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Despite the economic downturn, these consumer staples stocks surged up to 450 per cent! Do you own them? Dalal Street Investment Journal

28 de marzo de 2022 qeoladmin 0 Comments


FMCG companies like Tata Consumer Products Ltd, Nestle India, and ITC are expected to report resilient print relative to peers. A deceleration in decorative paints/adhesives volume growth trajectory is expected led by a significant price hike in a weak demand environment. Jewelry retail should see strong underlying revenue momentum aided by continued market share gains. Alcohol beverages companies should see continued demand recovery.


For United Spirits, a 10% YoY (+3% 3-yr CAGR) net revenue growth is estimated. For, ITC a 10% YoY cigarette volume growth (+1.5% 3-yr CAGR) and 13.9% YoY cigarette EBIT growth (+2.7% 3-yr CAGR) is expected. Asian Paints would lead the pack with 19% value growth, followed by Pidilite Industries (14%), Berger Paints (13%), and Nerolac Paints (6%).

The agribusiness processing firm has seen its stock soar more than 17% so far in 2022 while the NYSE is down 2.8%. Analysts at Credit Suisse believe Bunge’s global footprint gives it opportunities to capitalize on near-term dislocation in the markets. By our math, this helped boost Bunge’s soy crush margins by $0.50 per bushel. Mathematically, a sustainable increase of this degree would represent an enormous operating profit increase given that Bunge crushes about 40M MTs per year,” they added. The stock market is about to be flipped upside down, according to Bank of America.

Market Movers

Telecom has become the most critical sector during the current challenging times to keep the businesses up and running. The sector was seeing an improved pricing environment even before the COVID-19 outbreak. The industry is highly consolidated with two strong and one weak player in the wireless space. Axis Securities has recommended an Over Weight stance on the sector. Top boosters were consumer staples such as Unilever Plc and Diageo Plc, and healthcare names like AstraZeneca Plc and GSK Plc.

These 3 Consumer Staples Stocks With Over 3% Dividend Yields … – Benzinga

These 3 Consumer Staples Stocks With Over 3% Dividend Yields ….

Posted: Mon, 24 Apr 2023 12:57:23 GMT [source]

Oil marketing companies benefited from the inventory gain and better GRMs in Q4FY21. Furthermore, OMCs delivered better performance overall as well. The sector’s bottom line is likely to remain stable on account of higher crude prices and the likelihood of high refining margins due to improved supply-demand balance. Upstream companies may surprise positively in the scenario of higher-than-expected crude prices.

Stocks such as Hershey, Coke, ADM, and Bunge are best positioned for an up-move given the recent spikes in energy, grains, and vegetable oil costs said analysts at Credit Suisse in a note. The brokerage firm has changed estimates for consumer stocks in its coverage, expecting a more profound and immediate impact on their results. While some US consumer staple stocks could see a negative impact of the rise in commodity prices there are also opportunities in the market.

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Overall, the specialty chemicals industry is likely to continue performing well in the medium term, Axis Securities said. UK’s FTSE 100 inched higher on Friday as healthcare and consumer staples stocks gained, while investors were relieved that the domestic economy narrowly avoided a recession late last year. Data by the Office for National Statistics showed the UK’s economic output grew 0.1% in the October to December period, amid expectations that the economy would not show any growth. However, going ahead, Jefferies expects the impact of lower crude & palm oil prices to show up in coming quarters; further price hikes by food companies should offset agri price inflation and in turn drive up gross margins. A&P spending would also go up but the Ebitda margin should still see a YoY expansion, it added.

Tesla stock could rally 35% because recent price cuts have already been a huge success in China. To Wedbush’s Dan Ives, the strategic move has already been a huge win. That means a rebound could be coming in 2023 for Elon Musk’s EV maker. I always think back to the scene from «The Big Short» when Brad Pitt tells the two young traders to stop dancing after making a massive bet against the US economy. Market structure describes the features of a market that influence how businesses operate in its function.

