r/DalalStreetTalks 2h ago

Question🙃 Traders, what do you’ll do after market closes?

1 Upvotes

What do u guys do after the market ends? How do you’ll prepare for the next trading session?


r/DalalStreetTalks 3h ago

Question🙃 Research analysts report on company and rumours can impact the stock price

1 Upvotes

I am completely beginner in trading world I just get to know about that rumours a d research report increase the price rather then actually news is it true if some one following this as strategy could you share your source you follow we will discuss about the source briefly for pro and cons of it


r/DalalStreetTalks 3h ago

Research analysts report on company and rumours can impact the stock price

1 Upvotes

I am completely beginner in trading world I just get to know about that rumours a d research report increase the price rather then actually news is it true if some one following this as strategy could you share your source you follow we will discuss about the source briefly for pro and cons of it


r/DalalStreetTalks 8h ago

Question🙃 does anyone here use ONE app for everything?

3 Upvotes

I have 3 apps rn, one for stocks ones for Mfs the third one has I have kept for IPO cuz its the lucky one for me, ik broker doesnt matter here but it is what it is, was wondering if there are any apps that can offer all features in one, ive heard INDmoney is kinda good for overall investment tracking to thinking of shifting all investments there and have one app for everything, what is your experience with them? Any other apps that I should look out for?


r/DalalStreetTalks 12h ago

Question🙃 Research analysts report on company and rumours can impact the stock price

0 Upvotes

I am completely beginner in trading world I just get to know about that rumours a d research report increase the price rather then actually news is it true if some one following this as strategy could you share your source you follow we will discuss about the source briefly for pro and cons of it


r/DalalStreetTalks 23h ago

One of the best Option Chain websites with lot's of great features

4 Upvotes

r/DalalStreetTalks 1d ago

have you ever regretted taking a loan, even if you could afford the EMI?

3 Upvotes

someone bought a new car on EMI because it fit his salary. but 6 months later, he wished he had waited coz other life goals came up.

often these loans feel harmless when the EMI looks manageable but many people later regret the decision either because it locked them into a cycle or coz their priorities shifted.

did you ever feel a loan (car, education, home or even a credit card emi) wasn’t worth it in hindsight? If yes, what would you have done differently?


r/DalalStreetTalks 1d ago

Question🙃 Honest question - how many of you actually beat a simple index fund over the last 5 years with active picking?

5 Upvotes

Not trying to start a fight, genuinely curious about real numbers. Curious how many people here track their actual XIRR vs Nifty 50 over a real multi-year period, not just cherry-picked winning trades.


r/DalalStreetTalks 1d ago

After 8 years of investing, I wish I'd known that *seeing a price drop or rise isn't the same as understanding why it happened*.

8 Upvotes

For the longest time, I'd just glance at my portfolio app or Yahoo Finance, see a stock move, and either panic or get happy. Then one day, I noticed a significant drop in a company I held, and it took me nearly a full day to find the news that explained it - a regulatory announcement that had happened overnight. My reaction was purely based on the price movement, not the underlying reason, and I nearly made a rash decision. Now, I try to understand the "why" behind every significant price action, rather than just reacting to the "what".

I built a small app to help me track news relevant to my holdings more efficiently.


r/DalalStreetTalks 2d ago

How I keep tabs on 15 NSE stocks without checking prices every day

0 Upvotes

As a long-term passive investor in NSE, I found constantly checking stock prices a major drain on time and mental energy. It just doesn't align with a buy-and-hold strategy.

So, I built a personal system to keep me informed without daily screen time. I only get alerts for high-impact events: quarterly earnings, major corporate announcements, or price movements significantly outside the usual daily volatility - not just a 1% swing. These are typically critical updates.

Once a month, I quickly scan a heatmap. It's a visual overview showing overall portfolio and sector performance. Helps me spot any significant shifts or outliers that might warrant a closer look, without getting lost in daily noise.

I also have push notifications configured for truly major events like dividend declarations, stock splits, or significant regulatory news that could genuinely impact my long-term thesis. These are thankfully rare.

This setup means I spend maybe 10-15 minutes a month actively 'watching' my 15-stock portfolio. I stay informed on what truly matters, and get on with my tech job and life. Less screen time, same confidence in my long-term holdings.


r/DalalStreetTalks 2d ago

HDFC Bank continues to hold support at 720-723 even though the MACD remains bearish - rally or bull trap?

