I have been working more on the shrimp sector and it seems that finally, the sector is making a come back after a challenging period of last 2-3 years due to multiple factors one after another. If the recent growth trends sustain, I think the valuations are very attractive for almost all the players of this industry.
Interestingly Apex management seems very confident in the recent concalls and AGM and has been guiding for a high growth this year with much better margins. It would be great if we can do more work on this and the sector.
The stock price have also been dull as people would have lost interest after multiple dis-appointments.
Disc: Invested in family and client acs
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