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Saksham Sharma - SEBI RIA

Latest posts, stock views and market insights from Saksham Sharma - SEBI RIA on StockGro.

SEBI-Registered Research Analyst · INA000022613 · View advisor profile

Saksham Sharma - SEBI RIA

7 hours ago · SEBI-Registered Analyst

The 5-Day Losing Streak Just Broke. The Same Stocks That Fell Hardest Are Leading the Recovery.

Sensex opened up 549 points, or 0.72%, at 76,608.98 this morning, with Nifty gaining 161 points to 23,928.40, snapping the five-day losing streak. The trigger: crude oil fell another 5% overnight as the US-Iran ceasefire held through the we…

#EquityResearch#MacroViews#TrendingSectors#FundamentalViews#StockInNews
106 likes·68 comments
Saksham Sharma - SEBI RIA

11 hours ago · SEBI-Registered Analyst

Oil Just Fell 7% Overnight. This Flips Everything We've Been Watching All Week.

Brent crude dropped as much as 7.4% overnight, falling below $90 a barrel, after the US and Iran both refrained from further retaliatory strikes, easing a nearly two-week escalation. This is worth pausing on, because it's the exact same mec…

#WatchOutFor#MacroViews#SectorBreakouts#FundamentalViews#HiddenGems
169 likes·59 comments
Saksham Sharma - SEBI RIA

23 hours ago · SEBI-Registered Analyst

The US Just Cut India's Tariff Rate. But 45% of Exports Were Never Affected Anyway.

The US finalized a new Section 301 duty on Indian goods at 10%, down from an initially proposed 12.5%, placing India in what's being called a lower tariff tier. The headline sounds like a broad, sweeping tax on everything India sells to Ame…

#WatchOutFor#PsychologyofMoney#PersonalFinance#MacroViews#FundamentalViews
353 likes·34 comments
Saksham Sharma - SEBI RIA

26th Jul · SEBI-Registered Analyst

UPI and Small Loans Are Quietly Replacing Credit Cards in India. Here's Why.

A recent TransUnion CIBIL report found UPI and small personal loans are steadily overtaking credit cards as Indians preferred way to pay and borrow. Worth understanding why. Credit cards carry a cost most people underestimate. Revolving cr…

#FundamentalViews#WatchOutFor#MacroViews#PersonalFinance#PsychologyofMoney
449 likes·75 comments
Saksham Sharma - SEBI RIA

26th Jul · SEBI-Registered Analyst

Missing One EMI Now Hits Your Credit Score Almost Instantly. Here's What Changed.

Starting this month, India's credit reporting system moved to weekly delinquency updates, a sharp jump from the older cadence where missed payments could take weeks to show up on your report. What used to take weeks now shows up within days…

#FundamentalViews#MacroViews#PersonalFinance#PsychologyofMoney#WatchOutFor
457 likes·55 comments
Saksham Sharma - SEBI RIA

25th Jul · SEBI-Registered Analyst

The Rupee Hit a Record Low. Here's Who Actually Wins and Who Loses.

The rupee's been hovering near a record low against the dollar, and most headlines call it bad news. It's more nuanced than that. Losers first. Anyone importing dollar-priced goods pays more in rupee terms, which is why oil, and everything…

#WatchOutFor#MacroViews#EquityResearch#FundamentalViews#TrendingSectors
655 likes·32 comments
Saksham Sharma - SEBI RIA

25th Jul · SEBI-Registered Analyst

Eternal's Revenue "Grew" 182%. A Big Chunk of That Isn't Real Growth.

$ETERNAL reported Q1 FY27 revenue of ₹20,211 crore, up 182% year-on-year. Sounds explosive. Here's the catch buried in the filing: a big part of this comes from Blinkit switching to a first-party inventory model. Here's what that means. U…

#FundamentalViews#StockInNews#WatchOutFor#MacroViews#EquityResearch
660 likes·63 comments
Saksham Sharma - SEBI RIA

25th Jul · SEBI-Registered Analyst

Wipro's Revenue Grew 10.6%. Profit Grew Just 0.6%. Here's the Real Gap.

$WIPRO reported Q1 FY27 revenue of ₹24,479 crore, up 10.6% year-on-year. Net profit came in at ₹3,356 crore, up just 0.6%, and actually fell 4.7% sequentially from the previous quarter. Revenue clearly growing, profit standing still. Unlik…

#WatchOutFor#StockInNews#EquityResearch#MacroViews#FundamentalViews
769 likes·63 comments
Saksham Sharma - SEBI RIA

24th Jul · SEBI-Registered Analyst

$MEESHO Is Still Losing Money. Investors Are Actually Happy About It.

$MEESHO reported a net loss of ₹132.8 crore for the June 2026 quarter, down sharply from ₹289.35 crore a year ago. Revenue grew 48% to ₹3,712.81 crore. That's genuinely a good result, even while still losing money. For young, fast-growing…

#StockInNews#WatchOutFor#EquityResearch#FundamentalViews#MacroViews
1,057 likes
Saksham Sharma - SEBI RIA

24th Jul · SEBI-Registered Analyst

Infosys Just Named Its Next CEO. The Transition Isn't Until Next Year. Here's Why That's Smart.

