bearish

2023 High Conviction Update | Polycab: Played Out As Anticipated, Now Time to Exit

373 Views22 Jul 2023 18:54
Polycab is up 75%+ in seven months, since our report on Dec 25 2022 as 2023 High Conviction Idea. At current valuation, it appears to be richly valued and we are changing  our recommendation to SELL.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Ankit Agrawal, CFA
Equity L/S Analyst | Forensic Accounting | India
Yellowstone Equity
IndiaEquity Bottom-UpForensic Accounting
Price Chart(Sign Up to Access)
analytics-chart
x