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Stock Synopsis
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
Message Icon Topic: Shreyas Shipping & Logistics Post Reply Post New Topic
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reetesh
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Quote reetesh Replybullet Posted: 12/Nov/2006 at 1:56pm
Reminder: Any Idea what SA think about this stock, why he likes it?
When going gets tough, that’s when tough (people) gets going.
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basant
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Quote basant Replybullet Posted: 12/Nov/2006 at 2:16pm
Nothing on this specifically. Just know that he had got in early.
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Quote nav_1996 Replybullet Posted: 15/Nov/2006 at 2:42pm
Had a look at SICAL logistics? Any comments on quality of their management? Does not look very inspiring?

But SICAL does look very cheap on m-cap/sales valuation when compared to Shreyas.
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Quote reetesh Replybullet Posted: 15/Nov/2006 at 6:24pm
There is no problem with Sical management, they are as good as Shreyas if not better, dont worry on that front,  I filter stock and 1st point is MANAGEMENT...
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Quote nav_1996 Replybullet Posted: 26/Nov/2006 at 10:53pm
Had a chance to go through their annual/Q reports. Looks like their core business of logistics is also not growing at reasonable rate. Also, ability to manage costs effectively is an issue. It appears results for Qs will remain subdued and may give us a chance to enter the stock at lower valuations.

Also, there are few -ve comments by auditors also.
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