Finance Corporation (SMFCL) ā NBFC pertama yang berfokus pada maritim di India ā sedang mempersiapkan untuk memulai operasi pinjaman, bertujuan untuk mendukung infrastruktur pelabuhan dan pembangunan kapal dengan kredit yang direncanakan lebih dari ā¹3,5 lakh crore.
3) Pemerintah Mengajukan RUU untuk Mengizinkan 100% FDI di Asuransi Parlemen memperkenalkan RUU Sabka Bima Sabki Raksha (Amandemen Undang-Undang Asuransi) 2025 untuk meningkatkan batas FDI di asuransi menjadi 100%, langkah kebijakan besar untuk sektor keuangan.
Catatan: Postingan ini untuk tujuan pendidikan saja dan bukan rekomendasi beli/jual.
NIFTY 50: š Closed at 26,172.40, up by 0.79% SENSEX: š Closed at 85,567.48, up by 0.75% BANK NIFTY: š Closed at 59,304, up by 0.40% NIFTY MIDCAP: š Closed at 60,815.25, up by 0.84% NIFTY SMALLCAP: š Closed at 17,593.05, up by 1.17%
Market Mood: * Markets traded positive with a calm undertone. * Buying was steady across the board, supported by improving global cues and stock-specific interest. * Investors showed confidence in mid and small-cap stocks, while large caps moved steadily without aggression.
Sector Performance: * Banking & Financials: Mild gains; private banks supported the index, PSU banks were mixed. * Midcaps & Smallcaps: Clear outperformance; broader market buying remained strong. * IT: Slightly positive; stability in US tech stocks helped sentiment. * Metals & Industrials: Strength seen on infrastructure and capex-related stocks. * FMCG & Pharma: Stable to marginally positive; defensive buying continued.
š Major News Headlines of the Day
L&T * Secured new EPC orders in power transmission and urban infrastructure. * Orders awarded by domestic government and PSU clients. * Projects to be executed over the next few years.
Adani Ports * Approved expansion of port capacity at key locations. * Focus on integrating ports with rail and logistics assets. * Expansion aimed at handling higher cargo volumes.
NTPC * Approved new solar and battery storage projects. * Projects align with NTPCās renewable capacity targets. * Execution to happen in phases over coming years.
NIFTY 50: š Closed at 25,966.40, up by 0.58% SENSEX: š Closed at 84,929, up by 0.53% BANK NIFTY: š Closed at 59,069.20, up by 0.27% NIFTY MIDCAP: š Closed at 60,310, up by 1.20% NIFTY SMALLCAP: š Closed at 16,407.70, up by 1.33%
Market Mood: * Markets moved sideways as investors stayed cautious. * Large-cap stocks showed limited action, keeping indices almost flat. * Buying interest was more visible in mid and small-cap stocks. * Overall sentiment remained wait-and-watch due to the absence of strong global or domestic cues.
Sector Performance: * Banking & Financials: Mixed trend; heavyweights saw muted activity. * Midcaps & Smallcaps: Outperformed with selective stock buying. * IT: Stable; traded in a narrow range without major triggers. * Metals & Industrials: Mild strength on company-specific interest. * FMCG & Pharma: Mostly flat; no strong directional movement.
š Major News Headlines of the Day Vodafone Idea - Board cleared plans to raise fresh funds and monetise assets to improve balance sheet strength. Company continues discussions with lenders and the government.
Tata Steel - Approved major capacity expansion at its Indian operations to boost domestic steel production. The expansion is aimed at meeting infrastructure and auto sector demand over the next few years.
Prosus - Increased investment in Indian startups, mainly in fintech and food-tech, as part of its long-term India growth strategy. The company reiterated India remains its largest value creation market globally.
Note: This post is for educational purposes only and not a buy/sell recommendation.
The Funding Talks: Bigger Bet, Sharper Valuation Snabbit is in talks to raise $100ā120 million from a mix of new and existing investors, at a likely valuation of $500ā550 million. If this goes through, it would mark a sharp jump from its last valuation of ~$180 million in Octoberāsignalling strong investor confidence in the category.
Why investors are interested: > On-demand home services are still under-penetrated online > Repeat usage potential is high > Urban consumers are increasingly outsourcing daily chores
What Snabbit Does Differently Founded in 2024 by ex-Zepto executive Aayush Agarwal, Snabbit offers instant home helpāoften within 10 minutes. Instead of long-term maids, users can book hourly, task-based services like: * Dishwashing * Laundry * Kitchen & bathroom cleaning
Key differentiator: _Speed + flexibility, similar to how quick commerce changed grocery buying._
Snabbit also allows bundling multiple tasks in one booking, improving unit economics.