$INFY announced Ashiss Kumar Dash as CEO-designate today, with the actual leadership transition scheduled for April 1, 2027, nearly nine months from now. Current CEO Salil Parekh will complete his second term by then, wrapping up a nine-y…

#StockInNews#WatchOutFor#MacroViews#EquityResearch#FundamentalViews
1,091 likes·61 comments
Saksham Sharma - SEBI RIA

24th Jul · SEBI-Registered Analyst

Nifty Just Fell for the Fourth Day in a Row. Here's Why That Matters More Than One Bad Day.

Nifty closed at 23,869 yesterday, down 0.53%, slipping below the watched 24,000 mark. Sensex fell 0.47% to 76,391. Four straight losing sessions now, driven by crude near $98 a barrel, persistent FII selling, a weaker rupee, and ongoing Wes…

#WatchOutFor#StockInNews#EquityResearch#MacroViews#FundamentalViews
631 likes·73 comments
Saksham Sharma - SEBI RIA

23rd Jul · SEBI-Registered Analyst

Vedanta Announced an "1100% Dividend." Here's What That Actually Means for You.

$VEDL declared an interim dividend of ₹11 per share in March 2026, which gets reported as "1100% dividend," since Vedanta's face value is just ₹1, and ₹11 is 1100% of ₹1. Headlines like this sound almost unbelievable, and this is exactly th…

#PersonalFinance#EquityResearch#PsychologyofMoney#MacroViews#WatchOutFor
935 likes·70 comments
Saksham Sharma - SEBI RIA

23rd Jul · SEBI-Registered Analyst

A Stock's "Face Value" Has Nothing to Do With Its Actual Price. Here's the Confusion.

You'll often see "face value ₹1" or "face value ₹10" listed next to a stock, right alongside its actual trading price, which might be hundreds or thousands of rupees higher. New investors often assume this means some kind of hidden discount…

#FundamentalViews#WatchOutFor#PersonalFinance#EquityResearch#MacroViews
1,186 likes·45 comments
Saksham Sharma - SEBI RIA

23rd Jul · SEBI-Registered Analyst

Ever Seen "Stock Hits Upper Circuit"? Here's What That Actually Means.

You've probably seen headlines like "stock hits upper circuit" or "locked in lower circuit." Sounds technical, but the idea is simple. A circuit is basically a safety brake. Exchanges cap how much a stock can move in a single day, say 5%,…

#MacroViews#PsychologyofMoney#PersonalFinance#FundamentalViews#HiddenGems
444 likes·88 comments
Saksham Sharma - SEBI RIA

22nd Jul · SEBI-Registered Analyst

IndiGo Fell Hardest Today. Airlines Have a Very Specific Oil Problem.

$INDIGO was today's top Sensex loser, down 3.7%, as crude oil pushed above $95 a barrel. But this wasn't just the stock riding the broader market down. Airlines get hit by rising crude in a much more direct way than most businesses. Aviati…

#StockInNews#WatchOutFor#EquityResearch#FundamentalViews#TrendingSectors
1,087 likes·87 comments
Saksham Sharma - SEBI RIA

22nd Jul · SEBI-Registered Analyst

A Tariff That Kicks In 2028 Just Crashed Pharma Stocks Today. Here's Why.

$CIPLA was among the top losers on the Nifty this morning after the US announced a 100% tariff on generic drug imports, set to take effect in 2028. Pharma stocks across the board plunged at open, even though this tariff is over two years a…

#StockInNews#WatchOutFor#EquityResearch#MacroViews#FundamentalViews
424 likes·69 comments
Saksham Sharma - SEBI RIA

22nd Jul · SEBI-Registered Analyst

Bajaj Auto's Revenue Jumped 65%. The Company Itself Says Don't Read Too Much Into It.

$BAJAJ-AUTO reported Q1 FY27 consolidated revenue up 65% YoY to ₹21,688.83 crore, with profit up 46% to ₹3,225.63 crore. Sounds like a blowout quarter. But the company's own filing includes an honest caveat worth noting. Bajaj Auto explic…

#StockInNews#EquityResearch#MacroViews#FundamentalViews#WatchOutFor
790 likes·20 comments
Saksham Sharma - SEBI RIA

21st Jul · SEBI-Registered Analyst

PNB's Profit Jumped 214%. The Biggest Reason Isn't What You'd Guess.

$PNB reported Q1 FY27 net profit of ₹5,253 crore, up 213.6% year-on-year from ₹1,675 crore. A headline like this usually gets read as "the bank's business transformed." Look closer, and the real driver is more specific and worth understand…

#FundamentalViews#StockInNews#EquityResearch#MacroViews#PersonalFinance
857 likes·46 comments
Saksham Sharma - SEBI RIA

21st Jul · SEBI-Registered Analyst

$SBIFUNDSPopped 8.5% on Its Stock Market Debut. But How Do You Even Value an AMC?

$SBIFUNDS made its stock market debut today after its $1 billion IPO, rising 8.5% on listing. It's now a publicly traded company in its own right. But here's a genuinely interesting question worth understanding: how do you actually value a…

#FundamentalViews#StockInNews#WatchOutFor#MacroViews#EquityResearch
782 likes·80 comments
Saksham Sharma - SEBI RIA

21st Jul · SEBI-Registered Analyst

REITs Can Now Enter the Nifty. Most People Don't Even Know What That Means.

NSE Indices just announced that REITs are eligible for inclusion in Nifty equity indices starting from the next rebalancing. Until now, they were excluded entirely, no matter how large or liquid. This follows a SEBI circular reclassifying R…

#WatchOutFor#MacroViews#EquityResearch#TrendingSectors#FundamentalViews
928 likes·77 comments