Whalesbook
FIIs Ne Lagayi Badi Chutti, India Se Paisa Bahar!
Dekho, market mein jab FIIs paisa nikalte hain na, toh thodi halchal ho hi jaati hai. Aur is baar toh kamaal hi ho gaya! March 2026 mein FIIs ne lagbhag ₹1.14 lakh crore ke Indian stocks bech daale. Yeh kisi ek mahine ki sabse badi selling hai, record bana diya bhai! Iss saal toh total ₹1.27 lakh crore se zyada ka maal bech chuke hain ye log.
Iske peeche ka reason? Global tensions badh rahe hain, especially Middle East mein US-Iran wala chakkar, jisne crude oil ko bhi bhaaga diya hai. Aur apna Indian Rupee? Wo bhi girta jaa raha hai, lagbhag 94.86 ke aas paas pohanch gaya Dollar ke saamne. Jab rupee girta hai toh foreign investors ko paise wapas bhejte waqt nuksan hota hai, aur inflation ki bhi chinta badh jaati hai.
Nifty Ki Bhi Bandh Gayi, 'Sell on Rise' Ka Trend!
Apna Nifty 50 index bhi issi tension mein hai. Zyada upar jaane ki koshish kar raha hai par 23,150–23,200 ke level par atak jaata hai. Agar yeh neeche 22,650–22,600 ke support ko todta hai, toh 22,400 aur 22,200 tak bhi ja sakta hai. Market ka mood filhaal aise hi hai ki thodi tezi aati hai aur phir fatafat gir jaata hai. Experts bhi keh rahe hain ki 'sell on rise' karo, matlab agar thoda bhi profit dikhe toh bech dena hi behtar hai, kyuki badi tezi ka wait karna mushkil hai.
Par Kuch Stocks Hain Jo Rukawat Tod Rahe Hain!
Magar haan, sab kuch bura nahi hai. Kuch stocks hain jo is darr ke beech bhi apni dum dikha rahe hain.
- Emcure Pharmaceuticals: Yeh share ₹1,652.7 ke aas paas hai aur ₹1,580 ke upar mazbooti se bana hua hai. Iska P/E ratio thoda pharma industry average (25.8x) se zyada hai, lagbhag 34.6x, par apne rivals ke range mein hai.
- HEG & Graphite India: Jo graphite electrodes banate hain, unke bhi share mein positive movement dikh raha hai. HEG ka P/E 38.46x aur Graphite India ka 36.0x ke aas paas hai, aur dono ki market value lagbhag ₹12,500 crore hai.
- Anthem Biosciences: Yeh mid-cap company jiski value ₹38,000 crore ke kareeb hai, ek range se breakout dikha rahi hai, volume bhi badh raha hai. Bas iska P/E ratio 76.0x kaafi high hai, toh zara dhyan se dekhna padega.
- Lupin: Pharma ki badi company hai, value ₹1 lakh crore se zyada. Iska technical setup accha lag raha hai aur analysts iska target ₹2,460 tak dekh rahe hain, haalanki earnings kam hone ki umeed hai. Iska P/E 23x hai jo peers se compare karne par accha lagta hai.
- Oracle Financial Services Software (OFSS): Yeh IT company bhi consolidate kar rahi hai, P/E 23.5x hai aur fair value se neeche chal rahi hai.
- Supreme Petrochem: Iski market value ₹14,200 crore hai aur isne bhi volume ke saath breakout diya hai, par iska P/E 50x se upar hai jo chemicals sector ke liye high hai.
Risk Toh Hai Bhai, Sab Saste Nahi Mil Rahe!
Sabse bada risk toh yahi hai ki FIIs ka paisa nikalna band na ho aur rupee girta rahe. Agar aisa hua toh market aur neeche ja sakta hai. Aur jo stocks abhi bhaag rahe hain, jaise Anthem Biosciences aur Supreme Petrochem, unke high P/E ratios ek bada risk hain. Agar market correction hua toh ye shares gir sakte hain. Lupin ki earnings bhi kam hone wali hai, toh usmein bhi thoda caution chahiye. Asal mein, market abhi DIIs (Domestic Institutional Investors) ke bharose chal raha hai, agar unka buying kam ho gaya toh phir dikkat ho sakti hai.
Aage Ka Kya Plan?
Filhaal market ka mood negative hai, par kuch companies technical strength dikha rahi hain. Analysts ko Lupin se ₹2,460 tak ki tezi ki umeed hai. Jab tak Dollar stable nahi hota aur global tensions kam nahi hote, FIIs ka wapas ana mushkil hai. Tab tak, jo stocks individual strength dikha rahe hain, unmein opportunities mil sakti hain, par unki high valuations ko nazarandaaz mat karna.