External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

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External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Motherson Sumi Wiring India / Equity Bottom-Up

<ul><li>Emkay Global Financial's research report onMotherson Sumi Wiring India We recently met the management at MSUMI, and visited the company’s Pune plant as well.</li><li>KTAs: a) MSUMI is making a strong breakthrough in several OEMs, particularly 2 large SUV-focused players, and has emerged as the sole supplier for a number of their key upcoming models (for both ICE as well as ‘born EV’ platforms).</li><li>b) Content per vehicle (CPV) would continue to grow strongly, with premiumization (up to 1.5x in SUVs vs sedans) &amp; electrification (up to 2.4x/5x in E-PVs/E-2Ws).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Emkay Global Financial's research report onMotherson Sumi Wiring India We recently met the management at MSUMI, and visited the company’s Pune plant as well.KTAs: a) MSUMI is making a strong breakthrough in several OEMs, particularly 2 large SUV-focused players, and has emerged as the sole supplier for a number of their key upcoming models (for both ICE as well as ‘born EV’ platforms).b) Content per vehicle (CPV) would continue to grow strongly, with premiumization (up to 1.5x in SUVs vs sedans) &amp; electrification (up to 2.4x/5x in E-PVs/E-2Ws).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Motherson Sumi Wiring India - Strong Proxy Play on PVs with Major SUV Order-Wins