JLR drive Tata Motors May sales; Ratan Tata buys 4.25L
shrs<http://www.moneycontrol.com/news/business/jlr-drive-tata-motors-may-sales-ratan-tata-buys-425l-shrs_718326.html>


[image: JLR drive Tata Motors May sales; Ratan Tata buys 4.25L shrs]Tata
Motors' global sales in May rose 12% year-on-year to 96,089 units, helped
by robust sales growth at UK-based luxury Jaguar
La...<http://www.moneycontrol.com/news/business/jlr-drive-tata-motors-may-sales-ratan-tata-buys-425l-shrs_718326.html>


On Fri, Jun 15, 2012 at 1:50 PM, RAJESH DESAI <[email protected]> wrote:

> NEW DELHI: Tata 
> Motors<http://economictimes.indiatimes.com/tata-motors-ltd/stocks/companyid-12934.cms>
>  surged over 4 percent in trade on Friday after the company reported
> global vehicle sales of 96,089 vehicles for the month of May, up 12 percent
> YoY.
>
> The rise in sales was mainly led by 35 percent rise in sales of its luxury
>  Jaguar <http://www.zigwheels.com/newcars/Jaguar> Land 
> Rover<http://www.zigwheels.com/newcars/Land-Rover>
>  vehicles. Sales of its Jaguar Land Rover vehicles stood at 30,094 in the
> month.
>
> Brokerage houses expect JLR to report sales in the range of 28,000-29,000
> units for May 2012 as against 25,143 units in previous month, reports ET
> Now.
>
> Ajay Srivastava, Dimensions Consulting Pvt. Ltd is of the view that Tata
> Motors is a good buy among other auto stocks and he believes that is one
> stock which has got lot of fundamental value. He places a target price of
> Rs 220 for the global auto giant.
>
> "Tata Motors is perhaps the only one which can give trading pops of 15% to
> 20% and none of the other stocks in auto can give you that pop," added
> Srivastava.
>
> In a separate report, Nomura<http://economictimes.indiatimes.com/topic/Nomura>
>  has downgraded Tata Motors ratings to 'Neutral' with a price target of
> Rs 251. JLR's 4QFY12 EBITDA<http://economictimes.indiatimes.com/topic/EBITDA>
>  declined by 240bps q-q to 14.6%, well below the estimate and consensus
> of 18-19%. JLR's current margins are in line with those of global peers and
> management's guidance.
>
>
> We, thus, reduce our FY13F/FY14F margins from 17.7%/18% to 14.1%/14.5%"
> said Nomura in its note to clients. Nomura's valuation of the standalone
> business remains largely unchanged.
>
>
>
> --
> CA. Rajesh Desai
>
>


-- 
CA. Rajesh Desai

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