Page 16 - Fmcg Stocks
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
Stocks to Watch: Maruti, Axis Bank, JSW Steel, NMDC, Rel Capital, FMCGs
Maruti expects December production at its Gujarat and Haryana plant to be impacted by the ongoing semiconductor shortage
Marico posts 16% growth in second quarter profit at Rs 316 crore
The company said its foods franchise is on course to reach the Rs 500 crore mark in FY22
 "Marico posts 16% growth in second quarter profit at Rs 316 crore")
ITC Q2 preview: Analysts see 13% YoY revenue jump; high costs may hit PAT
On the bourses, the stock of the cigarette-to-hotels conglomerate rallied 16 per cent on the BSE during the quarter under review, as against around 13 per cent gain in the benchmark S&P BSE Sensex
 "ITC Q2 preview: Analysts see 13% YoY revenue jump; high costs may hit PAT")
TMS, Ep 25: India's GDP growth, surrogate ads, FMCG stocks, and metaverse
How can India build high GDP growth momentum? What do surrogate ads beat Indian laws? Will rising input costs and falling rural sales derail FMCG stocks? What's metaverse? Get all the answers here
 "TMS, Ep 25: India's GDP growth, surrogate ads, FMCG stocks, and metaverse")