Big brokerage houses have their own way of buying and selling stocks. These coverages are part of that game. However, when JPM says there are client concentration and one sector dependency risks, they have a valid point. KPIT is a concentrated player on Auto sector. Any unforeseen event in EV and Software in auto will kill the entire narrative. So in a way the premium they are getting is purely based on one theme which is always risky.
Disc – No holding.
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