Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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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.
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💥War Doesn’t Crash Markets—High Valuations Do💥
Most retail investors panic when a war begins and assume the market will crash. However, they fail to understand that major market crashes usually occur when valuations are high—especially when retail investors are unaware that a big correction is ahead.
In such phases, most retail investors are driven by FOMO and overconfidence. When the market is overvalued, many believe it cannot fall and assume that strong SIP inflows will protect the market.
Now, after more than a year of correction, the market is relatively more stable. Even if there is a war-like situation, the impact is likely to be limited—perhaps just one or two days.
Have you seen the Indian market crash during an India–Pakistan conflict? No. At most, the impact has been short-lived.
When markets fall due to war, the effect is usually temporary. In contrast, when markets crash because of excessive valuations, the fall can continue for several months, causing significant damage to portfolios.
Retail investors often get caught in euphoria when valuations are high—precisely when they should be cautious and consider booking profits. Instead, many end up investing more at elevated levels.
Smart investors, on the other hand, gradually exit the market when valuations become stretched. Meanwhile, many so-called experts on social media continue giving higher targets rather than warning investors about an upcoming prolonged and painful bear phase.
Big Indian market correction between January - March 2025, which was largely driven by high valuations. There was no major war or global crisis at that time—yet the market crashed sharply. This clearly shows that high valuations, not external events, were the primary reason.
To build real wealth in the market, you must focus on valuations. Only by understanding valuations can you make informed decisions about when to enter and exit.
War does not crash markets—high valuations do.🚀🚀
FII activity continues to be intermittent, with phases of buying and selling. Today, FIIs sold heavily, indicating possible distribution in IT sector stocks, while DIIs are actively buying.
As mentioned earlier, the NIFTY 50 has not corrected significantly and valuations are still elevated. This is why it is falling more compared to the NIFTY Smallcap 250. The Smallcap 250 index is currently moving sideways, and this trend is likely to continue until Q4 earnings. I expect a breakout in the Smallcap 250 after Q4 results.
The current phase is clearly an accumulation phase.
I have already highlighted sectors that are showing strength in this market, such as power transmission and data center proxy plays, including the wire and cable sector. Please study the stocks I share in our group. This is the time to identify strong sectors. Also remember, not every stock you find will become a multibagger—but even if 3–4 stocks perform exceptionally well, you can create significant wealth during the next bull market.
The current market condition reflects the famous principle by Warren Buffett: “Be greedy when others are fearful.” Right now, many investors are frustrated and have lost hope of recovery—but this is exactly the time to accumulate quality stocks.
Many retail investors act under the influence of social media. Between October - December 2024, when the market was at all-time highs and valuations were expensive, retail investors were aggressively investing—when ideally, they should have been cautious or booking profits.
Now, when we are likely in the final phase of a bear market and many investors are exiting due to fear and frustration, this is actually the time to enter.
Smart investors behave differently. They gradually exit when markets are overheated and valuations are unreasonable, and they begin accumulating strong stocks from emerging sectors when markets fall and valuations become attractive. This is why most retail investors fail to create wealth—they follow social media instead of doing their own research.
I have said this many times: markets often move against social media sentiment. If social media experts say a bull market is coming, it often doesn’t—and vice versa.
Did any social media expert warn u during the October–December 2024 when market was at its peak that 2025 would be a bear phase? No. But now, when markets are weak & retail investors are frustrated, many expert will start saying that 2026 will also be a bad year—creating more panic.
The reality is simple: most social media opinions change with market conditions. That is why markets often move opposite to the general sentiment driven by social media.
Do your own research, focus on valuations rather than sentiment or daily news, and avoid blindly following others if you truly want to create wealth. Otherwise, you will become part of the crowd that makes decisions based on social media influencers.
Motilal Oswal Financial Services has given a target of ₹4,800 for MTAR Technologies. However, I do not rely heavily on targets issued by brokerage firms. Many times, such targets fail because the market rewards actual performance — not projections.
