Malhar's Investing Thoughts

[prav.br]

Oh nice, thanks for sharing. Unfortunately there is no topic created for this company. I found one for the industry though. Could you please share your thoughts here?

Auto Ancillary Stocks

My hypothesis - a) Given the number of new cars being sold (Maruti Alto alone sells 33000 cars a month) and b) Given the uptake in the Used Car market I see around me (and in general, across IT companies and Tier I cities (just check Sulekha.com for the number of ads of used cars for a pointer)) I feel that the Auto Ancillary market in India is just taking off. I have no particular idea on which stock to invest in, but on a macro basis, the hypothesis feels right (feel free to squash this id…