AUTOMOBILE
Subros: Strong performance, available at attractive valuations
A sharp recovery in demand for passenger vehicles (PV) and commercial vehicles (CVs) coupled with the localisation effort to improve profitability make us upbeat about Subros
BUSINESS
RailTel IPO – Are investors in the right network?
BUSINESS
Bajaj Auto Q3 FY21: riding well on 2W demand recovery; long-term positive outlook
Preference for personal mobility, festive season and recovery in export market led to a significant recovery in demand for two-wheelers. That's clearly visible in Bajaj Auto numbers
BUSINESS
Discovery Series: GNA Axles – A future-ready niche player with strong financials
In terms of valuation, GNA is trading at 10 times FY21 projected earnings, which is very reasonable
BUSINESS
Gabriel – A good proxy to play growth in commuter segment
The demand in PV and 2W segments has recovered sharply after lockdown restrictions were relaxed and Gabriel India is one of the key beneficiaries
BUSINESS
Bajaj Auto Q2 FY21: Strong recovery, positive outlook
We continue to remain upbeat on Bajaj Auto as the company plans to roll out new products, increase its market share and capitalise on the opportunity thrown up by COVID-19
MONEYCONTROL-RESEARCH
Auto ancillary company to bet on for the long term
Factors such as strong recovery in auto segments, opportunities arising out of BS VI emission norms, strong order book and reasonable valuation make Minda Corp a long-term buy
MONEYCONTROL-RESEARCH
Ramkrishna Forgings: time to buy amid weakness?
What could act as a key growth catalyst for Ramkrishna Forgings in the near term is the vehicle scrappage policy, which is back on the radar
BUSINESS
Route Mobile – What should you do if you’ve missed the IPO?
Even if we assume that valuation expansion is unlikely, there is significant scope for the Route Mobile stock price to move up on the promising growth outlook
MONEYCONTROL-RESEARCH
Endurance Tech: A good proxy to play the recovery in two-wheelers
We expect ENDU to outperform the industry by acquiring new clients and increasing its share of wallet from existing clients
BUSINESS
Route Mobile IPO – Fundamentally strong business priced reasonably
With a strong financial performance and cutting-edge technology, coupled with reasonable valuation, the RML public issue looks to be a good bet
BUSINESS
Bajaj Auto outlook holds out hope
We remain bullish on Bajaj Auto as the company plans to roll out new products, increase its market share and capitalise on the opportunity thrown up by COVID-19
ANNOUNCEMENTS
RIL AGM | Google on board; 5G ready
The RIL AGM saw two big-bang announcements: Google’s investment in Jio Platforms, which was more or less expected, and being 5G ready with solutions
BUSINESS
Tyre stocks: A worthy investment bet
The Apollo Tyre’s stock is trading at a valuation discount compared with MRF and CEAT
BUSINESS
Endurance Tech: Not a bad idea to get into a good stock in bad times
Endurance Tech's Q4 performance came in line with expectations, amid overall weakness in the two-wheeler industry and lockdowns due to Covid-19
BUSINESS
Subros: Leadership position and attractive valuations
Subros' March quarter numbers driven by a rich product mix and an improvement in the aftermarket
MONEYCONTROL-RESEARCH
Tata Motors: Hit hard by COVID-19, but valuations don’t reflect it
MONEYCONTROL-RESEARCH
M&M Q4 FY20: Reasonable valuations make it a long-term buy
BUSINESS
Airtel: Tariff hikes dial in impressive results, buy for the long term
BUSINESS
Reliance Industries Q4 FY20: Consumer facing businesses hold the fort; deleveraging cycle gains momentum
With the announcement of rights issue, the company appears to be on track to meet its goal of net zero debt by the end of the current fiscal year.
BUSINESS
January auto sales: The New Year started with no fireworks
BUSINESS
Tata Motors Q3 FY20: JLR to the rescue
BUSINESS
Nothing exciting in Maruti’s Q3 FY20 results
BUSINESS
Ideas for Profit | ITI’s FPO review: Turnaround story, subscribe for the long term
