MONEYCONTROL-RESEARCH
Delta Corp Q4 FY22: A strong play on India’s gaming industry
The long-term outlook for Delta Corp continues to be positive on the back of increasing tourist arrivals, leading to a strong occupancy in its hotels, and continued traction for online gaming
BUSINESS
Is market leader Maruti losing speed?
Maruti has been losing its market share due to dwindling new launches and no focus on EVs
MONEYCONTROL-RESEARCH
CEAT: Should you get behind the wheel?
At current price, the CEAT stock offers favourable risk-reward to investors
BUSINESS
Automakers see some light at the end of the tunnel
The automobile industry — especially the two-wheeler and the tractor segments — is showing early signs of a pick-up in demand. The commercial vehicle (CV) segment continues to do phenomenally well, driven by the opening up of the broader economy
MONEYCONTROL-RESEARCH
Hero MotoCorp: An opportunity in tough times
Its stock price has corrected about 35 percent from its last high, attained in February 2021, making the valuation very attractive
BUSINESS
Bosch: Challenges stay, what next for investors?
In light of upcoming opportunities in digital solutions, advanced electronic system capabilities, and electrification of vehicles, Bosch is set to add new components in the portfolio, offering more avenues for growth
BUSINESS
Endurance Tech: Best proxy to play growth in 2W segment
We expect Endurance Tech to outperform the industry by acquiring new clients and increasing its share of wallet from existing clients
BUSINESS
Automakers move in a low gear, yet again
The automobile industry continued to remain weak in February 2022. Segments that are focused on the rural sector, such as two-wheelers and tractors, were the worst performers, while the economy-facing segments, such as commercial vehicles (CVs) and three-wheelers, did very well
BUSINESS
Motherson Sumi: Is the soft phase a window to add up?
Motherson Sumi Systems was also hit by the shortage of semiconductor chips and soaring raw material prices. However, the soft patch provides a good opportunity to accumulate
MONEYCONTROL-RESEARCH
Chip shortage shadow on Bharat Forge Q3, but outlook sunny
The medium- to long-term demand outlook for the domestic business of Bharat Forge is promising on the back of pent-up demand, and an increase in economic and industrial activities
BUSINESS
How SpiceJet turned a surprise profit after a string of losses
Hint: It has little to do with operations. And the airline is not out of the woods
BUSINESS
Eicher Motors cruises even as challenges remain
The outlook for Eicher Motors is positive, driven by the pent-up demand for bikes, preference for premium bikes, a sharp momentum in export demand, significant improvement in the CV segment, and better fleet utilisation
BUSINESS
Ashok Leyland: Recovery in sight, product launches to augur well
Sequentially, a strong volume growth helped Ashok Leyland post strong revenues. But commodity-linked cost inflation continues to put pressure on operating profitability
BUSINESS
Hero MotoCorp Q3 FY22: Numbers weak, but valuation reasonable
Customers’ preference for personal mobility, a positive rural sentiment, and new products, especially in the premium segment, are likely to aid demand for Hero MotoCorp, going forward
MONEYCONTROL-RESEARCH
Input prices, chip shortage weigh on M&M’s Q3
Traction in order books and demand, coupled with its strong leadership in farm equipment, positive rural sentiment, and a slew of new products make M&M a candidate for the long-term portfolio
BUSINESS
A strong quarter from Airtel, accumulate for long term
Performances of Airtel's India and the Africa operations remained strong. An increasing subscriber base coupled with tariff hikes helped the company post a significant growth in revenues and operating margin
MONEYCONTROL-RESEARCH
IndiGo: Strong Q3 FY22; accumulate as demand is on the rise
Being the market leader, IndiGo has the potential to grow its earnings faster
BUSINESS
Sona BLW: In-line Q3 FY22, strong order book and EV key drivers
SBPFL has already attained a leading position in the global electric differential assembly market, and continues to aggressively target new products/ customers for multi-fold growth
MONEYCONTROL-RESEARCH
Automakers start the year on a soft note
Two-wheelers and the tractor segment continue to underperform in January while there’s a slight uptick in the month-on-month (MoM) numbers for passenger vehicles (PV) with improved availability of semiconductor chips
BUSINESS
Battery swapping is the need of the hour for EVs
Budget 2022's announcement of battery swapping resolves one of the key hindrances to EV adoption
MONEYCONTROL-RESEARCH
Tata Motors: Sequential improvement in numbers; chip shortage still at play
JLR volumes continue to be on the downward trend due to the chip shortage. Tata Motors' operating profitability has improved significantly on a sequential basis. Standalone business also continues to do well, driven by a strong demand scenario
BUSINESS
Maruti Q3: Operating leverage in the driver's seat
Maruti significantly improved its financial performance in Q3FY22, compared with Q2FY22, thanks to the strong demand and the benefit of operating leverage
MONEYCONTROL-RESEARCH
Reliance Industries Q3FY22: Retail, renewables emerging as key growth anchors
Retail and digital assets are moving from strength to strength in terms of capabilities through inorganic forays, indicating that RIL would be in a vantage position to capitalize on new age businesses and normalization of consumption demand in times to come
BUSINESS
Bajaj Auto drives in with a reasonable valuation
We remain bullish on the Bajaj Auto business as it plans to roll out new products and increase its market share. We also see a significant growth potential in the export markets
