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Sprout Research
429 posts
Sprout Research
@SproutResearch1
SEBI-Registered Research Analyst | Equity insights driven by fundamentals & forensic analysis | Uncovering value & risk with clarity
New Delhi Katılım Mayıs 2025
9 Takip Edilen1.1K Takipçiler
Simple reason why multiples are expanding there while EMs like ours are still stuck around ~10–12% earnings growth for the NSE 500 (and may even see downgrades this season). US markets are delivering stronger earnings visibility, better liquidity, and lower macro risk, while we face slower growth, tighter liquidity, and multiple contraction.
The Kobeissi Letter@KobeissiLetter
We are seeing a historic earnings boom. The current year-over-year blended earnings growth rate for the S&P 500 is a whopping +27.1%, more than DOUBLE the +13.1% expected. With ~63% of S&P 500 companies reporting Q1 earnings thus far, we are on track for the highest earnings growth rate since Q4 2021. Meanwhile, Magnificent 7 companies alone are now guiding over $700 BILLION in CapEx spend for 2026 alone. There has never been a more historic time to own assets than now. Asset owners are winning.
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State elections are typically a one- or two-day event from the stock market’s perspective. Let’s not compare with the November 2023 five-state elections, which were seen as a broader early indication of momentum for 2024 general elections. Strangely, people are discussing Kolkata-based companies!!
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Amid reports of Diet Coke disappearing from shelves due to West Asian supply constraints, it’s striking to see how Gen Z is embracing it as a health trend. What was once largely an urban preference has now become mainstream, with Coke’s share of zero-sugar jumping from 5% to 30% over the past five years—driven by the perception of it being a “healthier” drink. Link-sproutresearch.in/Insights/insig…
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theprint.in/feature/delhi-…
This along with ~92% turnout in Phase 1, what’s driving it—incentives or voter loyalty? Whatever it is, at least good business for gig workers in Delhi NCR these days.
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Sprout Research retweetledi
Hellhole? Say that to our face not from a podium your system built on immigrant labour still depends on.
You want to insult Indians while your hospitals run on us, your tech is coded by us, and your boardrooms are increasingly led by us? Pick a lane.
You talk assimilation, we talk results.
We didn’t beg for space in America, we earned it, outperformed, and made ourselves indispensable for u guys!
And geopolitically? While some of you rage online(LOOK AT THE COMMENTS OF THIS POST)your own establishment is busy shaking hands with India wrt defense, tech, supply chains because YOU need that partnership.
India isn’t here for your approval.
We’re a civilisation state rising on its own terms. Get used to it.
Hindu American Foundation@HinduAmerican
We are deeply disturbed by @POTUS sharing this hateful, racist screed targeting Indian and Chinese Americans. Endorsing such rants as the president of the United States will further stoke hatred and endanger our communities, at a time when xenophobia and racism are already at an all time high. We ask @realDonaldTrump to reconsider, delete this post & recognize the indelible contributions of Asian Americans to our great country.
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Ceasefire extended....negotiations and then maybe taco .. same chronology as trade tariffs last year- I think @KobeissiLetter pointed this well in advance
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Social media is highly sensitive—especially for promoters of listed companies. #lenskart episode..Our past insight into the CEO spat around Ola- how quickly online remarks draw scrutiny. Link-sproutresearch.in/Insights/insig…
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Iran not planning to attend talks with US in Pakistan
economictimes.indiatimes.com/news/internati…
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Roughly 100 grams of uranium can generate as much power as about 1.5 tonnes of coal (as shown in the infographic)—making it nearly 15,000 times more energy-dense. In addition, nuclear energy has a significantly lower environmental impact, positioning it as a cleaner alternative to fossil fuels
Sprout Research@SproutResearch1
Nuclear, one of the cleanest forms of energy, outshines fossils.
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Nuclear, one of the cleanest forms of energy, outshines fossils.
Sprout Research@SproutResearch1
This week, we revisit the nuclear energy theme—now gaining strong traction at both government and corporate levels. We first explored it ~1.5 years ago via proxy plays, many of which have delivered well. India’s ambition: scale nuclear capacity from ~8 GW to 100 GW by 2047. The proposed Shanti Bill, 2025 could open the door for private participation—potentially triggering a new investment cycle. Globally, strategies diverge sharply—France gets ~70% of its power from nuclear, while Germany has exited entirely. A reminder that energy policy is always shaped by national priorities.
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This week, we revisit the nuclear energy theme—now gaining strong traction at both government and corporate levels. We first explored it ~1.5 years ago via proxy plays, many of which have delivered well.
India’s ambition: scale nuclear capacity from ~8 GW to 100 GW by 2047. The proposed Shanti Bill, 2025 could open the door for private participation—potentially triggering a new investment cycle.
Globally, strategies diverge sharply—France gets ~70% of its power from nuclear, while Germany has exited entirely. A reminder that energy policy is always shaped by national priorities.
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@nrmangal Other than terrible mobile view, the optics are worse. Finance income in ‘operating cash’ is just wrong…may be promoter wants investor to see this only:)
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Just wondering why would either the payer or the payee mention that a toll was paid, especially since the transaction is not even in USD?
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