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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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bullish
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S&P BSE SENSEX Index
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13 May 2023 00:52
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
Vermilion Research
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386 Views
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bullish
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Eicher Motors
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28 Apr 2023 19:31
Eicher Motors (EIM IN) | Ramping Up
Our dealer interaction indicates strong demand for Royal Enfield bikes with returning customers, Hunter is expanding the market, and focus on...
Pranav Bhavsar
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407 Views
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bullish
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Eicher Motors
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30 Dec 2022 18:14
Eicher Motors (EIM IN) | "Hunting" Down Competition
Our recent checks indicate, the competitive position and demand environment for Eicher Motors (EIM IN)'s "Classic 350" remain intact.
Pranav Bhavsar
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678 Views
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bullish
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Bajaj Holdings and Investment
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18 Nov 2022 15:28
Bajaj Holdings (BJHI IN): Potential Index Inclusion Can Narrow Hold Co. Discount Further
Holdco discount, currently at 53% of NAV, has the potential to narrow further with greater ownership and visibility post the likely index inclusion
Devi Subhakesan
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337 Views
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bearish
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Hero Motocorp
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07 Oct 2022 12:49
Hero Motocorp (HMCL IN) | Brace for Disappointment
Our flash channel checks with dealers in the south suggest HMCL's outperformance may not last long. Performance this festive season is extremely...
Pranav Bhavsar
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488 Views
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