Tata Motors Ltd.

Tata Motors is an automobile company, engaged in the manufacture and sale of commercial and passenger vehicles primarily in India. Co. provides cars, utility vehicles, trucks, buses, and defense vehicles, as well as develops electric and hybrid vehicles for personal and public transportation. In addition, Co. is engaged in the provision of engineering and automotive applications, as well as machine tools and factory automation applications; construction equipment manufacturing; automotive vehicle components manufacturing, among others. Co. markets its vehicles in Europe, Africa, the Middle East, South East Asia, South Asia, and South America.
  • TickerTATAMOTORS
  • ISININE155A01022
  • ExchangeNational Stock Exchange of India
  • SectorAutomobiles & Parts
  • CountryIndia

An increasingly favourable environment allows TATA MOTORS LTD. to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of TATA MOTORS LTD. (IN), a company active in the Automobiles industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date June 16, 2020, the closing price was INR 94.75 and its expected value was estimated at INR 88.08.

Tata Motors Limited: 1 director maiden bought

A director at Tata Motors Limited maiden bought 200,000 shares at 86.720INR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The...

Jinesh Gandhi

MOSL: TATA MOTORS (Buy)-Below-est.; adverse FX in JLR, higher discounts in India hurt margins

Tata Motors: Below-est.; adverse FX in JLR, higher discounts in India hurt margins (TTMT IN, Mkt Cap USD8.6b, CMP INR186, TP INR228, 23% Upside, Buy)  Structural recovery underway, though adverse FX slows pace While the operating performance was well below expectations, all key operating matrices showed an improvement. Although TTMT faced impact from FX in JLR and higher discounts to clear inventory in India, we do believe that the structural recovery is in place and part of cyclical factors will ease. We lower our FY21/22 EPS estimate by 11%/3% to factor in the adverse FX impact, but ma...

MarketLine Department

Ana Holdings Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Ana Holdings Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ana Holdings Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Ke...

Jinesh Gandhi

MOSL: TATA MOTORS (Buy)-JLR – turnaround in sight led by better mix, cost cuts; India business worst is behind

Tata Motors: JLR – turnaround in sight led by better mix, cost cuts; India business worst is behind (TTMT IN, Mkt Cap USD7b, CMP INR161, TP INR195, 21% Upside, Buy)   JLR - performance over last two years impacted by adverse macro/mix…: JLR has endured a turbulent operating environment over the last two years, led by a troika of adverse macro, product mix (due to pipeline favoring Jaguar) and market mix (due to the underperformance in China led by product quality issues, high inventory, high discounts and low dealer profitability). …but part of those challenges being addressed…: Some of ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommended adding exposure to autos and auto parts in our 3/14/19 Int'l Compass, and we view the recent mild pullb...

Jinesh Gandhi

MOSL: TATA MOTORS (Buy)-JLR Jul-17 volumes in-line at 51,425 units (+17% YoY)-JLR volumes up 25%

​Tata Motors: JLR Jul-17 volumes in-line at 51,425 units (+17% YoY); JLR volumes up 25% led by Discovery and RR Velar; Jaguar volumes flat(TTMT IN, Mkt Cap USD23.0b, CMP INR430, TP INR666, 55% Upside, Buy)JLR Jul-17 wholesale volumes grew ~17% YoY (+4% MoM) to 51,425 units (including China JV volumes of 6,805 units; +87% YoY), in line with our estimate of 51,591 units.Jaguar volumes remained flat at 14,452 units (est. of 15,343 units), led by lower sales of XE.Land Rover (LR) volumes were up by a strong 25% YoY to 36,973 units (est. of 36,248 units), led by ramp-up of the all-new Discovery in ...

Tata Motors Limited: 1 director maiden bought

A director at Tata Motors Limited maiden bought 200,000 shares at 86.720INR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The...

Jinesh Gandhi

MOSL: TATA MOTORS (Buy)-Below-est.; adverse FX in JLR, higher discounts in India hurt margins

Tata Motors: Below-est.; adverse FX in JLR, higher discounts in India hurt margins (TTMT IN, Mkt Cap USD8.6b, CMP INR186, TP INR228, 23% Upside, Buy)  Structural recovery underway, though adverse FX slows pace While the operating performance was well below expectations, all key operating matrices showed an improvement. Although TTMT faced impact from FX in JLR and higher discounts to clear inventory in India, we do believe that the structural recovery is in place and part of cyclical factors will ease. We lower our FY21/22 EPS estimate by 11%/3% to factor in the adverse FX impact, but ma...

MarketLine Department

Ana Holdings Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Ana Holdings Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ana Holdings Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Ke...

Jinesh Gandhi

MOSL: TATA MOTORS (Buy)-JLR – turnaround in sight led by better mix, cost cuts; India business worst is behind

Tata Motors: JLR – turnaround in sight led by better mix, cost cuts; India business worst is behind (TTMT IN, Mkt Cap USD7b, CMP INR161, TP INR195, 21% Upside, Buy)   JLR - performance over last two years impacted by adverse macro/mix…: JLR has endured a turbulent operating environment over the last two years, led by a troika of adverse macro, product mix (due to pipeline favoring Jaguar) and market mix (due to the underperformance in China led by product quality issues, high inventory, high discounts and low dealer profitability). …but part of those challenges being addressed…: Some of ...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior