On a different note, @Moonrise, your position at Skipper Ltd seems rather recent. What was your rationale behind the investment? It is one of your biggest allocations.

Thanks for this excellent analysis and sharing it with fellow investors. While the sales growth and operating profit are more or less comparable across all the players (except Radio), any reason why the market is not giving a favorable PE for Globus on par with other players?

Planning ₹1 lakh crore investment in new trains, says Railways Minister Ashwini Vaishnav
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Choo Choo to Profits? Discussing Indian Stocks Riding the Railway Investment Wave
Calling all stock market enthusiasts and train buffs!

The Indian Railways Minister’s announcement of a ₹1 lakh crore investment in new trains has sent ripples through the market. This historic move promises to modernize infrastructure, boost connectivity, and potentially unlock significant investment opportunities.

In this forum, let’s dive into the tracks of this news and discuss:

Which sectors and companies stand to benefit the most? From railway equipment manufacturers and infrastructure developers to logistics players and tourism-related businesses, the possibilities are vast. Let’s identify the potential winners and analyze their specific advantages.

What are the potential challenges and risks? While the outlook is optimistic, let’s not ignore the headwinds. Project delays, cost overruns, and competition are just some factors we need to consider to make informed investment decisions.

Trading and investing strategies: Share your insights and expertise on how to capitalize on this news. Should we go for long-term holdings or short-term trading plays? Let’s discuss the best approaches for different risk appetites.

Impact on the broader market: Will this railway boost spill over to other sectors? Can it act as a catalyst for economic growth? Let’s explore the potential ripple effects and assess the overall market sentiment.

Best stocks that can get benefitted from this Investment.

Thanks! As I am holding this company since long time(& holding it from lower level) and I am trying probe what would be right valuation for this business as revenue quality is also improving due mix from value added products are on rise. I think reasonable PE should be b/w 15-20 but if you see it’s real competitor Pyramid, it has got rich valuation compared TT but it has also better return ration (which I am expecting in future for TT, if they continue on this path).

Historically it’s been a slow growth company. Good money was made in riding the recovery of the cycle but not from the sales/profit growth.

But yes, Project Lakshya can help them improve market share driven by growth. With increased efficiencies they may be able to deliver better growth or it may make sense to grow at higher rate if the ROE/ROCE improves.

Disc: No reco to buy or sell
Praveen