Hello everyone. As this is my first post, pls excuse me if there is any error in this post.
As we are all aware, Kerala has been devastated by floods. Although we are all united towards helping the people of Kerala overcome this, from a purely business point of view I am interested in tracking the various commodities/industries of Kerala impacted by this. This might help fellow Valuepickrs in taking advantage of market mis-pricing in the current scenario. Also, Kerala will go through a major rebuilding exercise where investments will flow and goods and services will be supplied from neighbouring states or countries. This might lead to the creation of a trigger for a few firms directly/indirectly contributing to this exercise.
Some of major manufacturers based out of Kerala:
- Cochin Minerals and Rutile Ltd. (negatively impacted)
- Harrisons Malayalam Ltd. (negatively impacted)
- Nitta Gelatin (negatively impacted)
- Cochin Shipyard (positively impacted - Not a manufacturer but might be positively impacted due to heavy pipeline of imports required for rebuilding and manufacturing due to flooding)
- Rubfila International
Commodities (Kerala produces over 50-60% of India’s national produce of the following):
Would love fellow valuepickers to share their thoughts on the same and add to this.