Discover and read the best of Twitter Threads about #nestle

Most recents (24)

[THREAD] Your plastic waste has already been segregated. Time to head to a plastic collection point near you! Here’s a list of facilities if you’re from Luzon. Let’s strive to be as close to plastic neutral as possible.
To share information on other collection points near you, click here: rplr.co/PlasticDropPH
For more information about these plastic collection points, click here: rplr.co/PlasticDropMap
Read 4 tweets
#askdrdhiman

My first 4 conviction bets were #DIVISLAB #deepaknitrite #bajajfinserv #astral and #TATAELXSI .

But real story starts here!

I first time invested in #DivisLabs on recommendation and sold it on recommendation on another person to buy some cheap PSU companies (1/n)
In which I got some lessons.
Then I started to study companies, business model and management.
After that I bought #DIVISLAB #deepaknitrite #bajajfinserv #astral n #TATAELXSI .
#nestle n #hindliver were in my portfolio brought on tips but later realised these 2 were (2/n)
Great #companies.
"Build your conviction first."

I'm still holding #DIVISLAB #deepaknitrite #bajajfinserv #TATAELXSI #astral #nestleindia n #hindliver because I feel a part of their #business.

#askdrdhiman
Read 3 tweets
Am Sonntag ist #btw21. Nachdem mein Kollege @sven_kindler vorgelegt hat und ein “Best-of” zu den Leistungen von @AndreasScheuer zusammengestellt hat, hab ich mal die „Leistungen“ von @JuliaKloeckner zusammengefasst.
Ein (langer) Thread
TIERSCHUTZ
Beginnen wir mit der wohl größten Schlappe für Klöckner in ihrer Amtszeit: Schon von Anfang an zu lasch und unverbindlich, waren die Pläne für das staatl. „Tierwohllabel“ eine einzige Katastrophe.
bmel.de/DE/themen/tier…
Weder sollte das Label verpflichtend sein, noch waren die Anforderungen ausreichend: Die Schweine hätten bei der “Stufe 1” gerade mal 0,9 m2 mehr Platz gehabt- so viel wie 1,5 DinA4 Seiten. Bei dieser “Verbesserung” von Tierschutz zu sprechen ist Verbrauchertäuschung!
(3/26)
Read 25 tweets
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
#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
#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
Read 10 tweets
Alert: 1. long 🧵 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
When Mr. Market admires #Oatly ($OTLY.US) and has a lapse in memory of past sector deals, a healthy refresher is needed.
Plant-based cream on #Danone’s ($BN.FP) morning coffee, a lengthy thread (x/11):
In the summer of 2016 #Danone acquired #WhiteWave for $12.5b or c. 14x EV/EBITDA 2016F aft syn. Danone became the leader in plant-based food with an estimated market share of >40%. The acquisition added many plant-based brands, but more importantly the #Alpro and #Silk products.
#Danone plant-based portfolio includes (est,ori):
-Silk (1977, WW)
-Alpro (1980, WW)
-Promavel (1983, WW)
-So Delicious (1987, WW)
-Activia’s PB product (2019, R&D)
-Danette’s PB product (2020, R&D)
-Actimel’s PB product (2020, R&D)
- Follow your heart (1988, 2020,Earth Island)
Read 11 tweets
Thoughts on the Nestle story
#Thread #NESTLE @Nestle

Context:
- FT accessed an internal presentation of the Company

- >60% of mainstream F&B drinks pdts don’t meet health stds

- 37% of Co’s products achieve star rating of 3.5 under Australia’s health star rating system
1/n
.@Nestle to @CNBCTV18Live
- Assessing part of F&B portfolio to be measured against external nutrition profiling systems

- About half of our sales, infant nutrition, specialized health products etc, not covered by these systems

(So only 30% of overall pdts “unhealthy”)

(2/n)
Impact on @NestleIndia?

- Not much, in my opinion as India portfolio is much smaller than overall global portfolio

- Co has been working towards reducing Sodium & Sugar in their products over the last 7 years or so

3/n
Read 6 tweets
There are 175 corps/institutions now overseeing your children's #education going forward. They will be shaping/molding your child's #ideologies &
#worldviews - all while harvesting their data.

