Summarizing my thoughts
Thesis
- Good expansion, recent news on Nagao Beach is a plus addition.
- SageOne investing is a plus.
Anti-thesis:
- Promotors selling stake.
- Current valuation of 50 for a microcap company is a negative. If results are not upto mark, a sharp derating is quite possible.
PS: Holding tracking amount. 1.28% of my PF
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