IKIO is most an integrated player. The market size is quite huge and going by the china + 1 thesis it remains a sector which can pick up considerably well for player like IKIO, Calcom etc.
IKIO is moderately bigger in size vs Calcom. U can study IKIO to check how they are cross selling and ramping up at RV Industry ( one of their recent clients ).
If u think Calcom can do such a thing with Amazon then probably calcom also makes sense. Else IKIO will grow as the sector is in tailwinds.
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