Q2 23 – strong numbers with highest margins and qtrly runrate
what has changed?
Besides interesting call out on railways as sector and demand driver, one key and sustainable driver seem to be Mix of manufacturing in product mix (trading has reduced substantially)
here a view from last many quarters on mix
Technical view suggest good price action with stock near ATH
AR is a good read – industry structure seem to be supported by both premiumization & solution (product + services), energy rating and savings credentials of products – clientele impressive for a microcap, more here https://pluslighttech.com/
Initial positions and studying
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