I have been late in reading this article. Your content is always top notch brother. I said the same when you wrote up on electricity amendment bill. The same in the webinar.
I really don't like reading any article or I just don't like. but when it comes to you it is entirely different. You have manipulated me to read your articles like never before. Your writing skills are aw-sum, stats etc...
What I love from you is content content content. I stay in Bangalore if you give me one single chance to meet I will feed you my mom cooked Prawn biryani :). Hope I will get a chance.
Very amazing thread by tariq sir from past 1-2 Years my mom used to say me that nowdays she saw less hero bikes in nearby locality as comparison to TVS,Bajaj etc. I narrate this whole blog to her and now she got this and me too.
Superb work Sir looking forward for much wonderful blogs.
Very insightful and very clear. Loved the narrative, especially beginning with the board room explanation. You are the Harsha Bhogle of financial blogs
I think what is missing here is a peer comparison both for ICE as well as EV. On ICE why would Hero outperform others is covered a little bit....but probably needs more detailing.
Also on the EV front TVS has its own EV offering and has also (like Hero) invested in a start-up Ultraviolett. Bajaj also has an EV Chetak and other plans.
So the probabilities of outperformance vs peers perhaps needs more analysis (investing anyways is probabilistic)
Good to hear that HERO is going to release EV in march 2022. Nice to see that hero have 38% share in ather and battery swapping tie up with gogoro. So before may 22, their share prices will go up like anything.
The Business of Hero Moto Corp
Excellent article .
Intresting read .
I have been late in reading this article. Your content is always top notch brother. I said the same when you wrote up on electricity amendment bill. The same in the webinar.
I really don't like reading any article or I just don't like. but when it comes to you it is entirely different. You have manipulated me to read your articles like never before. Your writing skills are aw-sum, stats etc...
What I love from you is content content content. I stay in Bangalore if you give me one single chance to meet I will feed you my mom cooked Prawn biryani :). Hope I will get a chance.
Wow! Enjoyed reading it.
Brilliant insight from world largest two wheeler
Brilliant research. Will be great if you can do a deep dive in Gogoro
Very well researched & insightful. Thank you for sharing your knowledge with us.
Great read for me....
More power to you....
Keep writing!!!!
Very amazing thread by tariq sir from past 1-2 Years my mom used to say me that nowdays she saw less hero bikes in nearby locality as comparison to TVS,Bajaj etc. I narrate this whole blog to her and now she got this and me too.
Superb work Sir looking forward for much wonderful blogs.
Very insightful and very clear. Loved the narrative, especially beginning with the board room explanation. You are the Harsha Bhogle of financial blogs
Good Insights , would love to hear about Gogoro
Loved it and would love your insights on Gogoro and electric vehicles.
A deep dive into EV scooters would be great.
I think what is missing here is a peer comparison both for ICE as well as EV. On ICE why would Hero outperform others is covered a little bit....but probably needs more detailing.
Also on the EV front TVS has its own EV offering and has also (like Hero) invested in a start-up Ultraviolett. Bajaj also has an EV Chetak and other plans.
So the probabilities of outperformance vs peers perhaps needs more analysis (investing anyways is probabilistic)
Good to hear that HERO is going to release EV in march 2022. Nice to see that hero have 38% share in ather and battery swapping tie up with gogoro. So before may 22, their share prices will go up like anything.
Thank you so much for Detailed information.
Always insightful. More on Gogoro-hero partnership would be wonderful. Is it like the deal with HD. What sort of inflows can hero expect etc