Sprout Research

Shikha Kapur Prop Sprout Research (SEBI Reg. INH000019169)| Equity insights driven by fundamentals & forensic analysis | Uncovering value & risk with clarity

[Sprout Research @SproutResearch1]

We're thrilled to extend our subscription services to retail customers now!

[Sprout Research @SproutResearch1]

Just before Independence Day, Netflix’s Operation SafedSagar brings a strong feeling of patriotism.

Some stories entertain you, some make you proud, and some make you respect even more the courage and valour of Indian men who bravely serve our nation. 🇮🇳 #safedsagar

[Sprout Research @SproutResearch1]

RT @SproutResearch1: Just before Independence Day, Netflix’s Operation Safes brings a strong feeling of patriotism.

Some stories entertain…

[Sprout Research @SproutResearch1]

India has no choice but to become largely self-reliant. Industry experts are warning of a possible threat in Li-ion cell imports from China, a critical component for battery manufacturing. Other than maintaining strong diplomatic ties, we also need to build resilient supply chains.

[Sprout Research @SproutResearch1]

With due respect, why stop at 9%? Put the remaining 91% into Brazilian bonds—yield will be much more than India’s historical equity returns.
Hope retail investors don’t follow this blindly.

[Neil Borate @ActusDei]

I've invested in Brazil for many years and it has turned a corner of late. But I want to understand it better. I met their Consul General, Jose Mauro da Foncesca Costa Couto recently and he agreed to do a webinar with us. You can sign up for it here: https://t.co/5387HZpwOG

[Sprout Research @SproutResearch1]

Dear Gen Zs, Let's respect our democracy and express our concerns in a constructive and responsible way. We don't need to stoop to the level of our neighbours to make our voices heard. I don't believe that simply replacing a minister will resolve the issues. Real change requires thoughtful dialogue and sustained effort.

[Sprout Research @SproutResearch1]

RBI’s drive on ODI is absolutely the right step, though late. While everyone is focused on LRS and gold ETFs, the larger drive on offshore investment structures is equally important.

[Sprout Research @SproutResearch1]

RBI’s drive on ODI is absolutely the right step, though late. While everyone is focused on LRS and gold ETFs, the larger drive on offshore investment structures is equally important.

[Financial Times @FT]

Donald Trump declared making more than 22,000 stock transactions in 2025, according to the FT analysis. His immediate predecessor, Joe Biden, made 13 transactions over four years. In his first term, Trump made 517. https://t.co/mWDvtvAllj

[Nitin Mangal @nrmangal]

Still ground report suggest huge growth run way @shikhagkapur 👏👏

[Sprout Research @SproutResearch1]

Social isolation of Japan. Shocking

[Furkan Gözükara @FurkanGozukara]

🚨 WTF?! Al Jazeera confirms 77,000 Japanese citizens were found dead alone in their homes last year, some undiscovered for months!

The crisis is so catastrophic that a yogurt delivery company is now the frontline survival network to check if the elderly have collapsed!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global technology funds posted +$12.3 billion in inflows in the week ending June 10th, the largest weekly inflow since at least 2017.

This includes +$3.0 billion into the 3x leveraged long S&P 500 ETF, $SPXL, and +$2.9 billion into the Semiconductor ETF, $SOXX.

This also follows +$9.0 billion in the prior week, the 4th-biggest on record.

As a result, the 4-week average of inflows rose to +$5.8 billion, the 2nd-highest reading on record.

Furthermore, US equities have seen 11 consecutive weekly inflows, the longest streak since December 2025.

Meanwhile, Korean stocks attracted +$5.9 billion in the week ending June 10th, the biggest weekly intake since March 2026.

Investors are buying tech stocks at a record pace.

[The Kobeissi Letter @KobeissiLetter]

Institutional investors are aggressively shorting the Japanese Yen even as Japan is attempting to intervene:

Combined Yen short positions held by leveraged funds and asset managers are up to -$11 billion, the highest since July 2024.

We have now seen 3 consecutive weekly increases in short exposure, totaling -$5 billion.

This comes despite Japan’s Ministry of Finance spending a record ~$74 billion over the past month to defend the currency from weakening.

However, the Yen has weakened to ~160 per US Dollar from ~155 in early May and is approaching the critical 160 threshold again.

This reflects the wide interest rate gap between Japan and the US, which remains the primary structural pressure on the currency.

Institutional positioning continues to signal further Yen weakness.

[The Kobeissi Letter @KobeissiLetter]

Global investors are dumping South Korean stocks at an unprecedented pace:

Foreign investors sold -$801 million of Kospi-listed shares on Monday.

This follows -$10 billion in outflows recorded last week.

Foreign investors have now offloaded South Korean stocks in every trading session over the past month.

This brings total year-to-date sales to -$75 billion, according to Goldman Sachs.

By contrast, domestic retail and institutional investors bought +$69 billion over the same period.

South Korea's stock market is making history.

[Sprout Research @SproutResearch1]

The scale of value destruction at Ola Consumer (ANI Technologies) is remarkable — from a peak valuation of $7.3 Bn in 2021 to approximately $70 Mn today.
Ola Electric's (listed entity) journey has also been challenging. The company was valued at $5.4 Bn in its last private round before the IPO, reached a post-listing peak market cap of around $8.2 Bn, and is now valued at roughly $2 Bn. (Data source: AI)

[Sprout Research @SproutResearch1]

The scale of value destruction at Ola Consumer (ANI Technologies) is remarkable — from a peak valuation of $7.3 Bn in 2021 to approximately $70 Mn today.
Ola Electric's (listed entity) journey has also been challenging. The company was valued at $5.4 Bn in its last private round before the IPO, reached a post-listing peak market cap of around $8.2 Bn, and is now valued at roughly $2 Bn. (Data source: AI)

[Sprout Research @SproutResearch1]

Hope the brand is owned by the listed entity, else, it could face a similar drawdown

[sandip sabharwal @sandipsabharwal]

WOW
They are effectively saying that the company has no value left
Peak valuation $ 7.3 Billion
Current valuation $70 Million
Drawdown 99%

[Sprout Research @SproutResearch1]

@nrmangal - for your interest!

[Sprout Research @SproutResearch1]

Just one glance at #RajeshExports’ Screener notes raises more questions than answers:
• Only government-recognized 5-star export house in jewellery
• OPM below 1%
• ~111 employees, yet reported turnover of ~₹7.7 lakh crore
• Pivoting to EV batteries; selected under the ₹18,100 crore PLI scheme—but what’s the logic and execution track record?
• Multiple auditor flags
• Singapore subsidiary (about 98% of sales) yet remains unaudited
• 63% of gross block comprises intangible assets
Source-screener. Not even worth opening annual report to check more info.
And yes as many have pointed on SM about country’s exports numbers now. Disc-just information purposes

[Sprout Research @SproutResearch1]

Just one glance at #RajeshExports’ Screener notes raises more questions than answers:
• Only government-recognized 5-star export house in jewellery
• OPM below 1%
• ~111 employees, yet reported turnover of ~₹7.7 lakh crore
• Pivoting to EV batteries; selected under the ₹18,100 crore PLI scheme—but what’s the logic and execution track record?
• Multiple auditor flags
• Singapore subsidiary (about 98% of sales) yet remains unaudited
• 63% of gross block comprises intangible assets
Source-screener. Not even worth opening annual report to check more info.
And yes as many have pointed on SM about country’s exports numbers now. Disc-just information purposes