Saksham Sharma
@saksham.sharma.6125
Delhi
7+ Years of experience
SEBI Registration INA000022613Fee-only financial planning | Website: asksaksham.in | Instagram: @AskSaksham.in | Educational content, not personalized advice.
Trade Ideas
146
Opinions
147
Followers
288
Expertise
Quantitative
Growth
Technical
Index Strategies
Market Commentary
Futures & Options
Technical Analysis
Trade Facts
Total Trades
0
Missed Trades
0
Profit Trades
0
0%Accuracy
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Posts
shared an insight ⚡️ 1 hour ago
NSE's IPO Has a Valuation Problem Investors Should Notice
BSE
NSE's IPO is expected to be priced at ₹1,700–₹1,785 per share, valuing the exchange at roughly ₹2.26 lakh crore at the upper end.
But here's the interesting part.
Recent transactions in the unlisted market have reportedly valued NSE shares at around ₹2,000–₹2,100.
So why would investors in the IPO get shares at a lower implied valuation?
One reason is that NSE's earnings outlook has changed.
More than 60% of NSE's revenue comes from options transaction charges, and options turnover fell more than 12% year-on-year in August amid tighter derivatives regulations and other changes.
This is a useful valuation lesson.
A company's valuation isn't determined simply by how dominant it is today.
Investors are paying for future earnings.
If the market expects those earnings to grow more slowly, the valuation investors are willing to pay can fall—even if the underlying business remains extremely strong.
The takeaway:
Don't look at an IPO price in isolation.
Ask what earnings the valuation assumes, how sustainable those earnings are, and what could change that growth trajectory.
A great business can still become an expensive investment if you pay too much for its future. shared an insight ⚡️ 10 hours ago
Shakti Pumps Won a ₹236 Crore Order. Here's What Matters
SHAKTIPUMP
Shakti Pumps has received an order worth around ₹235.92 crore from Maharashtra State Electricity Distribution Company for 10,000 solar water pumps.
At first glance, ₹236 crore sounds like the main story.
But there's another detail investors should notice: the order has to be executed within 60 days of the work order.
That's important because an order announcement tells you about potential future revenue. The execution timeline tells you how quickly that potential can actually turn into revenue.
For an infrastructure or manufacturing company, two identical ₹200 crore orders can have very different financial implications.
One might take three years to execute.
Another might be completed within a few months.
The second can have a much faster impact on revenue, working capital and potentially earnings.
That's why investors shouldn't stop at “How big is the order book?”
Look at execution period, margins, working-capital requirements and payment terms too.
The takeaway:
An order is not revenue.
Execution is what converts an order into financial performance.
And sometimes, the timeline attached to an order is just as important as its headline value. shared an insight ⚡️ 13 hours ago
US Petrol Prices Jump 40% as Iran Conflict Persists
The US-Iran conflict has now stretched across more than six months, with fresh strikes near Iran's Kharg Island export hub pushing Brent crude toward $100 a barrel this week. One number makes the real-world impact concrete: the average US petrol price has climbed from $2.98 a gallon in late February, when the conflict began, to $4.15 today, an increase of nearly 40%.
This is worth using as a lens for understanding how a distant, ongoing conflict actually reaches an ordinary person's wallet, not through an abstract "oil prices rose" headline, but through a specific, felt cost.
1. The transmission from crude price to pump price isn't instant, but it is direct. Petrol prices at the pump track crude oil costs with some lag, refining, distribution, and local taxes add their own layers, but a sustained crude increase like this one eventually shows up almost fully passed through to consumers.
2. India feels the same underlying pressure through a different channel. India imports over 80% of its oil, so the equivalent impact shows up less as a direct pump-price jump, since fuel pricing is more managed, and more through rupee weakness, inflation, and a widening trade deficit.
3. A conflict without a clear resolution timeline keeps this pressure sustained, not temporary. Analysts cited in recent coverage suggest oil flows may not normalize until late in the first quarter of 2027 at the earliest, meaning this isn't a short-term spike likely to reverse quickly.
A company like
ASIANPAINT
(ASIANPAINT) is a useful example of indirect exposure here, since crude-derived inputs are a meaningful raw material cost for paint manufacturing.
The takeaway: "Crude oil prices rose" can feel abstract until you see it as a concrete number, in this case, a 40% jump in what Americans pay at the pump over six months. The same underlying conflict reaches Indian households too, just through a different set of channels, rupee weakness and inflation, rather than a direct pump-price jump.FAQ's
What are the top stock recommendations by Saksham Sharma?
Saksham Sharma regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include ICICI Bank Ltd. (Bullish), HDFC Bank Ltd. (Bullish), Tata Technologies Ltd. (Bullish), BSE and SHAKTIPUMP. Explore Saksham Sharma's complete list of posts and trade views on their StockGro profile.
How can I follow Saksham Sharma's latest investment insights?
You can follow Saksham Sharma's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Saksham Sharma's investment strategy?
Saksham Sharma follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Saksham Sharma been a SEBI-registered Research Analyst (RA)?
Saksham Sharma has been a SEBI-registered Research Analyst and have 7+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
Where can I see Saksham Sharma's past performance and stock picks?
You can check Saksham Sharma's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
How can I contact Saksham Sharma for stock market advice?
For stock market guidance from Saksham Sharma, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Saksham Sharma's track record in predicting market movements?
Saksham Sharma has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Saksham Sharma?
Saksham Sharma is a SEBI-registered Research Analyst with the SEBI Registration INA000022613. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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