Available now! Telegram Research 2025 — the year's key insights 
Hidden Multibagger Stocks by Devendra (RA: INH000026488)
Open in Telegram
Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
Show more9 871
Subscribers
+324 hours
+277 days
+5830 days
Posts Archive
There has been significant selling from FIIs, although DIIs have tried to absorb it to some extent. I must reiterate that as long as the US 10-year bond yield remains elevated, our markets cannot recover, even with strong buying by DIIs.I caution against taking the current market situation lightly, as we are in a bear phase. Newcomers to the market, who did not experience the 2022 bear phase, are prematurely declaring that the market has bottomed out. In a bear market, the bottom is typically formed only after multiple down cycles.I expect Nifty to decline to the 21,000–22,000 range in the coming months. Those who underestimate the bear phase risk being trapped for a longer period, especially if their stock selection is not sound.Currently, Nifty is at a crucial level of 23,000. If this level is breached this week, it could trigger a significant panic sell-off in the small and midcap indices, particularly from retail investors. However, if the 23,000 level holds, we may see some recovery in the market.
Q3 Result on 15th Jan:
Transrail lighting
Aeroflex ind
L& T Technology
Authum investment
Oracle financial services
CEAT
Bank of maharastra
NELCO
Punjab & sindh bank
Madhya bharat agro
Q3 Result on 25th Jan:
Transrail lighting
Aeroflex ind
L& T Technology
Authum investment
Oracle financial services
CEAT
Bank of maharastra
NELCO
Punjab & sindh bank
Madhya bharat agro
"Macpower CNC" New Multibagger stock strong recovery..🚀🚀
💥Preparation for prebudget rally 💥
Pre-budget rally in the defense sector, specifically Mazagon Dock ,Garden Reach Shipbuilders & Cochin Shipyard..
"This will be the final phase of movement in those stocks before the budget."
Today, DIIs are making significant efforts to maintain the market above the 23,000 level. I believe DII buying will be higher today. If this critical level is breached, it could lead to a dire situation for the small and midcap indices, as impatient retail investors appear ready to initiate another round of selling.
The selling pressure from FIIs is preventing the market from recovering quickly. Therefore, do not assume that the market has already bottomed out. In a bear phase, the market typically forms new lows repeatedly. Many retail investors are still holding onto a bull market mindset, where bottoms are formed much more quickly.
" Apollo Micro Systems, Diwali Muhurat multibagger stock (in 2022 ) strong recovery after strong management guidance..🚀🚀
"Interarch Building Products " Diwali Muhurat Multibagger stock is showing strong recovery.🚀🚀
Nifty is currently at a critical level of 23,000. If the market manages to sustain above this level, it can help prevent panic selling by retail investors in the small and midcap indices. However, if Nifty slips below the 23,000 mark this week, it may trigger further panic-driven selling in the small and midcap segments. This makes the current level a crucial point for the market's stability.
"PTC Industries" a defense stock non stop Rally continue..🚀
This stock did not fall during the recent market crash.
"Ceinsys Tech" IT sector New multibagger stock strong rally continue🚀
💥This is the only stock that did not fall during the recent market crash.💥
The market currently lacks strength, and during a bear phase, a sharp recovery is unlikely. Furthermore, FIIs continue to sell due to the high yield on US 10-year bonds. As a result, any recovery in the market is expected to be temporary and short-lived.
" Transrail lighting " New stock strong recovery.🚀🚀
💥Impact of the Bear Market on Brokerage Stocks💥
In the coming days, frustrated retail investors may start closing their Demat accounts due to the ongoing bear market. I explained this in my latest video, highlighting how similar scenarios occurred in 2022 when all brokerage companies underperformed.
When Demat accounts are closed, brokerage companies are likely to experience a decline, which can negatively impact the stock prices of companies in the broking sector. Therefore, it is important to remain cautious about investing in this sector during such times.
In the stock market, logical thinking and common sense are crucial. In my previous video, I explained why microfinance companies crashed. Similarly, understanding market trends and cycles—whether bull or bear.
For example, during a bull market, when the Nifty PE ratio becomes too high, a bear market usually follows to adjust the ratio. It’s a straightforward concept that does not require an MBA degree to understand. Common sense is your most valuable tool in the stock market.
Again, I want to emphasize that in the next bull run, new sectors and stocks will take the lead—not the ones that delivered big returns in 2024. This is a simple observation based on market cycles.
Despite strong buying by DIIs to absorb the selling pressure from FIIs, the market continues to decline. The primary reason for this is the elevated US 10-year bond yield, which is prompting FIIs to sell. As a result, certain key levels in the Nifty index have been breached. When these levels are broken, retail investors—who hold significant positions in small and midcap stocks—begin to panic and sell, further damaging portfolios.
Impatient and weak retail investors are selling out of fear, thinking the market may fall further. This panic selling is exacerbating the decline, especially in the small and midcap indices.
Since November 2024, I have been consistently stating that we have entered a bear market phase. Even prominent analysts failed to predict this bear market, but we provided this insight well in advance.
Bear markets are inherently challenging to navigate, and finding the bottom is a slow and complex process. Bear phases tend to last longer, and new bottoms are often formed during every downturn. Therefore, it is unrealistic to expect the market to recover as quickly as it did during last year’s bull market.
As I’ve mentioned before, during a bear phase, portfolios decline gradually. Many investors ask whether they should exit when their portfolio is deeply in the red. It’s crucial to understand that the right time to exit is when the market is up, not after it has already crashed.
I had warned 15 days ago that the market would continue to fall as long as the US 10-year bond yield remains at elevated levels. The right time to exit was then—not now.
DIIs are doing their best to protect the market from further declines, but retail investors are creating a panic-driven sell-off, leading to significant drops in the small and midcap indices. While FII selling is ongoing, it is not at levels that should cause major concern. What is surprising is the behavior of retail investors who, until last year, were consistently buying on every dip. It seems they now realize we are in a bear market, where making profits is far more difficult, prompting many to exit.
It’s impossible to predict the exact bottom in a bear market as the process takes time, with new bottoms forming after every fall. The best approach now is to wait for the market to recover. Once the recovery begins, we can reassess and make informed decisions about our portfolios. For now, patience is key—just wait and watch.👆
On 13th November 2024, Read attached post... we announced that the market had entered a bear phase after transitioning from a bull phase, following a technical breakout. To provide clarity, we also released a YouTube video explaining the differences between a bull and bear market, as well as the potential impact of a bear phase on the market and our portfolio.
At that time, no one had anticipated such a bear phase in November 2024. Since then, I have consistently used the term "bear market" to alert all members. Those who understood our warnings on the channel might have taken precautionary measures to mitigate the effects of the bear phase. However, members who adopted a "don't care" approach likely did not take the necessary steps to protect their investments.
Nifty is approaching the critical 2300 level, which could trigger further panic among retail investors in the coming days.
We are adjusting our strategy to navigate the ongoing bear market effectively. Based on my observations in 2022, long-term investments tend to underperform during bearish phases due to frequent market recoveries followed by sharp declines. As a result, we will adopt a short-term approach until the market transitions out of this bearish mode.
The significant market decline over the past week has been unprecedented, with unexpected panic selling from retail investors. While FII selling typically does not directly impact small and midcap stocks, it drives Nifty levels lower, leading to panic among retail participants.
Recovering the losses incurred during this heavy selling phase may take at least 1-2 months, depending on market stabilization. However, since our stock picks are from new and diverse sectors, we expect them to recover faster once the broader market begins to rebound.
