Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas Biased towards Sustainability, ESG Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Buyside Outfit and Advisory Services

Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Mid-Small Cap specialist | Equities | India

Thematic (Sector/Industry)

Macau Transportation infrastructure / Thematic (Sector/Industry)

<ul>
<li>Indigo and Spice Jet have turned to profits in Q3FY23.</li>
<li>Indian Aviation sector is at infancy and the large market is consolidating. </li>
<li>However, rising ATF costs may restrict profit recovery, thus while valuations are reasonable and there is a long runway, it's not yet the time to go aboard.</li>
</ul>


Indigo and Spice Jet have turned to profits in Q3FY23.
Indian Aviation sector is at infancy and the large market is consolidating. 
However, rising ATF costs may restrict profit recovery, thus while valuations are reasonable and there is a long runway, it's not yet the time to go aboard.


Aviation, Should One Buy the Profit Recovery?