| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 20 Oct 2023 | ITC |
Axis Direct
|
405.85 | 540.00 | 438.30 (-7.40%) |
Buy
|
Result Update:ITC
Axis Direct
We estimate the company to post Revenue/EBITDA/PAT growth of 10%/12%/12% CAGR over FY23-26E and maintain a BUY rating on the stock with an unchanged TP of Rs 540/share. We value the company at 27x June-25 EPS. The TP implies an upside of 20% from the CMP.
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| 20 Oct 2023 | ITC |
Prabhudas Lilladhar
|
405.85 | 492.00 | 438.30 (-7.40%) | Target met |
Accumulate
|
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| 19 Oct 2023 | Hindustan Unilever |
Sharekhan
|
2649.50 | 2910.00 | 2495.15 (6.19%) | Target met |
Buy
|
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| 19 Oct 2023 | Hindustan Unilever |
ICICI Securities Limited
|
2649.50 | 2800.00 | 2548.10 (3.98%) | Target met |
Accumulate
|
Unimpressive
ICICI Securities Limited
Adjusted revenue growth was soft at 3% YoY, primarily led by volume growth while price growth remained flat. Rural (-1% 2Y CAGR volume) continues to underperform urban (at 3%). Home care revenue performance has subsided (vs last few quarters) to ~3% YoY value growth (~5% volume growth). Revenue growth in BPC and Food also remained soft at ~4% YoY each.
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| 19 Oct 2023 | Nestle |
BOB Capital Markets Ltd.
|
1174.40 | 28260.00 | 24132.35 (-95.13%) | Pre-Bonus/ Split |
Buy
|
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| 19 Oct 2023 | Hindustan Unilever |
Prabhudas Lilladhar
|
2649.50 | 2786.00 | 2548.10 (3.98%) | Target met |
Hold
|
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| 19 Oct 2023 | ITC |
Sharekhan
|
405.85 | 515.00 | 438.30 (-7.40%) | Target met |
Buy
|
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| 27 Sep 2023 | Colgate-Palmolive |
IDBI Capital
|
2360.20 | 2375.00 | 2050.40 (15.11%) | Target met |
Buy
|
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| 21 Sep 2023 | Hindustan Unilever |
SBI Securities
|
2649.50 | 2829.00 | 2473.35 (7.12%) | Target met |
Buy
|
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| 18 Sep 2023 | Dabur |
ICICI Securities Limited
|
523.65 | 625.00 | 565.50 (-7.40%) | Target met |
Accumulate
|
Expansion into adjacencies through power platform to drive faster growth
ICICI Securities Limited
The theme for Dabur's analyst meet was ‘portfolio enhancement’. It provided a strategy to redefine core for younger India (stronger scientific claims, new-age formats, aspirational packaging) while boosting the total addressable market (TAM) by expanding into adjacencies through power platforms.
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