EV theme: Auto OEMs vs ancillaries: BNP Paribas analyst Kuma

EV theme: Auto OEMs vs ancillaries: BNP Paribas analyst Kumar Rakesh explains how to play the EV theme

Kumar Rakesh says: " While the market share of individual companies may have changed materially, pace of increase in the total share of the current top four companies has significantly slowed down in the recent months. That suggests to us that the bulk of the consolidation of the e2W industry is done. "

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