WOLF OF DALAL STREET

2022-03-28 16:03:57 Logistics Sector in India is Highly Unorganized & Fragmented

Organized players have only 3.5 percent market share.

85% of players in Road Transport own less than 20 trucks.

Similarly, 90% of warehouses are < 10,000 sq feet in size.

Organized players are expected to grow at 35% per anum


4PL model for Logistics beginning to take off in India.

In a 4PL model, the Logistics company takes full charge of the supply chain including design + daily operations

Eg: Asian Paints recently partnered with Mahindra Logistics to strengthen supply chain in Eastern India.

CONCOR (CONTAINER CORPORATION OF INDIA) is a direct beneficiary of the Dedicated Freight Corridor project

But rail freight in India is very small when compared to road transport + 50% of all rail transport is transporting coal from one point to another

For logistics, bet on players offering express services.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-02-24 16:03:14 Open / Comment

2022-02-24 07:21:55 Try to Avoid Long Positions in the market for today. Market is becoming very volatile. Open / Comment

2022-02-18 16:08:08 10 Almighty Giant Conglomerates with Heavy Ambitious Capex Plans on Green Hydrogen Energy to create powerful synergies in Business Verticals and Economics of Scale.

1. Reliance Industries
2. Adani Green Energy
3. JSW Energy
4. GAIL INDIA
5. NTPC
6. INDIAN OIL CORPORATION.
7. ONGC
8. BPCL
9. LARSEN & TOUBRO
10. TATA GROUP (TATA POWER, TATA CHEMICALS AND TATA MOTORS and TATA POWER).

With HUGE availability of resources and milestone reforms, these can really make a difference in India's Energy Sector in Future.

#GreenEnergy # greenhydrogen #investing #WealthCreationDecade

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-02-18 15:23:53 WOLF OF DALAL STREET MENTORSHIP LESSONS
I am doing Hardcore Research and Study based on the Inflationatory Scenario recently and I had found that Few Concentrated Sectors tend to outperform and deliver positive returns in inflationary times: Utilities, Real Estate, Infra, Investment Trusts, Energy, Consumer staples, Agricultural and Healthcare.
Try to Explore Hidden Gems from it for next 8 Quarters.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-02-18 15:15:27 LIC IPO

Opens on :- 10 MAR, 2022.
Closes on :- 14 MAR, 2022.
Type: Book Built Issue IPO.
Size :- 31,62,49,885 SHARES

FV :- Rs.10/- per share.
ISSUE PRICE :- Rs.2,000 – Rs.2,100 share.

DISCOUNT :- 10% (for Employees & policyholder)

MARKET LOT :- 7 SHARES.
Listing At: NSE, BSE. Open / Comment

2022-02-17 12:01:18 Short Term Delivery Buy DLF at 365 Tgt 400-420 S/L 345 on a closing basis Open / Comment

2022-02-16 15:08:03 Stocks that have announced stellar Q3 numbers and excellent earnings results with cheap valuations. Expect a positive move and re rating once market volatility cools down

Maithan Alloys Ltd
Mirza International
Shreyas shipping
Redington
Deepak Fertilizers Ltd
GNFC
TV18 Broadcast
NDTV

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-02-16 15:00:43 How much do Insurance companies earn per Employee?

• ICICI Pru. 18.98 Lakh
• SBI Life 13.86 Lakh
• HDFC Life 8.01 Lakh
• Max Life 4.53 Lakh
• LIC 2.54 Lakh

(Source: LIC IPO Drhp) Open / Comment

2022-02-15 14:14:41 Yesterday Evening Posted this Video. And Now Today See Market Really took it Seriously Nifty Almost Bounced 550 Points and Sensex Jumped 1700 points. Still more to come
OM NAMAH SHIVAY Open / Comment