Whalesbook
Toh bhai, hua kya ki global market mein tension badh rahi hai, crude oil ke prices bhi badh gaye hain ~ $105.7 per barrel tak, aur apna rupee bhi USD ke saamne kamzor ho gaya hai ~ ₹95.31. Iss wajah se FIIs ne bhi paisa nikalna shuru kar diya, is mahine ₹19,509.91 Crore se zyada ka outflow ho chuka hai. Isi ka nateeja hai ki Nifty 1.83% gir kar 23,379.55 par band hua, aur Bank Nifty bhi 1.63% neeche 53,555.20 par aa gaya. Ab Nifty 23,100-23,200 ke level par support dhundh raha hai, jabki Bank Nifty 52,700-53,000 ki taraf badh sakta hai.
Is beech, jo shares pehle technicals ke basis par buy karne ko bol rahe the, ab un par bhi nazar rakhi ja rahi hai. Bharti Airtel, jiska target ₹1,980 diya gaya tha, ab key moving averages ke neeche trade kar raha hai. Haalanki FY25 mein 349.39% ka profit growth dikhaya tha, par Q3 FY26 mein revenue aur profit kam ho gaya tha, aur P/E ratio bhi 29.16 se 37.06 ke beech hai. Kuch analysts ab bhi ₹1,900-₹2,050 ka target de rahe hain, par current market mein caution zaroori hai.
Polycab India ka funda toh strong lag raha hai, Q4 FY26 mein revenue 27% aur EBITDA 13% badha hai. Cables aur wires mein 30-31% market share hai aur debt bhi bahut kam hai. Lekin iska P/E ratio 46.5x se 59.3x tak hai, matlab ye bhi ek premium growth stock hai. Iska upar jaana abhi market ke mood par depend karega. Iske competitors Finolex Cables aur KEC International bhi isi sector mein hain.
Oberoi Realty ka case thoda mixed hai. Sell recommendation ke bawajood, Q4 FY26 mein revenue aur profit growth accha raha. Nomura aur Axis Securities jaise brokerages abhi bhi 'Buy' rating de rahe hain. Iska P/E ratio 24.7x ke aas-paas hai, jo industry average se better hai. Lekin real estate sector interest rates aur economic cycles se bahut effect hota hai. May 8, 2026 ko jo technical signal aaya tha, woh price girne ka ishara de sakta hai.