Dlink – ATH breakout and retest. Q2 numbers were solid and space is buzzing – besides general trends of healthy demand of end products, PLI is keeping some excitement for some players(still unclear if Dlink has qualified, AR does mentions key focus on mfg in India via contract mfg ) , Anti china makes Taiwan an ally for world and probably for India too given sensitive nature of products. Stock has broken out after 7 years, significant upside potential. Valuations comfort vs Peers like Tejas network etc.
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