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paragdesai
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Quote paragdesai Replybullet Topic: Mass Transportation System
    Posted: 03/Jul/2008 at 1:23pm
If Oil prices to remain high or say above USD 100 in future It will be compulsion for most of us to use Public Transport system. We are very underdeveloped all these years in this sector compare to other developed & developing countries.
 
To protect India's balance of payment & to remain stronger in financial terms we have to reduce burden & dependence on Oil import.
 
For that we have to source alternative energy or to look for efficient way to provide transportation for public. There is no breakthrough in alternative energy in near terms so efficient public transport is the only answer.
 
Following types of companies can be benefited.
 
1) Companies related to Railways
2) Companies related to manufacturer Buses
3) Companies related to River Linking Project 
 
Senior members are requested to have their opinion.
 
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basant
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Quote basant Replybullet Posted: 03/Jul/2008 at 1:36pm

How about Concor? WIll amovement from road transport into rail transport benefit them?
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paragdesai
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Quote paragdesai Replybullet Posted: 03/Jul/2008 at 1:56pm
Originally posted by basant

How about Concor? WIll amovement from road transport into rail transport benefit them?

 
May be. But as per my knowledge Concor is operating in container segment which is associated with International Trade.
 
My point is more towards expanding infrastructure in Railway Network for Public & Local shipment. While buses in large nos. may required in Urban area to replace cars & two wheelers.
Today rail journey is the cheapest mode of transport available in country & thanks to Laluji it is not subsidize & still make profit.
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Quote smartcat Replybullet Posted: 03/Jul/2008 at 3:01pm
I think software people will start working from home!
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Quote kulman Replybullet Posted: 03/Jul/2008 at 6:47pm
Interesting topic.

For railways related companies I read some names in a report: Stone, Kalindee, Texmaco, Hind Rectifier, Kernex Microsys.



Originally posted by smartcat

I think software people will start working from home!


I hope that someday they'd start working.



 
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deveshkayal
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Quote deveshkayal Replybullet Posted: 03/Jul/2008 at 7:44pm
Any car-pooling company ??
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Quote paragdesai Replybullet Posted: 03/Jul/2008 at 7:51pm
There was a company in Mumbai many years back who has started Limousin Bus Service but some how it has not worked. I think it's name was Autoriders.
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Quote smartcat Replybullet Posted: 04/Jul/2008 at 12:23pm
Other than investing in companies like Cairn or Reliance, there no way an investor can significantly benefit from high crude prices.
 
- Companies related to railways are too small & fragmented and don't have the ability to scale up quickly. Concor was an old monopoly PSU, whose monopoly status has been removed. BEML too is a stodgy old PSU.
 
- It would be difficult for bus manufacturers to grow at more than 10% every year.
 
Over the next couple of decades, our dependency on & demand for crude will go down if prices stay high. Slowly there will be a shift -
 
- Trains running on electricity rather than diesel.
 
- Buses & Trucks running on CNG - for this, the network of petro stations will be replaced with a network of CNG stations.
 
- Cars running on petrol/diesel + electricity (hybrid) or CNG. M&M is just one year away from introducing the diesel hybrid Scorpio.
 
- LPG replaced by natural gas or electricity (electric stoves etc) at homes.
 
Of course, this will result in new problems - Dependancy on natural gas and increased consumption of electricity. But electricity can be generated via non-crude sources of fuel like coal, nuclear etc.


Edited by smartcat - 04/Jul/2008 at 12:24pm
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