I don’t buy their logic.
I will wait till that happens. After all , the transition does not take place overnight. They still have earning from traditional business.
So the stock.is not going to crash.
What is the p/e currently these are trading vs nifty and any comparison with pvt stocks available for guidance ?
How much further can it go down if there is a margin squeeze?
No company will like to see the drop in margin !
if that happens , they would try to correct it either by raising price or taking similar step…
margin drop happens in every business and then they recover both pvt and PSU .
if the margin squeeze happens consistently for quarters , then we will have to take u turn in our decision.
PS : As I have said earlier if you have made enough return , you can always book profit if you are not interested in bonus share dividend etc
But I am keen. I find enough safety with PSI pack … 9-10% dividend yield will keep me going
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