|
Man braucht sich nicht zu viele sorgen um die zukuenftige Kursentwicklung zu machen ... Tata ist gut aufgestellt in einem der groessten Wachstumsmaerkte der Welt , mit Jaguar und LandRover auch im Premiumsegment vertreten , wird im gleichen Masse wie die indische wirtschaft im allgemeinen wachsen . : India Selloff Presents Buying OpportunityDecember 20, 2010 2:37 PM ET The other stock that had gotten ahead of itself was Tata Motors (NYSE: TTM), India’s largest carmaker. The shares had doubled since June, while the company had been announcing great operating numbers; revenues in the latest quarter grew 36.8%. Tata is a play on the coming infrastructure boom in India as well as a rising middle class. Oil usage per capita is a reliable indicator for the level of development of any country. India has almost as many people as China, but it uses one-third of the oil per capita. China just became the world’s biggest car market, and that oil usage, as well as car sales, are only going to grow in both countries. It is difficult to see how a leader in the auto industry as Tata–which now owns the prestigious Jaguar and Land Rover brands–won’t do well in such an environment of rising infrastructure spending and increasing consumer demand. The shares trade at 8x next year’s earnings, which makes them a bargain in the auto sector. It is always difficult to call the exact end of a correction, but a sharp sell-off in the midst of otherwise strong fundamental backdrop is usually a great buying opportunity. This is exactly what we have in India right now. Motley Fool : Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS. On CAPS, 97% of the 2,652 members who have rated Tata believe the stock will outperform the S&P 500 going forward. These bulls include donsguesswork and All-Star gembuyer. Late last week, donsguesswork tapped Tata as a big opportunity: "Largest auto maker in India, with premium brand Jaguar Land Rover, is the world's second largest Bus maker and fourth largest truck maker. Tata is trading at forward price to earnings of 10 and PEG of .30. Tata is a great growth story on the cheap." Tata's scale advantages, revolutionary models like the Nano, and tasty growth prospects continue to support its four-star CAPS status. While global auto gorillas Toyota, Ford, Honda, and General Motors(NYSE: GM) have all done well to increase their Indian presence over the years, our community thinks Tata remains in the best position to capitalize on the country's attractively low car penetration rate. CAPS All-Star gembuyer elaborates on the opportunity: … Now profitable and growing domestic sales over 15% a year. Positioned for international market through the infrastructure of Land Rover and Jaguar purchased from Ford. These brands are now profitable too. I'm looking for growth of top line of about 40% and bottom line of 20%.
What do you think about Tata, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started! Copyright 2010 Motley Fool Frohes Fest ...
|
1 |
2 |
3 |
4 |
|
6 |
7
Thread abonnieren
