TCI India Multibagger
- TCI is India's leading Multimodal Integrated Supply Chain Solutions Provider with a Global presence. With expertise developed over five decades, customer centric approach and extensive infrastructure, TCI today moves 2.5% of India's GDP by value.You are wondering where i am going You got it right TCI will be one of the biggest benificery of GST tax implementation.
- The company has 1000 office,5000 staffs, 4 ccargo ship,wharehouse of 10 million sqft. A model very diffcult to setup and will require massive time.
- Various verticals of TCI are TCI Freight, TCI XPS,TCI SCS,TCI Seaways, TCI Global.
- In this TCI XPS and TCI Seaways is growing very good.Profit has increased 20 % year on year.
- The Company's revenue growth has been subdued due to slowdown in manufacturing and investment in infrastructure projects. Sustained demand for logistics services from pharma, retail, and FMCG and e-commerce sectors however has compensated for the decline in demand from other verticals
- MULTIBAGGER stock to have in your portfolio if if find it right.
Infinite Computer solutions Multibagger
- Infinite Computer Solutions is a global service provider of IT services, Product Engineering and Mobility and Messaging Products and Solutions, with focus on Telecom, Energy & Utilities, Media & Content, Healthcare and Banking & Finance industries.
- Company was Established in 1999,headquartered in Bangalore, India.
- Company has 16 Office and 8 DeliveryCenters in Bangalore,Boston,Chennai, Chicago, Hyderabad,New Delhi, Gurgaon & Rockville.
- Stock was listed in Exchange in 2010 and has employee strength of 5000 world wide with majority of workforce in india.
- Revenue for FY 2014 is around USD 287M and EBITDA is USD 30.7M. 5year 5 Year Revenue CAGR at 21%.
- Stock is currently trading at 12 PE while another Midcap stock hexaware is rulling at 20 PE.
SBI Monthly Composite Index and SBI Yearly Composite Index- India Focus index
- No wonder Fortune Magazine listed SBI Chairperson Arundhati Bhattacharya as most powerful Women in India
- And she is doing the right thing.For the firsttime we will have a India focused index which if first in the country.(So far we depend on HSBC to provide data).
- SBI Monthly Composite Index and SBI Yearly Composite Index are tools which will report month on month data to track data from manufacting and service industry.
- These index are created based on banks internal loan portfolio which shows how is the credit grwoth in the country.
- These index will also take into account customer spending,mining, interest rates,inflation and exchange rates.
- This is a very good start and appreciate the SBI chairman for introducing iinnovative index and focus more on India
Rakesh Jhunjhunwala Latest portfolio Dec 2014
- Bought Spicejet,NCC and MCX recently.
- He is bullish on ONGC and MCX.
- His target for Nifty by 2030 is 1,25,000.His justification for this number is that nifty has grwon 10 times in last 10 years.So It will grow like this for next 15 yrs
