I have seen this video for at least 10 times. I bought TCI express several months ago @1212. I have a plan to average it comes below 1000. The express transport is a bit different from other logistics. Also it has the experienced management from it's parent Transport corporation of India. I request Sahil sir to make an in depth video on TCI express.
I recently bought snowman logistics as it has a great potential for growth in cold storage chain, their dispute with Adani logistics ended and their new parent distripark is a proven player in the cargo field.
@@nagadurgarao292 it's true that they had a loss making subsidiary and it was closed by distripark after their takeover and their capacity utilisation is amazing, just check the recent 2 years development of snowman logistics
Thank you very much for your efforts and sharing the information. I request you Sir please share the fair value of the company stocks, which will be very helpful.. Once again thank you..
What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds
I have experienced significant losses, and I am holding on with the hope of recovering them. It is evident that I am in dire need of assistance. Could you please share the name of the investment adviser who guides you?
My advisor is Mrs Marisol Cordova, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
VRL Logistics is very promising player in this sector with both Cargo & Passenger service in very profitable route Western Sector with full capacity. Management has a great connection with political players as well. Recently SBI Mutual Fund bought this. It has very less PE ratio of 18, one can bet for short & long term.
Dear Sahil to me Allcargo logistics looks the most promising n I m having some stakes in this too. It will be great if u can make a detailed video on this stock.
I feel this sector is doing good for the first time Due to change in government policies and improvement in road and rail infrastructure and dedicated freight cordors
Sir,one doubt Transport corporation of india stock has good fundamentals than most of the logistics stocks discussed here.. May i know the reason why TCI stock has not included in the list (for educational purpose).please do reply ..sir
I am big fan of you I have one question , I was recently start my sip through canara bank regular plan but everyone said regular plan expenses ratio is higher than direct plan which is affected our returns I agree that, but my question was direct plan NAV is much higher than regular plan which also affected our returns. For example Axis mid cap direct plan NAV is Rs.90.90( as on 15.09.2023) and Regular Plan NAV is Rs.79.73. I am really confused please explain this am waiting for your are reply thank you.
Hi Sahil. Again a wonderful video. Request you to cover Gateway Distripacks as the company has good business spread, pays Dividends frequently and the charts show it is somewhere near its all time low.
Since aegis logistics deals with Oil, gas & petro chemicals with rise in crude prices which shows good growth in future.. Dark horse will be delhivery in this sector
Though Logistics companies but Gateway and concor no relation to Mahindra or TCI , Allcargo business is totally different no comparision with VRL or AEGIS, you should compare between GE and AEGIS and CONCOR and GDL, comparision between mahindra and TCI both and VRL and snowman..Gati is part of allcargo instead of buying Gati one can buy allcargo..
Great video Sir. I would consider both the videos as one. These are well researched insights. Identifying industries or stocks which havent rallied yet might seem irrelevant for a long term investor, but i believe its highly relevant. Stock markets have started these trend of making stocks rally by 5-10x assuming an extraordinary performance over next 10 years in advance. But then in lot of cases the stock stays either flat or starts falling for years as the market expectations are mostly unrealistic. So its very important to stay ahead of the market, and identify stocks and industries which have a great potential, but havent rallied yet. Most of the stocks mentioned in the video are gems and have a great potential to grow over upcoming years if one has patience. Thank you again sir for such a wonderful video and hope you will keep sharing such gems.
