I read through the details. I do see lot of synergy with Hitachi + ABB. Only point is if this is a software/platform for produts oriented company like Honeywell automation or not…or would eventually be…this is beyond by circle of competence…in any case my investment thesis for this company is gradual increase in synergy with Hitachi platforms and india moving to smarter grids along with increase in electric consumption. An MNC with ethical promoters in this space is good to track and remain invested.
Disc. Pls note above are just my views and I maybe wrong. Invested as small position in portfolio and hence biased. Not a buy/sell recommendation
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