ratsharp

Tata Targets Jaguar and Land Rover for Long-Term Returns

hero honda .. the motorcycle manufacturer is a better bet than Tata Motors and a trifle cheaper at 9X. The biggest event of the year will be the Indian Monsoon.. which will define the returns of the indian market for the rest of the year. ANY slippage there will push the market off another cliff , where sum of the part valuation will be forgotten. Hero honda.. though may suffer at the hands of the poor monsoon ..has little to lose ... the upside can be a 20% multiple and a 10% earning ( espcially with a cycle of eventful launches which may help gain some market share). i am wary of recommending anything ..but if anyone who decides to buy tata motor ..shd probably consider HH.

The pay commission money abt 31 bn usd over 3 yrs too may be just sufficient to add up for a small apartment loan mortgage and may not make it to nano.

And I really want to understand the ground clearance of a 4 passenger loaded nano ...thats like a make or break atleast in village areas...

Regarding success of nano ... note that last timearound indica turned out to be a flop show before it was relaunched and today has become a long/medium distance taxi-cab ... nano could easily replace the new fiats in mumbai, new ambassadors in calcutta and the new bajaj 3 wheelers round the country with the right strategy and govt backing. (noting however that the second hand versions of various vehicles running in the country are 1/3rd- /4th the cost of nano)