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Tata Motors Limited: JLR's Strong Performance Continues to Serve as Pivot for the Group

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<p>Since 2009, JLR’s sales volume has increased 3x to over 600,000, helping it fill its coffers. Having resurrected itself as a serious luxury carmaker, the company is said to be planning to put its cash reserves to use by potentially buying another luxury carmaker. While most of the news is on the grapevine, news outlets believe the target companies to be FCA's (Fiat Chrysler) Maserati and Alfa Romeo, amongst others.</p><div class="content-caption"><strong><em>JLR's Liquidity Leaves Room for Undertaking Risks</em></strong></div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/034/709/original/etc1.png?1506910209" class="editor-image img-responsive" data-smartkarma-image-id="34709"></figure><div style="text-align: left;" class="content-caption"><em>Source: Company</em></div><h2>Maserati Seen as</h2>…

Since 2009, JLR’s sales volume has increased 3x to over 600,000, helping it fill its coffers. Having resurrected itself as a serious luxury carmaker, the company is said to be planning to put its cash reserves to use by potentially buying another luxury carmaker. While most of the news is on the grapevine, news outlets believe the target companies to be FCA's (Fiat Chrysler) Maserati and Alfa Romeo, amongst others.JLR's Liquidity Leaves Room for Undertaking RisksSource: CompanyMaserati Seen as…

Jaguar Land Rover Goes Shopping: Is Maserati Too Tasteful?

Tata Motors Ltd

Jaguar Land Rover Goes Shopping: Is Maserati Too Tasteful?