Saksham Sharma - SEBI RIA
@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
131
Opinions
139
Followers
278
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 ⚡️ 19 hours ago
NSE: SEBI Clears IPO, Listing to Happen on BSE
SEBI has approved NSE's long-awaited IPO, expected to be the largest fundraise from India's primary market, with subscription likely opening September 15 and listing targeted around September 25. As covered in an earlier post, the shares will list on
BSE
, not NSE itself, a direct consequence of the self-listing restriction we explained then.
This clears a process that first began nearly a decade ago, NSE filed its original draft prospectus in December 2016, but the listing stalled amid a co-location controversy, where certain traders were alleged to have received preferential access to NSE's servers through dark fibre connections.
1. The delay wasn't simple bureaucracy, it was a genuine governance investigation. NSE eventually settled with SEBI, paying roughly ₹1,491 crore to resolve the matter, before the regulatory path toward an IPO could even restart.
2. NSE's own financials, disclosed as part of this process, show a real business worth understanding. The exchange reported Q1 FY27 net profit of ₹3,120 crore, up from ₹2,923 crore a year earlier, though revenue actually declined 8% sequentially from the previous quarter, worth remembering the sequential-versus-year-on-year distinction we've covered before applies here too.
3. This sets up a direct comparison worth watching once NSE lists. BSE's own shares have risen roughly 28-fold since its 2017 IPO. Once NSE begins trading on BSE, investors will be able to compare how the country's two exchanges, each processing the other's trades in some sense, actually perform against one another as investments themselves.
The takeaway: A decade-long regulatory process, delayed by a genuine governance issue, has now cleared. Worth remembering NSE listing on BSE isn't a workaround or a loophole, it's the direct, expected outcome of the self-listing restriction we already explained, now playing out in real time. shared an insight ⚡️ 23 hours ago
Titan: Jewellery Stocks Rally Despite 13% Gold Price Rise
TITAN
(TITAN) and other jewellery stocks surged today, with the broader jewellery sector up sharply, even as gold prices have risen 13% over the past month. Jewellery majors reported average revenue growth of 35% year-on-year in the June quarter, and key jewellery makers have delivered average returns of around 50% over both the past six months and the past year.
At first glance, this looks backwards. Rising gold prices should mean higher costs for jewellers and, presumably, fewer customers willing to buy. Here's why the actual relationship is more complicated.
1. Gold isn't just a raw material for jewellers, it's also what customers are buying as an investment. When gold prices rise, some demand shifts toward jewellery specifically because of its dual appeal, wearable, but also seen as a store of value, which can offset the volume pressure that pricier gold would otherwise create.
2. Revenue can grow even if volume growth slows, because gold itself costs more. A company selling the same number of grams of gold jewellery earns more revenue when gold prices rise, since the value of what's sold rises with it, even without necessarily selling more pieces.
3. Elevated gold prices create near-term volume headwinds, but structural demand remains intact. Cultural anchoring around gold for weddings and festivals, rising consumer affluence, and gold's investment appeal all provide underlying support, even during periods when higher prices might otherwise be expected to dampen buying.
The takeaway: A rising input cost doesn't automatically hurt every company that uses that input, especially when the product itself is also valued as an investment. For jewellery retailers, elevated gold prices can pressure volumes short-term while still supporting revenue and stock performance, since the material driving up costs is the same one making the product more valuable to buy. shared an insight ⚡️ 6th Sep
Cohance Lifesciences Receives 4 FDA Form 483 Observations
COHANCE
Lifesciences received four FDA Form 483 observations following a plant inspection. This is worth reading directly alongside the Gland Pharma inspection we covered recently, that facility received zero observations from the FDA. Here's what actually happens on this other side of the outcome.
1. A Form 483 is a list of specific deficiencies inspectors observed, not a final penalty. It's issued at the end of an inspection when investigators identify conditions that may violate FDA regulations. Receiving one isn't the end of the process, it's the start of a formal response cycle.
2. The company now has to respond in writing, typically within 15 business days. Cohance would need to submit a corrective action plan addressing each of the four observations, explaining what will be fixed and by when. The FDA then reviews that response before deciding on further action.
3. Not every Form 483 leads to serious consequences. Outcomes range widely, some observations get resolved with minor procedural fixes and no further action, while more serious or repeated issues can escalate to a Warning Letter or import restrictions. Four observations, without knowing their specific severity, doesn't by itself tell you which outcome is likely here.
An inspection with observations creates a period of genuine uncertainty, the business isn't necessarily disrupted yet, but the range of possible outcomes is now much wider than it was for a facility with a clean result.
The takeaway: Not all FDA inspection outcomes are equal, and not all Form 483s are equally serious. The real story here plays out over the coming weeks, in Cohance's written response and the FDA's reaction to it, not in the observation count alone.FAQ's
What are the top stock recommendations by Saksham Sharma - SEBI RIA?
Saksham Sharma - SEBI RIA regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include G M Breweries Ltd (Bullish), Zydus Wellness Ltd (Bullish), Borosil Renewables Ltd (Bullish), BSE and TITAN. Explore Saksham Sharma - SEBI RIA's complete list of posts and trade views on their StockGro profile.
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What is Saksham Sharma - SEBI RIA's investment strategy?
Saksham Sharma - SEBI RIA 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 - SEBI RIA been a SEBI-registered Research Analyst (RA)?
Saksham Sharma - SEBI RIA 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 - SEBI RIA's past performance and stock picks?
You can check Saksham Sharma - SEBI RIA'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.
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For stock market guidance from Saksham Sharma - SEBI RIA, 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 - SEBI RIA's track record in predicting market movements?
Saksham Sharma - SEBI RIA 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 - SEBI RIA?
Saksham Sharma - SEBI RIA 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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