Hi @aastar98 . Regarding ASM, please bear in mind that anything I say is coming from someone with a low cost basis (227), who therefore has the luxury of a good margin of safety.
Other than what I have already mentioned above, please take a moment to go through the details of the 170 cr preferential allotment that was announced a few months ago.
The semiconductor space is clearly in vogue, but it remains to be seen which Indian listed companies in this sector will actually perform in the long term. However, the fact that Mukul Mahavir Agrawal is making such a sizeable investment in ASM Technologies is something that keeps me optimistic. In addition, the promoters are investing even more than he is into the company as well.
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