tag:blogger.com,1999:blog-3120517700412488632.post6003858309859565135..comments2023-10-11T04:04:02.959-07:00Comments on Value Investing to Investing Values: Tata MotorsNinad Kunderhttp://www.blogger.com/profile/14275940021296930028noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3120517700412488632.post-22246666390883344832008-07-10T06:58:00.000-07:002008-07-10T06:58:00.000-07:00Autos as a business structurally is in a downturn ...Autos as a business structurally is in a downturn worldwide. Higher oil prices coupled with shorter product life cycles.<BR/><BR/>In case of Tata Motors, i would wait for a few quarters to look at how how they will fund the JLR deal and hence the subsequent equity dilution. <BR/><BR/>Also demand contraction due to higher oil prices could adversely affect the company. One doesnt know where oil will finally rest. <BR/><BR/>So will wait for a few quarters before I take a call. In itself it is on track to become a great company but not neccassirly a great stock. <BR/><BR/>NinadNinad Kunderhttps://www.blogger.com/profile/14275940021296930028noreply@blogger.comtag:blogger.com,1999:blog-3120517700412488632.post-17973281834364918752008-07-10T04:57:00.000-07:002008-07-10T04:57:00.000-07:00Excellent analysis. I am tempted to buy the stcok,...Excellent analysis. I am tempted to buy the stcok, but what worries me is that internationally none of the auto cos are doing well. As you say long term there is very little doubt on this one, but the usual failing of all investors "We'll get it at a stll lower price" afflicts me here.Mahendra Naikhttps://www.blogger.com/profile/01662641723413347693noreply@blogger.com