Hi community members. Our firm Korman Capital has done study on Auto Ancillaries (Auto Ancillaries – A high growth manufacturing and consumer play) and EMS sector (EMS – A baton holder of India’s manufacturing renaissance). Please feel free to refer for your learnings.
Please note that idea of these studies is not to pick stocks but to understand the sector in-depth as much as possible. Study helps us in differentiating one player from other.
Please do refer to disclaimers.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation . Also note that our investment advisory firm might have recommended some of the stocks. My portfolio update is not a recommendation for anyone. Some of these stocks might be in clients portfolio as well so please be aware of vested interest.
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