As usual my stock selection is quite close to yours :) I am holding Aegis and TVS SC. I will add Gateway and keep TCI on watchlist. I will also keep a close watch on Delhivery and Allcargo for future. I am soon going to pull my stock list in an excel, and divide them in two categories. Pillars and Growth Stocks. I will rate them based on my knowledge (read limited :P) like performance, technicals, sector potential etc , and drop the bottom 7-8 from both lists. I have added around 10-15 stocks from your recommendations over last few months, and I have also added few stocks from top mutual fund houses, FIIs and Saurabh Mukherjea's folios. I currently have 80+ stocks and though I dont think there is anything wrong with it, but I personally feel staying closer to 50 is my comfort zone. Even 60 is fine but 80+ is getting out of hand. I will keep those dropped 15 stocks on my watchlist as well and consider them during future quarterly reshuffles. I would also love to see Sahil Bhadviya list of top 3 stock for the top 20 industries in India :)
Link to explore my weekly series and stock analysis course: www.sahilbhadviya.in/
Please make a video on fundamental analysis of Delhivery
Please make a video Radiant Cash management services stock details review
Please make detailed analysis on TVS logistics
Delhivery fundamental analysis please. I believe it will be a technology leader in logistics space
Lancer Containers Lines Ltd pe detail Video Banao.....
1 CONCOR Container Corp
2 Aegis
3 Gateway Distripark
4 Allcargo (subsidiary of GATI)
5 VRL Logistics
6 Mahindra Logistics
7 TCI Express
8 GATI
9 Snowman Logistics (subsidiary of Gateway )
10 Dlehivery
11 TVS Supply Chain Solutions
Would prefer (3). (7) and (11)
and if you want add two more -- (2) and (4)
🙏
Thq
Thank you very much.
Allcargo terminal
sir please share your view on snowman logistic
1.concor
2.aegis logistics
3.gatway dristipark
4.allcargo
5.vrl logistics
6.mahindra
7. Tci express
8.Gati
9.snowman
10.delhivery
11. tvs supply chain
Thanks
In my opinion TCI express which is debt free and GE shipping which is also debt free avalable at PE just 4.5
👍
Blue dart is best
Super
I have seen this video for at least 10 times. I bought TCI express several months ago @1212. I have a plan to average it comes below 1000. The express transport is a bit different from other logistics. Also it has the experienced management from it's parent Transport corporation of India. I request Sahil sir to make an in depth video on TCI express.
I recently bought snowman logistics as it has a great potential for growth in cold storage chain, their dispute with Adani logistics ended and their new parent distripark is a proven player in the cargo field.
Sold snowman at loss after holding for longtime right from Ipo time...
@@nagadurgarao292 it's true that they had a loss making subsidiary and it was closed by distripark after their takeover and their capacity utilisation is amazing, just check the recent 2 years development of snowman logistics
Holding Allcargo logistics, Allcargo terminal, Transindia realestate,TCI.
Thank you very much for your efforts and sharing the information. I request you Sir please share the fair value of the company stocks, which will be very helpful.. Once again thank you..
Thats why i invested my 50% capital through tejimandi app.and from last 6 month their picked stocks gave a return of more than 40 %...
What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds
I have experienced significant losses, and I am holding on with the hope of recovering them. It is evident that I am in dire need of assistance. Could you please share the name of the investment adviser who guides you?
My advisor is Mrs Marisol Cordova, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
I am holding CONCOR ,TCI, VRL log, Allcargo log, Aegis log. Exited Gati, Gateway tecent
My favorite stock is VRL. I invested in Jan 22 and or has yielded 60%+ appreciation.
Deep research into the neglected sector of the market.. Thanks a lot for giving clarity and perspective into the key stocks of the sector..
Thanks for this video.I hv Allcargo...is it good enough?
Very good information thank you so much and looking forward to see video and in depth analysis in gateway stock
Allcargo recent demerged in to ATL and TREL also. Please tell about those.
Very good video, my best choice Tvs supply chain for long term
Snowman Logistics buy @50
Shreeji Transologistics buy @ 63
In my opinion TCI EXPRESSS which is debt free and gives buy back to share holders and GE shipping which is dividend paying available at PE just 4.5
Thank You for information.😊
I was waiting for Blue dart.
My pick is Delhivery here. I have not researched any other companies though.
Hello Sahil. Nice Video. Can you please make a detailed video on ALLCARGO Logistics? Thanks in advance.
Detailed video on Allcargo logistics and recently split company allcargo terminal
Thank you Sahil.congratulations on your conviction
Thanks. Please review Gateway District Park and TVS Supply Chain.
