 "Logistics")
Even after a stupendous rally in the shares of logistics companies in the past year that saw stock prices of frontline players jump as much as 270 per cent, analysts have toned down their return expectation. While they remain bullish on the sector as they see it as a big beneficiary of the 're-opening of the economy' theme, with pent-up demand expected to drive growth, they suggest investors be choosy and buy stocks of companies that have revenue visibility and balance-sheet strength.
Besides traditional avenues for growth, cold chain supply solutions for the pharma and fast moving consumer goods (FMCG) sector can result in big opportunities for the space, they said.
"Vaccine partnerships will be a near-term booster for the
