While others stagnate Ola seems to be picking up speed.. 2nd day hitting above 400 sales per day… that too on a Saturday.
Yesterday’s sale Saturday… Ather 806 … Hero 502 … Ola 420… River 141… Greaves 109… Ola selling above first 15 day average… rest are DEFINATELY selling BELOW avg… OLA’s last 10-day-of-mth sales have always been too good.
Lets monitor the sales for another 10 days… before we can be entirely sure that Ola eScooter is BACK in full production after battery plant upgrade.
Ola YoY is down just 3% in Sept in spite of battery plant closed for 3 mths (Jun-Juy-Aug). Ola is expected to cross 20,000 unit sales in Nov mth and might never look back.
Continue readingThe Indian Stock Market fall looks to be just a start… this is just a jab… jab… jab… before the US Market crashes … will that be when the real knock out punch lands?
Once US Market falls… will we see the real CRASH? But when will US Market crash?… Yr 2027?
The market usually returns to old levels within 1yr.
Kya SIP sahi hai?… because SIP also mostly goes into Stock Market… to buy shares of companies.
Lay people always protect their money a lot… but… when it comes to investment… do they hand over that money to somebody else… very easily?
This is the BIGGEST DIFFERENCE between Mutual funds and Shares (Equities).
Continue readingSectors getting Tail wind (support/ease):
Defense and aerospace manufacturing companies are the primary listed entities in India that benefit from a prolonged conflict in the Middle East.
While escalation typically causes standard market pullbacks and triggers volatility due to high global crude oil prices, defense counters tend to receive a distinct “war premium”… earn more REVENUE and PROFIT compared to other companies.
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1. ATHER = 30,479
2. OLA = 13,449
3. Greaves = 9,316 (still in 4 digits 🙂 … there is a wide gulf between the top 2 and the rest).
Continue readingMotorcycles are the highest-selling category of two-wheelers in India, in this the 110cc to 125cc engine category dominates both motorcycles and automatic scooters. These happen to be the cheapest vehicle category. But the thing to be noted here is that the higher capacity vehicle 125cc has more sales than 110cc. There is a clear 60:40 split in favor of 125cc … meaning people also want a little premium look and feel along with economy of the vehicle.
Bottom fishing in the stock market refers to the strategy of buying stocks that have fallen sharply in price, under the belief that they are undervalued and will eventually rebound.
Ola Electric sold 14,106 vehicles in July 2026… 13,849 in Aug 2026… and lets imagine Ola sold 10,000 vehicles in Sept 2026…. this would be 37,955 sales in Q2.
The sales of 37,955 vehicles in Q2 FY27 mean… it the sales are down from 43,491 in Q1. (If OLA sells more it might do better). The reason for lower sales in Aug and Sept are that Ola had closed down factory to upgrade from 1GWh to 6GWh. The upgrade now seems to be complete.
(Pls note this is not a stock buy or sell advice. This is only for educational purposes and sourced from AI which can make mistakes. Always consult your financial advisor before investing in stocks because the losses in STOCK MARKET could be severe. All the data and analysis used in this are sourced from AI).
As Q2 projections suggest a decline to 37,955 units… and Stock Market PLUNGES… investors can consider 3 scenarios to gauge the stock’s potential trajectory… 1) Bullish Scenario… 2) Base Case Scenario &… 3) Bearish Scenario… so lets examine them:
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