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.

Thematic (Sector/Industry)

<ul><li>Oct’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~11% YoY and 6% MoM, while total exports were up by 23% YoY and 2% MoM, respectively.</li><li>Domestic PV sales (Exhibit-2) grew by 1-3% YoY (up 10-12% MoM), led by strong volumes in Toyota, M&amp;M, Kia, and MG, which were partly offset by weakness in MSIL and Honda while tata motors and Hyundai witnessed flat volumes.</li><li>The domestic CV industry sales were flat YoY (up 9% MoM), mainly due to lower MHCV truck volumes, which were offset by high bus volumes. </li></ul>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.

Oct’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~11% YoY and 6% MoM, while total exports were up by 23% YoY and 2% MoM, respectively.Domestic PV sales (Exhibit-2) grew by 1-3% YoY (up 10-12% MoM), led by strong volumes in Toyota, M&amp;M, Kia, and MG, which were partly offset by weakness in MSIL and Honda while tata motors and Hyundai witnessed flat volumes.The domestic CV industry sales were flat YoY (up 9% MoM), mainly due to lower MHCV truck volumes, which were offset by high bus volumes. 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.

Monthly Auto Volume Update - Automotive Industry - October 2024

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund 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>The premiumisation trend remains in focus with UVs and premium 2Ws driving the growth</li><li>The entry-level 2W demand is expected to increase after a good monsoon and kharif sowing</li><li>However, it is pertinent to highlight that demand for 125cc and above continued to be strong</li></ul>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.

The premiumisation trend remains in focus with UVs and premium 2Ws driving the growthThe entry-level 2W demand is expected to increase after a good monsoon and kharif sowingHowever, it is pertinent to highlight that demand for 125cc and above continued to be strongContent 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.

Autos (Q2FY25 Results Preview): 2W to Drive Growth, Soft Quarter for PVs

<ul><li>Sep’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~17%/20% and 2W exports were up by 19%/9%% YoY/ MoM respectively.</li><li>The domestic PV sales (Exhibit-2) volume stood between -2% to 2% YoY, largely due to weakness in MSIL/Tata Motors/Hyundai/ Honda, partly offset by strong domestic SUV volumes by Toyota/ M&amp;M/Kia.</li><li>The domestic CV industry sales degrew by ~12% YoY mainly due to lower MHCV truck and Bus volumes. </li></ul>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.

Sep’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~17%/20% and 2W exports were up by 19%/9%% YoY/ MoM respectively.The domestic PV sales (Exhibit-2) volume stood between -2% to 2% YoY, largely due to weakness in MSIL/Tata Motors/Hyundai/ Honda, partly offset by strong domestic SUV volumes by Toyota/ M&amp;M/Kia.The domestic CV industry sales degrew by ~12% YoY mainly due to lower MHCV truck and Bus volumes. 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 - September 2024

<ul><li>Aug’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~9%/19% and total exports were up by 14%/2%% YoY/ MoM respectively.</li><li>The domestic PV sales (Exhibit-2) degrew by 1-4% YoY (up 3% MoM), largely due to weakness in MSIL/Tata Motors/Hyundai/ Honda partly offset by strong domestic SUV volumes by Toyota/ M&amp;M/ Kia/ MG.</li><li>The domestic CV industry sales degrew by ~11% YoY (marginally up 3% MoM) mainly due to lower MHCV truck volumes which were partly set off by high bus volumes). </li></ul>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.

Aug’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~9%/19% and total exports were up by 14%/2%% YoY/ MoM respectively.The domestic PV sales (Exhibit-2) degrew by 1-4% YoY (up 3% MoM), largely due to weakness in MSIL/Tata Motors/Hyundai/ Honda partly offset by strong domestic SUV volumes by Toyota/ M&amp;M/ Kia/ MG.The domestic CV industry sales degrew by ~11% YoY (marginally up 3% MoM) mainly due to lower MHCV truck volumes which were partly set off by high bus volumes). 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.

<ul><li>The aggregate performance of the Q1FY25 earnings season was largely on expected lines, with wide divergences across sectors and companies</li><li>Aggregate revenue/PAT grew by 7%/0% YoY and -2%/-8% QoQ across the HSIE coverage (~229 stocks)</li><li>Overall earnings were adversely skewed by the weak performance of OMCs, hence ex-OMCs, revenue/PAT grew by 9%/13% YoY and -2%/-5% QoQ.</li></ul>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.

The aggregate performance of the Q1FY25 earnings season was largely on expected lines, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 7%/0% YoY and -2%/-8% QoQ across the HSIE coverage (~229 stocks)Overall earnings were adversely skewed by the weak performance of OMCs, hence ex-OMCs, revenue/PAT grew by 9%/13% YoY and -2%/-5% QoQ.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.

Quarterly Flipbook: Earnings growth moderates, demand pick-up holds the key

India

Eicher Motors Ltd. manufactures light commercial vehicles which are sold domestically and are also exported to other countries. Eicher Motors also manufactures two-wheelers and automotive gears.

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Eicher Motors (EIM IN)

Monthly Auto Volume Update - Automotive Industry - October 2024

The domestic 2W industry witnessed strong volume growth of ~11% YoY and 6% MoM, while total exports were up by 23% YoY and 2% MoM, respectively.

Axis Direct

Autos (Q2FY25 Results Preview): 2W to Drive Growth, Soft Quarter for PVs

The premiumisation trend remains in focus with UVs and premium 2Ws driving the growth. The entry-level 2W demand is expected to increase after a...

HDFC Securities

Auto Monthly Sales Volume - September 2024

Sep’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~17%/20% and 2W exports were up by 19%/9%% YoY/ MoM respectively.

Axis Direct

Auto Monthly Volume August 2024

Aug’24 Wholesale Volumes: The domestic 2W industry witnessed strong volume growth of ~9%/19% and total exports were up by 14%/2%% YoY/ MoM...

Axis Direct

Quarterly Flipbook: Earnings growth moderates, demand pick-up holds the key

The aggregate performance of the Q1FY25 earnings season was largely on expected lines, with wide divergences across sectors and companies

HDFC Securities

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