Dear Hitesh Ji,
Wondering if you are tracking KRBL and/or if you have a view on it. The stock has been hammered in the last few months despite (in my view) the business not deteriorating in any significant way. Based on the last concall, they are expecting to see robust growth in the export business this year (which includes getting back on track in GCC countries). Do you feel the current valuation give a comfort for an asymmetric bet. As always thank you for sharing your views with this community
Subscribe To Our Free Newsletter |