@StocksTreasures

@StocksTreasures

Discover and read the best of Twitter Threads about #HindustanUnilever

Most recents (7)

In last 4 Months I have suggested 40 Stocks. Here, I am trying to figure out how much money💸💸 would have become by Investing Rs 1 lakh in each of the 40 stocks.
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury

➡️Recommendation Date of #FMCG Stocks is 3 July
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️TOTAL INVESTMENT9,00,000
➡️TOTAL VALUE AS PER HIGH11,26,228
➡️%RETURN ON INVESTMENT25.13%
➡️PROFIT2,26,228

➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
➡️TOTAL INVESTMENT8,00,000
➡️TOTAL VALUE AS PER HIGH9,90,458
➡️%RETURN ON INVESTMENT23.80%➡️PROFIT1,90,458

Read 7 tweets

Fact Finder, The

@TheFactFindr

Is India's Consumption is Booming or Bombing ? keep updating the thread with Nuggets ...

Kantar's FMCG Pulse report .. April-Aug 2022.
Average MONTHLY sales of FMCG packs were 19.2 bn, or 62 packs/household, from Apr-Aug 2022
vs PRE-COVID: Average MONTHLY sales of FMCG packs 15 billion or 51 packs/household => 20% Increase in VOLUME

BUT #DEVIL lies in the #detail

packs bought pre-pandemic weighed 438 grams on average, the size has shrunk to just 309 grams now amid soaring inflation .... thats a 30% reduction in Volume/Pack...

In Other Words, CONSUMPTION per household in FMCG is Down 15% .... Cant recall such a BAD SCENARIO in 35 yrs..

Read 15 tweets

AlphaStreet India

@AlphSt_India

Hindustan Unilever Ltd Q4 FY22 Earnings Concall Insights

#HINDUNILVR #HINDUNILVRQ4 #HindustanUnilever #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵

HINDUNILVR said it expects near-term operating environment to remain challenging. The company added that its margins will decline in short-term as price versus cost gap increases.

HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22. The company remains confident of outpacing FMCG market growth and recovering margins in a phased manner.

Read 8 tweets

India Equity Research

@IndiaER

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

one is HUL other is ITC

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!!

Read 3 tweets

Nooresh Merani

@nooreshtech

#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.

2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.

3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.

Read 9 tweets

Elliot Alderson

@fs0c131y

https://twitter.com/fs0c131y/status/1105017144817999872

Thread: For 2 days, I captured 105929 tweets with the hashtags #SurfExcel, #BoycottSurfExcel and #BoycottHindustanUnilever. Follow this thread for an analyse