Analysis22

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Why is Ola Misrepresenting Tech?

Marketing is critical for technology creation. Without taking new tech to the masses, one cannot continue creating. Pathbreaking innovations - from Damon's hyper-optimized monocoques to Verge's Donut motor- often take time to reach the mass level. That limits their impact.

What is Honda's electric play in India?

Late-entrant Honda shows no urgency in its India E2W play. Its Go-To-Market is linked with its battery-swapping network rollout. The problem is that three years after the start of the pilot, the Honda e-swap has reached only 1% of the population. Are they serious about India's E2W market?

Yamaha's Blueprint for Electric

The Japanese have been distracted in the EV game even though they know the customer the most. In Yamaha's case, the investment arm has seen more action than than the OEM. Where are they headed to?

Vmoto's Strategic Play

Vmoto has turned early stage investor for a host of fleet mobility startups across the world. The investments are in the form of scooters, batteries, chargers, and other fleet infra. This is helping the company get a foothold in a new market with limited spending.

What went wrong with KTM?

Pierer Mobility AG (KTM) has filed for judicial restructuring, a step away from bankruptcy. Sales is slow, marketshare is down, and they are sitting at manhy months of inventory. In the bigger picture, it indicates how fragile the European two-wheeler industry is.

Why Royal Enfield needs to go electric

On the face of it, Royal Enfield, the India-based British heritage ICE brand, should be the last brand to do an electric motorcycle. Yet, here they are with the Flying Flea, and electric motorcycles seem important to them. It is a need, not a luxury

Damon Under Pressure

Damon Motors (DMN) listed on Nasdaq, an event closely watched by all E2W startups. However, it has been a disappointing ride since debut with the stock under pressure continuously.

Notes from EICMA 2024

We look at the important electric launches from EICMA, an event where Honda finally showed seriousness to electric mobility and came with a mid-size electric sports motorcycle and some scooters. Also, unveilings from Zero, Silence, Can-Am, Kymco and many more.

Do E2Ws have a Technology Edge?

Often what the E2W world calls technology is a smart integration of sensors and rider aids, controlled by software. The ICE world is more mechanical, more metallurgical, more fundamental. What happens when the ICE world figures out software? Can the E2W Technology edge be maintained?

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