|
02 Nov 2022
|
Automobiles & Auto Components
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|
|
02 Nov 2022
|
Automobiles & Auto Components
|
Axis Direct
|
|
|
|
|
Sector Update
|
|
|
Auto Monthly Volume Update - November 2022
|
|
02 Nov 2022
|
Automobiles & Auto Components
|
IDBI Capital
|
|
|
|
|
Sector Update
|
|
|
|
|
02 Nov 2022
|
Automobiles & Auto Components
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Hero Motocorp (HMCL) reported wholesale volumes of ~455k units, down 13% MoM (down 17% YoY).
|
|
02 Nov 2022
|
Automobiles & Auto Components
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
In continuation to our monthly Retail series, we are monitoring mobility and retail demand trends as we believe both these data sets have a lead-lag effect.
|
|
12 Oct 2022
|
Automobiles & Auto Components
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Post a period of falling gross margin across our auto coverage universe in the past three quarters, we expect the sector to see earnings stabilising finally in Q2FY23.
|
|
11 Oct 2022
|
Automobiles & Auto Components
|
Trendlyne Analysis
|
|
|
|
|
Sector Update
|
|
|
Automobile wholesales of listed companies rose 19.8% YoY overall to 14,74,481 units in September while exports fell 25.7% YoY overall to 2,59,952 units.
|
|
11 Oct 2022
|
Automobiles & Auto Components
|
Axis Direct
|
|
|
|
|
Sector Update
|
|
|
OUR TOP POSITIVE PLAYS ARE: Auto OEMs: Ashok Leyland, Eicher Motors, Maruti Auto Ancillaries: UNO Minda, SSWL
|
|
07 Oct 2022
|
Automobiles & Auto Components
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
We recently hosted Captain Udayan Priyaroop, managing Alankar Auto (Patna), with multiple dealerships for Maruti Suzuki (MSIL) and Honda 2Ws (HMSI).
|
|
07 Oct 2022
|
Automobiles & Auto Components
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|