Q3FY26 Earnings Preview - Automobile
We expect Revenue/EBITDA/PAT for our OEM coverage universe to grow by ~26%/30%/28% YoY on account of GST Cut, Stable commodity inflation, and...
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Outlook 2026: Fiscal Expansion + Monetary Divergence + Robust AI + Ebbing USD = Resilient Asia
As we enter 2026, it's worthwhile recalling our '26 themes - fiscal stimuli in DM, ongoing geopolitical tensions (driving defense expenditure),...
3.4k Views
Suzuki Motor (7269 JP): Comparing Technology Focus Across 2024–26
Insight discusses how Suzuki Motor technology focus has evolved from 2024 to 2026 with highlight on key theme changes in each year and operational...
96 Views
Asian Equities: A Correction, Not a Bear Market; Rates Still Falling and Earnings Are Catching Up
Markets bottomed out over 20-24 Nov. Since then S&P500 is up 5.2%, HSI is up 3.2% & KOSPI is up 4.2%. Predictably, the USD (DXY) is down c1%. The...
643 Views
HSIE Results Daily: Maruti Suzuki, Bank of Baroda, Union Bank of India, Phoenix Mills...
Maruti Suzuki: Maruti Suzuki’s (MSIL) Q2FY26 EBITDA margin at 10.5% was in line with Bloomberg consensus estimate of 10.6%, but above our estimate...
245 Views