Global Education Coalition Members (announced Mar 18 2020):

globaleducationcoalition.unesco.org/members
"Civil society & non-profit organizations" (those serving capital & elite institutions) include:

#OBAMA FOUNDATION
-Tony Blair Institute for Global Change
#ONE (Bono)
-Global Business Coalition for #Education
#CODE
#OXFAM
#TEDEd
#SIEMENS
#Sesame Workshop

See image. #4IR
Read 13 tweets
Wie kann es sein?
Es wird laut gegen Rechts gebrüllt


Aber nicht wirklich viel passiert.

Dafür werden Bürger die wenn es dazu kommt GEGEN Rechts zu demonstrieren, hart angegangen und als libksextremisten bezeichnet?

Wie kann es sein das VIEL getan 1/
werden soll wegen CORONA?


Aber es wird nur abgewartet und gelabert wegen KanzlerKANDIDATEN Geplänkel.
#Söder vs #Laschet

Davor aber noch das interne Fiasko mit der Pandemie.


Davor aber erstmal die gewöhnliche Korruption

2/
Von

Bis zurück zu Kohls Schwarzgeld und wer weiß was noch...

Dann kommt da ein Minister, der Verträge abschließt OHNE zu dürfen und den STEUERZAHLER richtig Geld kostet. Und sogar mehr verbockt... Aber OK #ScheuerRuecktritt



3/
Read 12 tweets
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.
#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.
#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.
Read 11 tweets
#Nestle - Analyst meet key takeaways @NestleIndia

Time for thread 👇🏻👇🏻👇🏻

@dmuthuk

(1/n)
Rural India will witness increased focus, aims to increase distribution to ~120,000 villages from 89,288 currently (2/n)
*Total reach*: has increased by ~18% to 4.7mn outlets between CY16 to CY20. In the same period, villages covered increased from 1000 to 89,288 and company aims to further increase coverage to ~120,000 villages i.e. 34% increase in next 4 years. (3/n)
Read 9 tweets
#Nestle valuation 🧵

History : Image
Sales trend :

2002 : 2000Cr
2020 : 14000Cr

Sales growth rate : 11.42% CAGR

Note the sales dip during Maggi fiasco : ImageImage
Profit trend :

2002 : 200Cr
2020 : 1900Cr

Profit growth rate : 13.32% CAGR ImageImage
Read 4 tweets
#Nestle valuation

History :
Sales trend :
Profit trend :
Read 5 tweets
1/ #PLI scheme

-They believe once these policy initiatives are executed on the ground, it will be positive for food processing exports.
2/ #Capex Plans

-Announced plans to invest ₹2600 cr in next 3-4 yrs, with a sharp focus on productivity improvements.

-New factory in Sanand, Gujarat is under construction
currently.

-They seek more nutritious and immunity boosting propositions in pandemic times.
Read 5 tweets
Der Abstimmungskampf um die #KVI wird gerade sehr heftig. Und hässlich. Die Initianten sehen sich mit einer massiven Gegenkampagne konfrontiert, die vor allem nach einem Motto zu funktionieren scheint: Shoot the messenger. ...
Keine Debatte zur Sache, nur Angriffe auf die Glaubwürdigkeit der Absender. Nebelpetarden in der Öffentlichkeit, Einseifung im Hintergrund. ...
Gerade eben hat zB der CEO von #Nestlé an einem vertraulichen Hintergrundsgespräch mit den Ringier-Redaktionen über die #Konzernverantwortungsinitiative gesprochen. Am Montag ist dann BR Karin Keller-Sutter zu Gast. Vertraulich. Für Hintergrund. Thema unbekannt. ...
Read 7 tweets
If people donate a total amount of $1000 I will take a picture of me in my @Hell_Berta hoodie from @BallerGearCA later on tonight!

