Market Analysis
26-Feb-2021
MOrning India (26/February/21): 1. Automobile (Momentum sustained for PVs, CVs and Tractors); 2. NTPC (MoP issues rules on late payment surcharge)
- Wholesales in Feb'21 are expected to grow YoY on a low base for all segments, excluding 3Ws. In Feb'21, wholesale volumes are estimated to grow at 13% for 2Ws, largely driven by exports, and 20% for PVs, restricted by supply-side issues. CV volumes are
Market Analysis
25-Feb-2021
MOrning India (25/February/21): 1. Hotels (Corporate demand recovery – a key trigger); 2. Maruti Suzuki (Suzuki’s five-year plan focuses on EVs, product quality); 3. MAX Fin. Services; 4. Financials
- 3QFY21 aggregate revenue of hotel players IH, CHALET, LEMONTRE, and EIH grew 105% QoQ. Excluding LEMONTRE and CHALET, all hotel players reported operating loss in 3QFY21. - However, operating loss declined across players sequentially. Among the key pla
Market Analysis
24-Feb-2021
MOrning India (24/February/21): 1. Britannia (Widening moats strengthen right-to-win; upgrade to Buy); 2. Reliance Industries (A leaf from its own book – reiterate huge value unlocking); 3. EcoScope (Government investments fall 14% YoY in 9MFY21)
- With the widening of its moats, BRIT has strengthened its right to win and is poised to gain further market share (currently only in the mid-30s despite widening of moats) in the Biscuits category, which contributes ~80% of sales, and in the overall USD
Market Analysis
23-Feb-2021
MOrning India (23/February/21): 1. Hindalco (On a firm footing); 2. Oil & Gas; 3. Tata Motors; 4. Torrent Power; 5. Voices; 6. Mahindra CIE; 7. EcoScope
Hindalco (HNDL) 5-year strategy focuses on organic growth in Novelis and the downstream business in India as well as deleveraging its balance sheet, supported by strong cash flows in both India and Novelis. Net debt/ EBITDA is targeted to fall to 2.5x b
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