Shubham | SEBI RA

SEBI Registered Research Analyst | Long-Term Investment Enthusiast 📈 |

[Shubham | SEBI RA @ShubInvests]

A long-term structural positive for India's semiconductor and electronics ecosystem.
#India #Semiconductor #MobilePLI #Semicon #MakeInIndia #ElectronicsManufacturing #Investing #StockMarketToday

[Shubham | SEBI RA @ShubInvests]

Big Boost for India's Electronics Manufacturing!

The Government has approved a ₹1.9 lakh crore investment package, including Mobile PLI 2.0 and Semicon 2.0, to strengthen domestic manufacturing and design capabilities.

[Shubham | SEBI RA @ShubInvests]

This initiative aims to: ✅ Boost semiconductor manufacturing ✅ Strengthen mobile phone production ✅ Encourage local chip design & innovation ✅ Reduce import dependence ✅ Accelerate India's journey toward becoming a global electronics manufacturing hub

[Shubham | SEBI RA @ShubInvests]

@PayUindiaCare Thank you for your support. The issue has now been resolved, and I can access my Merchant Dashboard successfully. I appreciate your team's assistance in getting this sorted. 🙏

[Shubham | SEBI RA @ShubInvests]

Very disappointed with @PayUindia . It's been over 72 hours since I shared my Merchant ID, yet there's no response. I'm also not receiving the login OTP, leaving me locked out of my account and affecting my business. @PayUindiaCare

[Shubham | SEBI RA @ShubInvests]

Based on my experience, I cannot recommend this service until they improve their customer support and issue resolution. Businesses should carefully evaluate support quality before choosing a payment gateway. #PayU #CustomerSupport #Fintech

[Shubham | SEBI RA @ShubInvests]

@sunilgurjar01 If I had to choose just ONE for the next 10 years, I'd go with Motilal Oswal Midcap Fund.

[Shubham | SEBI RA @ShubInvests]

✅ Order book = Strongest in years
✅ Tailwinds = Data center, energy, transport, manufacturing
⚠️ Margins = Under pressure
⚠️ Revenue conversion = Still lagging orders

Not a "buy now" call.
A "track closely" story 🔭

Do your own research always 🙏

[Shubham | SEBI RA @ShubInvests]

⚡ Schneider Electric Infrastructure (SCHNEIDER)

Most people don't know this stock.
But it's sitting right in the middle of India's biggest infra boom.
Let me break it down 🧵👇

[Shubham | SEBI RA @ShubInvests]

📌 What to track before forming a view?
🔍 Gross margin — does it stabilise above 38%?
🔍 Data center backlog % — does it cross 20%?
🔍 Revenue growth — does it hit 15%+ in FY27?
🔍 Copper/aluminium prices — any correction?

These 4 signals = your buy/avoid trigger

[Shubham | SEBI RA @ShubInvests]

Final thought 💡
Annual report is management talking to you directly.
Learn to listen between the lines.
That skill? No app or AI can replace it.

[Shubham | SEBI RA @ShubInvests]

🧵 I read 100+ annual reports.
Here's how I do it in 30 minutes flat 👇

[Shubham | SEBI RA @ShubInvests]

⏱ 20-25 min — Related party transactions
⏱ 25-30 min — Contingent liabilities + notes
Done. You now know more than 90% of retail investors. ✅