CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Exports help Apollo Tyres keep momentum, unlike others   </li><li>MRF reduces prices of truck tires, others following suit  </li><li>JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn</li></ul>

Exports help Apollo Tyres keep momentum, unlike others   MRF reduces prices of truck tires, others following suit  JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

<ul><li>US$ 236 million fine imposed on tire firms locked in law suit  </li><li>Farmers demand legal assistance to fight their case  </li><li>Farmers’ body says blockade first step to stop cartelization</li></ul>

US$ 236 million fine imposed on tire firms locked in law suit  Farmers demand legal assistance to fight their case  Farmers’ body says blockade first step to stop cartelization

Farmers Siege MRF, Apollo Offices Seeking Fair Share Of CCI Award

<ul><li>Q4 FY 2023 MRF profit accounts for half of the whole FY profit</li><li>Apollo says India, Europe operations did well in Q4 2023</li><li>CEAT feels OEMs and specialty & passenger category tires drive growth</li></ul>

Q4 FY 2023 MRF profit accounts for half of the whole FY profitApollo says India, Europe operations did well in Q4 2023CEAT feels OEMs and specialty & passenger category tires drive growth

Indian Tire Makers Mint Profit As NR Prices Keep Low

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Last week we noted that the bullish reversals had begun, with the MSCI ACWI (ACWI-US), STOXX Europe 50, and SPX the first few to reverse topside their 4-month downtrends.</li>
<li>As we discuss below, bullish reversals are proliferating globally, something that continues to support our belief that global equities are bottoming.</li>
<li>Global growth Sectors continue to gain momentum and have emerged as leadership -- overweight growth. Sectors covered today include Technology, Consumer Discretionary, and Industrials -- add exposure</li>
</ul>


Last week we noted that the bullish reversals had begun, with the MSCI ACWI (ACWI-US), STOXX Europe 50, and SPX the first few to reverse topside their 4-month downtrends.
As we discuss below, bullish reversals are proliferating globally, something that continues to support our belief that global equities are bottoming.
Global growth Sectors continue to gain momentum and have emerged as leadership -- overweight growth. Sectors covered today include Technology, Consumer Discretionary, and Industrials -- add exposure


Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials

<p>In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral outlook, along with areas of the market where we see actionable opportunities, including Japan, and global technology.</p>

In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral outlook, along with areas of the market where we see actionable opportunities, including Japan, and global technology.

Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.

India

MRF Limited manufactures and distributes tyres and tubes for automobiles, aircrafts, motorcycles and cycles. The Company also manufactures conveyor belts, paint and coats, and hoses. Every MRF tyre designed is the result of a special acid test on the race and rally tracks.

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Mrf Ltd (MRF IN)

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

Indian Tire Makers Mint Profit As NR Prices Keep Low

Easing raw material prices led by natural rubber and good domestic demand have enabled the Indian tire majors to post splendid results in Q4 of FY...

Helixtap

Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials

Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...

Vermilion Research

Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.

In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

Farmers Siege MRF, Apollo Offices Seeking Fair Share Of CCI Award

Peeved over the continuous denial of a fair price for rubber even as tire makers ring their cash register, the rubber farmers in the rubber...

Helixtap

Indian Tire Makers Mint Profit As NR Prices Keep Low

Easing raw material prices led by natural rubber and good domestic demand have enabled the Indian tire majors to post splendid results in Q4 of FY...

Helixtap

Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials

Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...

Vermilion Research

Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.

In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...

Vermilion Research