Capex after a long time. Is it the right time. Probably yes. On ground and reports are pricing in recovery in auto ancs.
Also on account of raw material easing. The space is liking to see tailwinds in the medium to long future.
Endurance has been performing well on earnings as they have done well Vs the sector consistently. Management pedigree is class. Maxwell acquisition is something which can attract a lot of eyes once the sub segment ie BMS ripes well.
| Subscribe To Our Free Newsletter |
