Allcargo logistics- investor presentation

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by w4wealth, Dec 16, 2015.

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  1. w4wealth

    w4wealth Well-Known Member

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    w4wealth, Dec 16, 2015
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  2. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Excellent presentation. I think all logistics stocks will do well. I have TCI and Gati in portfolio. TCI will do well because of value unlocking of xpress division. :)

    Which logistics stocks you have in portfolio?
     
    Srouta Mukherjee, Dec 16, 2015
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  3. BombayBoy

    BombayBoy Well-Known Member

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    could you let me know if mcap/debt is a new valuation metric? seen a few posts by you and couple other posters on here?
    pardon my ignorance if it is a new metric, am not abreast with the latest in finance.

    thanks!

    Allcargo did a bonus issue, looks like the management is confident about growth prospects.
     
    BombayBoy, Dec 16, 2015
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  4. w4wealth

    w4wealth Well-Known Member

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    It is not a new metric. it is a casual valuation to assess risk. smaller ratio is better.
     
    w4wealth, Dec 16, 2015
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