BUSINESS
Avenue Supermarts - Smart recovery, but elevated competition and valuation keep us sideways
A differentiating aspect about DMart, run by Avenue Supermarts, is it remains a zero debt company -- excluding lease liabilities -- with strong operating cash flows
BUSINESS
Jamna Auto Industries – Recovery in sight, buy for long term
We continue to be upbeat on Jamna Auto as it has a dominant position in its product market segment and a robust client base. Further, recovery in the CV segment has been reasonable, which would help the company, going forward
BUSINESS
Schaeffler India: Recovery on track
What is working in favour of Schaeffler India is the sharp recovery in the automotive segment and a steady pick-up in the industrial segment. Moreover, new export markets offer a significant opportunity
BUSINESS
September brings cheer to auto makers
Auto sales for September suggest that demand will continue to remain strong as people, wary of public transport post the pandemic, shift towards personal transport
MONEYCONTROL-RESEARCH
Mahindra CIE Q2 CY20: Recovery in business, buy for long term
Mahindra CIE expects operating margin to hit the peak level by the December quarter
BUSINESS
Harley Davidson exits India: How should Eicher’s investors read the same?
Harley exited world’s largest two-wheeler market. What is it that prompted the iconic brand to zoom out of the picture?
BUSINESS
The road ahead of Wabco and Bosch
Wabco and Bosch, leaders in their respective segments, have posted a weak set of numbers in the first quarter of FY21. Both saw their revenues decline sharply while a negative operating leverage hurt their operating profitability
BUSINESS
TVS Motors hit hard by operating losses
With a sustained rise in volumes, TVS Motors expects to return to operating profit in the July-September quarter
BUSINESS
Escorts posts decent Q1, but high valuations temper excitement
Escorts's Q1 FY21 operating profitability improved, thanks to soft raw material prices, a rich product mix and operational efficiency
BUSINESS
This auto ancillary has a bright outlook and is reasonably valued, buy
Minda Corporation is riding on growth drivers such as an increase in content per vehicle because of BS VI emission norms and premiumisation
BUSINESS
Little stock upside to MothersonSumi restructuring
The new structure is expected to help the management in meeting its long-term plan of revenue diversification
MONEYCONTROL-RESEARCH
June auto sales: Two-wheelers and tractors on the fast track, CVs falter
We believe that demand for CVs would gather steam slowly as their fortunes are directly linked to the economy
MONEYCONTROL-RESEARCH
Bharat Forge: Elevated valuation warrants patience
MONEYCONTROL-RESEARCH
Ashok Leyland: Disappointing March quarter
Ashok Leyland should be able to outperform its peers on the back of its strong product portfolio
BUSINESS
Battery stocks in Q4: Positive long-term outlook, buy
Amara Raja and Exide both earn around 45 percent of their respective total revenues from replacement demand.
MONEYCONTROL-RESEARCH
This auto ancillary stock has an eye-catching valuation
BUSINESS
Eicher Motors Q4 FY20: A weak set of numbers
MONEYCONTROL-RESEARCH
Hero MotoCorp Q4 FY20: A strong business that can be part of a long-term portfolio
MONEYCONTROL-RESEARCH
Personal mobility favours this well-run auto ancillary company
MONEYCONTROL-RESEARCH
Motherson Sumi: Decent Q4FY20 amid COVID-19
MONEYCONTROL-RESEARCH
Should you buy IndiGo as India exits the lockdown?
BUSINESS
Auto monthly numbers May 2020: Slow pick-up, better numbers in rural India
BUSINESS
TVS Motors Q4 FY20: In-line numbers, stock trades at fair valuation
BUSINESS
Two auto ancillary blue-chips caught in a downturn, time to buy?
