I am invested in this stock on exactly same theory … but from last 20 months or so.
- Narrowing discount (though not so investor friendly Mgmt)
- Chemical business continue to do good
- Higher dividend compared to SRF because of holding co discount.
As of now 19% in profit excluding dividend … so the patient will undoubtedly be tested. My target (KAMA Holding / SRF) is ~ 8, which is currently at 5. If chemical business continue to do good, I will hold it for next 2-3 years for sure.
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