EVOQUE5000

MARUTI - NSE

EVOQUE5000 업데이트됨   
NSE:MARUTI   MARUTI SUZUKI IND
Company website - www.marutisuzuki.com/

49 % market share in Indian automotive market ( passenger ), slowly venturing into commercial also.
1800cr invested for future EV ready battery projects.
Roll out of EV charging infra by 2023 leading to mass acceptance.

Currently only 3 electric models in India across brands, charging times are high, avg range is less than 300km, not enough chargers on road, so still needs refining.
We have ICE engines for last 80 years, and still perfecting them , so EV have time, by 2025 expect disruption.

No debt, huge land bank, best service centre presence pan India.
When it comes to cars, a Maruti Suzuki never lets down ( Japanese tech )

Covid and semiconductor shortage hit auto markets worldwide, the share was muted. As economy reopens, things get back on track, share prices appreciates.

A must have in portfolio. BUY
코멘트:
Maruti Suzuki gets clearance for new plant in Sonipat: Haryana CM
15 nov 2021

Demand is at all time high, where is covid recession?
4 month long waiting periods
Even two wheeler customer segment has funds to go for a car now.
50% of every Indian's new car is a Maruti Suzuki
코멘트:
25 nov 2021
Organized scrap centre opened at noida by maruti suzuki.
MARUTI and TOYOTA jv , 300 Scrap Centres coming in 2 years
Get rid of old cars, thats how new cars will sell. States to make amends and Delhi scrappage model to be utilized pan India
코멘트:
2022--

5,500 cr capital expenditure guidance declared- divided among the new models, R&D , maintenance capex, facilities in existing plants, land purchase, etc.

investment of nearly Rs 18,000 crore in the new plant in Sonipat which is likely to be commissioned by 2025 and will have installed capacity of about one million units a year.
코멘트:
Chip shortage order backlog of 6lc vehicles, maruti alone has 2.8lc pending.
Where is recession? :)
Silver lining- only going to increase bottom line of organised used car players.
Young startup spinny valued at 2 billion, huge upside for maruti's true value as waiting periods push consumers to used car market.
Win Win
코멘트:
Failed to break neckline. Picture perfect
코멘트:
Japan's Suzuki Motor plans to invest about 150 billion yen ($1.26 billion) to produce electric vehicles and batteries in India,
코멘트:
Maruti sets up New Mobility Division to participate in EV race
코멘트:
India's Maruti Suzuki to phase out pure petrol-powered cars in 10 years
코멘트:
Maruti Suzuki Jimny ( mini g wagon ) accumulates 9,000 bookings; Fronx (baleno gym version ) gathers 2,500 orders
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