Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

As India gets ready to implement GST, all eyes are on the logistics industry which until now had been dominated by the unorganised sector. A paradigm shift in taxation is expected to result in industry-wide consolidation, while well-established companies in niche sectors are expected to experience healthy topline growth and margins. Gateway Distriparks has established a pan-India presence with CFSs (container freight stations), ICDs (inland container depots) and TCL (temperature controlled logistics). The company trades at a trailing PE of 24.9x which is short of its closest competitor CONCOR (29.2x). However, we think the stock is valued cheaply as its well-established infrastructure will help it reap the benefits of GST and growing EXIM trade.

As India gets ready to implement GST, all eyes are on the logistics industry which until now had been dominated by the unorganised sector. A paradigm shift in taxation is expected to result in industry-wide consolidation, while well-established companies in niche sectors are expected to experience healthy topline growth and margins. Gateway Distriparks has established a pan-India presence with CFSs (container freight stations), ICDs (inland container depots) and TCL (temperature controlled logistics). The company trades at a trailing PE of 24.9x which is short of its closest competitor CONCOR (29.2x). However, we think the stock is valued cheaply as its well-established infrastructure will help it reap the benefits of GST and growing EXIM trade.

Gateway Distriparks: "Diversified Presence to Help Company Ride Growth in Containerisation"

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Continental Warehousing (CONTWARE IN)

Gateway Distriparks: "Diversified Presence to Help Company Ride Growth in Containerisation"

As India gets ready to implement GST, all eyes are on the logistics industry which until now had been dominated by the unorganised sector. A...

Mio Kato

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