Nitin Agrawal
moneycontrol
Mumbai, MH, India
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Past articles by Nitin:
Hero MotoCorp: Riding high, buy for the long term
Our winning call is on Hero MotoCorp and we continue to repose faith in it. Though its Q1 is weak due to lockdown, the demand continues to recover sharply → Read More
100-Word Take | A perfect storm for Tata Motors
Cost savings are badly needed for JLR, which is struggling with plummeting auto sales in China which has hit its JLR business. → Read More
Ideas for Profit: Input costs weigh on battery companies; accumulate
Weakening macroeconomic condition marked by rise in crude oil prices, rupee depreciation, rising interest rate regime coupled with regulatory challenge coming from mandatory long-term insurance as well as natural calamity like floods in Kerala had dampened the demand for most of the auto majors in India in September 2018. However, festive season brought cheers to selected pockets in the month of… → Read More
Steel Strip Wheels: CVs, alloy wheels to drive growth; buy for the long term
We continue to like the business on the back of its focus on CV exports and foray into high margin alloy wheels segment to drive the next leg of growth → Read More
Tata Motors – JLR may continue to be a pain point
The performance vectors of JLR are persistently deteriorating and expected to be under pressure at least in the near future. → Read More
Munjal Showa and FIEM Industries: Play on growth in two-wheelers
The prevalent weakness in the market provides an opportunity to buy into these businesses with an eye on the long term → Read More
Wabco & Bosch: Stock up for the long term
The CV segment would continue to grow on the back of the government’s focus towards infrastructure, increased mining activity, normal monsoon leading to rising rural sentiments and ban on overloading → Read More
Amara Raja, Exide appear attractive despite electric vehicle overhang
Battery, being an essential component for an EV, would force a paradigm shift in the way these companies operate and could radically alter their fortunes depending on how well they adapt to the new reality. → Read More
5 reasons why Jamna Auto should be on every investors’ radar
Market leadership, marquee clientele, operating leverage, reduced debt and strong financial performance should support earnings going forward → Read More
May auto sales: Commercial vehicles continue to skyrocket
CV and tractor segments should have a strong run going forward given the government’s focus on the rural economy in an election year and its continued investment in infrastructure. → Read More
Bharat Forge: Riding on multiple growth levers
The stock is currently trading at 28.3 times and 24.5 times FY19 and FY20 projected consolidated earnings, respectively. This factors in most of the visibility in performance going forward. → Read More
Ashok Leyland: Riding on multiple tailwinds
We see numerous tailwinds for the company such as more organised players in the economy, strong exports, its defence strategy and focus on electric vehicles (EVs). → Read More
Bajaj Auto Q4 review: Strong 3-wheeler sales, exports make us turn positive
We have turned positive on Bajaj Auto, considering the strong tailwinds in domestic three-wheeler market and the improved performance in export markets. → Read More
Did you take note of these four cos that posted stellar Q4 nos?
Amid weakness in the midcap space due to uncertainty over outcome of the Karnataka election, stellar earnings of some not so well known names may have missed investor attention. We feel these companies should be on investors’ radar. → Read More
Do these stellar earning companies figure in your portfolio?
In the last couple of weeks, amid market volatility, stellar earnings from midcap companies may have missed investor attention. Here is list of all such companies which should be on investors’ radar → Read More
Airtel Q4 review: Subdued quarter, but industry consolidation, data boom still make it a good bet
The growing consolidation in the telecom industry should be incrementally better for an incumbent player like Airtel. We see a moderate upside in the stock from its current level. → Read More
Aviation sector continues to navigate high
Though the engine problem of A320neo aircraft first surfaced in February, Indigo gained 20 bps in its market share over January → Read More
Air India disinvestment: Relaxing net worth norm in search of a buyer
Relaxing the net worth criteria would increase the universe of bidders as there are hardly any players with positive net worth. This could help in fetching a better valuation. → Read More
Telecom sector after 3QFY2018: Consolidation, data boom to play important roles
Consolidation in the industry is going to play the most important role in shaping the future of the industry. → Read More
Don't miss these auto ancillary companies that saw stellar Q3 earnings
Most of the companies witnessed strong growth in the topline and expansion in operating margin mirroring the performance of various OEMs → Read More