TCI and GATI (Logistics Stocks) Will Run In Coming Future?

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Srouta Mukherjee, Oct 6, 2015.

Previous Thread Next Thread
Loading...
Page 1 of 4
  1. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    According to Vivek Pandey fund manager of twitter logistics stocks will run. He says "I feel Logistics stocks will shoot up anytime this week..." Fuel for rally in logistics stocks..#GST to be top priority for govt in coming months:.@arunjaitley

    Fav stocks recommended are TCI (Rs. 249) and GATI (Rs. 143).

    Anybody is tracking logistics stocks and believer in this theory?
     
    Srouta Mukherjee, Oct 6, 2015
    #1
  2. whomiiitr@gmail.com

    whomiiitr@gmail.com New Member

    Joined:
    Apr 23, 2015
    Messages:
    28
    Likes Received:
    5
    Regardless of this theory, logistics sector should be a sector for next many years, though valuations are stretched for most as they have run 5-10 times in last 2 years. I would bet on TCI as it is stable and consistent stock and available at very good valuation. I find Gati a very much operator driven stock and will take a beating in any market crash. As a disclaimer, TCI is an integral part of my Long term portfolio.
     
    whomiiitr@gmail.com, Oct 6, 2015
    #2
  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    Thank you sir I also bought TCI today. I think GST bill will make big difference for these stocks. Also economic growth will help these stocks.
     
    Srouta Mukherjee, Oct 6, 2015
    #3
  4. Sachin pathak

    Sachin pathak Active Member

    Joined:
    Sep 30, 2015
    Messages:
    549
    Likes Received:
    128
    Even i have heard of GST being beneficial to logistic companies but havent looked into how GST would benefit them.

    Can anybody here enlighten me...
     
    Sachin pathak, Oct 6, 2015
    #4
  5. dineshkapoor27

    dineshkapoor27 Active Member

    Joined:
    May 19, 2015
    Messages:
    309
    Likes Received:
    108
    @Sachin pathak currently whenever logistics trucks pass through one state to another then they need to pay tax in every state. With GST, there will not be any state related tax and the process will be simpler. Right now, logistics costs are high because they need to spend time on checkposts in every state and pay every state's tax. With the implementation of GST, there will be only one tax paid one time for every logistic delivery. So the efficiency and cost is going to improve.
     
    dineshkapoor27, Oct 7, 2015
    #5
  6. Kaushal Gandhi

    Kaushal Gandhi New Member

    Joined:
    Jul 2, 2015
    Messages:
    6
    Likes Received:
    1
    GATI 12% up
     
    Kaushal Gandhi, Oct 7, 2015
    #6
    Srouta Mukherjee likes this.
  7. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    MY LUCK! I bought TCI instead of GATI!!
     
    Srouta Mukherjee, Oct 7, 2015
    #7
  8. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

    Joined:
    Mar 19, 2015
    Messages:
    430
    Likes Received:
    150
    There is an elaborate article in livemint which considers all the advantages flowing to the logistics industry - GST: a new road for transportation and logistics industry in India. Some points made in the article are:

    Currently, each of India’s 29 states taxes goods that move across their borders at different rates. As a result, freight that moves across the country is taxed multiple times. Worse, there are long delays at inter-state checkpoints, as state authorities review and examine freight and apply the relevant taxes and other levies.

    Truck delays average five-to-seven hours at inter-state checkpoints. This, combined with other delays, keep trucks from moving during 60% of the entire transit time. As much as 65% of India’s freight moves by road, a fact which leads logistics experts to see GST as critical for India. High variability and unpredictability in shipments add to logistics costs in the form of higher-than-optimal buffer stocks and lost sales, pushing logistics costs in India to two-to three times global benchmarks, according to the World Bank.

    Simply halving the delays due to roadblocks, tolls and other stoppages could cut freight times by some 20-30% and logistics costs by an even higher 30-40%, according to World Bank estimates. This alone can go a long way in boosting the competitiveness of India’s key manufacturing sectors by 3-4% of net sales.

    There is another article in the firm.moneycontrol.com which explains GST: Impact On The Logistics Industry which also sets out the benefits expected to accrue to the logistics sector and to the entire economy.
     
