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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
Message Icon Topic: Transport Corp - India's UPS? Post Reply Post New Topic
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superselector
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Quote superselector Replybullet Posted: 01/Nov/2011 at 12:42pm
@Rapidriser : Thanks for the reply.

The company's quarterly results also came out yesterday. The results don't look good. Almost nil sales growth from year ago period and the net profit has fallen 5% due to increased interest and fuel costs. I will keep this counter in my watch list and reevaluate it couple of quarters down the lane.
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Rishit
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Quote Rishit Replybullet Posted: 18/Nov/2011 at 12:41pm
Low margins show zero pricing power, no moat....add high capex and it seems like a business clearly to ignore....the positive is that it is a very large player in the logistics industry and anything that benefits the industry, should benefit TCI, in terms of volumes and margin improvement...Waiting to see results post GST (can't clearly understand the impact at the moment), would rather invest then even if it means at a slightly higher price
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