Hello everyone, I am new to VP and excited to be here. I am a beginner in company analysis and would be great to learn from everyone.
About Dixon – I have been tracking this stock for about 3 months. Things seem fine and future looks to be bright as there would probably be an increase in electronic manufacturing in India. However, I am concerned about the following and would love some advice on:
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Are the P/E levels of Dixon high enough right now that they don’t represent the performance and suggest more monitoring?
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Revenues might be controlled on a few large customers. Additionally, the margins in this business tend to be on a lower side. Could this hamper the growth of the firm?
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Large players like Tata could eat their lunch if they wanted to. How big a concern is this?
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The stock price used to be ATH two years back and is back to the same levels now. Are there any precedents of successful trajectories from other companies who have seen this pattern?
Thanks!
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