    Meenakshi Razdan, Oct 7, 2015
    #8
  9. whomiiitr@gmail.com

    whomiiitr@gmail.com New Member

    Joined:
    Apr 23, 2015
    Messages:
    28
    Likes Received:
    5
    @Srouta Mukherjee I also felt same today for a moment as I placed the buy order for Gati and TCI couple of days back and got TCI only. But I still feel, when the dust settles quality is always a winner..A trader would always buy Gati while a investor buys TCI.
     
    whomiiitr@gmail.com, Oct 7, 2015
    #9
  10. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    @whomiiitr@gmail.com Sir Have you seen news of demerger TCI Considering demerger of XPS Business Scheme of Arrangement: 1 share of TCI Express for every 2 Shares of TCI

    Is it value unlocking case?
     
    Srouta Mukherjee, Oct 9, 2015
    #10
  11. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    TCI IS UP 20% UPPER CIRCUIT LIMIT !!!!! HO HO HO! MY FIRST UC! :) (I wish I had bought more stock :( )
     
    Srouta Mukherjee, Oct 9, 2015
    #11
    Fun_Da_Mentalist likes this.
  12. whomiiitr@gmail.com

    whomiiitr@gmail.com New Member

    Joined:
    Apr 23, 2015
    Messages:
    28
    Likes Received:
    5
    @Srouta Mukherjee congrats to both you and me for buying TCI ahead of news.. :) My experience in this market says that Fundamental investment always pays off well. It definitely has bright future. I will add more it it goes to 260 levels.
     
    whomiiitr@gmail.com, Oct 12, 2015
    #12
  13. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    100% AGREED! I have started SIP In Stock. I am feeling VERY BULLISH about TCI's prospects. :)
     
    Srouta Mukherjee, Oct 12, 2015
    #13
  14. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    Anyone else is bullish about TCI Value unlocking scheme? Any research reports on issue please share immediately :)
     
    Srouta Mukherjee, Oct 12, 2015
    #14
  15. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    TCI and Gati are looking strong even in down market.
     
    Srouta Mukherjee, Oct 13, 2015
    #15
  16. Dreamer1214

    Dreamer1214 Member

    Joined:
    May 21, 2015
    Messages:
    46
    Likes Received:
    6
    I am not able to find the name TCI, infact there are 3 stocks, TCI Industries, TCI Developers, TCI Finance , which TCI are we referring here?
     
    Dreamer1214, Oct 15, 2015
    #16
  17. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    Transport Corp of India BSE: 532349 | NSE: TCI
     
    Srouta Mukherjee, Oct 15, 2015
    #17
  18. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    TCI AND GATI ARE SHOOTING UP :)
     
    Srouta Mukherjee, Oct 15, 2015
    #18
  19. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    TCI and Gati are both shooting up :) If GST is passed both stocks will go for UC :)
     
    Srouta Mukherjee, Nov 26, 2015
    #19
  20. Sachin pathak

    Sachin pathak Active Member

    Joined:
    Sep 30, 2015
    Messages:
    549
    Likes Received:
    128

    The operative word is 'IF'
     
    Sachin pathak, Nov 26, 2015
    #20
    Srouta Mukherjee likes this.
Previous Thread Next Thread
Loading...
Page 1 of 4
Loading...
Similar Threads
  1. Vidhi Khanna

    Buy GATI for 58% upside potential

    Vidhi Khanna, Oct 14, 2023, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    902
    Vidhi Khanna
    Oct 14, 2023
  2. Shreenath A

    Which companies can recover quickly after negative impact on balance sheet dueto COVID-19/20 & why

    Shreenath A, Sep 6, 2020, in forum: Stock Advisory Services
    Replies:
    2
    Views:
    5,522
    Shreenath A
    Sep 11, 2020
  3. sandip sharma

    JAIN IRRIGATION

    sandip sharma, Jun 15, 2016, in forum: Ask A Query About Your Stock Picks And Portfolio
    Replies:
    0
    Views:
    1,699
    sandip sharma
    Jun 15, 2016
  4. Srouta Mukherjee

    Swamy writes to PM again, levels more allegations against Raghuram Rajan

    Srouta Mukherjee, May 27, 2016, in forum: Must-Read Interviews, Articles & News Items
    Replies:
    0
    Views:
    1,383
    Srouta Mukherjee
    May 27, 2016
  5. nse2zoom

    Is it good time to BUY : Just Dial @ 560 ; GATI @100 and Kitex Garment@450

    nse2zoom, Feb 1, 2016, in forum: Stock Picks Of Wizards
    Replies:
    6
    Views:
    3,564
    ssgeethan
    Feb 25, 2016