Hero Motocorp

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    25 companies that will get impacted by demonetisation of currency in India

25 companies that will get impacted by demonetisation of currency in India

There are approximately US$75 trillion in the world and India represents roughly 2% of this global economy. The problem with the black money is everywhere in the world; but mostly it prevails in the Asian economy. More than 75% of transactions in India are done with cash compare to approximately 20% – 25% in […]

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    Hero Motocorp q2 – 2017: All about the company you should know…

Hero Motocorp q2 – 2017: All about the company you should know…

Hero Motocorp world’s biggest manufacturer of two wheeler bike reported its q2 and half yearly results two days back. The stock price is trading at Rs 3,350 and if you are looking to buy, sell or hold this stock then you should know these few facts of the business.

Hero Motocorp sold 6,74,961 units in […]

By |October 28th, 2016|Q2 - 2017|2 Comments|
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    Hero Motocorp Q1 – 2017: Is market too optimistic with its results?

Hero Motocorp Q1 – 2017: Is market too optimistic with its results?

Hero Motocorp released its first quarter 2017 results yesterday which look like this:

Hero Motocorp
Q1 – 2017
Q4 – 2016
Q1 – 2016
% change Q-Q
% change Y-Y

Nos of vehicles sold
17,45,389
17,21,240
16,45,867
1.40%
6.05%

Total Income
8,010.66
8,111.16
7,435.47
-1.24%
7.74%

EBIT
1,235.22
1,193.23
1,043.43
3.52%
18.38%

EBIT Margin
15.42%
14.71%
14.03%
0.71 Bpt
1.39 Bpt

Net Profits
883.10
834.65
747.54
5.80%
18.13%

 

Hero Motocorp profit grew by 18% and total income from operations by 8% on year-on-year basis. There has been tough competition in the […]

By |August 9th, 2016|Q1 - 2017|0 Comments|

Hero Motocorp Full year results 2016

India’s one of the biggest two wheeler manufacturer Hero Motocorp reported its full year financial results last week. The number of two wheelers sold in the 2016 financial year was 6,632,322 units compare to 6,631,826 units sold in 2015. The volumes remain unchanged.

Total income from operations was up by 4% to Rs 28,613.73 crore […]

Our Universe of stock comprises about 106 stocks

We are standing on the 2016 financial year end and with one day remaining it pretty much looks we will close this year in red. We do follow very closely Nifty500 stocks and this index is trading below -9.30% compare to last year.

By average there are very few stocks that outperform index, the best […]

By |March 30th, 2016|Portfolio Point|0 Comments|
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    5 stocks whose intrinsic values have risen in 2016 financial year

5 stocks whose intrinsic values have risen in 2016 financial year

We are just two weeks away from the end of financial year and it will be wise to say was bad year looking at the index returns. The Nifty 50 have given a return of -13.90% this financial years.

We don’t invest looking at the index, rather we prefer to buy quality stocks at right […]

By |March 18th, 2016|Portfolio Point|0 Comments|

Stock Advice: Looking Automobile Sector of India

The markets are trading at the all-time high and this is where many investors get scared to invest in the fear of fall. We do not invest looking at where the market is trading, but invest in the business where we feel that they are not trading at their potential values plus also has […]

By |October 11th, 2014|Portfolio Point|4 Comments|

Automobiles – 2 Wheelers #2

Automobiles 2 – 3 wheelers: Introduction As you all know we believe in value investing, but we don’t practice the way any classic value investor does. We look at the growth of the business and invest in the businesses with healthy growth with good quality business and are selling for cheap. Sector A population […]

White paper : April 2013

What future does Bajaj Auto and Hero Motocorp holds for itsshareholders?   We have shared our view on the Bajaj Auto on our recent blog. This time we will try to add more bolts to our investigation and also look into the Hero Motocorp business.   For investors who are looking for the exposure […]

By |April 9th, 2013|White paper|0 Comments|

How much cash profits is your business generating…

Earning season is going on and everyone in the office is looking very closely to companies quarterly results. Today I would like to discuss interesting topic which many investors forget to look at, it is called cash profits or surplus cash flow. We think that apart from growing revenues, profits and ROE it is […]