Eicher Motors (EIM IN) | Competitive Position Strengthening
After the hype about competition, RE's competitive position is strengthening. The premium motorcycle market is expected to expand without a fight...
306 Views
Eicher Motors - Strong Q1, Increasing Competitive Landscape in the Mid-Term
Eicher reported a strong set of numbers with EBITDA and PAT beating our estimate. Revenue stood in line with our estimate (up 20%/2% YoY/QoQ).
341 Views
Hero Motocorp (HMCL IN) | The "HOG" Wash
Hero MotoCorp (HMCL IN) & Harley-Davidson (HOG US) launched the Harley-Davidson X440 in India. Though a step in the right direction, there are...
497 Views
Hyundai Motor India Pre-IPO - Peer Comparison - Doesn’t Stand Out
Hyundai Motor (005380 KS) is looking to raise around US$3bn via listing its India unit, Hyundai Motor India. In this note, we undertake a peer...
375 Views
Autos (Q1FY25 Results Preview): 2W to Drive Growth While PVs Ride Pillion
We continue to like Maruti Suzuki, and M&M as we expect both of them to continue to outperform the UV segment, which would in turn help improve...
161 Views