CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
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CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) ​(63% shareholder), is the largest...
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India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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M&M (MM IN) | Farm Equipment Sector (FES) Guidance Should Be Maintained
The Farm Equipment Sector (FES) business continues to be an important segment for Mahindra & Mahindra (MM IN) 's a standalone business. Our...
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India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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