Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.</li><li>MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.</li><li>US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.</li></ul>

Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jubilant-foodworks-ltd" target="_blank" data-smartkarma-citation="entities:986:1" rel="noopener">Jubilant Foodworks (JUBI IN)</a>  reports a 56.2% YoY revenue growth in Q3 FY25, driven by strong performance in Domino’s India. The company adds 130 new stores and partners with Coca-Cola.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a>  surpassed <a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a>  in 2024 car sales, driven by the success of its compact SUV, the Tata Punch</li>
<li>Tata Sons has redefined its financing strategy by directing group companies, newer ventures like Tata Digital and Air India, to independently manage debt, relying on equity investments and internal accruals.</li>
</ul>



Jubilant Foodworks (JUBI IN)  reports a 56.2% YoY revenue growth in Q3 FY25, driven by strong performance in Domino’s India. The company adds 130 new stores and partners with Coca-Cola.

Tata Motors Ltd (TTMT IN)  surpassed Maruti Suzuki India (MSIL IN)  in 2024 car sales, driven by the success of its compact SUV, the Tata Punch
Tata Sons has redefined its financing strategy by directing group companies, newer ventures like Tata Digital and Air India, to independently manage debt, relying on equity investments and internal accruals.


#81 India Insight: Jubilant Hits Record Revenue, Tata Sons Shifts Debt Management, Aero India 2025

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.</li><li>The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.</li><li>The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Auto Monthly Sales Volume - December 2024

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Ventive Hospitality Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ventive-hospitality-ltd" target="_blank" data-smartkarma-citation="entities:43933:1" rel="noopener">Ventive Hospitality Ltd (0807075D IN)</a> is looking to raise about US$188m in its India IPO. The deal, a fresh issue of shares, is downsized from an earlier size of ~US$240m.</li>
<li>Ventive Hospitality Limited (VHL) is the largest hospitality asset owner amongst public listed market peers, focused primarily on luxury offerings across business and leisure in India and Maldives.</li>
<li>We have looked at the company’s past performance in our previous notes. In this note, we will talk about the IPO valuations.</li>
</ul>



Ventive Hospitality Ltd (0807075D IN) is looking to raise about US$188m in its India IPO. The deal, a fresh issue of shares, is downsized from an earlier size of ~US$240m.
Ventive Hospitality Limited (VHL) is the largest hospitality asset owner amongst public listed market peers, focused primarily on luxury offerings across business and leisure in India and Maldives.
We have looked at the company’s past performance in our previous notes. In this note, we will talk about the IPO valuations.


Ventive Hospitality IPO - Quick Thoughts on Peer Comp and Valuation

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ventive-hospitality-ltd" target="_blank" data-smartkarma-citation="entities:43933:1" rel="noopener">Ventive Hospitality Ltd (0807075D IN)</a> is looking to raise about US$188m in its India IPO. The deal, a fresh issue of shares is downsized from an earlier target of ~US$240m.</li>
<li>Ventive Hospitality Limited (VHL) is the largest hospitality asset owner amongst public listed market peers, focused primarily on luxury offerings across business and leisure in India and Maldives.</li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



Ventive Hospitality Ltd (0807075D IN) is looking to raise about US$188m in its India IPO. The deal, a fresh issue of shares is downsized from an earlier target of ~US$240m.
Ventive Hospitality Limited (VHL) is the largest hospitality asset owner amongst public listed market peers, focused primarily on luxury offerings across business and leisure in India and Maldives.
In this note, we talk about the company’s historical performance.


Ventive Hospitality Pre-IPO - Leveraging Expanded Portfolio to Drive Growth

India

Maruti Suzuki India Limited manufactures and exports automobiles. Maruti collaborated with Suzuki of Japan to produce affordable cars for the average Indian.

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Maruti Suzuki India (MSIL IN)

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

#81 India Insight: Jubilant Hits Record Revenue, Tata Sons Shifts Debt Management, Aero India 2025

Jubilant Foodworks sees strong revenue growth in Q3 FY25, Tata Motors surpasses Maruti Suzuki in car sales, Tata Sons redefines financing strategy.

Sudarshan Bhandari

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

Ventive Hospitality IPO - Quick Thoughts on Peer Comp and Valuation

Ventive Hospitality is looking to raise about US$188m in its India IPO. In this note, we will undertake a quick peer comparison and talk about the...

Akshat Shah

Ventive Hospitality Pre-IPO - Leveraging Expanded Portfolio to Drive Growth

Ventive Hospitality is looking to raise about US$188m in its upcoming India IPO. In this note, we talk about the company’s historical performance.

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

#81 India Insight: Jubilant Hits Record Revenue, Tata Sons Shifts Debt Management, Aero India 2025

​Jubilant Foodworks sees strong revenue growth in Q3 FY25, Tata Motors surpasses Maruti Suzuki in car sales, Tata Sons redefines financing strategy.

Sudarshan Bhandari

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

Ventive Hospitality IPO - Quick Thoughts on Peer Comp and Valuation

Ventive Hospitality is looking to raise about US$188m in its India IPO. In this note, we will undertake a quick peer comparison and talk about the...

Akshat Shah

Ventive Hospitality Pre-IPO - Leveraging Expanded Portfolio to Drive Growth

Ventive Hospitality is looking to raise about US$188m in its upcoming India IPO. In this note, we talk about the company’s historical performance.

Akshat Shah

Jubilant Foodworks sees strong revenue growth in Q3 FY25, Tata Motors surpasses Maruti Suzuki in car sales, Tata Sons redefines financing strategy.