10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Archives : Old artciles

Sunday, December 18, 2011

CV Players:-Industry outlook/prospects/competition/high and low prices/beneficiaries/listed stocks/recommendation/threats/views/potential

Rising input costs and auto finance rates have put spokes in the domestic auto industry's growth wheel. Labour problems too added to the woes of players such as Maruti Suzuki. Labour unrest, which broke out at the facilities of the country's leading automotive company in the second quarter of the current fiscal year, was the major reason for the fall in domestic car sales in the country during the review period. Total domestic car sales declined 4.3% year-on-year (y-o-y) to 5.93 lakh units. Maruti Suzuki's sales during the period fell 19.6%. In contrast, the domestic passenger car market had reported a 29.2% y-o-y growth in their vehicle s ales during FY11 and 8.8% growth in the first quarter of FY12. The industry body Society of Indian Automobile Manufacturers (SIAM) recently highlighted domestic car sales are expected to rise just 2- 4% in FY12, down from its earlier forecast of 10-12%. Auto makers were also adversely impacted by the rise aluminium and steel prices, which were up nearly 15% y-o-y and 14%, respectively, according to analysts. However, input prices have eased a little over the past few weeks and it remains to be seen if this trend continues. To partly deal with this situation, automakers hiked prices in the second quarter of FY12 and also implemented cost-control measures. Tata Motors, which has a significant exposure to the debt-ridden euro zone because of its Jaguar Land Rover (JLR) operations, has dealt with the crunch situation by expanding in fastgrowing countries, like China and Russia. As a result, JLR vehicle volumes grew nearly 24.1% y-o-y in the second quarter of FY12, broadly in line with growth reported in FY11. Despite tough market situation, commercial vehicles (CV) segment has seen brisk sales by growing 21.3% y-o-y in the second quarter of FY12 compared with a 27% y-o-y growth reported during FY11 and 14.1% growth in the June 2011 quarter. Analysts highlight demand for light CV models from agricultural and allied sectors. The main beneficiaries of this trend are M&M and Tata Motors.

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner