BQ Prime’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 BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
While easing semi-conductor supplies boost passenger vehicle retails, the demand momentum in commercial vehicles is sustaining. The two-wheeler segment is showing early signs of a recovery. We prefer foru wheelers over two-wheelers on the back of strong demand and as it offers a stable competitive environment.
We expect the momentum in the commercial vehicle cycle to continue. We prefer companies with:
higher visibility in terms of a demand recovery,
a strong competitive positioning,
margin drivers, and
balance sheet strength.
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