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Published by: Ivey Publishing
Originally published in: 2023
Version: 2023-12-22
Length: 13 pages
Data source: Published sources

Abstract

In February 2023, a prominent retail investor was contemplating selling his investment in Narayana Hrudayalya Limited, one of India's leading health care companies, when the stock price reached an all-time high of INR800. The investor had initially bought the shares in 2017, when the price was INR350 per share. On February 6, 2023, he came across an article about the company that discussed its future prospects, which prompted him to investigate the company's financials and other key aspects more closely. As he delved deeper into the company's financial details, the investor discovered various diverse opinions in various reports. To gain some clarity on the company's financial situation, he asked for the professional advice of his nephew, who was an investment analyst at a prominent stockbroker firm. The analyst knew the importance of conducting a thorough analysis of a company before offering an informed conclusion and investment recommendation to his uncle. He also saw his analysis as an opportunity to provide valuable insight to his own current and prospective clients.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.
Location:
Size:
Large
Other setting(s):
2023

About

Abstract

In February 2023, a prominent retail investor was contemplating selling his investment in Narayana Hrudayalya Limited, one of India's leading health care companies, when the stock price reached an all-time high of INR800. The investor had initially bought the shares in 2017, when the price was INR350 per share. On February 6, 2023, he came across an article about the company that discussed its future prospects, which prompted him to investigate the company's financials and other key aspects more closely. As he delved deeper into the company's financial details, the investor discovered various diverse opinions in various reports. To gain some clarity on the company's financial situation, he asked for the professional advice of his nephew, who was an investment analyst at a prominent stockbroker firm. The analyst knew the importance of conducting a thorough analysis of a company before offering an informed conclusion and investment recommendation to his uncle. He also saw his analysis as an opportunity to provide valuable insight to his own current and prospective clients.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Settings

Location:
Size:
Large
Other setting(s):
2023

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