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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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We are currently in a valuation adjustment phase, during which stocks are gradually correcting and moving toward more attractive valuations. This phase is likely to continue throughout December 2025. I had already mentioned that November–December 2025 would be a painful period for the market, and that is exactly what we are witnessing now.
Until the Q3 results season, do not expect any major upward move in the market. Even a potential US–India trade deal will not be sufficient to push the market higher, contrary to what is being circulated on social media. The reality is that many social media experts do not understand why FIIs are selling or when they are likely to return. Can you really get such accurate insights into the future market outlook anywhere else.
Only on our channel will you find such forward-looking market insights for the next one to two months, because we analyze the market through data analysis and an understanding of FII and retail investor psychology.
We are now in the final stage of the bear market, and this correction is healthy for the overall market. I had predicted a year ago that 2025 would be a year of a bear phase, and that has played out exactly as expected. This is the right time to start accumulating high-quality stocks from emerging sectors that have the potential to outperform in the upcoming rally.
FII non-stop selling is continuing, as I had predicted. It is a basic market principle that when FIIs are selling, the market remains volatile and generating profits becomes difficult. Technical charts cannot provide such advance insights; this understanding comes from data analysis and market psychology.
FII selling may slow down as we approach the Christmas holidays, and DIIs may support the market during this period. However, FIIs are likely to become active again from January onward. I have repeatedly mentioned that until Q3 results are announced, one should not expect any major movement in the market.
This is the right time to identify stocks from emerging sectors that did not participate in the last bull run and have the potential to deliver strong returns in the next bull run. This phase should be used to gradually build a strong portfolio, as we are in the final stage of the bear market, and I expect a strong move after the Q3 results.
The Fed has started quantitative easing from 12th December 2025, and I expect some liquidity to flow into the Indian market after the Q3 results. Many stocks have completed their correction and are now in a consolidation phase. If FIIs return, we could see a strong move in these stocks, as FIIs typically prefer companies with attractive valuations and strong future growth potential to create long-term wealth. I do not expect a major fall after December 2025, as the December correction itself has been significant.19th December is an important day, as we may see strong volatility in global markets if the Bank of Japan increases interest rates.
" Knowledge Marine" a new sector and a new theme in marine infrastructure, poised to deliver multibagger returns.🚀
"Cupid Ltd " is delivering unbelievable returns even during the bear phase.🚀
Please remember that "Cupid Ltd" did not participate in the 2023–24 bull run; instead, it remained in a phase of strong consolidation throughout 2024. However, from May 2025 onwards, the stock has started outperforming the market. The strongest positive signal is that the promoters have substantially increased their stake.🚀🚀
👉The auto auxiliaries sector is going through a strong turnaround phase. Many stocks in this sector are continuing to outperform even in the current weak bear market, which indicates underlying strength.
Stocks that are showing strong resilience during this bear phase and are expected to outperform in the next bull run include:
Lumax Industries
Lumax Auto Technologies
Shriram Pistons
SJS Enterprises
Belrise Industries
Balkrishna Industries
Jamna Auto
FIEM Industries
FIIs have substantially increased their holding in "Knowledge Marine" during the October quarter. This indicates that a major turnaround could be underway in the company.
The marine and dredging sector is an emerging theme, and FIIs have already started accumulating stocks in this space.
"Lumax Industries and Lumax Auto Technologies" —both group companiesare outperforming the market. This clearly indicates that the auto ancillary sector is likely to play a significant role in the next bull run, especially since this sector has underperformed for many years.💥
Please understand : sectors that have already participated strongly in the 2023–24 bull run are likely to underperform in the next bull run.
In contrast, sectors and stocks from emerging themes that did not participate in the previous bull run have a higher potential to generate alpha.🚀🚀
As I have been saying, the market correction will continue throughout this month. I had clearly mentioned earlier that November and December would be months of correction.
FIIs will largely be on vacation during the Christmas holidays, so their market activity is expected to remain limited.
