Nesco: Recovery In Sight
Nesco reported decent earnings led by growth in the IT Tower business as well as some pick up in the exhibition business. As the environment...
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Nesco: Covid Led Airpocket in Earnings, Does Not Derail Long Term Thesis
Nesco's earnings were significantly impacted in FY21 and Q1FY22 due to COVID led disruption. However, we believe this is temporary. Our long-term...
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Nesco Limited: An Asset to Keep Cozy
Nesco Ltd (NSE IN) is a commercial real estate company with a large land parcel located at a prime location in Mumbai. It is a niche asset, one...
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Nesco - It's All About the Location!
Nesco continues to be a strong real estate rental story. Its land parcel near Mumbai airport allows for excellent monetization avenues which the...
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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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