VRL Logistics is very promising player in this sector with both Cargo & Passenger service in very profitable route Western Sector with full capacity. Management has a great connection with political players as well. Recently SBI Mutual Fund bought this. It has very less PE ratio of 18, one can bet for short & long term.
Dear Sahil to me Allcargo logistics looks the most promising n I m having some stakes in this too. It will be great if u can make a detailed video on this stock.
Please cover Allcargo Logistics as this one of the cheapest Stock with low PE and high ROE, also cover it's demerged entities
Gateway distriparks.. ❤️❤️🙏
Hi
I mentioned In first video after you posted.
Gateway Distriparks
My preferred company and I holding reasonable quantities
Thanks
Allcargo valuation is attractive and 70% holding of Promoters
I like 1. ALLCARGO LOGISTICS
2. TCI EXPRESS
I feel this sector is doing good for the first time
Due to change in government policies and improvement in road and rail infrastructure and dedicated freight cordors
What about Lancer. ? Not covered here ? Why ,??
Video on Ikio lighting???
Trading at all time low and falling. If company is great than best time to enter systematic.
One point is clear that these logistics co valuation increases due to their land assets over the years.
Great information, Thank you
Simply All Cargo pls...
Sir,one doubt
Transport corporation of india stock has good fundamentals than most of the logistics stocks discussed here..
May i know the reason why TCI stock has not included in the list (for educational purpose).please do reply ..sir
Sir please reply..
I am big fan of you I have one question , I was recently start my sip through canara bank regular plan but everyone said regular plan expenses ratio is higher than direct plan which is affected our returns I agree that, but my question was direct plan NAV is much higher than regular plan which also affected our returns. For example Axis mid cap direct plan NAV is Rs.90.90( as on 15.09.2023) and Regular Plan NAV is Rs.79.73. I am really confused please explain this am waiting for your are reply thank you.
Pls tell about allcargo Logistics stock
Buy or sell????
Invested in VRL in Dec'21,
73% gain.. ❤
CONCORE. AEGIS Logistic. Gateway Distric Park. Alcargo Logistic. VRL Logistics. Mahindra Logistics. TCI Express. GATI. Snowman Logistics. Delivery. TVS Supply Chain
Hi
Due to Covid all logistics companies did well and now are struggling. Donot invest at high prices in logistics right.
Yes please, cover the 2 company that is tci express and all Cargo logistic
Hi Sahil, any particular reason for not considering Concor?
Really great and deep information ..
Planning to invest in Allcargo in current levels
Thanks a ton Sahil I was looking concerned stocks related to logistic sector and finaly you uploaded this.
Why does *Gateway Distripark* has high contingent liability ?
Hi Sahil.
Again a wonderful video.
Request you to cover Gateway Distripacks as the company has good business spread, pays Dividends frequently and the charts show it is somewhere near its all time low.
Can you cover alcargo logistics
Sir we want detail analysis on (ZEN TECHNOLOGY )
Tiger Logistics ❤
Holding it with average price of 183.
CMP is 444
@sahil bhadavia you are brilliant as always.
I love your detailed commentary
Keep up the good job
Sahil sir
Please do the detailed analysis of TCI Express
Since aegis logistics deals with Oil, gas & petro chemicals with rise in crude prices which shows good growth in future..
Dark horse will be delhivery in this sector
Thanks Sahil, as usual rocking
Please make a video on fundamental analysis of Delhivery
Please cover detailed review on Allcargo logistics and it's recently demerged entities.
I will pick TCI Express.....plz cover in depth video of TCS Express
I’m a distributor for aegis logistics. It’s a fantastic company!
Exactly what a distributer would say 😛
Please tell us SICAL logistics for your Presence
plz make a detailed video on lancer container vs alcargo vs vrl logistics.
Sir can u clear why TCI express revenue is not growing that much... Please do answer❤
Hindustan foods share ke baare bataye
Thanks for your video, allcargo is at 52W low, check and kindly provide your analysis asap.
