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COVID Vaccine: The opportunities for investors - Part II

As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities

December 11, 2020 / 11:09 AM IST
COVID Vaccine: The opportunities for investors - Part II

Source: Reuters

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Temperature-controlled logistics demand maximum attention - Limited players in pure-play cold storage services - Wide range of sectors mapped to cold chain logistics may benefit - IT vendors may have a role in electronic intelligence for vaccine dissemination In PART-1 of this series, we examined the investment opportunities in vaccine innovators and contract manufacturers. As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities. Moreover, a mega inoculation drive like this...

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