OptTorgFinance carries out direct and venture capital investments in Russian companies at various stages. The priority investment area for us is the logistics industry and IT companies operating in the field of logistics. Why we consider this direction promising
Global logistics is a promising area for long-term investment, which is closely linked to international trade and the rapidly growing e-commerce market against the backdrop of the pandemic.
The long-term forecast of experts for this industry is positive, and we expect growth faster than the global equity market.
According to experts, the global market for logistics services will reach 500 billion euros by 2024 – thanks to the rapid growth of e-commerce during the pandemic. The share of logistics costs in its turnover is estimated at 15%, so the raising of container and last mile tariffs increase retailers’ costs, forcing them to raise prices and thus contribute to inflationary pressures. The 15 percent share of logistics in revenue remains fairly stable despite the large investments in automation, network technologies and computer systems, from which it can be seen that this industry solves a very complex problem. However, it is the complexity of logistical challenges that gives companies significant pricing power, ultimately ensuring good profitability and high returns for shareholders.