Hi,
Nice write up…but I don’t see any moat in this business…in paper till I understand there is branding but the switching costs is too low.. Customers will switch over easily in case of new competitors bringing in cheap or differentiated products…paper sees demand from manufacturing sector only…i don’t see any increase in demand for Kraft papers-which is used by children generally…i might be wrong also here…
Is there any increase or doubling In capacity…which can give good returns…can you elobrate on this point
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