Hence we request you to initiate funds transfer through NEFT / RTGS. Tata Global Beverages Limited is a beverage company engaged in the trading, production and distribution of tea, coffee and water. Get live Share Market updates and latest India News and business news on Financial Express. Yes, you can buy Fidelity MSCI Consumer Staples ETF shares in India by simply opening an account with Scripbox. List of Billion Dollar Companies in India by market capital more billion Dollar. There are totally 421 companies in India with $ Billion Dollar…

  • For United Spirits, a 10% YoY (+3% 3-yr CAGR) net revenue growth is estimated.
  • It is the largest food company in the world, measured by revenues and other metrics, since 2014.
  • The brokerage firm has changed estimates for consumer stocks in its coverage, expecting a more profound and immediate impact on their results.
  • Prasad expects recovery in demand for consumer discretionary items in 2-4 quarters, but is more positive about consumer staples as job recoveries improve.

Diving into the Household & Personal Care space, analysts noted that Clorox has the highest degree of earnings risk given its higher exposure to energy and resin relative to peers. On the other hand, in the beverages business, Frito-Lay’s exposure to corn and vegetable oil is seen to be putting PepsiCo’s earnings at risk. “We note, however, PepsiCo has several levers to manage this pressure including its substantial scale, long-term contracts which serve as hedges, and its ability to utilize substitute blends for vegetable oil,” Credit Suisse said.

US STOCKS-S&P 500 nears 4,000 points for the first time, Biden’s spending plan on deck

The shares of the company saw a spurt in volume by more than 10.28 times on… BSE Fast Moving Consumer Goods sector attracted investors by outperforming markets and gaining over 17 per cent on year-to-date basis. Investments in securities market are subject to market risk, read all the related documents carefully before investing. Here is a loss of consumer stocks that have performed well and can be potentially great investments for this year.

However, for 2023, the brokerage is cautious on the demand outlook as the above-mentioned tailwinds wane. The target price of $120 apiece, implies a 9% upside potential for the scrip. In a bull case scenario, the stock is expected to touch $125 per share. “The biggest risk to our TP is volatility in the commodity and renewable fuel markets,” analysts said.

The https://1investing.in/ has read and understood the risks involved in investing in MUtural Fund Schemes. Your first installment will be deducted from ledger & subsequent from the bank. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. As on 28th Apr 2023, the P/E ratio for Fidelity MSCI Consumer Staples ETF shares is null. Yes, you can buy fractional shares of Fidelity MSCI Consumer Staples ETF with Scripbox. The highest Fidelity MSCI Consumer Staples ETF stock price was $ 46.8 till 28th Apr 2023 within the past 52 weeks.

NEFT/ RTGS details for Mutual Funds

So here you can find the list of Consumer Staples Stocks in India which are sorted out based on the turnover. The consumer staples Stocks refers to a set of essential products used by consumers. In his view, the consumer staples sector, which served as a haven last year, presents a bubble about to burst. The signal comes in the form of a key chart pattern called the Marubozo, which in this case he sees as a strong indicator of a correction. The bubble is about to burst in consumer staple stocks, according to TheoTrade’s chief market technician, Jeff Bierman.

This data comes despite rising inflation pressures, which may lead the Federal Reserve to raise interest rates again next month. Nestle India is planning to open a tenth factory in the country to meet the growing demand, according to its Chairman & Managing Director, Suresh Narayanan. The company is currently scouting for an ideal location for the new factory, which is part of its plan to invest INR 5,000 crore in the country by 2025 to accelerate its core business and leverage new growth opportunities. «KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.» The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. While the consumer discretionary space is witnessing a strong revival and many categories are normalizing, the current lockdowns are posing serious challenges to the recovery rate.

Demand has picked up as real estate prices are low and interest rates are very attractive. The sector is likely to see more traction in 2021 and hence Axis Securities has upgraded its stance on Real Estate to an Equal Weight. The metals & mining sector has seen a significant pricing uptrend with an improvement in the global scenario. This trend is likely to persist in the medium term and Metal stocks are likely to perform well. Axis Securities has upgraded its stance on the sector to Over Weight. The cement sector has had pricing power in Q4FY21 and managed to withstand tough times.

