And it's time now for our 360 round. For that, let's bring in our panel to discuss General Motors earnings shares considerably higher today. Joining us to discuss Ivan Feinet, the senior partner and chief investment officer and director of research at Tiger's Financial Partners, and Carl Brower, the executive analyst at iccars.com. Carl, we'll start with you. You know, takeaways from this report and the reaction to it.Yeah. Well, I think things are looking good for GM because we've seen some cooperation fro ...

Core Viewpoint - The company views India as a critical market for its global strategy, planning significant investments and product launches to capitalize on the growing automotive sector in the country [3][10]. Investment Plans - The company plans to invest ₹45,000 crore by fiscal 2030, launching 26 new vehicles, including seven new nameplates, eight hybrids, and five electric vehicles (EVs) [3][10]. - Revenue is targeted to grow 1.5 times, expected to exceed ₹1 lakh crore by FY30, with sustained double-digit EBITDA margins and a dividend payout guidance of 20-40% [3][10]. Market Potential - The Indian automotive market is projected to reach total industry volumes of 5.6 million vehicles by 2030, with the company aiming to make India a hub for exports, including electric vehicles [3][10]. - The company identifies two segments in India: one resembling global markets with SUVs and off-roaders, and another with significant potential transitioning from motorcycles and three-wheelers to passenger cars [4][10]. Competitive Landscape - The company acknowledges the increasing competition from local brands like Maruti Suzuki, Mahindra & Mahindra, and Tata Motors, noting improvements in design, quality, and reliability among these competitors [6][12]. - The company welcomes competition as it believes it enhances its own capabilities and competitiveness in the market [6][12]. Product Strategy - The company will continue to focus on the small car segment, which is essential for maintaining competitiveness and facilitating customer transitions to larger vehicles [5][10]. - The luxury brand Genesis is set to enter the Indian market in 2027, with plans for local manufacturing, indicating confidence in the luxury segment's potential [8][12]. Long-term Vision - The company emphasizes a balanced approach between investment and dividend payouts, indicating a mid- to long-term strategic focus rather than short-term gains [9][12].