Q2fy23 Preview - Non-Commodities Likely to Do Better
Q2FY23 marked a cool-off in the key commodity prices including the base metals and the crude oil as against the Q1FY23 period that witnessed...
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Automotive Industry - Robust Growth Momentum in PV & CV Sales; 2Ws Lag Behind
The wholesale volumes in Sep’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
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Auto Monthly Volume Update - Aug 2022
The wholesale volumes in Aug’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
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Escorts Kubota Limited (ESCORTS IN) | Market Share Gains Priced In
Even we assume market share gains and above industry growth for ESCORTS, at CMP most of the positives are already priced in.
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Escorts Kubota (ESCORTS IN) | Alarming Allegations by Dealers
Our dealer interactions point to structural issues at ESCORTS warranting attention. Regaining lost market share may not be that easy.
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