also , not as primary thesis , madhu kela is also in the list of investors , it is less covered institutionally, driving the data center theme , as more quality capital flows into this sector they will look at strong established partners in this sector to provide them with electronic equipment’s and rptech stands strong in this segment , i do agree with Ashar also about the trading company, but if someone in this industry has to leap from a trading company to a larger corporation with value add , they are well positioned to grab this opportunity, and NVIDIAS computer share increasing in B2B utilities will directly benifit them in sectors like pharma ( just gave u a small summary of my thesis ) , management seems very confident
disclaimer – invested from 335 , 5% position
| Subscribe To Our Free Newsletter |
