@Master Eagle 1. Company operating in domain of high entry barriers; it is a kind of oligopoly practically speaking a duopoly business.
2. Govt will disinvest port business aggressively till 2030 and JSW is ready to grab their pie.
3. Multinational economic corridors are future of geopolitics.
4. The fund houses are running infrastructure oriented funds ex. Invesco and JSW is a perfect candidate for their mandate of investment.
5. Due to clear growth visibility JSW will keep the growth show running with acquisitions.
6. Corporate governance is much better than Hindenberg fellow.
7. Port business is as old as as economic civilization and it will be there with mankind till earth rotates on its axis. Such kind of old fashioned boring business are historically wealth creators.
Hope Nifty Singh is clear.