Discover and read the best of Twitter Threads about #hul
Most recents (16)
1/ Why #RahulGandhi, #CONgress ecosystem, Lutiyens & Libtards are against Indian Brands but endorse all foreign brands & their #toolkits to build opinion, from #ShaheenBagh to #FarmersAgitation to #BBC to #Adani?
Stocks In News | Hindustan Unilever releases its annual report. Here's what the co said about its financial performance
#HUL #StockMarket @HUL_News
#HUL #StockMarket @HUL_News
Stocks In News | Urbanisation, increasing nuclear family structures and rising affluence bolstered growth of new demand spaces & premium segment says HUL on demand trends
#HUL #StockMarket @HUL_News
#HUL #StockMarket @HUL_News
Stocks In News | Here's what HUL said on ONDC in its annual report. Take a look👇
#HUL #StockMarket #ONDC @HUL_News
#HUL #StockMarket #ONDC @HUL_News
This is an interesting perspective on the #AdaniSyndrome Don't miss.
#cocacola entered India, taking over 11 other Indian soft drink brands, the rest being taken over by Pepsi!
No objection! No shouting
#AMAZON hasn't left out any city!
No resistance! No shouting!
🧵
#cocacola entered India, taking over 11 other Indian soft drink brands, the rest being taken over by Pepsi!
No objection! No shouting
#AMAZON hasn't left out any city!
No resistance! No shouting!
🧵
1/ Here’s all you need to know about the #Budget2023: Finance Minister Nirmala Sitharaman’s final Budget before General Elections 2024
A thread 🧵 #BudgetSession2023
A thread 🧵 #BudgetSession2023
2/ Economy
FM Sitharam lowered the fiscal deficit target to 5.9% in FY25 (vs 6.4% currently). This is positive for the Indian economy as it would strengthen the Govt’s finances and increase private sector investment.
FM Sitharam lowered the fiscal deficit target to 5.9% in FY25 (vs 6.4% currently). This is positive for the Indian economy as it would strengthen the Govt’s finances and increase private sector investment.
3/ Capex
FM raised capital investment outlay by 33% to Rs 10 lakh cr in FY24, representing 3.3% of the GDP. This is positive for a host of sectors like capital goods, engineering, cement, and metal.
FM raised capital investment outlay by 33% to Rs 10 lakh cr in FY24, representing 3.3% of the GDP. This is positive for a host of sectors like capital goods, engineering, cement, and metal.
1/6 Did You Know?
Both Surf excel and Rin detergent are from #HUL,
Alto and S-Presso - both same-sized cars are from Maruti
Tata Tea and Tetley tea are products of Tata
Why❓
#lla #jagrukjanta
Both Surf excel and Rin detergent are from #HUL,
Alto and S-Presso - both same-sized cars are from Maruti
Tata Tea and Tetley tea are products of Tata
Why❓
#lla #jagrukjanta
2/6 "Two heads are better than one" - and the same goes for brands!
Dual branding is when a company uses two different brand names for the same product or product line.
Dual branding is when a company uses two different brand names for the same product or product line.
3/6 One brand targets value-conscious customers, while the other targets those who want a premium experience.
🌟Looking forward to #MuhuratTrading?
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
✨@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
✨ @MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
STRONG #MONOPOLIES
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#Coalindia >80% market share in coal production in India.
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#NRBBearings >70% market share in needle roller bearings.
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
There's a couple of key changes happening in the consumer facing FMCG brands which I think investors need to taje notice of and think about. Investors of #itc #hul #britannia need to think carefully about this. 👇👇
1️⃣ The retailer is becoming ecommerce heavy. Ex: I buy all my grocery on Tata big basket or Amazon. To me this represents a change in power dynamics across the value chain. The ability of Amazon or big basket to bargain is far higher than an offline only limited space distributor
Or a mom and pop front end kirana store. Now how fast this shows up in numbers and depresses working capital for brands is a function of market share of e-retail vs that of offline retail. I'd definitely track this if I were invested in the consumer facing brands.
