Mahindra & Mahindra Ltd: Beginning of a New Phase
Mahindra & Mahindra (MM IN) (M&M) is one of the leading automotive and tractor manufacturers in India as well as internationally. M&M...
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Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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Encouraging Signs -Observations from a Road Trip to Steel Country Side.
There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal...
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Shift to Higher-Tonnage, Multi-Axle Vehicles to Give Ashok Leyland the Upper Hand in CV Segment
Company OverviewAshok Leyland Ltd (AL IN) is the third largest manufacturer of commercial vehicles, by volume, in India with a turnover of about...
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India: What "FY18 Auto Sales Numbers" Tell Us About Sector and the Companies - Five Key Messages
FY18 will go down as one of the best years for Indian Auto Manufacturers and after a long time, the growth has been strong across categories....
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