India Channel Insight | Maruti, Hyundai, Tata Motors, Eicher, Ola Electric
In this Insight, we present commentary from our interactions with dealers of Maruti, Hyundai, Royal Enfield. We also present anecdotal commentary...
163 Views
Japan's Governance: Environment of ESG
Japanese companies have been interested in E as manufacturing industry has dominated listed companies. Managers also want to take the rising...
153 Views
Honda – Potential for a 1QFY22 Blowout
We believe sell side analysts are underestimating Honda's seasonality and that OP could be materially higher than the ¥112bn project by consensus...
359 Views
India Channel Insight | Bajaj, Honda, Hero Motocorp
In this Insight, We present an on-ground narrative based on channel interactions with dealers of Bajaj Auto Ltd (BJAUT IN), Honda Motor (7267 JP)...
171 Views
Sona Comstar - Has Its Positives, but We Remain Unconvinced
Sona Comstar aims to raise around US$761m in its Indian IPO. The company is backed by Blackstone, which held a 66.2% stake prior to listing.
220 Views