PEST RISK ANALYSIS
Nepal clarifies: No ban on Indian mango imports, only phytosanitary measures enforced
Phytosanitary standards, including mandatory heat treatment, are in place, and import permits continue to be issued for shipments meeting these international protocols.
Monsoon advances into Bengal, Sikkim; set to cover more of Andhra, Telangana, Karnataka, Maharashtra this week
The southwest monsoon is progressing steadily across India. It has now covered Sikkim and parts of Northeast India. The India Meteorological Department forecasts further advancement into southern, central, and eastern regions over the next four to five days. This expected rainfall will bring relief to many areas and support the crucial kharif sowing season for farmers.
El Niño clouds loom over kharif crops, farm pay
A developing El Niño event thousands of miles away poses a significant threat to India's agriculture. This weather phenomenon is linked to weaker monsoon rains and higher temperatures. Experts predict a potential decline in kharif crop production, impacting oilseeds and pulses. This could lead to rising inflation and reduced earnings for farmers across the country.
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on to
Holding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has fallen. Holding is an active decision. It means asking whether the reason you bought the stock is still valid. Has the price fallen because the market is nervous, or because the company’s economics have weakened? Has the macro shock permanently damaged the business, or only delayed the earnings cycle? Is the company still sitting in a sector where demand, regulation, market structure, or execution capability gives it an edge?
Are these fit for tactical investing? 5 agrochemical stocks with an upside potential of up to 36%
While it may not have made it to the headlines, the fact is that the longer-than-normal monsoon season has impacted many sectors. Right from cements to air-conditioners, and paints to agrochemicals. But given the macro picture of the sector and the operating dynamics there is one which is a better fit for tactical investing. Now, why turn tactical at all? It may soon become a necessity rather than an option in some cases.
Strong first indications that the worst is behind them? 5 agro-chemical stocks with upside potential of up to 29%
Some sectors have a company which though may not be called as bellwether but it is good enough to give an indication of what it might be in that sector and that is why its results of that company probably are indicative of what is happening in the sector. Sumitomo chemicals announced its Q1 results and what is interesting is that it gave the following statement in its investor’s presentation. “The favorable market sentiments and stable input costs has been the primary growth driver for our business in Q1FY25. The company has demonstrated strong recovery in the domestic market, leading to our optimism for FY25, considering FY23-24 challenges are largely behind us especially in the domestic market. The price volatility observed last year has stabilized to a great extent. Also, the sentiment among our channel partners and farmers is turning positive. Our outlook remains cautiously optimistic, contingent on rainfall patterns in the coming months of August and September.” Now this is good enough reason to bring them on the watch list and look out for further confirmation from other companies to see if their bad times are over.
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Bad news flow & good stock prices: 5 agro-chemical stocks with upside potential of up to 30%
What is the news flow regarding the agrochemical sector today? Probably the following: China is dumping, there is over capacity in many segments, over inventory issues are plaguing the industry globally, erratic weather conditions in different parts of the world. One would feel agro chemical stocks are better avoided now. But in markets, when the news flow is bad, stock prices are probably good. Also, in the case of the agro chemicals sector, it's mostly short term issues. So, it is time to keep them on the watch list.
Short-term troubles are opportunities for long-term investors? 5 agro-chemical stocks with upside potential of up to 30%
Most businesses experience periods of highs and lows. The key is determining whether these lows are part of a recurring cycle or the result of a one-time event. The agrochemical sector is currently in a downturn due to specific, isolated incidents. This includes a sudden rise in industry inventory and an oversupply that entered the market following the resumption of Chinese production after COVID-19 restrictions. Consequently, despite performing exceptionally well during the early stages of the bull run that began at the time of the breakout of COVID, the sector has been underperforming recently. The second question is, is this downturn an opportunity for long term investors or not. Given the way things are changing, whether it is China plus plus one or for that matter policy focus on manufacturing there are good reasons to believe that some of the agro chemical companies will do well as they do two things, expand their product portfolio and also backward integration.
Opportunity in headwinds with a long-term perspective? 5 agro-chemical stocks with upside potential of up to 45%
Three years back, the whole agro chemical sector got rerated and some of the Indian companies which are focussed on domestic markets getting their fair share of attention from the street. But then they faced sudden headwinds as the Chinese companies once again became over active. Some time headwinds which bring a phase of underperformance in stocks are opportunities to enter those sectors and stocks with a long term perspective, because on the macro front the sector has more plus than minus. If one looks at what management of these companies have stated in recent past is that some of these headwinds are due to inventory issues which are getting over. Is the worst of the issues behind the agro chemical companies?
