Anna,
your angle of acquisition out of desperation is indeed perceptive. Whatever we say, market has given a resounding thumbs up.
Margins floating back up and upcoming digital act and focus on digital and mobile security are tail winds for the two listed players. Between the two, I continue to feel that Tanla is the relatively undervalued ticker.
DISC- largest holding, continue to ride the coaster from 1000 to 500 and back. Biased, not a recommendation. I did not even sell at the buyback chance.
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