Prime Stock alert: Moving this premier logistics stock to HOLD
This Prime Stock has delivered sharply post our BUY call, prompting us to move it to a HOLD. Find out more in this report.
N V Chandrachoodamani
Chandrachoodamani started his capital market career in mid 2000s with Equity Intelligence India and then worked with several capital market Intermediaries in various roles over the last 15 years. Most of his career experience has been in equity research and PMS. Most recently, he was with MOAT, a PMS firm. He is a graduate in mathematics, a post graduate in finance, and holds a CFP certification. LinkedIn|Twitter
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3 thoughts on “Prime Stock alert: Moving this premier logistics stock to HOLD”
Thanks for a quick response. I understand that there’s confidence in the stock from a long-term PoV & hence the intent is not to lose that opportunity by cashing out gains.
Hi. Appreciate this timely update!
Keen to know why we are not having a “Book Profit” call considering the valuations have reached much higher than the anticipated growth & that there’s also a risk of possible steep correction.
Welcome your query sir,
That’s a very good question as well
This is actually an asset light sector with secular earnings growth prospects in line with or tad better than nominal GDP growth and Blue Dart is the best available player in this space, as mentioned in the call at the end
If we look in terms of size, reach, dependence on timely deliveries, new initiatives (drone deliveries), etc, this Co. stands out with a better competitive advantage
If earnings growth also play out as expected from FY25, this could turn out to be a good long-term investment as well
Hope this clarifies
Thank you
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