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

Will the Warehousing sector generate alpha for investors?

Future Supply Chain Q4: A growth stock in a growing industry

Ideas for Profit | Future Supply Chain: A lucrative investment opportunity

Ideas for Profit | Mahindra Logistics vs Future Supply Chain Solutions: Which stock should investors buy?

In the first half of this fiscal year, FSCS has added Haldirams, Crompton Greaves and Voltbek Home Appliances (JV between Voltas and Turkey-based Arçelik) and JK Helene Curtis (Raymond Group Company) to its list of clientele.

Ideas for Profit: Which logistics plays should you bet on?

Both these companies trade at rich valuations given the high growth prospects in light of sector opportunities: GST, e-way bill and axle norms

Transport Corporation of India: More tailwinds at a reasonable valuation

Aided by industry tailwinds and increased economic activity, the managements expects the momentum to continue in FY19 and expects a topline growth of 15 percent.

Which is the better pick -- Mahindra Logistics or Future Supply Chain Solutions?

Third party logistics remains an exciting space and investors should keep a close watch on companies from the sector as the growth momentum is likely to sustain for a few years.

Buy Future Supply Chain Solutions; target of Rs 862: Edelweiss

Edelweiss is bullish on Future Supply Chain Solutions has recommended buy rating on the stock with a target price of Rs 862 in its research report dated April 17, 2018.

Logistics sector outlook: Long and exciting road ahead

The introduction of E-Way bill (electronic documentation aimed to track goods movement and prevent tax evasion under GST) from 1 April 2018 would result in increased transparency as well as encourage further formalisation of the sector

Future Retail – Will the 'Tathastu' strategy translate to better earnings visibility?

Though the historical margins of the company vis-à-vis its peers aren’t quite up to the mark, the possibility of a further re-rating cannot be ruled out since a change in business mix could augur well for the financials.