A stock moves up only when there is consistent growth and strong quarter-on-quarter (QoQ) results. If even one quarterly result fails to meet market expectations, the stock can correct sharply.
Instead of focusing on price targets, investors should concentrate on:
The company’s core business strength
Future growth visibility
Sector tailwinds
Consistent QoQ performance.
Currently, MTAR Technologies is outperforming because it is supplying solid oxide fuel cell components to Bloom Energy, a US-based company that provides solid oxide fuel cell solutions to data centers. Strong demand for clean energy and reliable data center power solutions is driving growth.
This is one of the key reasons why Bloom Energy’s stock in the US has been skyrocketing.
That is why I repeatedly say: you should understand the real reason before buying any stock — why it can outperform .
Stock selection based only on technical charts is an outdated approach. Technical analysis may help generate 10–15% returns in the short term, but to create real wealth, you must first understand the business, its growth drivers, and its long-term potential.
On social media, many people think MTAR Technologies is purely a defence sector stock. However, those who understand in detail its involvement in the US data center ecosystem are more likely to hold the stock as long as the data center boom in the US continues.💥
" Krishna Defence" is showing a strong upward move after correction.🚀
"MTAR Technologies," which is linked to the U.S. data center theme, is forming higher highs.🚀
Data center sector proxy stocks & power transmission sector stocks are outperforming
Wire & cable sector stocks are outperforming. This sector is emerging as a proxy play on the growth of data centers and power transmission networks.
Key stocks in this space include:
Apar Industries
R R Kabel
KEI Industries
Polycab India
Finolex Cables
US AI data center proxy player stocks are outperforming :
Aeroflex Industries
TD power
Mtar tech
Look at this smallcap 250 chart.
As I predicted, the market will remain sideways until the Q4 earnings, and exactly the same is happening.
Please go and check anywhere—you will rarely find such accurate forward predictions about the market. Many experts are still confused about why the market is not moving, even when FIIs are buying and trade deals have taken place.
We study every piece of data in detail, along with FII behavior and psychology, which helps us predict the future market outlook more effectively.
Throughout this month, the market has been moving within the same range, and this is likely to continue next month as well because we are in the accumulation phase.
To truly understand a bear market, you must understand its different stages. We have guided our members from the beginning of the bear phase until now, and all our predictions have played out as expected.
We told long back that the bear phase could last a minimum of 1.5 to 2 years. We never claimed that a bull phase would begin in 2025; instead, we clearly stated that the bear phase would continue throughout 2025.
I have also explained in my YouTube video how a bear market works in cycles from start to end. If you understand this, you can manage this painful phase effectively. Otherwise, blaming Trump or any other external event is meaningless, and such investors are likely to get trapped again in the next bear phase.
" Yatharth Hospital " Multibagger stock showing slow & steady recovery in weak market..🚀
" All power transmission sector stocks are outperforming... Next multibagger will come from this sector..
FII activity has continued with intermittent buying and selling, as I predicted at the beginning of this month. As mentioned earlier, the market is likely to remain sideways, and no major rally is expected until the Q4 earnings are announced.
Today, the market remained completely range-bound throughout the session. Many stocks showed little to no movement and continued to trade within a narrow range. This phase is known as the accumulation phase. In a bear phase, many stocks underperform not because of weak fundamentals, but due to overall market weakness and negative sentiment.
The market is currently waiting for Q4 earnings. The Smallcap 250 index is also trading within a tight range, and I expect a breakout after the Q4 results, as small-cap earnings are likely to improve.
In my last YouTube video, I clearly mentioned that if FIIs sold heavily during 2024–25, they are likely to turn net positive in 2026. In February, we have already seen strong buying from FIIs.
Many retail investors who do not understand how bear phases work enter the market with high expectations. If you keep your expectations moderate during a bear phase, you will be better positioned to handle it.
Looking at past trends—such as the 2018–19 bear phase, the 2022–23 bear phase, and the current 2025–26 phase—around 95% of participants tend to incur losses. This happens because the market continues to fall to adjust the valuations..
