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19-03-2012, 01:10 PM
The mega supply chain companies like Wilmar, Olam and Noble are good examples of companies with thin margins but pretty large moat. I can't see any company toppling Wilmar in one day.
Similarly, leasing companies like ship operators (in good times), REITs, shipping trust etc have excellent margins but I dare not say all of them have great moat.
I guess high margins doesn't translate to high returns and vice versa.
Similarly, leasing companies like ship operators (in good times), REITs, shipping trust etc have excellent margins but I dare not say all of them have great moat.
I guess high margins doesn't translate to high returns and vice versa.
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.