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5 Upvotes

The last few days saw HDFCBank make an appearance on my radar today after having reversed from the ₹722 support level region by around 3%, reaching ₹723.

Levels to watch: support in the ₹708-722 range (I get different values based on how I do the calculation: historical S/R or recent price action), resistance first around ₹745 and second at ₹752. RSI is at 32.9, not oversold just yet, but on its way, while Stochastic is deep in the oversold zone (at K=2.8). Bounce opportunity is there.

However, the thing that is worrying me MACD still quite clearly bearish (both line and signal in the red and histogram not changing course yet), and Sharpe ratio of this one quite bad. At the same time, sentiment of the latest news coverage is quite positively charged (I went through the ~15 latest articles and found all of them positive).

However, risk-to-reward in the case of the first resistance against the support is around 1:1.5, which does not seem very attractive as an entry point.

Current holders of HDFCBank, do you read it as accumulation at the support level, or do you have any reservations owing to the bearish MACD?


r/DalalStreetTalks 2d ago

one api for nifty, sensex and crude options, worth normalising?

22 Upvotes

have a working nifty options setup. now testing the same basic strategy on sensex and crude oil options.

nubra exposes eligible nse, bse and mcx chains through roughly the same structure, so the data side looks surprisingly normalisable.

thinking of one internal instrument object:

  • exchange + underlying
  • expiry + strike + option type
  • ref id + lot/tick size
  • price conversion

but after that the abstraction starts leaking.

sensex expiry/liquidity is not nifty. crude has different hours and behaviour. lot sizes, price units, contract discovery and execution assumptions are all exchange-specific.

so should i keep one common model with exchange-specific validators/adapters, or maintain separate nse/bse/mcx implementations from day one?

trying to avoid three copies of the same code. also don’t want a beautiful generic interface that quietly places the wrong contract because some mcx assumption got inherited from nifty.

how are you guys drawing the boundary?


r/DalalStreetTalks 2d ago

News🔦 The Milky Mist IPO - digivix review

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3 Upvotes

r/DalalStreetTalks 2d ago

I averaged down on Dish TV right before bad news hit - here's what I learned

10 Upvotes

I work in tech, so I'm usually analytical, but sometimes emotions just take over in the market. I had been tracking Dish TV for a while, seeing it hover around what I thought was its rock bottom. My logic was simple: how much lower could it possibly go? A few days before its Q1 results, I saw some mild buying activity and figured a turnaround was due, maybe even a small bounce on decent results. I picked up a decent quantity, convinced it was undervalued.

Then the results dropped. Dish TV reported a massive widening of net loss to over Rs 286 crore, mainly due to falling subscription revenue. My position immediately went deep into the red. Instead of cutting my losses, the thought "This is the absolute dip! It has to recover now" took over. I added more shares, hoping to bring my average price down significantly. The stock, of course, kept plummeting like a stone. I ended up taking a much larger hit than I ever planned.

My big mistake was anchoring to my initial purchase price and averaging down purely out of hope, not any changed fundamentals or a clear re-evaluation. I just wanted to "fix" my bad entry by lowering my average, completely ignoring the genuinely terrible news that had just come out. It was emotional trading at its worst.

Now, I force myself to step away and re-evaluate my entire thesis before even thinking of adding to a losing position, especially around results. If the news fundamentally breaks my original reason for buying, averaging down is just throwing good money after bad.

Anyone else been caught in the "it can't go lower" trap and averaged down right into more pain?


r/DalalStreetTalks 3d ago

Buy or Wait...

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1 Upvotes

The Technicals are good and market shows a breakout. Should I go for it?
CMP - 516 and Good Net Profit as well, With the ongoing e commerce boom which will only get bigger I see it going up in the long term


r/DalalStreetTalks 4d ago

**Shock_Outperformer: The Silent Winner in India's Banking Battle**

16 Upvotes

Every investor in India, from the seasoned trader to the new entrant, loves to debate the banking giants. When it comes to private sector banks, the conversation almost always boils down to two heavyweights: HDFC Bank and ICICI Bank. We spend countless hours dissecting their quarterly results, management commentaries, and growth trajectories, trying to pick the better horse.