Growth Metrics & Expansion Plan
Snabbit is already clocking about ā¹8 crore in monthly gross revenue, translating to roughly $12 million annualised revenueāstrong traction for a young startup.
Whatās next: > Expansion into home cooks > Entry into childcare and elder care > Deeper penetration in Tier-1 cities
This is Snabbitās fifth funding round, with backers including Lightspeed, Elevation Capital, Nexus Venture Partners, and Bertelsmann India Investments.
Market Opportunity & Competitive Landscape
Indiaās home services market is large and fragmented: $60 billion market in FY25
Expected to reach $100 billion by FY30
Online segment still small (~$475 million) but growing at 18ā22% CAGR
Competition includes: * Urban Company (now publicly listed) * Pronto and Broomies (early-stage players) Many startups tried and failed pre-2019ābut todayās mix of urban density, gig workforce, and app-first behaviour makes this cycle very different.
Bottom Line: Snabbitās funding talks show that investors are backing convenience as a habit, not a luxury. If successful, this round could position Snabbit as a category-defining player in instant home servicesāmuch like quick commerce did for groceries.
Saham India diperdagangkan sebagian besar tidak berubah pada hari Rabu, dengan Sensex dan Nifty stabil setelah dua sesi berturut-turut mengalami kerugian dan diperdagangkan sedikit lebih tinggi.
Kinerja Indeks Utama:
⢠NIFTY 50: š Naik sebesar 0.16%, ditutup di 25,818. ⢠SENSEX: š Meningkat sebesar 0.15%, berakhir di 84,550. ⢠BANK NIFTY: š Naik sebesar 0.18%, ditutup di 58,926. ⢠NIFTY MIDCAP: š Turun sebesar 0.54%, ditutup di 59,388. ⢠NIFTY SMALLCAP: š Turun sebesar 0.73%, berakhir di 17,138.
Kinerja Indeks Utama:
⢠Pemenang š: Nifty PSU Bank ditutup lebih tinggi sebesar 1.29% di 8,318 diikuti oleh Nifty IT yang ditutup di 38,172 (0.29%) lebih tinggi.
⢠*Kalah š:* Nifty Media ditutup lebih rendah di 1,11 (-1.71%) diikuti oleh Nifty India Defence yang ditutup di 7,380 (-1.11%) turun.
šļø Judul berita utama hari ini:
⢠Perak mencapai rekor Rs 2.06 lakh/kg. ⢠Minyak melonjak 1.5% saat blokade Venezuela Trump memicu ketidakpastian. ⢠Saham RailTel melonjak 2% atas laporan pembicaraan dengan Starlink Elon Musk untuk kemitraan broadband.
Catatan: Postingan ini hanya untuk tujuan pendidikan dan bukan rekomendasi beli/jual.
NIFTY 50: š Ditutup di 25.860, turun sebesar 0,64% SENSEX: š Ditutup di 84.679,86, turun sebesar 0,63% BANK NIFTY: š Ditutup di 59.034, turun sebesar 0,72% NIFTY MIDCAP: š Ditutup di 59.710,80, turun sebesar 0,83% NIFTY SMALLCAP: š Ditutup di 17.265,15, turun sebesar 0,92%
Mood Pasar: Pasar tetap lemah dan hati-hati karena investor terus melakukan booking profit setelah puncak terbaru.
Ketidakpastian global (isyarat dari Fed AS) dan tekanan pada saham perbankan menjaga sentimen negatif.
Pasar yang lebih luas juga tergelincir, menunjukkan suasana menghindari risiko di antara investor.
Kinerja Sektor:
Perbankan & Keuangan: Lemah - Bank Nifty memimpin penurunan akibat penjualan di pemberi pinjaman besar.
Mid & Smallcaps: Dalam tekanan - penjualan lebih tinggi karena investor menghindari risiko. * TI: Sedikit lebih baik daripada yang lain, tetapi tidak ada pembelian yang kuat. * Logam & Real Estat: Lemah - terkait dengan kekhawatiran pertumbuhan global.
Berita Utama Hari Ini
1)MUFG dalam Pembicaraan Akhir untuk Mengakuisisi 20% Shriram Finance Mitsubishi UFJ Financial Group (MUFG) Jepang dilaporkan dekat untuk menyelesaikan kesepakatan untuk membeli 20% saham di Shriram Finance senilai lebih dari $3,2 miliar. Jika selesai, ini akan membawa modal asing besar ke salah satu NBFC besar di India.
