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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
Message Icon Topic: SUPPLY CHAIN MGMT & LOGISTICS Post Reply Post New Topic
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SORUB
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Quote SORUB Replybullet Posted: 29/Dec/2007 at 8:15pm
where does container corp stand in this sector as it has lost its monopoly? any views
K.I.S.S(keep it simple silly) is the most easy management formula i ever came across!!! but it is very hard to follow!!!
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reetesh
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Quote reetesh Replybullet Posted: 29/Dec/2007 at 8:20pm
one can look at Sical Logistics from 3-5 years  point of view,, as all its expansion will start kicking in from 2008-09.
 
I dont use word such as multi-bagger but it can give good returns over this period.
When going gets tough, that’s when tough (people) gets going.
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bub100
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Quote bub100 Replybullet Posted: 30/Dec/2007 at 5:30pm
also check allcargo as now it is in investmentphse and new equity offering is also planned.

good bet on the logistic field.
gs
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jbroadlines
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Quote jbroadlines Replybullet Posted: 18/May/2011 at 4:43pm
Not sure how to but they must be another way
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Edited by jbroadlines - 18/May/2011 at 4:43pm
Liquid Transport contractors
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somu0915
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Quote somu0915 Replybullet Posted: 19/May/2011 at 1:56pm
You woke up a 4 yr sleeping thread !!
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paps3535
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Quote paps3535 Replybullet Posted: 19/May/2011 at 2:19pm
Originally posted by reetesh

one can look at Sical Logistics from 3-5 years  point of view,, as all its expansion will start kicking in from 2008-09.
 
I dont use word such as multi-bagger but it can give good returns over this period.
 
 
Sical Logistics was at 300 when above comment was posted...now after 3 & half years, It is at 73....Smile
 
I dont want to point out how market proved Reeteshji wrong...I just want to say we dont know anything about future...even companies which are performing at par now,can falter after 2-3 years...so that makes me think how investing is simple,but not at all easy..
Everything has good end.if it is not good,then it is not the end.
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Quote Supermanglide Replybullet Posted: 15/Aug/2011 at 8:18am
Thanks for pointing out the error about Gati. Its BOD has some considerable profile people who are ex-ITC.
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Quote jipoffosd Replybullet Posted: 27/Jan/2013 at 7:08pm
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