Whalesbook
Budget 2026 ka hai intezaar, Market mein hai caution!
Yaar, aaj Sunday ko market mein badi movement ki ummeed kam hai. GIFT Nifty futures jo Singapore mein trade ho rahe hain, unke hisab se market flat khulega, levels lagbhag 25,400 ke paas hain. Kal, January 31 ko, Nifty 50 0.39% girkar 25,320.65 par band hua, aur Sensex bhi 0.36% neeche, 82,269.78 par close hua. Teen din se jo tezi chal rahi thi, woh ruk gayi. Investors filhaal thoda risk kam kar rahe hain kyunki Budget 2026 aane wala hai, sab fiscal policy ke direction ka wait kar rahe hain. Duniya bhar ke markets bhi mile-jule signals de rahe hain.
Budget ka focus, Stocks ki chal kya hogi?
Sabki nazar ab Union Budget 2026 par hai, kyunki iss budget se market mein badi halchal ho sakti hai. Pata nahi iss baar kya hoga, par generally growth, infrastructure aur tax stability par dhyan dene se investors ko fayda hota hai. Iss baar, kuch specific companies jaise Meesho, Bajaj Auto, aur IDBI Bank par sabki nazar hai.
Meesho Ltd: Logistics mein entry, par loss bhi hai!
E-commerce wali Meesho ne apna Q3 FY26 ka result nikala hai. Unki revenue around ₹3,500-₹3,600 crore rahi. Aur ek badi khabar yeh hai ki unhone logistics mein entry maari hai, ek nayi company Valmo Transportation Private Limited start ki hai January 28, 2026 ko. Lekin haan, ek cheez jo dikkat de rahi hai, woh yeh hai ki company ne Q3 FY25 mein lagbhag ₹-490.68 crore ka loss report kiya hai. January 2026 tak Meesho ka market cap lagbhag ₹78,596 crore tha aur P/E ratio -19.9 chal raha hai, jo dikhata hai ki investors ko abhi profitbility ko lekar doubt hai. Stock January 30, 2026 ko ₹173.95 par close hua tha. Promoter holding bhi sirf 16.8% hai, jo ki kaafi kam hai.
Bajaj Auto Ltd: Record Q3 Results aur EV ka jadoo!
Bajaj Auto ne toh kamaal hi kar diya! FY26 ke third quarter mein company ne pehli baar ₹15,000 crore se zyada revenue cross kiya hai, jo pichle saal se 19% zyada hai. Profit after tax (PAT) bhi 19% badhkar ₹2,503 crore ho gaya. India mein toh record revenue banaya hi hai, aur unke electric vehicle (EV) segment ne bhi bahut help kiya hai. Exports bhi badhiya rahe, 500,000 units se upar nikle. January 2026 mein Bajaj Auto ka market cap lagbhag ₹2,68,248 crore tha, aur TTM P/E ratio 30-31.5 ke beech hai. Stock ₹9,597.50 par close hua tha January 30, 2026 ko, aur daily 283,660 shares trade hue. EV aur traditional bikes dono mein strong performance dikh raha hai.
IDBI Bank: Q3 FY26 mein steady performance
IDBI Bank ne December 31, 2025 ko khatam hue third quarter mein ₹1,959 crore ka net profit kamaya hai. January 2026 tak bank ka market cap lagbhag ₹1,07,062 crore tha. Price-to-earnings (P/E) ratio TTM 11.32-13.1 ke aas paas hai, jo ki baaki banks ke comparison mein theek lag raha hai. Stock January 30, 2026 ko ₹99.55 par close hua, aur lagbhag 10.4 million shares trade hue. Bank ke business segments bhi balanced hain - retail banking se 55%, corporate/wholesale banking se 17%, aur treasury se 27% revenue aata hai. Haalanki, employee unions ne strike ka announcement kiya hai, par bank ka operational performance abhi steady lag raha hai.