Thanks @ashutosh13 for appreciating. I shall share my portfolio once all the results are out. Most likely by end of this month I shall provide an update.
Hi @LarryWink , in telecom products I am invested in Tejas, HFCL and Frog Cellsat. The margins of all the companies were disapponting topline was ok. I continue to hold and hope for turnaround over the next 2 to 3 quarters.
I have listened to HFCL and Tejas concall. Growth is likely to remain good but margins I am not sure how that will pan out. To understand the sector fervor you can also read the thread I started her : Telecom products – A way to play 5G, IOT, drones, connected cars, smart transport opportunity
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.