The passage of GST means free flow of goods from any part of the country to any other part of the country. Trucks will no longer have to stop for hours together to get a permit, and can actually be driven for 15-16 hours a day.
The typical truck in India is driven only for 8-10 hours a day...
This is an EWA on Tata Motors. We are either in Wave 4 of red count or we are in Wave 5 (initial stages of wave 5)
This count can take Tata Motors to 335 - 350 levels.
I think we can be long in this stock till 330 - 350 levels
A few years ago, Indians were surprised and proud to learn that over 95% of Suzuki's global profits were coming from Maruti Suzuki. Maruti Suzuki was the crown jewel of Suzuki.
Tomorrow, we might see a similar situation, but from opposite perspective. Tata Motors bought Jaguar Land Rover...