Each of the listed players have been announcing Capex and Capacity Expansions in their presentations, Investor Calls, Earnings Calls, etc. –
So are we expected to understand that these Companies did not factor in Capacity Announcements and Additions by their peers? and then suddenly from Q1 FY23 they added the Capacity of all the Peer Companies and did the math of Total Capacity Vs Total Demand and saw Over Capacity by 25-% to 30%?
That seems to be the Gist – not taking away the fact that in the last few weeks, most of these Companies are continuously making new 52 week lows
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