Market Mein Aandhi, Stock Calls Phans Gayi!
Mirae Asset ShareKhan ke Somil Mehta ne technical charts dekh kar ye calls di thi. Bajaj Finserv ke liye bola tha ₹1750-₹1751 par buy karo aur target ₹1860 ka. Tata Elxsi ko ₹4156-₹4157 mein buy karne ka bola, target ₹4450. Aur TVS Motor ko ₹3291-₹3292 mein sell karne ko bola, target ₹3120.
Lekin bhai, market mein toh situation hi alag hai. Jaise hi ye calls aayi, Nifty 50 practically 2.20% gir gaya for the week. Crude oil ke prices badh rahe hain, aur IT sector toh AI ke impact se 5.71% toot gaya! December 2024 se ab tak IT sector ki market cap 45% kam ho gayi hai. Aur suno, Foreign Portfolio Investors (FPIs) ne toh May 2026 mein hi ₹27,048 crore nikal liye hain. Matlab, market mein badi entry nahi, exit chal raha hai.
Stock-wise Tension
Bajaj Finserv ka Price-to-Earnings (P/E) ratio 28.69x hai, jo industry average 22.5x se kaafi upar hai. Haañ, Bajaj Finance mast chal raha hai, par stock ne Sensex ko underperform kiya hai. Kuch analysts kehte hain buy karo, target ₹2150-₹2200. Par kuch log 'Sell' rating de rahe hain kyunki valuation bahut high hai.
Tata Elxsi bhi kuch aisa hi hai. Iska P/E 40.90x hai, jo Software industry median 21.28x se double hai. ROE aur ROCE toh badhiya hain, par analyst log isse 'Hold' ya 'Sell' bol rahe hain. Aur woh AI wala threat toh hai hi, jo IT sector ki future growth par sawaal khada kar raha hai.
TVS Motor Company toh valuation ke maamle mein sabse aage hai. P/E 51.8x se 57.5x tak ja raha hai, jabki peers 27.8x par hain. Citi ne toh seedha 'Sell' bola hai aur target ₹3000 diya hai, jo current price ₹3527.20 se kaafi kam hai. EV segment aur exports accha kar rahe hain, par lagta hai price earnings se zyada bhaag gaya hai.
Overall, analysts ke targets alag-alag hain, aur market mein caution dikh rahi hai. Nifty abhi ek range mein hi rehne wala hai, aur sectors mein volatility jari rahegi.