BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Festive season sales were reasonable, with no major negative surprise.
Current demand and low inventory sentiment in passenger vehicle and tractor suggests higher wholesales in the coming months.
On the flip side, two-wheeler and commercial vehicle original equipment manufacturers are expected to maintain a cautious stance, with no major inventory push.
Valuations reflect for recovery to sustain in the coming quarters, leaving a limited margin for safety for any negative surprises.
Hence, we prefer companies with -
- higher visibility in terms of demand recovery,
- a strong competitive positioning,
- margin drivers, and
- balance sheet strength.
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