External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Transport Corp Of India / Equity Bottom-Up

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.<ul><li>TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 offices</li><li>In FY21, freight formed 52% of revenues</li></ul><div class="content-highlight">Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</div>

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 officesIn FY21, freight formed 52% of revenuesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

Q2 2020’s selection delivered an average return increase of 54% v’s the MSCI Asia Pacific Index 37.4% over the same period. The GARP-based screen uses a combination of growth and value metrics to identify shares where brokers are forecasting high earnings growth, but which are currently valued at a price that is low relative to their forecast outlook. Whilst Central Banks are providing additional liquidity favouring growth names, our value-based screen is key to delivering positive gains as tapering begins. Q2 2021's screen provides 16 key suggestions.  What makes the current selection interesting is the bias towards Taiwan and India on a country basis and Industrials and Healthcare on a sector basis. Also of particular note, Singapore presents one name on this screen.

Q2 2020’s selection delivered an average return increase of 54% v’s the MSCI Asia Pacific Index 37.4% over the same period. The GARP-based screen uses a combination of growth and value metrics to identify shares where brokers are forecasting high earnings growth, but which are currently valued at a price that is low relative to their forecast outlook. Whilst Central Banks are providing additional liquidity favouring growth names, our value-based screen is key to delivering positive gains as tapering begins. Q2 2021's screen provides 16 key suggestions.  What makes the current selection interesting is the bias towards Taiwan and India on a country basis and Industrials and Healthcare on a sector basis. Also of particular note, Singapore presents one name on this screen.

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

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 segment remains in a sorry state with the logistics sector largely inundated by unorganised players. Nevertheless, we think the introduction of GST, multimodal logistics parks and the dedicated freight corridors could prove to be a game changer. Also the container manufacturing sector in India is almost negligent and new players could easily gain market share over the current market which is dominated by Chinese containers being imported into the country at a premium.

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 segment remains in a sorry state with the logistics sector largely inundated by unorganised players. Nevertheless, we think the introduction of GST, multimodal logistics parks and the dedicated freight corridors could prove to be a game changer. Also the container manufacturing sector in India is almost negligent and new players could easily gain market share over the current market which is dominated by Chinese containers being imported into the country at a premium.

Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high time the Indian Railways did a re-evaluation of its strategy to keep rail freight a going concern. In this report we will look into reasons for the slump in freight traffic and how it can be rejuvenated to continue as the highest revenue grossing segment of the Indian Railways.

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high time the Indian Railways did a re-evaluation of its strategy to keep rail freight a going concern. In this report we will look into reasons for the slump in freight traffic and how it can be rejuvenated to continue as the highest revenue grossing segment of the Indian Railways.

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan Mantri Awas Yojana (PMAY) was introduced by the Modi government to allay these issues by providing urban housing for all by 2022. While we dig deeper into the scheme we will also analyse some of the industries within that will gain from this program.

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan Mantri Awas Yojana (PMAY) was introduced by the Modi government to allay these issues by providing urban housing for all by 2022. While we dig deeper into the scheme we will also analyse some of the industries within that will gain from this program.

Housing for All Scheme: Growth Story for Cement and Prefab Manufacturers?

India

Transport Corporation of India Limited provides integrated cargo transportation and logistics services. The Company provides handling of heavy-duty cargo through surface movement, door-to-door distribution for time committed cargo, and coastal shipping. The Company moves a variety of products, including raw materials, industrial products, pharmaceuticals, and agricultural products.

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Transport Corp Of India (TRPC IN)

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...

David Lepper

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...

Speeda Research

Housing for All Scheme: Growth Story for Cement and Prefab Manufacturers?

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan...

Speeda Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...

David Lepper

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...

Speeda Research

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...

Speeda Research

Housing for All Scheme: Growth Story for Cement and Prefab Manufacturers?

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan...

Speeda Research