bearish

2023 High Conviction Update | Polycab: Played Out As Anticipated, Now Time to Exit

353 Views22 Jul 2023 18:54
Polycab is up 75%+ in seven months, since our report on Dec 25 2022 as 2023 High Conviction Idea. At current valuation, it appears to be richly valued and we are changing  our recommendation to SELL.
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Ankit Agrawal, CFA
Equity L/S Analyst | Forensic Accounting | India
Yellowstone Equity
IndiaEquity Bottom-UpForensic Accounting
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