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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US markets witnessed a sharp sell-off on Friday, marking the biggest single-day decline of 2026, with the Nasdaq falling nearly 4%. The main trigger was the stronger-than-expected May jobs report, which showed that the US economy remains resilient and employment growth continues to be robust.
A strong labor market can keep inflationary pressures elevated, reducing the likelihood of immediate interest rate cuts by the Federal Reserve. Investors now fear that the Fed may keep interest rates higher for longer, or even consider further rate hikes if inflation remains sticky.
Higher interest rates increase borrowing costs for businesses and reduce the attractiveness of high-growth technology stocks. As a result, major technology and semiconductor companies faced heavy selling pressure, dragging both the Nasdaq and the S&P 500 lower. The stronger jobs data also pushed bond yields higher, further weighing on equity markets and triggering a broad-based sell-off.
Another reason for the sharp decline was profit booking. US markets were trading near all-time highs, and investors used the strong jobs data as an opportunity to book profits in technology stocks that have rallied significantly in recent months.
Due to the global sell-off on Friday, Indian markets may also react negatively on Monday. However, I expect the decline in India to be relatively limited because our market has already been underperforming. That said, IT and banking stocks could face additional selling pressure.
Indian markets can outperform only when FII selling reduces or FIIs turn buyers again. Otherwise, the Nifty 50 may continue to lag behind global markets.
One interesting observation over the past month is that while the Nifty 50 has been falling, the majority of the weakness has come from IT and banking stocks. Meanwhile, the Smallcap 250 Index has managed to hold near @ 17,000 level. This suggests that FIIs are selling only selected index heavyweights and sectors rather than the broader market.
That is why the current market environment remains a stock-picker's market rather than a broad-based bull market.💥💥
💥Global markets are witnessing a sell-off ahead of the SpaceX IPO, which is expected to be the largest IPO in history. When a massive IPO enters the market, it often attracts significant investor capital, leading to a temporary liquidity drain from equity markets.
Today profit-booking is taking place in AI-related stocks, many of which have rallied sharply in recent months.
Given the unprecedented size of the SpaceX IPO, it could absorb liquidity from markets around the world.
India, may also experience some capital outflows as global investors reallocate funds to participate in this landmark offering.💥
I believe the aggressive FII selling could be linked to the upcoming SpaceX IPO, which is expected to be one of the largest IPOs in history. Whenever such a massive IPO enters the market, it tends to absorb a significant amount of global liquidity. Since India currently has strong domestic liquidity through SIP inflows, FIIs may be pulling money out of Indian markets to participate in the SpaceX IPO.
The SpaceX IPO is expected to be listed on 12 June. If this is indeed the reason behind the recent FII selling, I expect the selling pressure to reduce after the listing.
The Nifty 50 is under pressure due to aggressive FII selling in the IT and banking sectors. However, the Smallcap 250 Index remains range-bound and is holding around the 17,000 level & not falling , indicating that broader market sentiment is still relatively stable.
For the next major rally to begin, FII selling must either slow down significantly or FIIs need to turn buyers. As long as they continue selling aggressively, it will be difficult for the market to sustain a strong upward move.
Today's market remained highly volatile throughout the session due to heavy FII selling. Most of the selling pressure was concentrated in IT and banking stocks, which have a significant weightage in the Nifty 50. When the Nifty 50 underperforms, it naturally creates pressure on the broader market, including small-cap stocks.
However, Smallcap 250 Index is not falling and continues to hold near the 17,000 level. This suggests that once FII selling reduces or FIIs return as buyers, small-cap stocks could witness a strong rally.
Some people are spreading rumours that FIIs are selling because of India's LTCG and STCG taxes and that removing these taxes would bring FIIs back aggressively. Personally, I do not think this is the reason for the current selling.
If taxes were the main concern, then why are FIIs predominantly selling only IT stocks? In my view, FIIs are selling Indian IT stocks because many Indian IT companies have not made significant investments in AI. As a result, their earnings growth remains in the single-digit range, while AI-driven companies in the US continue to report strong double-digit growth.
"Sai Life Science " is appears to be gearing up for a breakout very soon.. A successful breakout could signal the start of a strong upward move in the stock.🚀🚀
" Quality Power" The multibagger stock has started recovering and hit a 5% upper circuit after a sharp post-Q4 results correction.🚀
"Acutaas Chemicals" is emerging as one of the biggest wealth-creating stocks of FY 2025–26. The stock continues to show strong momentum and has the potential to generate significant returns for long-term investors.🚀🚀
From 910 to 3333 @ 266% Gain..
"Inox India" has been in a consolidation phase and now appears to be gearing up for a breakout above its all-time high. A successful breakout could signal the start of a strong upward move in the stock.🚀
The IT index is down another 1.3% today, with many heavyweight IT stocks trading lower. Continuous selling by FIIs in the IT sector appears to be one of the key reasons why the Nifty 50 is struggling to gain momentum.
Let's see whether FII selling eases after the SpaceX IPO subscription period. That could be an important factor to watch.
Meanwhile, the Nifty Smallcap 250 Index remains range-bound around the 17,000 level and has shown no impact from the weakness in the Nifty 50.
For the next major market rally to begin, selling pressure in IT stocks may need to subside first.
Friday seems to be a sleeping day for the market. Buyers and sellers are staying on the sidelines, resulting in very little movement across stocks.The market is completely sideways today.
👉Drone manufacturing stocks are outperforming following the recent news that the Indian government plans to procure $2 billion worth of drones from domestic manufacturers.
Some of the key listed companies involved in drone manufacturing and related technologies are:
• IdeaForge Technology
• Zen Technologies
• Paras Defence & Space Technologies
• Vinyas Innovative Technologies
India set for $2-billion drone order in biggest buy, industry body says: report - The Hindu https://share.google/d7KwjxtjfQ4C6s3XJ
" DEE DEVELOPMENT " New multibagger stock continue to hit 5% upper circuit..🚀🚀
"Aditya Infotech" – A New Multibagger Stock Heading Towards Multibagger Returns.🚀💃💃
From 1990 to 3500 @ 75% ..
High volatility started in the market after RBI policy..
