@Akshada_Deo nice write up, thank you. Some questions for you.
- Your analysis did not include any competitors. Did you study competitors during your research? If yes, can you list them and also your findings?
- What made you research the company? I’m assuming you are interested in DCX ard/or the segment, hence you looked into it.
- What is the reason you haven’t yet invested? Is there an order flow, revenue number, or other trigger that you are awaiting - and if yes, what is it?
Thank you.
Invested with 50% allocation, will add 25% + 25% in two tranches, basis fund availability. 3-5yr horizon.
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