Whalesbook
Indian Markets mein U-turn!
Aaj subah market mein thodi girawat thi, lekin dopehar tak Nifty 50 23,611 ke aas paas aa gaya, sirf 0.03% down. BSE Sensex bhi 75,161 par tha, bas 0.05% neeche. Matlab market ne dikha diya ki itne pressure mein bhi hold kar sakta hai!
Rupee ka kya hua aur Oil ka drama?
Yeh recovery tab hui jab Indian Rupee US Dollar ke saamne 97 ke level ko touch karne laga tha. High crude oil prices, dollar ki strong demand, aur foreign investors ki thodi hesitation iski wajah hai. Enrich Money ke CEO ne bola ki Rupee girega toh import mehnga hoga aur companies ka cost badhega. West Asia mein jo chal raha hai, usse oil supply ka darr hai.
Kon Top Performer aur Kon Peeche?
Metals aur energy sector ne market ko sabse zyada sambhala. Hindalco Industries 3.61% badh kar ₹1,086.10 par pahunch gaya. Bajaj Auto bhi 1.95% upar, ₹10,404.50 par. Reliance Industries 1.86% badha, ₹1,347.30 par. ONGC aur Mahindra & Mahindra bhi 1.08% aur 1.06% badhe.
Doosri taraf, Bharat Electronics Ltd (BEL) 2.86% neeche ₹410.85 par tha. Tata Steel 2.26% aur JSW Steel 0.92% gira. Nestle India aur Eicher Motors mein bhi halki girawat dekhi gayi.
Company Updates aur Valuation Check
Metals mein, Hindalco ki takkar Vedanta aur NALCO se hai. Bajaj Auto ke rivals TVS, Honda, Yamaha hain. Mahindra & Mahindra ka muqabla Tata Motors aur Maruti Suzuki se hai. Reliance Industries ko Oil India aur Vedanta se competition milta hai.
Nestle India ka P/E 78.82 hai, jo sector average 102.93 se kam hai. JSW Steel ka P/E 14.01 hai, sector average 105.88 se kaafi neeche, matlab undervaluation ka sign ho sakta hai. Reliance Industries ka P/E 24.07 hai, jo growth dikhata hai. Tata Steel ki takkar JSW Steel aur SAIL se hai, jabki BEL ka muqabla Tata Advanced Systems se hai.
Technical Levels aur Currency Watch
Nifty 23,600 ke aas paas resistance test kar raha hai, aur 23,700-23,800 ek important zone hai. Traders geopolitics news par nazar rakhe hue hain. USD/INR ₹96.80-₹96.90 par trade ho raha hai. Sab dekh rahe hain ki kya RBI ₹97 cross hone par intervene karega. High oil prices aur weak Rupee Indian companies ke liye challenges ban sakte hain.