COLD CHAIN SOLUTIONS
Ready for a round of sustained re-rating? 7 logistic stocks with an upside potential of upto 48 %
Recently, JSW Infra announced its acquisition of Navkar Corp. On the face of it there is nothing special about it as merger and acquisition is a very normal activity which keeps happening. But the fact that it happened in sectors like logistics, where for large companies organic growth is the norm , involves a company which has a proven track of achieving a scale and the timing of its takeover. When one combines these three, this is probably indicating that the logistics sector which has faced many headwinds till a few years back, might be close to reaching a level where the bigger players are re-rated. A sector where headwinds are becoming lesser and tailwinds are getting stronger. Probably this would be a better way to take exposure to the growth of the Indian economy.
Political noise is temporary in the end it's about GDP growth; 6 logistics companies with upside potential of up to 39%
It will take some more time for the street to get out of the political noise and analysis and stocks may witness some more correction. But these are all short term issues, in the end markets are keen about two things, overall economic growth and earnings of the company. In the recent political noise what has been probably getting missed is the fact that GDP numbers were better than expected. It is very likely that we are going to see continued growth in the GDP numbers, yes, there would be voices which would say that focus consumption would increase and all other things, but in the end the biggest beneficiary of the continued higher growth is the logistics sector. The reason is simple, if the economy is doing well, more goods will be produced and they will have to be transported and that is why in large developed economies, logistic companies form part of a very important transportation index. Also another big factor, these companies have gone through a restructuring and have come out after facing many challenges.
Indians give eateries cold shoulder amid head-spinning heat
Extreme heatwave conditions across India have significantly impacted restaurants, pubs, and bars, leading to a sharp decline in sales and footfalls, with some outlets reporting up to a 40% decrease. Al fresco dining and high street locations are worst affected, especially during lunch hours, which are seeing a notable drop in business. The heatwave, with temperatures exceeding 50 degrees Celsius in some places, has led people to avoid outdoor dining, impacting sales till about 6 pm.
As India sizzles, rotten bananas expose a cold problem
India is the world’s largest producer of bananas, which are highly perishable. To keep fruit cool on the journey, they’re covered with leaves during transit. It’s far from a solution: India lost 1.53 trillion rupees ($18.4 billion) of food in fiscal year 2020-21, about a fifth of that from spoilt fruit.
Coromandel International increases stake in climate-smart tech startup Ecozen
Clocking a turnover of Rs 274 crore in FY23, Ecozen aims to expand its offerings and venture into markets such as Africa and Southeast Asia in the future.
Cold-chain solutions startup Celcius Logistics raises $4.8 million led by IvyCap Ventures
Celcius Logistics connects shippers and transporters and is a solution for all cold-chain requirements, helping with last mile and hyperlocal delivery for all stakeholders.
An emerging headwind may provide opportunity for long-term investor; 5 Logistics companies with an upside potential of up to 35%
When it comes to investing based on sectoral trends, it is important to keep eyes both on the tailwinds and headwinds. Why headwinds, because they sometimes end up providing opportunities for investors with long term perspective. Especially in times like today when bears are seen more often on the street. In the last two days there has been chatter that oil prices may further strengthen upward. While rising oil prices is a headache for the whole of the Indian economy, the fact is it has the highest co-relationship with a sector like logistics, where change at the pump level prices hit the margins very next day. Will the oil prices rise further in the months to come because if they are moving upward in the summer season where the demand is normally lower, then is it an indication that in winters things might even be higher? Whether the oil prices actually shoot up or not, it would become much later but one set of companies which will get impacted by narrative would be logistic companies. So, when the narrative makes them hit, should they be looked at with a long term investment perspective is the question which needs to be answered.
Better to look them as a chain: 15 stocks from different part of automobile ecosystem, 7 with buy reco and upside potential of up to 32%
If one takes June - July 2020 as the base from where this bull run started. Amongst the first to gain were stocks like Ashok leyland, Tata motors, Eicher motors. There was good enough reason for it, all these companies get a significant part of their sales from either heavy commercial vehicles or light commercial vehicles. Sales of LCV and certain other auto segments is an indication of the economic situation on the ground. Demand for large commercial vehicles would only increase when there is higher economic growth as more goods get moved from one place to another when the economy is doing well. So it is LCV and HCV which are the lead indicators of what is in store for the economy. But behind the finished automobile product there is a huge supply chain, right from an auto ancillary unit making forgings, to a tyre maker. Rather than look at one segment it would be worthwhile to look at select stocks which form the part of the chain. The reason, when LCV will indicate good numbers, then means subsequently there would be better car and two wheeler numbers.
Crops, consumption and connectivity: the 3Cs at the core of India’s agricultural asymmetries
The country is the largest producer of many crops but it still has to resort to imports to meet domestic demand. Experts say we have to plug the gaps in the supply chain linking production and consumption centres to make the sector efficient and reduce import dependency.
A P Moller-Maersk to construct new cold store facility in Gujarat
Maersk’s new cold store facility will be constructed close to the customer’s manufacturing facility and will serve as the mother cold store facility.
How to enable a supportive ecosystem for agriculture supply chains in India
In order to enable a supportive ecosystem for agriculture supply chains, the government’s involvement is essential to provide necessary regulations, policies, and infrastructure support, while the private sector can bring its expertise in logistics, distribution, and technological innovation.
Prozo expands its cold storage network to cater to India's seafood industry
Prozo, a leading full-stack supply chain company, has opened a cold storage facility to serve South Indian Markets.
Pricier than petrol, rising tomato prices highlight some sour truths about India’s cold chain
India has built some cold chain infrastructure — especially crucial to save agricultural produce as the weather turns more unpredictable. But it has to focus more on affordability and accessibility from a farmer’s view.
Allana Cold Chain Solutions adds storage facilities in Kolkata, Kakinada & Dera Bassi
With the additions of Kakinada and Dera Basi facilities, the total holding capacity will increase to 65,000 tonnes. This expansion is a testament to Allana Cold Chain Solutions' commitment to providing end-to-end solutions by integrating the experience and expertise in blast freezing, packing, inspection, freight forwarding and customized offerings to varied sectors and reputed clients
Celcius raises Rs 100 cr in a funding round led by IvyCap Ventures
Celcius owns over 4,500 reefer vehicles, seven distribution centers, 107 cold storage facilities, and more than 100 hyperlocal riders.
Top 5 global best practices in cold chain logistics
The global markets are easily available to customers with the advancement in the fields of shipping and transportation.
Tessol’s cold chain solutions delivers one billion products, expands to international markets
The company says 5 out of top 10 food manufacturers trust Tessol Cold Chain Solutions and the company has now expanded its operations to overseas markets.
Tessol raises Rs 7.5 crore from Mela Ventures
The funds raised will be utilised in geographical expansion, capacity and team building, new products, and application development.
TESSOL expands its last mile food, pharma delivery solution
The indiWRAP solutions are available in many variations and specially built for pharmaceutical, chilled and frozen foods.
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