2) Sagarmala Finance Corporation Akan Segera Memulai Pemberian Pinjaman Sagarmala Finance Corporation (SMFCL) ā NBFC pertama yang berfokus pada maritim di India ā sedang mempersiapkan untuk memulai operasi pinjaman, bertujuan untuk mendukung infrastruktur pelabuhan dan pembangunan kapal dengan kredit yang direncanakan lebih dari ā¹3,5 lakh crore.
3) Pemerintah Mengajukan RUU untuk Mengizinkan 100% FDI dalam Asuransi Parlemen memperkenalkan RUU Sabka Bima Sabki Raksha (Amandemen Undang-Undang Asuransi) 2025 untuk meningkatkan batas FDI dalam asuransi menjadi 100%, langkah kebijakan besar untuk sektor keuangan.
Catatan: Postingan ini hanya untuk tujuan pendidikan dan bukan rekomendasi beli/jual.
NIFTY 50: š Closed at 26,048, up by 0.57% SENSEX: š Closed at 85,269.73, up by 0.53% BANK NIFTY: š Closed at 59,389.95, up by 0.30% NIFTY MIDCAP: š Closed at 60,283, up by 1.18% NIFTY SMALLCAP: š Closed at 16,396.85, up by 0.83%
Market Mood: Todayās session saw optimism return to Dalal Street, with benchmarks extending their rebound after a Fed rate cut and positive global cues. The Sensex and Nifty climbed higher, supported by broad buying across key segments, even as the rupee remained under pressure. Domestic sentiment stayed cautious due to upcoming inflation data and ongoing trade uncertainty, but overall investor confidence improved as markets snapped a multi-day slide.
Sector Performance:
Metals led the gains, showing strong upside momentum today. Financial Services and Industrial themes also showed steady improvement. Defensive and consumer-focused sectors saw mild pressure, indicating selective buying. Broader market breadth was positive, with mid-cap and small-cap segments participating in the upside.
Major News Headlines of the Day 1. JSW Energy announces $1.11 billion raise and new CFO JSW Energy said it will raise up to ā¹100 billion ($1.11 billion) through a securities issuance to fund expansion, and appointed a new Chief Financial Officer effective January 1, 2026.
2. Vedanta wins critical minerals auction Vedanta was declared the successful bidder for the Genjana nickel, chromium, and platinum group elements (PGE) block in the governmentās Critical Mineral Auctions, highlighting industry focus on strategic raw materials.
3. Orkla India eyes deals to expand convenience foods business Orkla India (owner of MTR and spice brands) is planning mergers & acquisitions in the ā¹11-22 crore range, focusing on ready-to-eat and quick-delivery growth, with online sales up ~47% year-on-year.
Note: This post is for educational purposes only and not a buy/sell recommendation.
Meksiko telah memberlakukan tarif tinggi (hingga 50%) pada kendaraan penumpang, sepeda motor, dan suku cadang mobil dari beberapa negara Asia, termasuk India. Ini secara langsung mengancam ~$2 miliar ekspor mobil India ke Meksiko.
Model koperasi ā pengemudi mempertahankan 100% tarif
Pilot nol komisi di Delhi & Gujarat
88.000+ pengemudi sudah ada di platform
2. Mengapa ini penting*
Model penghasilan yang adil untuk pengemudi Tantangan kuat untuk Ola/Uber Mendorong Namma Yatri ke India Utara Struktur yang didukung pemerintah = kepercayaan + potensi skala
3. Siapa yang mendapat manfaat
Pengemudi: tarif penuh, bagi hasil, suara dewan
Namma Yatri: ekspansi lebih luas + lebih banyak pengemudi
Pengguna: tarif transparan, alternatif etis
Pemerintah/Koperasi: mendukung model kepemilikan lokal
4. Tantangan yang akan datang
Skala cepat atau kehilangan pangsa pasar Persaingan berat dari aplikasi besar Aturan negara yang berbeda di India Utara Perlu adopsi tinggi dari pengemudi + penumpang
Garis Bawah: Model yang dipimpin koperasi tanpa komisi terlihat menarikātetapi tanpa ekspansi cepat, pesaing dengan kantong dalam masih bisa mendominasi pasar.
Catatan: Postingan ini hanya untuk tujuan pendidikan dan bukan rekomendasi beli/jual.