There are many companies in this industry doing very similar stuff. Almost everone makes similar products with similar margins. Any opinion on why epack is better? Purely looking at the numbers it seems like PG Electro makes better margins. Any understanding around why is that so?
The interesting thing I recently learnt about this whole space is that the size of the industry is growing and the size itself becomes a barrier to entry. So anyone entering today with big capacities and the established players are all going to be big beneficiaries.
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