*RUPEE DESK-Auto Stocks Outlook for the week (16-20.07.2012)*

Looming diesel price hike, announcement of Apr-Jun earnings, and monsoon
rainfall are going to lend direction to auto stocks next week. Hero
MotoCorp will announce its earnings for Apr-Jun on Thursday.Hero could
surprise positively in terms of profitability. Reports of a hike in diesel
prices after the presidential polls, which are also due Thursday, have been
doing rounds for some time and any significant hike in the fuel's price
could cause a knee-jerk reaction in the auto sector especially in Mahindra
& Mahindra counter.

Most of Mahindra & Mahindra's models are diesel run. Monsoon rains, which
have been 23% below normal so far this year, will also add to headwind for
the auto stock counter. If rains continue to be weak it will hit sales of
auto, especially in rural areas. Bajaj Auto, which will report its June
quarter earnings Wednesday, is seen reporting a meagre 3% rise in net
profit. Bajaj Auto stock is seen performing flat to negative. We expects
Maruti Suzuki to outperform in the short term, as sees no further hike in
petrol prices in the near term. Also, the commencement of the festive
season from August will support sales.

 By RUPEE DESK  [email protected]  www.rupeedesk.in

-- 
You received this message because you are subscribed to the Google Groups 
"Kences1- Rupeedesk" group.
To post to this group, send email to [email protected].
To unsubscribe from this group, send email to 
[email protected].
For more options, visit this group at 
http://groups.google.com/group/kences1?hl=en.

Reply via email to