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Bajaj Auto Ltd (BJAUT IN)
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227
Analysis
Consumer Discretionary
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India
Bajaj Auto Limited manufactures and distributes motorized two-wheeled and three-wheeled scooters, motorcycles and mopeds.
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bearish
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TVS Motor
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24 May 2022 16:19
TVS Motor (TVSL IN) | Supply Issues & EV Ramp Up the Key
With expected easing in supplies & EV ramp up, volumes can accelerate, however at current valuations, capital allocation issues are tough to...
Pranav Bhavsar
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340 Views
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bullish
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Eicher Motors
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20 May 2022 14:17
Eicher Motors (EIM IN) | The "Twins" (New Models & Exports) Are Firing
We expect Eicher Motors (EIM IN) outperformance to continue. Improvement in supplies, New models, Export margins, and the ability to manage cost...
Pranav Bhavsar
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496 Views
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bullish
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Adani Enterprises
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15 May 2022 15:54
NIFTY50 Index Rebalance Preview: High Probability Add; Impact Higher than the Headline Numbers
Adani Enterprises is a high probability add to the NIFTY50 in Sep. Shree Cement is the current delete, though Hero Motocorp is close. There will be...
Brian Freitas
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539 Views
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bearish
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Honda Motor
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08 Mar 2022 19:34
India Channel Insight #28 | What Is the Two-Wheeler EV Scene in India?
We visit dealers of Honda Motor (7267 JP) , Hero Motocorp (HMCL IN) and TVS Motor (TVSL IN) to understand the current demand environment for...
Pranav Bhavsar
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324 Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2022 20:21
India Channel Insight # 27 | Postcard from Uttar Pradesh (UP) | BJP Likely to Remain in Power
The focus of this channel Insight is the state of Uttar Pradesh, one of the largest and most important states in India currently undergoing...
Pranav Bhavsar
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186 Views
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