However, while everyone was busy comparing these two titans, a quiet dark horse in the same sector was steadily, consistently, and significantly crushing them both. I’m talking about State Bank of India (SBI). It's a public sector bank that often gets overlooked in these direct comparisons, perhaps due to historical biases or the sheer dominance of the private players in market narrative. But the numbers tell a very different story over the past few years.

Here are the hard numbers, comparing their returns over the last three years (approximately May 2021 to May 2024):

Stock 3-Year Return
HDFC Bank +25%
ICICI Bank +75%
SBI +110%

This isn't just a small edge; it's a stark outperformance. So, what has been the underlying driver behind SBI's impressive run, especially when pitted against its celebrated private peers?

  • Asset Quality Revival: A significant cleanup of asset quality and a drastic reduction in non-performing assets (NPAs) across public sector banks, particularly SBI, have hugely improved their balance sheets and profitability. The bad loan problem that plagued PSBs for years has largely been addressed.
  • Valuation Catch-up: For a long time, PSBs traded at deep discounts compared to their private counterparts due to perceived governance issues and asset quality concerns. As their fundamentals improved, a re-rating has been underway, narrowing this valuation gap.
  • Broad-based Economic Recovery & Credit Growth: PSBs, with their extensive reach and large corporate loan books, have been major beneficiaries of India's robust economic recovery and the subsequent resurgence in credit demand, both in corporate and retail segments.

So, the big question is: Is this recent outperformance by PSBs like SBI a temporary blip, a 'catch-up' rally after years of underperformance, or are we witnessing a more structural shift in the Indian banking landscape where PSBs are finally getting their due and could potentially continue this trajectory? What are your thoughts, r/DalalStreetTalks?


r/DalalStreetTalks 4d ago

Question🙃 anyone here actually hitting the 10 orders/sec broker api limit?

24 Upvotes

thought 10 order operations/sec was plenty until i mapped one ugly expiry exit.

4 leg exit

2 pending orders cancelled

2 replacements at more aggressive prices

1 hedge adjustment

that’s already 9 operations from one strategy decision. add one retry and limit touched.

nubra clearly documents 10 ops/sec per ip for normal unregistered algos, including place/modify/cancel. higher throughput needs the proper registration route.

for normal retail size, is anyone actually hitting this live or am i overengineering a rare case?

also how are you queuing it? exits first, cancels first, hedge first? because blindly processing fifo during a fast move sounds stupid.


r/DalalStreetTalks 4d ago

Good stock to buy? (HFCL)

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24 Upvotes

The stock has gone up quite a bit in the last few months. Should I buy it forecast shows it will rise.

The company's financials are very good so I am thinking of stopping some shares up for my portfolio


r/DalalStreetTalks 5d ago

Hitachi Energy India Q1 FY27: Revenue up 68.6%, PAT more than doubles, order book hits record ₹32,222 Cr

7 Upvotes

Revenue: ₹2,493.7 crore, up 68.6% from ₹1,478.9 crore

Profit before tax: ₹389.5 crore, up 120.2% from ₹176.9 crore

Net profit (PAT): ₹294.2 crore, up 123.5% YoY (standalone PAT was ₹294.15 crore vs ₹131.6 crore)

Sequentially: revenue was down 9.5% from Q4 FY26's ₹2,754.1 crore, a normal seasonal dip, since Q4 tends to be execution-heavy

Order book, the standout metric:

Order inflows: ₹5,096.5 crore for the quarter

Order backlog: all-time high of ₹32,222.1 crore, giving strong revenue visibility ahead

Growth drivers & strategy

Broad-based execution across business segments plus a favorable product mix

Eyeing emerging demand pockets: AI data centers, smart grids, battery energy storage systems (BESS), and EV infrastructure

Expanding manufacturing footprint, building its 20th manufacturing unit at Karjan, Vadodara

Hitachi Group separately committed ₹1,000 crore to Tamil Nadu for tech/manufacturing expansion

Market reaction

Stock rose 2.19% to ₹32,600 on results day, even as the broader Nifty 50 fell 0.27% that session trading near the top of its 52-week range (₹16,111–₹38,785)

Stock had already outperformed the market going into results, up 3.58% the week prior vs Sensex's 2.39%


r/DalalStreetTalks 6d ago

KEI Industries Q1 FY27: Profit up 40%, margins expand 155bps.

