Growth of 20-25% for next 2 years on revenue and bottom line with stable margins and cash-backed balance sheet provide visibility. Valuations rest on strong execution
Hi, good work as usual! BLS international is a fundamentally strong company but despite the performance the stock price is stuck for a year now. The EPS, ROCE is growing too. Is stock price not appreciating due to global market chaos like war & trump tariffs?
Thank you, yes bit frustrating but I am holding it for long term! Can you also share a detailed analysis on undervalued stocks like these? Like a new series. Just a suggestion :)
Hi, good work as usual! BLS international is a fundamentally strong company but despite the performance the stock price is stuck for a year now. The EPS, ROCE is growing too. Is stock price not appreciating due to global market chaos like war & trump tariffs?
Glad that you liked it. Thanks. Not expecting much in the short term. Our thesis is that this is a story which could play out over the longer term.
Thank you, yes bit frustrating but I am holding it for long term! Can you also share a detailed analysis on undervalued stocks like these? Like a new series. Just a suggestion :)
Great suggestion.