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Old 25-08-2014, 12:39 PM
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Old 25-08-2014, 02:15 PM
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Why such poor return ratios despite such good margins? Must be loaded with capex. TCI a promising space though (GATI also into it in a big way Yet at an EV/EBIT of 15.5).
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Old 25-08-2014, 04:09 PM
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Originally Posted by kkseal View Post
Why such poor return ratios despite such good margins? Must be loaded with capex. TCI a promising space though (GATI also into it in a big way Yet at an EV/EBIT of 15.5).

Yes, co. is voraciously adding tangible assets @ 70 % CAGR.
Besides,the problem with this company is WC and rising finance cost(@364 % CAGR) and this is why this IPO is being brought.
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Old 25-08-2014, 04:13 PM
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Gati too is running ahead of its funda on Damania's hopes on rising E-commerce in India.
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Old 25-08-2014, 07:56 PM
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Ya Certainly not cheap Good thing is investments costs have come down & OCFs risen + biz gaining traction. The bulk liquid logistics players also doing well There's a small one - forgot the name (will post later)- that seems very good I chose AEGIS coz this other one is too low volume.
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Old 25-08-2014, 09:27 PM
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Btw, it's a GDL subsidiary.

Good tax benefits too (which explains the OPM-NPM proximity)

Quote:
The amount of deduction under Section AD is 150 percent of capital expenditure other than investment in land incurred wholly and exclusively for the purpose of specified business carried on by it in the year in which the expenditure is incurred.

(This one is into warehousing whereas GATI more into TC transportation But integrated operations with GDL brings in the latter too spcly in the rly segment)
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Old 25-08-2014, 09:47 PM
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KTIL - that small one.
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Old 26-08-2014, 12:21 PM
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Originally Posted by kkseal View Post
Btw, it's a GDL subsidiary.

Good tax benefits too (which explains the OPM-NPM proximity)



(This one is into warehousing whereas GATI more into TC transportation But integrated operations with GDL brings in the latter too spcly in the rly segment)

yes,

PHP Code:
TCL industry refers to the various entities involved in the logistics chain (e.gwarehousing and transportationof perishable productsThe major product segments that Snowman Logistics cater are dairypoultrymeat seafoodconfectionariesice-creamfruits and vegetables,
healthcarepharmaceutical and industrial products.
Indian TCL industry is estimated to be in the range of Rs120,000-150,000 million and is supposed to register a growth of 15-20 in forthcoming years.
Snowman Logistics is a GDL (Gateway Distriparks Ltd.) promoted company and GDL is its largest share holderBesides GDLother prominent shareholders are Mitsubishi CorpMitsubishi logisticsIFC and Norwest venture Partners
Some of the esteemed clients of the company are Hindustan UnileverGraviss FoodsMcCain FoodsWest Coasts FFTNCMPFAL-Karim exports etc
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Old 27-08-2014, 04:25 PM
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Snowman Logistics IPO Update on 27 Aug at 4 P.M. : QIB 1.41, HNI 0.65, RET 11.4,
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Old 27-08-2014, 04:27 PM
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Subscribe this IPO for listing gains
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