TVS Motors: Fundamentals Not Strong Enough to Justify Expensive Multiples
GrowthBMW Partnership Materializes as TVS Ventures into Premium SegmentThe Bangkok Post recently quoted the head of BMW Motorrad Thailand saying...
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Hero MotoCorp: Easy YoY Comps to Lend Support in 2H; Pillion Ban Seen Offsetting Growth
GrowthLow Base to Help Company Maintain Momentum from Record Sales in 2QOn the back of strong consumer demand for Hero MotoCorp’s two-wheelers, the...
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On-The-Ground: Despite Rural Distress, More People Buy Two Wheelers - Purchase on Loans Increasing
Modern economy is based on ever increasing consumption but consumption which is unchecked and not supported by income has led to disastrous...
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Hero MotoCorp: Aside from Festive Season, No Medium-Term Trigger to Justify Expensive Multiples
Record Sales in August Indicate Festive Season To Shine Bright for HeroHero Motocorp Ltd (HMCL IN) posted its highest ever monthly sales in August...
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India: Monsoon Is Below Normal Now, Poor Rainfall Is Negative for Consumer Goods and Rate Cut Hopes
In our last insight on rainfall distribution in India, Monsoon Is “Normal” This Year: Perception Vs. Reality and the Implications dated 8th August...
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