Page 15 - Fmcg Stocks
Weight of FMCG companies in Nifty50 lowest in a decade, shows data
Analysts attribute the poor showing by FMCG and auto stocks to a combination of demand slowdown and rising input costs
 "Weight of FMCG companies in Nifty50 lowest in a decade, shows data")
More pain ahead for FMCG stocks as input costs bite
Despite being considered a safe bet in a choppy market, investors have dumped FMCG stocks in the past few months. Let's find out what is pushing investors away from these counters
 "More pain ahead for FMCG stocks as input costs bite")
TMS Ep137: Rupee-ruble trade, Sri Lanka, FMCG stocks, payment gateway
How's the rupee-ruble trade mechanism shaping up? How is Sri Lanka's economic crisis affecting India? More pain ahead for FMCG stocks? What is a payment gateway? Find all answers here
 "TMS Ep137: Rupee-ruble trade, Sri Lanka, FMCG stocks, payment gateway")
Analysts see more pain ahead for FMCG stocks amid rising input costs
Instead of a recovery in gross margins in fiscal 2022-23 (FY23), Jefferies now builds-in 50-200 basis point (bps) YoY decline, assuming crude stays closer to $100 a barrel and palm oil at $1,500/MT
 "Analysts see more pain ahead for FMCG stocks amid rising input costs")
FMCG shares under pressure; HUL, Godrej Consumer, Nestle slide up to 4%
Despite the correction, analysts at HDFC Securities expects more valuation risks in the next few years
 "FMCG shares under pressure; HUL, Godrej Consumer, Nestle slide up to 4%")
Auto is an extremely attractive contrarian bet: Shiv Sehgal, Edelweiss
Despite the correction, our valuations relative to other emerging markets (EMs) haven't yet come off. Thus, FIIs are a bit cautious
 "Auto is an extremely attractive contrarian bet: Shiv Sehgal, Edelweiss")
Stocks to Watch: UPL, ITC, Restaurants, Multiplexes, FMCG, OMCs, Suzlon
Shares of multiplex restaurant owners are likely to be in focus on easing of Covid-19 related curbs in Maharashtra.
 "Stocks to Watch: UPL, ITC, Restaurants, Multiplexes, FMCG, OMCs, Suzlon")
Britannia slips 3%, nears 52-week low on input cost pressure concerns
In the past six months, the stock has declined 12 per cent, as compared to a 0.37 per cent decline on the S&P BSE Sensex.
 "Britannia slips 3%, nears 52-week low on input cost pressure concerns")
ITC gains 2% on better than expected December quarter results
ICICI Securities believes stable taxation on cigarettes would result in high growth in cigarette volumes in the medium term.
 "ITC gains 2% on better than expected December quarter results")
Charts indicate mixed outlook for FMCG majors; HUL, ITC better placed
Major FMCG stocks are not showing exciting structure on charts, better play is to avoid them.
 "Charts indicate mixed outlook for FMCG majors; HUL, ITC better placed")
HUL Q3: Revenue may rise up to 12% YoY; margins to contract, analysts say
Analysts expect nearly 200 basis points year-on-year fall in HUL's gross margins for the December quarter due to high commodity prices.
 "HUL Q3: Revenue may rise up to 12% YoY; margins to contract, analysts say")
FMCG firms go all out to ensure last-mile delivery amid third Covid wave
Data from retail intelligence platform Bizom also shows that retailers are stocking-up more than normal
 "FMCG firms go all out to ensure last-mile delivery amid third Covid wave")
Stocks to Watch: RIL, Wockhardt, IDBI Bk, SJVN, Titan, DMart, FMCG, Pharma
Pharma shares may be in focus as India's apex health research organization ICMR has raised concerns around the safety for use of the oral antiviral drug Molnupiravir
Are FMCG companies staring at a stock-price correction?
Marico shares dropped 3% following a tepid Q3 update. High inflation and poor demand led to its muted growth. And this could be a sector-wide phenomenon. Should investors turn away from FMCG players?
 "Are FMCG companies staring at a stock-price correction?")
TMS Ep79: Real estate, WazirX GST probe, FMCG stocks, home loan rates
Will omicron impact the real estate sector? What are the lessons from the GST probe against WazirX? Stock-price correction awaits FMCG? What to consider while taking a home loan? All answers here
 "TMS Ep79: Real estate, WazirX GST probe, FMCG stocks, home loan rates")
Stocks to Watch: HUL, Bajaj Auto, NTPC, Dish TV, IRB Infra, FMCG shares
Hindustan Unilever and the FMCG pack will be in focus as distributors in Maharashtra plan to stop supply HUL products in phases from Jan 1, also rural demand for FMCG has been weak in Dec quarter
 "Stocks to Watch: HUL, Bajaj Auto, NTPC, Dish TV, IRB Infra, FMCG shares")
ITC bounces back, gains 8% in 3-days after a 18% decline from 52-week high
ITC said the company will hold its 'Institutional Investors and Financial Analysts Day' on Tuesday, 14th December, 2021 from 10.30 a.m.
 "ITC bounces back, gains 8% in 3-days after a 18% decline from 52-week high")
Sensex plunges 949pts, Nifty ends 285pts lower; Airtel, RIL, IT shares drag
The broader markets also weakened towards the end of the trade, and the BSE Midcap and Smallcap indices ended with a loss of 1.4 per cent each
 "Sensex plunges 949pts, Nifty ends 285pts lower; Airtel, RIL, IT shares drag")
Stocks to Watch: Hero MotoCorp, Aurobindo, Neogen, SPARC, telecom shares
Telecom shares may be in demand on credit of bank guarantee to the telcos
ITC, HUL, Britannia: Good time to buy FMCG stocks? Analysts weigh in
In the FMCG basket, Britannia, Colgate Palmolive, HUL are on the shopping list of A K Prabhakar, head of research at IDBI Capital