Yes pls make video
Sir, which is best out of 11 stocks for long term investment
TVs supply chain,all cargo
Excellent explanation
Request to explain TVS supply chain details can I buy at CMP ??
I am already invested in the TVS supply chain
Blue dart ka name kyo nahi h
Gateway logistics and All cargo
I'm holding Gateway Distriparks from 2023
Thank you for the indepth information of logistics sector
Allcargo logistics,TCI ka analysis karen.pls
Though Logistics companies but Gateway and concor no relation to Mahindra or TCI , Allcargo business is totally different no comparision with VRL or AEGIS, you should compare between GE and AEGIS and CONCOR and GDL, comparision between mahindra and TCI both and VRL and snowman..Gati is part of allcargo instead of buying Gati one can buy allcargo..
Awesome analysis bro... part 1 and 2
Your every video is extremely helpfull. thanks
Blue Dart how come not part of your list ? Any specific reason
Great video Sir. I would consider both the videos as one. These are well researched insights. Identifying industries or stocks which havent rallied yet might seem irrelevant for a long term investor, but i believe its highly relevant. Stock markets have started these trend of making stocks rally by 5-10x assuming an extraordinary performance over next 10 years in advance. But then in lot of cases the stock stays either flat or starts falling for years as the market expectations are mostly unrealistic. So its very important to stay ahead of the market, and identify stocks and industries which have a great potential, but havent rallied yet. Most of the stocks mentioned in the video are gems and have a great potential to grow over upcoming years if one has patience. Thank you again sir for such a wonderful video and hope you will keep sharing such gems.
As usual my stock selection is quite close to yours :) I am holding Aegis and TVS SC. I will add Gateway and keep TCI on watchlist. I will also keep a close watch on Delhivery and Allcargo for future. I am soon going to pull my stock list in an excel, and divide them in two categories. Pillars and Growth Stocks. I will rate them based on my knowledge (read limited :P) like performance, technicals, sector potential etc , and drop the bottom 7-8 from both lists. I have added around 10-15 stocks from your recommendations over last few months, and I have also added few stocks from top mutual fund houses, FIIs and Saurabh Mukherjea's folios. I currently have 80+ stocks and though I dont think there is anything wrong with it, but I personally feel staying closer to 50 is my comfort zone. Even 60 is fine but 80+ is getting out of hand. I will keep those dropped 15 stocks on my watchlist as well and consider them during future quarterly reshuffles. I would also love to see Sahil Bhadviya list of top 3 stock for the top 20 industries in India :)
Please make detailed video on TCI Express
Gateway distriparks is going good... ❤
Please explain aegis logistics and allcargo logistics
I am holding lancer conainer lines...Sahil how is this company..
Gateway is preferred pick
pls Annalise about gateway.
Helpful for investing on it sir.
Good Morning Sir.
Very informative video on Logistics sector.
Please make a video on TCI Express in coming days.
Happy Vishwakarma Pooja.
Hi , Tiger logistics not covered
Any reason
Great analysis sir, thanks, my favourites are VRL Logistics and TCI.
Sahul ji looking to invest Mahindra logistics. Your views on this please
BlueDart?
Gateway you can cover. It seems to be a great stock. Management is shareholder friendly rewarding good dividend. I want to know more about this stock.
Beautiful. Thank you.
What about Bluedart ? Kindly make a detailed video on it. Regards. R.R.Bakshi, Anthropologist & Environmentlist
Hi Sahil. Plz do a detailed video on Delhivery and compare it with other traditional logistic companies
What about flomic. I am dealing with this they are very professionally.privide competitive price.
From which source /websites sir is giving Stock data
Thanks for a great overview of this industry with the key listed players
Please make a video on your picks and their growth prospects and why do you think so.... how are they going to be part of indias growth story
In dept analysis on CONCOR Please Sahil😊
Hi bro please cover VRL , logistics,Delhivery,TCI express, Mahindra logistics and TVS
Waiting for this video🔥😁 thanks sahil🎉