My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
STRONG MONOPOLIES :
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#FMCG: Safety is augmenting the growth!
#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!
@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor
🧵
#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!
@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor
🧵
1/ #HUL
-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.
-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.
-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.
-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.
-Foods portfolio will support a diet providing a max of 5g of salt intake a day by 2022.
-In packaged icecream,95% of products will contain no more than 22g of total sugar and 250 Kcal per serving by 2025.
-In packaged icecream,95% of products will contain no more than 22g of total sugar and 250 Kcal per serving by 2025.
Company : ITC HUL
Sales(TTM) 49,214 40,150
market cap 237,739 515,867
M cap/Sales 4.8x 12.8x
P/E 16.3x 72.7x
#ITC #HindustanUnilever #HUL
Sales(TTM) 49,214 40,150
market cap 237,739 515,867
M cap/Sales 4.8x 12.8x
P/E 16.3x 72.7x
#ITC #HindustanUnilever #HUL
one is HUL other is ITC
which has better profit and sales growth over 10 years?
Answer..... ITC on left!!
which has better profit and sales growth over 10 years?
Answer..... ITC on left!!
Look at return metrics!
ITC a good 22-27%
But HUL over 77% consistently
This is what makes it the leader
ROE, ROIC are valued a lot more by market!!
ITC a good 22-27%
But HUL over 77% consistently
This is what makes it the leader
ROE, ROIC are valued a lot more by market!!
1/N
In 1934 Ben Graham and later in 1973 Buffet said
“In the short run, the market is a voting machine but in the long run it is a weighing machine”
With that lens, my analysis on #HUL Valuations over 27 yrs
Rapid Growth (’92 to ‘01) – Sales 23%; EPS 30% Price 22% CAGR
In 1934 Ben Graham and later in 1973 Buffet said
“In the short run, the market is a voting machine but in the long run it is a weighing machine”
With that lens, my analysis on #HUL Valuations over 27 yrs
Rapid Growth (’92 to ‘01) – Sales 23%; EPS 30% Price 22% CAGR
2/N
Lost Decade (CY01-FY10) – Sales 5.4%; EPS 3.7%; Price 0.8% CAGR
Lost Decade (CY01-FY10) – Sales 5.4%; EPS 3.7%; Price 0.8% CAGR
3/N
Steady State (FY10-FY20) Sales 8.4%; EPS 12.3%; Price 25%
Steady State (FY10-FY20) Sales 8.4%; EPS 12.3%; Price 25%
My thread on comparision of both #HUL and #Nestle.. I'm simply doing a forward EPS model here to understand whether the CMP has over/under/fairly estimated the future growth and what is the delta? #Stockanalysis #EPSmodelvaluation
These 2 are stable FMCG giants jointly demanding a Lion's share in the market with very high RoCEs, Stable and incremental positive cashflows and well established brands which are going to continue for generations irrespective of recession or inflation
I can do a DCF to determine the intrinsic value but cases like these where the Quality is nondebatable, One can only look for an appropriate entry. Hence I'm doing a quick forward EPS model simply to understand the inbuilt growth in the price
Lots of talk about ITC.. people comparing ITC margins with HUL and other FMCG cos.. here are my thoughts.. thread #1/n
First lets look at ITC 10 year fundamentals.. No way its anything less any other good performing co.. It has continually generated good cash..
This is HUL
Compounded Sales Growth
10 Years:6.75%
5 Years:6.10%
3 Years:6.89%
TTM:10.59%
Compounded Profit Growth
10 Years:9.64%
5 Years:11.54%
3 Years:14.11%
TTM:18.67%
Compounded Sales Growth
10 Years:6.75%
5 Years:6.10%
3 Years:6.89%
TTM:10.59%
Compounded Profit Growth
10 Years:9.64%
5 Years:11.54%
3 Years:14.11%
TTM:18.67%
Marico CMP 337
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity
#Marico
#FMCG
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity
#Marico
#FMCG
👍H2 FY20 would see better volume growth due to price cuts
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Building/Expanding new biz such as food franchise, skin care, male grooming range & serums
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
