Page 7 - Nifty Fmcg

Consumer goods companies continue to lose out to other sectors on bourses

Their weighting on the benchmark Nifty50 has fallen to 15%, an 11-year low

HUL Q1 preview: Brokerages eye 7-15% YoY PAT growth; margin impact in focus

HUL is likely to report 21.3 per cent YoY revenue growth at Rs 12,807.6 in its Q1 revenue report, ICICI Direct said in a note

Tata Consumer Products: Why Nomura is bullish on this new Nifty entrant

Formerly, known as Tata Global Beverages, Tata Consumer is currently undergoing a transformation to become a multi-category FMCG company from a food and beverage (F&B) company

Can Nestle's rural push turn around its fortunes? Here's what analysts say

While the longer-term narrative for Nestle's revenue and earnings growth remains extremely attractive, near-term concerns on valuations cannot be ruled out

Nestle Q4 preview: PAT likely to grow 16-19% YoY; may announce dividend

The Maggi noodles maker is expected to post double-digit revenue growth in its profit after tax (PAT) for the fourth quarter of the financial year 2020

ITC dips 3% as investors book profit post December quarter results

With today's decline, the stock of ITC has slipped 8 per cent from its 52-week high level of Rs 239

Burger King, Nestle, Dabur: Analysts bet on FMCG stocks as economy recovers

The success of Burger King at the bourses has off-late reinforced belief in the sector, especially quick service restaurants (QSRs), provided the stocks are attractively valued

Volume recovery to support Varun Beverages, stock outperforms

Bunching up of festive season in Q4CY20, resumption of public transport aiding on-the-go consumption, continuing in-home consumption trend bode well for the firm going forward

Colgate investors may smile again on likely turnaround in toothpaste biz

Some recent reports by brokerages indicate an improvement in the company's market share, led by volume recovery

At current valuation, very limited downside risk for ITC stock investors

Higher dividend yield and scaling up of FMCG business offer comfort

Nestle: Stock offers good opportunity for medium to long-term investors

Strong resilient portfolio, along with recent ready-to-eat launches and focus on rural distribution, indicate good growth potential

Low valuations don't make Emami a cool bet; investors advised caution

In the past 1-2 years, Emami has seen muted volume off-take, thanks to higher dependence on wholesale distribution and competitive pressures

FMCG shares in focus; Hindustan Unilever, Nestle India near record highs

Britannia, Dabur India, ITC, and Emami gained over 5 per cent each on the NSE

Fewer hits than misses in FMCG as demand and supply concerns weigh

While hygiene and home care segment, rural-focused players could see better demand, a large portion coming from non-essential products means topline will be impacted

Market Wrap, March 20: Sensex jumps 1,628 pts, Nifty ends at 8,745

HDFC Bank slipped over 1 per cent to Rs 882 after global brokerage house Bernstein downgraded the stock to 'unerperform' and sharply slashed the target price to Rs 750 from Rs 1,400 earlier

HUL braves slowdown, premium valuation to sustain on Street's thumbs up

Revised target price indicates upside of 7-10% from current level

FMCG companies' Q3 volume growth may be slowest in ten quarters

Delayed winter, disruption in traditional trade channel, weak rural demand led to low product offtake

Tax cuts a booster for consumer companies ahead of festive season: Analysts

Nonetheless, lower tax rates mean a direct push to earnings and so to their return ratios, and hence more room for valuation re-rating

Analysts bet on rural economy theme; Nifty FMCG index hits new high

Analysts remain bullish on rural economy and consumption space, given MSP hike, monsoon