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

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.

Mid-Small Cap specialist | Equities | India

Indian Energy Exchange (IEX IN): Immense Value at Current Levels

Equity Bottom-Up

Indian Energy Exchange Ltd / Equity Bottom-Up

<ul>
<li>Q2FY23 Results weak on high base, H2FY23 to report single digit growth</li>
<li>FII selling, led to stock's underperformance in H1FY23, stock oversold</li>
<li>Weak base to support growth forward, low sentiment, steep selling, turning valuation attractive, besides long term opportunity is improving</li>
</ul>


Q2FY23 Results weak on high base, H2FY23 to report single digit growth
FII selling, led to stock's underperformance in H1FY23, stock oversold
Weak base to support growth forward, low sentiment, steep selling, turning valuation attractive, besides long term opportunity is improving


Indian Energy Exchange: Weak Base, Low Sentiment, Improving Valns