The issue I had was mainly to do with the management and how they did not adapt after blackberry went bust despite having the capacity to do so. But now with the old Wistron India head coming in I think that problem has been solved to some extent. They have sold some of their land and cleared debt which was a big positive as well and they are now fully focused on manufacturing which is always a positive. I think next generation (in terms of promoter) coming into the business will also be great. To answer @Ragav1024 they also have a tie up with Oneplus which is a growing brand. Also, Wistron has tie ups with many other brands internationally and I think the iPhones that were being made in India was also by Wistron India itself. Also recently they announced a partnership with Noise to make smart wearables and headphones. They are also going to venture into manufatcuring of laptops and tablets and EV components according the press release. Execution is the main criteria to judge them now. If the execution is there, then the stock will surely reflect it (already started). To put this in perspective, at 38k crore, the average per year revenue comes out to 7.6k crore. Dixon trades at 3x sales. Even if it gets 2x sales that is 15.2k crore which is approx 6x from current price.
Disc- Holding from lower levels and looking to add on dips