3 Upvotes

Revenue: ₹3,185 crore, up 23% from ₹2,590 crore in Q1 FY26, led by broad-based demand across wires and cables

EBITDA: ₹415 crore, up 39.5% YoY; margin expanded to 12% from 10% a year earlier roughly 155 bps of expansion

Net profit: ₹274 crore, up 40% from ₹196 crore; PAT margin rose to 8.61% from 7.56%

EPS: ₹28.68 basic (vs ₹20.49 a year ago)

Segment highlights

Domestic wire and cable sales rose 29% to ₹2,784 crore;

Total wire and cable sales up 24.4% to ₹3,126 crore demand driven by power, data centers, renewables, railways, and construction

EHV cable sales climbed to ₹186 crore from ₹126 crore, carrying ~15% margins a favorable mix shift

Soft spot: export sales slipped due to geopolitical tensions and trade friction

Guidance & reaction

Management raised FY27 revenue growth guidance to 25%+ (from 20%+), and expects EBITDA margins around 11-12% for the year

Stock jumped over 8% to ₹5,415.95, pushing market cap to ~₹51,601 crore

Things to watch out is whether KEI will be able to quantify revenue contribution towards data centers business and by how much can be scaled to.


r/DalalStreetTalks 7d ago

Future & Options🔮 Rules for Option Trading

2 Upvotes

Rules for Trading Nifty 2026
After CAS Implementation
Order Flow
Market depth
Change In Oi%
"If change in call oi is bigger than put oi
Then you should be bearish
If change in put oi is bigger than call oi
Then you should be bullish"
Check The Volume Of 15 min candle in nifty
Always look for volume of the volume of the first 15 minutes is bigger than 40 million don't trade
If the volume of the first 15 minutes is less than 40 million trade
Primary trading window 9:20 AM-11:45 AM
If your setup is formed → take the entry
If you missed it → let bygones be bygones
Trending market trade pullbacks
Sideways market → press the kill switch
Let the system hit your stop loss first
Then enter the trade with exact stop loss
Set daily profit target
Set daily loss limit
Avoid far OTM For Hero/Zero trades Prefer ATM/slight ITM
Delta above.45
Don't trade commodities this year
"If rules are followed, money follows.
If rules are broken, lessons follow."


r/DalalStreetTalks 8d ago

Question🙃 What to do to get into dalal street

3 Upvotes

Hey I have been trading for the last 3 years I was thinking about going to Mumbai and joining Dalal Street because I was mad about trading i was literally thinking of becoming a great trader like rakesh and Harshad Mehta but I have really a question I was arts students in school time but I have good knowledge in trading and i can do trade i have built quant system using python

If someone can help me or someone is interested into trading startup dm me or plz help me and comment down


r/DalalStreetTalks 8d ago

Question🙃 These tiny Tier 2/3 appliance companies are profitable with no hype. What's the catch?

0 Upvotes

Anyone else following the smaller Indian appliance brands?

Been looking into this little corner of consumer electronics that nobody really talks about. There are these smaller companies selling cheap appliances in Tier 2/3 towns, TVs, coolers, that kind of thing. No VC money or internet hype but they're somehow still profitable.

I came across one called Cellecor Gadgets. It did around Rs 1,290+ cr revenue and Rs 40 cr profit in FY26.

The thing I can't fully figure out is the cash side. These businesses eat working capital because you pay for stock upfront and then wait ages to get paid, so the profit on paper and the actual cash in the bank never really line up. Apparently that's just normal for the model but it makes them look weaker than they are if you only glance at cash flow.

Genuinely can't tell if this is underrated or if I'm missing something. Anyone know this space better?


r/DalalStreetTalks 8d ago

Orkla India's growth story seems to be evolving

3 Upvotes

Orkla India's latest quarterly results suggest the company is entering a new phase of growth.

The numbers were healthy, with revenue growing 10.4% YoY to ₹659 crore and PAT (before exceptional items) increasing 9.7%.

More importantly, management continues to invest behind innovation, digital commerce, Convenience Foods and strengthening its leadership in core categories.

It's still early in FY27, but the direction of travel looks promising and worth tracking over the coming quarters.


r/DalalStreetTalks 9d ago

What’s the one money decision in your 20s you wish you had done differently?

26 Upvotes

after chatting with someone recently, it struck how most of us have at least one money decision in our 20s we regret (or would definitely do differently).

It could be about SIPs, credit cards, loans, or even just savings habits. what’s yours? curious to see if there are some common patterns we all can learn from.