I expect a meaningful move in the market only after the Q3 results. Until then, the market is likely to remain volatile and range-bound.
Currently, we are in the final phase of the bear market, where valuation adjustments are taking place. During this phase, many stocks undergo further corrections, and this process usually takes 2 to 3 months. This adjustment phase has been underway since November 2024.
Small-cap and mid-cap stocks are still in an overvalued zone, and further correction cannot be ruled out.Additionally, on 19th December, the Bank of Japan is expected to increase interest rates. If this happens, its impact could be felt across global markets due to the unwinding of the yen carry trade.
👉Now you understand how I predicted a long and painful bear phase throughout 2025, mainly driven by FII psychology.
Almost a year in advance, I realized that FIIs would begin selling aggressively due to high market valuations, expected slowdown in nominal GDP growth, and a decline in corporate earnings. At that very time, it was clear to me that FIIs would not return to our market min 1 year.
When FIIs continue to sell, the market inevitably remains in a bear phase with high volatility. To make the market attractive again, either valuations must correct to reasonable levels or corporate earnings must improve—and this process takes more than a year.
Based on these factors, I predicted that we had already entered a bear phase and advised exiting all old multibagger stocks and withdrawing 70% of capital. I did this because I knew FII selling would continue throughout 2025 and that the market would fail to deliver meaningful returns.
Did I use technical charts to analyze the future market outlook? No.
My analysis was purely based on the psychology and behavior of FIIs, DIIs, and retail investors. By understanding this flow of money and market sentiment, I can clearly anticipate where the market is likely to move over the next two to three months. This helps us take proactive decisions and avoid heavy losses during a bear phase.
In 2025 alone, FIIs sold nearly ₹2.23 lakh crore worth of equities.
Even today, many experts on social media still do not understand why FIIs are selling relentlessly. We understood the reasons one year ago.
This is the real power of market prediction based on data analysis.
💥 Upcoming new US Equity Channel – Long-Term Focus✈️
Over the next 2–3 months, I will be launching a new channel focused on strong, fundamentally sound US stocks for long-term investors.
Currently, the US market is at all-time highs, where risk is high and return potential is limited. We will not chase prices. I expect the US economy to enter a recession in 2026, which should lead to a healthy market correction—that will be the right time to invest in quality US stocks and generate alpha.
⚠️ Why caution now?
Rally driven mainly by AI stocks
Weak broader market participation
Inflation peak = high risk zone
🇮🇳 Why India looks safer
Indian market is in long consolidation
Downside risk is relatively limited compared to global markets
🔍 Preparation phase I have already started studying strong US businesses so we are ready to act when correction comes.
📊 Below are some of the US stocks with strong fundamentals that I am currently tracking:
👉Coherent Corp – 178
👉Kaycorp – 20
👉Nutex Health – 184
👉Vicor Corp – 97
👉Carvana Co – 455
👉Lam Research Corp – 160
(Prices mentioned are indicative and for study purposes only.)
Nominal GDP is the best indicator for measuring economic growth. In FY 2023–24, India’s nominal GDP growth was more than 10%. However, in 2025, nominal GDP growth has fallen below 10%, which is why the market is still waiting for conditions suitable for the next bull run.
In the long term, the market can outperform only when nominal GDP growth is above 10% and corporate earnings are consistently improving. When both of these factors fail to meet market expectations, how can small positive news trigger a sustainable bull run?
Stay away from fake narratives on social media such as:
A bull run will start if
the India–Pakistan war ends
Iran–Israel conflict ends
The budget is very good
GST cuts are announced
A trade deal is signed
RBI cuts interest rates
These events may excite the market for one or two days, but they cannot start a long-term bull market. For a sustained uptrend, earnings growth and economic expansion are essential.
Please remember one important thing: once a bear phase starts, it typically lasts for a minimum of 1 to 1.5 years. Therefore, you must plan your strategy before the bear phase begins. Ask yourself—are you ready to have your capital stuck for more than a year?
