Automotive industry
168 Threads
Navigator of the future - Apcotex Industries Ltd (CMP 569) ~Leading producer of synthetic rubber and synthetic latex ~Broadest range of emulsion polymers ~Competent technocrat B...
Mahindra CIE Ltd conducted its Q1 CY 2022 conference call today at 1:30 pm “ Looking for multiple opportunities across areas to grow business” Here are the key takeaways…
A 🧵to understand where do we stand in current auto cycle. Let us start with passenger vehicles. Passenger Vehicles: 📌From 2006 as base, in terms of number of units sold, the segm...
Zero-emissions. Futuristic designs. Virtually no fuel costs. What’s not to love about electric vehicles (EV's) ? A Thread on @Maruti_Corp future plans 🧵 RT & help us educate inv...
Some updates on the EV sector! E-Car Sales in India Feb' 21 Feb' 22 1. Tata Motors 434 2264 2. MG Motors 127...
(1/n) Rasandik Engineering - The BIG EV Play A Detailed 🧵on an Attractive EV Story with Multibagger Potential having Bright Future Propects 🔃Do Retweet/Share to Educate Investors...
Indian Auto Sector - Buying Opportunity? Here’s our analysis of Indian Auto Sector, the risks, future scenarios, macro data and more! A detailed thread🧵👇🏻 #investing #StocksToBuy...
RACL Geartech has been doing exceptionally well in this auto downturn, some notes from their Q2 concall. Q3 concall is tomorrow https://t.co/8PcJS4YV8g https://t.co/7rdWFb31Bd
Automotive Ancillaries Business Model 🏎️ (RT if beneficial) A Thread 🧵👇 https://t.co/lNRsZfO9Po
Alicon castalloy- Good results https://t.co/v6KdFJwoVy
Sharda Motor Industries Thread on few key points from the concall ▪️Industry PV demand is getting traction; 7 lakh cars backlog - were to be delivered by Dec 31 HCV to grow at...
Hyundai sells more cars in India in a year, than the total automobile sales in Pakistan. In fact, Hyundai alone sells 3 times more cars in India, than the total automobile sales i...
Electrification of vehicles in India is the most debatable topic. In an EV- components like battery, cells & powertrain have a major role to play as it constitutes ~60% of total co...
Varroc Engineering: Business Analysis 🪔 2nd largest Indian auto ancillary company. Hit the 'retweet' for max reach A Thread 🧵👇 https://t.co/Es86oTDoek
Looks like Tesla's competition isn't asleep at the wheel (haha, sorry for the cheesy CNBC-like pun) and also making moves towards the EV market share 🚗 $F and $GM closed +9.6% and...
Alicon Castalloy Ltd- History -ACL was established as Enkei Castalloy Ltd (Enkei Castalloy), a joint venture between Pegasus Castalloy Ltd (an Indian company that manufactures cas...
New auto sales total $2T+ per year, one of the largest TAMs globally. Why is the market assigning so much value to Tesla relative to legacy OEMs? While they serve the same end mar...
How many cars does Tesla need to sell to justify the current valuation? Tesla's PE = 358 SPX PE = 30 Tesla price = $1,100 Tesla earnings = $1,100 / 358 = $3.07 per share. At S...
🔋#EV Theme. Tweets by us in a Thread.. 🧵 Companies- Auto Anc- Sona Comstar, Fiem, RACL GearTech Battery- Kabra Extrusion, Tata Chemicals OEMs- Tata Motors, Greaves Cotton EV...
Long Thread on Hero Moto CMP:2928 MCap: 58K Cr Associate Co Hero Fincorp (41.19% stake) Ather Energy (34.81% stake) Collaboration and partnership Harley Davidson Gogoro Pl retw...
📊ENDURANCE TECHNOLOGIES LTD (#ENDURANCE) 🌁Fundamental Analysis ✴️Aluminium Casting & Machining, Suspension, Transmission and Braking System for 2,3 and 4 Wheelers ✅Experienced M...
1) $LCID is aiming to ramp up production to 500,000 cars annually by 2030. People are using these forecasts to estimate future revenue & profitability. This analysis remits a cruci...
Tata motors conducted their analysts / Investor conference call today at 5:30pm. " Update on press release issued yesterday on JLR Q1FY22 sales volumes and semiconductor supply. "...
@GordonJohnson19 We fund ~$80b in automotive capex in the 10m production case; the business, with debt, is self-funding and capital is not typically the constraint.
