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Logistics

Discussion in 'Fundamental Analysis' started by waseem163, Jan 31, 2018.

  1. waseem163

    waseem163 Member

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    Hi Shabbir, I have not seen any of your investment in logistics or transport even to the point when things we're lucrative.
    Any particular reason??
    I can understand that there is little scope for uniqueness.

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  2. shabbir

    shabbir Administrator Staff Member

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    When there is no scope for uniqueness, I tend to avoid investments but what did you find lucrative and I will be more than happy to look into it or suggest why am I avoiding it.
     
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  3. waseem163

    waseem163 Member

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    It was expected that Post GST across the state business will flourish and logistics will get benefitted.

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  4. shabbir

    shabbir Administrator Staff Member

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    That is more of a hope than a reality.
     
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  5. bhat64

    bhat64 Apprentice

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  6. bhat64

    bhat64 Apprentice

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    Check Tiger logistics guys. Recently came across. They have very good international tie ups. I have Not taken position yet


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  7. shabbir

    shabbir Administrator Staff Member

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    The only concern that I see is OPM. They have an OPM of under 6% and it can mean any hiccups in business can mean they may have issues being profitable. Blue Dart and gati has slightly better profit margins though.
     
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  8. bhat64

    bhat64 Apprentice

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    Thanks Bhai let me watch the OPM for a couple quarters before I take the plunge. I viewed their management commentary and also listened to the promoter interviews they came across very professional and knowing their business to the T


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  9. shabbir

    shabbir Administrator Staff Member

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    Agree with you on that front.
     
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  10. deepmukherjee123

    deepmukherjee123 Member

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    Take a look at All Cargo Logistics ltd.
     
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  11. bhat64

    bhat64 Apprentice

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    All cargo I couldn’t understand their business are they road logistics or sea or just owning dockyards in ports


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