Sachin Shah of Emkay Investment Managers is of the view that one may prefer Gateway Distriparks and Transport Corporation.
Sachin Shah of Emkay Investment Managers told CNBC-TV18, "One stock which we already own in our portfolio management services is Gateway Distriparks
. I think that is one stock which should do well particularly on the railway business side. Another stock which is on our radar, which we do not own at this point in time but which is on our radar is Transport Corporation
(TCIL) which is also at a decent valuation and this is one company which has very large volume and with goods and services tax (GST) coming in, there should be a good amount of leverage play for them. So, these are two companies which we have on our radar at this point in time."
At 13:13 hrs Gateway Distriparks was quoting at Rs 328.60, up Rs 2.00, or 0.61 percent.Disclosure: Analyst own Bajaj Corp and Infosys.
First Published on Jul 22, 2015 01:42 pm