Equity markets & MMT. Believe in capitalism & socialism. Comments on stocks not recommendations. I could be wrong. Don't follow blindly. Do your own research.
Nov 22, 2021 • 12 tweets • 6 min read
#Hikal Important to note that the mgmt of #LaurusLabs & Neuland Labs have eschewed the China+1 narrative being trumpeted by the mgmt of Hikal. Also don't know how #Hikal will be benefited by the domestic PLI scheme.
#Hikal In terms of operating performance of Hikal, not much has changed since Q3FY21 (adjusting some overflow of business from previous quarters in Q4FY21). Only the old business has been restored.
