External broker reports(aggregated public sources), Sharekhan

Sharekhan

External broker reports(aggregated public sources)

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Transport Corp Of India / Equity Bottom-Up

<ul><li>Sharekhan's research report on Transport Corporation of India TCI continues to look at new smaller ship acquisitions and possibly a larger one, too, after the recent cancellation of the contract for two new ship acquisitions owing to challenges in the economic stability of shipbuilders.</li><li>India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected outsourced logistics services.</li><li>Management retained its topline and bottomline growth guidance for FY2024 and FY2025 at 5-10% y-o-y and 10-15% y-o-y.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sharekhan's research report on Transport Corporation of India TCI continues to look at new smaller ship acquisitions and possibly a larger one, too, after the recent cancellation of the contract for two new ship acquisitions owing to challenges in the economic stability of shipbuilders.India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected outsourced logistics services.Management retained its topline and bottomline growth guidance for FY2024 and FY2025 at 5-10% y-o-y and 10-15% y-o-y.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India Ltd - Recent Correction Offers Buying Opportunity

APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

TVS Supply Chain Solutions / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tvs-supply-chain-solutions" target="_blank" data-smartkarma-citation="entities:36778:1" rel="noopener">TVS Supply Chain Solutions (TVSSCS IN)</a> raised around US$108m in its India IPO, after downsizing from an earlier reported float of up to US$500m.</li>
<li>TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. </li>
<li>We have looked at various aspects of the deal in our previous notes. In this note, we talk about the demand and trading dynamics.</li>
</ul>



TVS Supply Chain Solutions (TVSSCS IN) raised around US$108m in its India IPO, after downsizing from an earlier reported float of up to US$500m.
TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. 
We have looked at various aspects of the deal in our previous notes. In this note, we talk about the demand and trading dynamics.


TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tvs-supply-chain-solutions" target="_blank" data-smartkarma-citation="entities:36778:1" rel="noopener">TVS Supply Chain Solutions (1915741D IN)</a> is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.</li>
<li>TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. </li>
<li>In our previous note, we looked at the company’s past performance. In this note, we talk about RHP updates, undertake a peer comparison and provide our thoughts on valuation.</li>
</ul>



TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.
TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer. 
In our previous note, we looked at the company’s past performance. In this note, we talk about RHP updates, undertake a peer comparison and provide our thoughts on valuation.


TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>TCI has developed robust capabilities in multimodal Logistics via its presence across major transportation modes.</li><li>The company has well-diversified service offerings from Road freight, integrated Supply Chain solutions, Sea freight, to a JV with CONCOR for Rail freight.</li><li>These capabilities would be a key enabler for consistent growth in volumes and earnings for TCI over the next few years</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TCI has developed robust capabilities in multimodal Logistics via its presence across major transportation modes.The company has well-diversified service offerings from Road freight, integrated Supply Chain solutions, Sea freight, to a JV with CONCOR for Rail freight.These capabilities would be a key enabler for consistent growth in volumes and earnings for TCI over the next few yearsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India: Well Placed with Multi-Modal Logistics Capabilities

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.<ul><li>TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 offices</li><li>In FY21, freight formed 52% of revenues</li></ul><div class="content-highlight">Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</div>

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 officesIn FY21, freight formed 52% of revenuesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

India

Transport Corporation of India Limited provides integrated cargo transportation and logistics services. The Company provides handling of heavy-duty cargo through surface movement, door-to-door distribution for time committed cargo, and coastal shipping. The Company moves a variety of products, including raw materials, industrial products, pharmaceuticals, and agricultural products.

Transport Corp Of India (TRPC IN)

Transport Corporation of India Ltd - Recent Correction Offers Buying Opportunity

India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected...

Sharekhan

TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates

TVS Supply Chain Solutions (1915741D IN) raised around US$108m in its India IPO. In this note, we talk about the demand and trading dynamics.

Ethan Aw

TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation

TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.

Ethan Aw

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited

Transport Corporation of India Ltd - Recent Correction Offers Buying Opportunity

India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected...

Sharekhan

TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates

TVS Supply Chain Solutions (1915741D IN) raised around US$108m in its India IPO. In this note, we talk about the demand and trading dynamics.

Ethan Aw

TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation

TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.

Ethan Aw

Transport Corporation of India: Well Placed with Multi-Modal Logistics Capabilities

TCI has developed robust capabilities in multimodal Logistics via its presence across major transportation modes. The company has well-diversified...

Motilal Oswal

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited