Autos: Time to relook
We expect auto demand (across segments) to revive on a low base relative to the peak of FY19, led by a pick-up in economic growth and expected...
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Auto Q4FY22 Preview: A Mixed Bag Quarter with a Sequential Volume Recovery
The auto volumes reported during the quarter stood patchy with certain segments such as the Passenger Vehicle (PV) and premium motorcycle...
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Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical
OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech...
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Auto Monthly Volume Update - Mar 2022 - Easing Supply Chain Issues Improve PV & CV Traction
FY22 was a difficult year for the auto industry on account of supply-chain challenges as well as RM headwinds, resulting in an increased total cost...
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Growth, Margin Concerns Resurface for Auto Sector Amid Prevailing Geopolitical Crises
Resurfaced chip availability concerns amid geopolitical issues Russia is the largest producer (~40% share in global production) of rare earth metal...
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