For traders, there is almost no chance of making consistent profits during a bear phase due to high volatility, regardless of the strategy they adopt. In fact, around 95% of traders lose money in every bear market. This happened during the 2022 bear phase and is happening again in the 2025 bear phase.
This is why I always say that technical charts fail during bear markets. Technical analysis cannot detect what is happening behind the scenes—such as FII selling, DII-driven index management, and panic selling by retail investors. These factors frequently lead to false breakouts .
As of now, we have already completed 1 year and 2 months of the current bear phase. I had clearly stated a year ago that the next bull run could begin in 2026, after Q3 earnings. I also said that 2025 would remain a bear year, and that has proven to be correct.
How did I predict the bear phase one year in advance? You need to understand market cycles. If you fail to identify a bear phase in advance, no one can save you from losses once it begins. A bear market requires a completely different mindset.
This is also why you must stay away from social media during bear phases. No one warns you about bear markets; instead, they misguide investors by blaming factors like global politics. You will hear things like, “Because of Trump, the market is underperforming,” or “Once Trump stops making statements, the bull run will start.” This is pure misinformation.
In a bear market, whom you follow matters the most.
Have you noticed that there are no YouTube videos promoting PSU stocks or railway stocks anymore? That is because such videos appear only when there is hype. And when hype is at its peak, it usually means the sector has already reached saturation.💥
Number of stocks corrected based on market capitalisation since October 2024, when the market entered the bear phase.👆
This clearly shows that if you do not identify when a bear phase is approaching, and if you do not take timely action at the end of a bull run, your entire capital can get stuck in a bear phase for an extended period.
In a bear market, nearly 90% of stocks underperform. This means that even if you hold old multibagger stocks, there is a high probability that you will lose most, or all, of your previous gains.
That is why our strategy was very clear: exit all old multibagger stocks before the start of the bear phase and keep 70% cash on hand. This is the only strategy that can protect capital during a prolonged bear market.
However, you will not find this strategy on any channels or platforms, because the majority of people do not understand that markets move in cycles. Instead, they keep blaming global events or individuals like Trump for the market fall. In reality, a bear phase starts when market valuations become excessively high, and it continues until valuations return to attractive levels.
During the entire bear phase, many traders suffer huge losses due to a lack of understanding of bear market dynamics. At the same time, investors who take wrong decisions during this phase also end up damaging their long-term wealth.💥💥
FII selling is continuing non-stop, while DIIs are using SIP money to selectively buy high-weightage stocks to keep index green. Today all indices were green mainly because metal sector stocks were up.
On 19th December, the Bank of Japan meeting could create panic in global markets if they decide to raise interest rates. A rate hike may trigger an unwinding of the yen carry trade, which can pull down markets worldwide.
Our market correction is not yet over. I expect further correction this month. Around the Christmas holidays, FIIs are usually not very active, so DIIs may use this opportunity to lift the index. But once FIIs return from vacation in January 2026, we may see renewed selling pressure from them.
Until the Q3 results are announced, do not expect any major move in our market. Index manipulation may continue, but individual stocks are unlikely to show significant movement. Stocks that have not corrected so far are likely to correct in the coming days.
As I mentioned earlier, November–December will be a painful period for the market. I know many retail investors are frustrated with this boring bear market, but I had already said a year ago that the upcoming bear phase would be painful and could last more than a year due to continuous FII selling.
I always say FIIs will return only under two conditions: either valuations become attractive or corporate earnings improve. They do not get excited about trade deals or any other positive news.
I am planning how to deal with the next bear phase ( 2028) , which may last almost two years due to the extremely high SIP inflows (more than ₹40,000 crore). This time, I withdrew 70% of my capital in Nov–Dec 2024, yet the remaining 30% still went into a loss.
This clearly shows that if you do not exit the market before the start of a bear phase, your entire capital can turn negative, and it may not recover throughout the bear market.
To avoid this, you must know when bull and bear markets are beginning — and you will understand this only on our channel, because only someone who analyses data thoroughly and understands global macroeconomics can accurately predict when bull and bear phases arrive.
