Reality Check: Festive checks—positive trend
We hosted a multi-sector channel check, wherein we hosted participants from auto, FMCG, durable, building materials, jewellery, cement and real estate
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Autos (Q2FY23 Results Preview): Margins likely to bottom out
However, all the segments have seen QoQ growth in volumes as all OEMs prepare for a pick-up in demand during the festive season
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Suzuki (7269) | Small Cars at Tiny Valuations
We are bullish on Suzuki as (1) India, is growing with auto buyers actively trading up to SUVs, and (2) Japan sales are recovering as parts supply...
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Consolidate Q2FY23 Result Preview
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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Auto Q2fy23preview - Volume Growth & Operating Leverage to Drive Ebitda Growth
In Q2FY23, wholesale volumes across PV/CV/2W (other than tractors) segments stood robust QoQ, led by inventory channel filling ahead of the festive...
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