Top Conviction Ideas – “Auto and Auto Ancillaries”
The companies under our coverage reported Revenue/EBITDA/PAT growth of 4.7%/4%/2.2% YoY, below expectations of 5.5%/8.9%/10.6%.
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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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...
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Q2FY25 Earnings Preview - Automobile
We prefer TVS Motors, Heromotocorp (and M&M – under soft coverage) in the OEMs; and Endurance Technologies, Sansera Engineering in the Auto...
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Axis Top Picks for the Month of October 2024
The Axis Top Picks Basket delivered an excellent return of 10.4% in the last three months against the 7.5% returns posted by Nifty 50 over the same...
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