A sharp QoQ gross margin improvement is expected aided by 3QFY22 price hikes. It moved that weight to consumer staples, as it expects the space to be defensive in the event of a market correction. Wall Street is missing an oncoming drop in earnings that could contribute to another 20% sell-off in stocks. But a top UBS strategist explained how investors can avoid the pain. Here’s what you need to know about the recent price surge in crypto. Technical analysis and historical data can signal where bitcoin’s price may peak during the January rally, and when it might drop.

Varun Beverages Ltd is expected to deliver robust 13% volume growth in India business. The slowing rural demand over the past two quarters, which has severely impacted the performance of companies, especially in the FMCG/consumer staples and two-wheeler segments, has been a cause for concern. Consumer stocks are typically a sector of stocks that include companies that produce consumer staples. Every individual/consumer relies on consumer staples on a daily basis.

Chile is another country which has been given an Equal-who sets trade rates rating by Morgan Stanley. For Indians, snacking is a daily staple as 76% of people in the country snacking at least twice a day. In fact, early morning snacking is quite common with 42% of Indian consumers eating a snack before breakfast, compared to just 24% of global consumers. The Indian finance minister suggested against using cryptocurrency.The law enforcement organization blocked the assets of two crypto exchanges.At a BJP Economic Cell event on Saturday,… Please provide your consent for transfer of trading account from Reliance Commodities Limited to Reliance Securities Limited to trade in commodities’. In case you do not provide consent now & wish to trade in commodities you will have to re login to the application to provide your consent.

“Based on our assumption of 70% hedging for the full year (which is largely in-line with industry practices), we estimate EPS risk of 22%, 17% and 7% respectively,” they said. Analysts have a positive view on Hershey, which has limited exposure to grains and favourable positions on cocoa. Negligible volume growth and mid-to-high single-digit value growth is expected across the consumer staples pack. Food & Beverages categories should fare better than some Home and Personal Care segments.

Stocks such as Hershey, Coke, ADM, and Bunge are best positioned for investors given the recent spikes in energy, grains, and vegetable oil costs said analysts at Credit Suisse in a note. It’s an ETF that tracks 33 stocks in the sector, and has more than $17 billion in assets, with the most weight going to household brand Procter & Gamble. US consumer spending was reported as unchanged in March by the Commerce Department on Friday, following a downwardly revised 0.1% gain in February, indicating that the US economy may not be recovering as quickly as expected.


The blue-chip index is on course to close at its highest quarterly levels since mid-2018. For the monthly session, the blue-chip index was down 3% and the mid-cap index shed 5%, logging their worst monthly sessions since September 2022. The BFSI outperformed the broader market from November 2020 to February 2021 as the Covid-19 challenges were less significant than anticipated and banks were better prepared.

Are Consumer Staples Stocks Lagging Vita Coco Company (COCO) This Year? – Zacks Investment Research

Are Consumer Staples Stocks Lagging Vita Coco Company (COCO) This Year?.

Posted: Thu, 27 Apr 2023 12:50:33 GMT [source]

It is the largest food company in the world, measured by revenues and other metrics, since 2014. It offers milk products and nutrition, beverages, prepared dishes, and cooking aids, etc. With Fundoodata paid plans, you can access more information about the company like the number of employees, turnover, decision-makers details, and more. The Consumer Staples group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. A quick glance at the company’s year-to-date performance in comparison to the rest of the Consumer Staples sector should help us answer this question.

However, the re-imposition of lockdowns will adversely impact their performance. Even as Axis Bank and ICICI Bank reported a good set of numbers, the economic challenges cannot be wished away and the banks will have to bear the brunt of the prevailing challenges. The pick-up in credit demand as the economy gradually recovers remains to be seen. Axis Securities has downgraded the sector to ‘Equal Weight’ and remain watchful on the developments in the sector.

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