Further to your observations Mathew10, Asian is advertising on TV at a very high decibel clearly demonstrating the increasing competitive intensity in the industry. The loss of B2B (Udaan and Ajio) has cost Campus dearly. Maybe it stopped focusing on the offline distribution network after tasting success on the ECom platforms.
As a brand / product, Campus has a distinct hold in the marketplace.
The promoter has skin in the game (significant shareholding) and they lead from the front.
Promoter has created 2 hugely successful brands in the industry “Action” and then “Campus” demonstrating their ability.
Everyone jacks up the numbers for IPO… we all have seen it time and again… they also seem to have done the same…
As the industry turns and its stock price falls (200 odd levels may happen) the investment case for Campus should again become strong
invested…
Subscribe To Our Free Newsletter |