Etransfer:

HarvestHillsCaresCalgary@Gmail.Com

PayPal:

PayPal.Me/HarvestHillsCa…

#YYC #FeedYYC #Alberta #Canada #Edmonton #RedDeer #Leduc
As a teaser here is a picture of my favorite chocolate! Let’s get donating! #Chocolate #Aero #Nestle #MilkChocolate #Indulge Image
Yes I am still feeling sick. Yes I am still in iso. My hubby was kind enough to let me sit in his truck while he worked on it in the driveway! He said that way he can keep an eye on me and stop me from anymore online shopping!
Read 6 tweets
#Option Chain
#Option trading

# ATM CE position built up... Strong resistance
# ATM PE position built up... Strong support.
# Far OTM position built up on call side...Strong bullish
# Far OTM CE position built up... Strong bearish....

I couldn't find it so simple.
Mostly, what I learned is this presumption is a very easy way to misguide the masses by using the option chain.

On many occasions I have taken absolutely opposite stand and got good hit ratio.
Apart from the position built up, if one pays attention to futures position, traded value in cash and delivery% along with the traded value at the each strike price of respective option, this may give much stronger insight of bias, since, bigger money at stake.
Read 10 tweets
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat
Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea
Read 9 tweets
1/N

Truman (ex US president) famously said “The only thing new in the world is the history you do not know”

With that in mind, I look at #Nestle financial history in India since 1993 (27 yrs of History)

Period 1 - CY93-CY2003
Sales -14.8% (CAGR)
NP - 21.8%
Mkt Cap - (9.1%)
2/N

Observations - Returns between '93 and '03 were low because of 2 factors - Starting PE was very high and Ending PE was decade low

Period 2 - "CY04-CY13"

Sales - 15.5% (CAGR)
NP - 15.6%
Mkt Cap - 23.3%

Observations - High returns becasue of low starting PE
3/N

Period 3 - "CY13 onwards

Sales - 5.3% (CAGR)
NP - 9.9%
Mkt Cap - 23%!!!

Observation - Sales/Earnings slowing (Maybe GST, Maggi debacle) but Mkt cap continued to grow 10% extra every year) to reach historic highs. This is bad setup for future returns.
Read 5 tweets
Reposting this from our archives- A thread on "How Nestlé turned a whole country into coffee lovers?"

Back in the 70s, #Nestlé started selling instant coffee in Japan. However, they didn't make much headway because the Japanese loved Tea. (1/5)
It was the first thing they drank in the morning and most people thought it was a gateway to eternal youth. So considering the Japanese were this sticky to tea how do you get them to switch to coffee?

Nestle hired a child psychologist Clotaire Repaille to map out a strategy(2/5)
His assessment was simple- The Japanese had no understanding of coffee as a beverage. There was no emotional attachment to it. He figured the best way to go to market was by creating this emotional imprint first.
And so he suggested introducing coffee through desserts. (3/5)
Read 6 tweets
In This Thread I am Going To Share Nifty-50 Charts On Daily TF.

All Charts Are For Learning Purpose No Trading Recommendation.

Hope You Will Learn Something.
#AdaniPorts

If Able To Give Closing Above 285 Long Possible.

#ChartsForLearning
#AsianPaints

Looking Good For Long Here After Retesting Of Demand Zone

#ChartsForLearning
Read 50 tweets
Dans ce court article publié par @Bastamag, je montre que les PDG de multinationales françaises (#Renault, #LOréal #Engie #Danone etc) signataires de la tribune de @pcanfin sur la #RelanceVerte font #EnMêmeTemps du lobbying contre le #GreenDeal européen

bastamag.net/CAC-40-Transit…
Plusieurs PDG (#LOréal #Danone #SaintGobain #Nestlé #Engie #Suez #Renault etc) ont signé une tribune, aux côtés de @pcanfin @CfdtBerger @borne @yjadot, appelant à mettre en œuvre des "investissements pour la #relanceverte et la biodiversité"

Sauf qu'en même temps, ces mêmes multinationales, avec d'autres réunies au sein du lobby de l'@Afep_ ont écrit à la Commission UE pour obtenir le report ou l’annulation de nombreuses initiatives de transition écologique prévue dans le #GreenDeal

(document révélé par @Contexte) Image
Read 9 tweets
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
Read 9 tweets

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