I can’t discuss based on assumptions. Anyway, I think the numbers of the company will do the talking.

Amul is losing market share?
https://indianexpress.com/article/india/indias-black-chocolate-market-biggest-brand-9092362/
Just in case you don’t have access to this article ^ Please read this –

Seems like Mondelez is the one doing the most to survive. Price Hike + Weight reduction.

As I said I can’t discuss based on assumptions so I shall stop now and moreover, discussions based on biases always lead to wrong decisions. I love dark chocolates irrespective of the brand so yeah no matter who increases the price and who doesn’t I will still continue enjoying 2 pieces of delight every day. Kudos and Happy Investing.

Was nice knowing your perspectives.

Disclosure – Invested

Current dip is a good opportunity to enter? PE wont be cheaper than this in correct market sentiments i guess.

Not sure Marcellus news is good news or bad
Lol

Let’s hope they don’t enter

But they had meeting with quants
Let’s hope quants enter

I think the following stat is quite worrying as per me.

Check this: https://www.npci.org.in/what-we-do/upi/upi-ecosystem-statistics

Filter Top 15 PSP volumes for July and Aug. Check the “UPI Payee PSP Volume” for Cosmos bank which is the main sponsor bank for NPST. There is a drop in volume from 297 million txs (July 24) to 60 million txs (Aug 24). Drop of 80%. This points to some big issue at Cosmos.

Also, note prior to May’24 the volume at Cosmos was growing inline with the other PSP players. But what explains the sudden jump from May 24 – 70 million txs to Jun 24 – 260 million txs?

Payee PSP – Under this function a bank can onboard a customer/merchant & allow them to receive money basis allocated UPI ID or raise a Collect request. It is also known as beneficiary PSP/resolving PSP.