Q3FY24 Consolidated Preview
Q3FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Festival season c) Robust PMI manufacturing and Services
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Asian Autos: Increasing Exposure Reflects Rising Market Confidence
Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning from active funds continue through 2023.
793 Views
HSIE Results Daily: ONGC, Eicher Motors, Trent, Berger Paints, BSE,
We maintain our ADD rating on ONGC with a target price of INR 208, based on oil and gas production growth at 6/9% CAGR over FY24-26E, attractive...
419 Views
HSIE Results Daily: ONGC, Eicher Motors, Trent, Berger Paints, BSE
We maintain our ADD rating on ONGC with a target price of INR 208, based on oil and gas production growth at 6/9% CAGR over FY24-26E, attractive...
446 Views
Autos (Q2FY24 Results Preview) - 4Ws to See Margin Boost QoQ
In PVs, while UV demand has held up extremely well, car demand has further decelerated, driving a rich mix for most OEMs. CV demand momentum...
497 Views