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...
208 Views
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...
324 Views
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...
186 Views
Hero Motocorp: Superior Realization and Richer Mix Deliver Margin Beat
Hero Motorcorp Ltd. (HMCL) Q3FY22 performance was better than expected and came ahead of our estimates.. We value the stock at 15x FY24E EPS,...
103 Views
Hero MotoCorp: Steady Performance, EV Launch Awaited
What should investors do? HMCL's share price has lagged the Nifty Auto Index in the past five years, de-growing at 5.6% CAGR from ~Rs 3,266 levels...
130 Views