Update on DXC Technology

Why 1.1x sounds good to us...

This is a quick update on DXC Technology. Please see our previous report here.

Do take note that the pricing of the counter have moved up substantially from our average entry price of USD 17.12. Yes, we have been averaging up our average price.

We are hopeful that the transformation is happening right now and we had reached our allocated positioning size. To see our 20203Q portfolio, please click here.

This position forms part of our Special Situation portfolio.


A few happenings and observation that is encouraging.

DXC seems to be past their worst woes. Our chat with some of DXC employee clearly indicate that transformation effort is working its way down into Asia as well.


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As usual, do hit the comment button below if you have questions for us.

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