Headwinds are an opportunity for long-term investors: 6 agro-chemical stocks with upside potential of up to 54%
Majority of businesses have a cycle of ups and downs. The question is whether the downs are cyclical in nature or they have come up due to one off event. Agro chemical sector is in a down cycle due to one off events. Sudden increase in inventory in the industry, oversupply which came into markets to resumption of the Chinese production post covid curbs. That is the reason that the sector which did extremely well in the first part of the bull run which starred post covid has been underperforming for some time. Given the fact that in the last three months, the problem of over inventory in the system has started to reduce. Is the worst of the issues behind the agro chemical companies?
With one event risk getting over, 5 largecap stocks with right mix of RoE & RoCE
While one event risk is state election results getting over, there is a chance that in the next few trading sessions will see a bullish move. But as the valuation is surely not in the cheap zone, it would be better that as an investor stay focussed on the business you are owning. Businesses which have a track record of being able to deal with all the swings of economic cycles. It is the large cap companies with strong balance sheets, strong brands which probably the ones which should be looked at in these conditions.
5 agrochemical stocks with “Buy” reco can rally up to 32%
In the last seven years since the time the chemical sector has been in the limelight. Given the vast nature of the sector, there are divergent trends in the sector at different points of time. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks from the chemical sector with high upside potential over the next 12 months, having an average recommendation rating of “buy” or a “hold”.
Ready for volatile times? 5 largecap stocks with right mix of RoE & RoCE
A software company with a net margin of 10% is probably not worth looking at but if an infrastructure and construction company has a net margin of 10% it is not bad at all. The best construction player in India strives to get double digit numbers, but it has been able to create wealth for its stakeholder. Every industry has its own matrix which should be taken into account before investing. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy"
Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 26%
As broader market indices like sensex and nifty continue to form new highs. Some stocks have witnessed consistent improvement in their scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Essentials for wealth creation: 4 stocks with high ROE & ROCE
Many investors, especially the ones sitting on cash, get confused about what they should do in the market which is being bombarded with bad news or sudden unexpected developments. Should they – buy the dip or not, the answer lies in looking at fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
4 chemical stocks, including MNCs in agrochem sector, with 'Strong Buy' & 'Buy' recos have upside potential of up to 31%
In the last five years, different segments of the chemical sector have seen re-rating. Sometimes, companies which are making input for pharma players, at other times companies which are making inputs for agrochem industry and occasionally agrochemical majors themselves. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks from the chemical sector with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
These 4 stocks from chemical sector with “Strong Buy” & “Buy” recommendations have upside potential of up to 60%
In the last two years, different segments of the chemical sector have seen re-rating. Sometimes, companies which are making input for pharma sectors, at other times companies which are making inputs for agrochem industry and occasionally agrochemical majors themselves. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks from the chemical sector with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
As masoor prices hit record high, India opens lentil imports from Russia for a period of 6 months
Lentil prices in India are at record high levels, ruling at Rs 80/kg for whole lentil in wholesale trade and above Rs 100/kg for pulses sold in retail.
Agronomists strive to contain a brand new American pest
Fall armyworm is native to the Americas and was first reported to have reached Africa in 2016.
China may open doors to Indian non-basmati rice
New Delhi had a couple of months back pitched for market access for a variety of its goods to China in a move to bridge the widening trade deficit.
South Korean Fresh fruit to debut in India
India imports pears from the US, CIS countries and South Africa. In the April-February period of 2017-18, the country imported pears worth about $15.19 million.
Banana, pomegranate exporters eye Chinese market
“Demand for bananas has been growing rapidly in China, but the country meets a large part of it with imports from the Philippines,” a trader, who is keen to export bananas to China, said.
US moves a step closer to lift entry restrictions on Indian fruits
The EU in January lifted a ban on Indian mangoes imposed last year after 207 consignments were found contaminated with pests like fruit flies in 2013.
China likely to commit over $5 billion investment in India soon
India is also asking for greater market access for products including tobacco, oil cakes, oil seeds, bovine meat, agricultural and pharmaceuticals.
India to seek market access for mangoes, bovine meat from South Africa
India is expected to seek from South Africa market access for mangoes, grapes and bovine meat in order to increase the country's exports.
Sowing discontent
The fraught issue of introduction of Bt Brinjal has been shelved but all eyes are now set on the controversial Seed Bill 2010, likely to be tabled in the monsoon session of Parliament beginning July 26.
No signs of pests in imported US apples: Govt
The government on Thursday debunked reports that apples imported from the US were suspected of carrying around 100 pests, saying that the fruit contained no quarantine pests.
Apples from US face govt's quality test
Apples imported from the US are suspected to have been containing close to 100 varieties of pests, an issue which is being looked into by the Indian authorities.
Desi mangoes can dominate 2.5 lakh tonne US mkt
Amid indications that the US would allow import of Indian mangoes this season, a leading American trade body said that the Indian varieties of the delicious fruit was likely to dominate the 2.50 lakh tonne US market if import was allowed.
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