InvestorQ : For investors do you see an opportunity in Vaccine distribution companies like Navkar and Snowman Logistics?
shrinidhi Rajan made post

For investors do you see an opportunity in Vaccine distribution companies like Navkar and Snowman Logistics?

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1 month ago
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Manufacturing vaccines is just one side of the story. As COVID-19 enters the next step, the real challenge is to effectively and smartly distribute the one product that billions across the world will want. It all will now boil down to logistics.

Now as far as investors are concerned, it does open up some interesting investment options. The effectiveness of the vaccine would depend on how well and efficiently it is transported and moved to the last mile. So a proper network holds the key.

The first challenge is cold storage as the Pfizer shot must be stored at minus 70 degrees Celsius. That has made refrigeration stocks hot bets across Asia and India is no exception. That is one opportunity a lot of investors are already looking at.

Additionally , companies that provide dry ice thermal containers are also in vogue. Last mile distribution is another challenge with couriers and rural distribution franchises being leveraged. In the next few weeks, there will be more clarity on what channels will be leveraged but they could offer good short term investment and trading opportunities.

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