Shubham Upadhyay
@3rdAxisResearch
SMEs & Microcaps | Decode mgmt, results & market noise | Growing carrots, not chasing rabbits 🥕📈 NISM Certified
I have published my first article on my blog. Please read, follow and give feedback. Thanks open.substack.com/pub/lawofinves…
#SunitaTools : We issue a negative outlook note on the Company as it publishes H1FY26 financial results. Rationale: Key risks arising from excessive valuations despite Company yet to deliver high top line and bottom line growth, elongated trade receivables, negative cash flow…
India's small steelmakers cut output as weak demand, falling prices bite | Reuters reuters.com/world/india/in…
The deeper you go into the semiconductor supply chain, the less believable it becomes. > TSMC, a company on a small island, produces over 90% of the world’s most advanced chips > TSMC relies on dutch company ASML for EUV lithography machines > ASML depends on German Company…
China approved 10 reactors in ONE DAY. The US approved 2 reactors in 45 YEARS. China is building more nuclear capacity than the rest of the world combined
Will Be posting these kind of Stock Market Updates on Arattai. Please Join using the Link Below aratt.ai/@stockmarketup… SME Updates * Insolation Energy — ₹1,00,000 — step-down solar SPV formed; ops pending. * Desco Infratech — ~11.5 km — gas pipeline L1; MNGL L1/L2 O&M. * De…
Somehow every fiscal boost has fizzled out in India, which highlights an underlying structural issue in our economy. Source: Livemint.
Gold Loans have shown Triple Digit Growth Rate since March 2025. Why I think Gold Loan Companies may continue to perform from a macroeconomic standpoint? Read Here: lawofinvesting.substack.com/p/solo-levelin… Disclaimer: Nothing is a Buy / Sell Recommendation.
Attended 2 SME IPO Meets Today 1. Austere Systems Ltd. 2. Nilachal Carbo Metalicks Limited Nothing Interesting to Report as of yet.
Where have FPIs bought and sold in the first half of 2025? Source: Financial Express
How to use Daily Updates for Idea Generation? Summary: 1. Go through the updates Daily. 2. If you find any update interesting, spend 5 mins on Screener to do preliminary research on the company on the day of update itself. 3. Just keep adding names of company you find…
🧱 SME Updates *Euro Panel Products migrates to mainboard; 178% IPO return since ₹70 listing. *Rulka Electricals wins ₹1.58 crore electrical works orders in Bangalore, Gujarat. *Vinyas Innovative bags ₹55.64 crore PCBA orders including export and defence. *Jeena Sikho…
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