So this is once in a lifetime kind of crisis.
And it will surely disrupt a lots of businesses.
With the recent craze of work from home & with so many tenets of NESCO being IT companies, I doubt how many of them will continue to pay the heavy rent to NESCO in future.
I personally think the commercial real estate market will surely come down to some realistic levels. And with only IT buildings and exhibition centre, the future earnings growth looks difficult for me.
Just before this COVID-2019 crises, I was looking at NESCO as a dull, boring but consistent growth business ( though in single digit). But now I may remove it altogether from my watch-list
again MY PERSONAL OPINION.
PLEASE SHARE YOUR VIEWS.
Thanks.
Vikas