In today’s briefing:
- Hero Motocorp (HMCL IN) | Brace for Disappointment
- BASF India: Catalyzing Chemistry and Possibilities
Hero Motocorp (HMCL IN) | Brace for Disappointment
- Hero Motocorp (HMCL IN) has been outperforming the Nifty 50 over the last 6M
- Our flash checks done in the south suggests the outperformance may not last long
- Failure of a model, high competitive intensity, and changing preferences can again lead to high inventory levels leading to a possible correction in wholesales post-festive season.
BASF India: Catalyzing Chemistry and Possibilities
- Pivoting the world’s biggest transformation; addresses chemistry needs of the new economy
- These new themes will outgrow world GDP growth – perhaps almost >2x
- BASF is systematically aligning to the emerging trends, investing in future technologies and is integrating all of this sustainably in its value chain
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