Market ka current scene kya hai?
February 2026 shuru ho gaya hai aur Indian markets mein thoda positive vibe hai. India-US trade deal ka impact dikh raha hai aur budget ke baad ka sentiment bhi theek hai. January mein thodi gadbad thi, global tensions aur profit-taking ki wajah se, lekin ab market thoda sambhal raha hai. Isi beech, Mirae Asset Sharekhan ke Head - Alternate Research, Somil Mehta ne kuch stocks pick kiye hain jo technical charts pe mast dikh rahe hain.
Technicals pe focus wale stocks
Sabse pehle baat karte hain mining sector ki company NMDC ki, jo abhi ₹81.44 ke aas-paas trade kar rahi hai. Mehta sahab ka kehna hai ki isne apna pichla swing high jo ₹80 pe tha, use tod diya hai, aur ab 20 aur 40-day exponential moving averages ka support bhi mil raha hai. Stock consolidate ho raha hai, matlab kabhi bhi ek bada move aa sakta hai, upar ki taraf. Resistance ₹85 pe hai aur support ₹77 pe. Company ka market cap lagbhag ₹71,600 crore hai aur P/E ratio 9.3 ke aas-paas hai.
Ab energy sector ke bade player Indian Oil Corporation (IOC) ko dekhte hain. Iska market cap lagbhag ₹2.3 lakh crore hai aur ye ₹164-₹165 ke level pe trade ho raha hai. IOC ne ek ascending trendline ko break kiya hai aur 20-day EMA jo ₹161 pe hai, wahan se support le raha hai. Momentum indicators bhi positive hain aur ye stock bhi ek range break karne wala lagta hai. Resistance ₹169 pe aur support ₹157 pe hai. P/E ratio 8.84 hai. February 2, 2026 ko isne intraday high banaya tha, jo dikhata hai ki buyers active hain.
Real estate sector mein DLF, jiska market cap ₹1.55 lakh crore hai, use buy karne ki salah di gayi hai ₹627-₹628 ke range mein. Stop-loss ₹575 aur target ₹700 ka hai. Analysis bata raha hai ki stock 200-week moving average se recover hua hai aur ek demand zone se support le raha hai. Momentum indicators bhi oversold territory se bahar aa rahe hain. Par haan, January mein real estate stocks gire the kyunki profit booking hui thi aur interest rates ko lekar bhi chinta thi. DLF ka P/E ratio 35 ke aas-paas hai.
Aur last mein consumer durables se Blue Star. Iska market cap ₹37,799 crore hai aur buy karne ka range ₹1838-₹1839 hai. Stop-loss ₹1680 aur target ₹2030 ka hai. Stock ne ascending trendline ko break kiya hai aur 200-day EMA ko bhi paar kar liya hai. Lekin, consumer durables sector January mein thoda pressure mein tha kyunki log kharcha kam kar rahe hain aur valuations bhi high lag rahe the. Blue Star ka P/E ratio kaafi high hai, around 67.7.
Analyst ka strategy
Toh ye calls aise time pe aayi hain jab India-US trade deal ke baad markets positive khulne ki koshish kar rahe hain, bhale hi FIIs abhi bhi thoda selling kar rahe hain. Pichhle mahine commodity aur PSU stocks ne achha perform kiya tha, jabki consumption stocks thode peeche reh gaye. Mehta sahab ka focus specific technical indicators jaise moving average crossovers, trendline breakouts, aur support/resistance levels pe hai, jisse short-to-medium term trading opportunities mil sakein. In sab calls mein stop-loss bhi bataya gaya hai, jo risk management ko dikhata hai.