JEFFERIES HUL
Why is market rallying today? Sensex jumps 900 points, Nifty above 22,900. 6 key factors behind Rs 5 lakh crore gains
The Indian stock market saw a vibrant uptick as both Sensex and Nifty surged over 1.1%, attributed to the Federal Reserve's decision to maintain interest rates. Renewed interest from foreign investors was evident, with net purchases of Indian equities totaling approximately Rs 872 crore on Wednesday. Optimism surrounding potential reductions in long-term capital gains tax also fostered positive market sentiment.
Adani group stocks jump up to 3%, add Rs 23,000 crore to total m-cap. What’s behind the surge?
Adani Group stocks rose on Thursday, adding Rs 23,000 crore to their combined market capitalisation, as Q2 results and bullish brokerage calls lifted sentiment. Adani Power reported a 134% jump in net profit, while Jefferies raised its target price for Adani Ports and sees significant upside in Adani Enterprises.
HUL shares rise 3% after Q2 results. Jefferies, Nomura cut target price but forecast 29% upside potential
Hindustan Unilever shares rose on Thursday after the FMCG major reported a 4% year-on-year increase in Q2 FY27 net profit to Rs 2,790 crore and 15% revenue growth to Rs 18,226 crore. Jefferies, Nomura and JM Financial cut their target prices but continue to see upside potential of up to 29%.
5 years, no returns: Are these 9 Nifty bluechip stocks finally ready for a turnaround?
Investors are witnessing notable losses in well-known blue-chip stocks such as TCS, Infosys, and Hindustan Unilever. These major players are encountering significant hurdles affecting their market position. Analysts believe that lowered expectations may allow for potential recovery if economic conditions improve. Currently, various sectors, especially IT and consumer goods, face cyclical and structural challenges, suggesting that large-cap stocks are becoming increasingly appealing as earnings growth rates stabilize.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian benchmark indices reversed early gains on Monday, with the Sensex falling 548 points and the Nifty closing below 22,400 amid persistent FII selling, rising bond yields and geopolitical concerns. Investors will track key stocks, global cues, crude oil prices, inflation data and earnings expectations for Tuesday’s market direction.
Why did market rise today? Sensex jumps over 685 points, Nifty closes above 22,750. 4 key factors behind D-St rally
The Indian stock market recorded notable gains as investor confidence improved with cooling oil prices and strong quarterly updates. Sensex surged over 550 points while Nifty 50 climbed above the 22,700 level, resulting in increased market capitalization. Notably, Trent shares rose nearly 13% following a robust business update, while other significant stocks also gained. Concurrently, volatility measures decreased, indicating market stability amidst broader gains in various sectors.
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HUL shares rally 8% as brokerages raise target prices after Q1 results. Should you buy, sell or hold?
Hindustan Unilever's shares surged following a seven-quarter high revenue growth of 5% in Q1 FY26, prompting brokerages to raise target prices. The company's net profit rose 7.6% YoY, with analysts citing improved macro conditions and strategic interventions by the new CEO as drivers for future growth and margin recovery. Brokerages largely recommend holding or accumulating the stock.
Hot stocks: Brokerage view on HUL, Zensar Tech, Kajaria Ceramics, Torrent Pharma, ICICI Pru and Bajaj Finance
Investec has maintained a hold rating for HUL and increased the target price to Rs 2,797 from Rs 2,439. The company's Q1 performance slightly exceeded expectations across all metrics, with anticipated gradual improvement. Categories such as UVG were affected by Personal Care and Foods, while premium categories are expected to show stronger growth moving forward.
HUL shares rally over 16% in 2 days amid defensive buying; Jefferies sees upside potential of 10%
HUL surges 16% over 2 days due to defensive stock reallocation and Jefferies' upgrade. FMCG index outperforms amidst market volatility. Axis Securities recommends HUL and Nestle for 12-18 months amid uncertain political outlook and preference for quality, low-volatility stocks.
Hot Stocks: Brokerage view on HUL, Havells India, and Indigo
UBS maintained a neutral rating on HUL with a target price of Rs 2860. Heightened regional competition may impact the pace of volume recovery.
HUL's stock falls 3% as FMCG major misses Street’s estimates. Should you buy?
HUL reported a standalone net profit of Rs 2,472 crore for the June quarter which was up 8% year-on-year versus Rs 2,289 crore posted by the company in the year-ago period. The company's sales increased 7% YoY to Rs 14,931 crore. An ET NOW poll of analysts had anticipated the profit figure at Rs 2,615 crore.
Hot Stocks: Brokerages on Tata Communication, ABB India, Infosys and HUL post Q1 results
Brokerage firm CLSA downgraded Tata Communication to outperform, Macquarie maintained an outperform rating on ABB India, and Jefferies retained a buy on Infosys while it downgraded HUL to hold.
Hot Stocks: Brokerage view on Sunteck Realty, L&T, UltraTech Cement, HUL & ITC
CLSA continues to like HUL, ITC, and Dabur India while it has maintained its sell rating on Britannia Industries and Nestle India on account of high valuations.
Royalty hike clouds HUL's strong Q3 results; should you buy, sell or hold the stock now?
Global investment bank, Jefferies maintained its buy rating on HUL post Q3 results but slashed its target price to Rs 3100 from Rs 3150 earlier which still translates into an upside of about 17% from Rs 2650 recorded on 19 January.
HUL could see a 15% upside, says Jefferies
The brokerage house expects HUL's earnings per share to rise 13% and values the stock at 60 times its September 2024 earnings, slightly higher than its five-year average to arrive at its base-case target price.
Hot Stocks: Brokerages on RIL, RBL Bank, HUL, Kotak Mahindra Bank and Laurus Labs
Morgan Stanley maintained its underweight rating on RBL Bank with a target price of Rs 115. Core pre-provision operating profit (PPOP) missed due to lower balance sheet growth/fee income, the brokerage said.
Hot Stocks: Why SBI, Hindustan Unilever and PB Fintech could give 16-40% returns in 1 year?
The global investment bank raised earnings for SBI by 3-5 per cent. It has factored in better credit growth as it is well-placed to gain market share. Net interest margins (NIMs) may be range-bound as the share of corporate credit rises. Healthy credit growth and low credit costs will support earnings growth, said the note.
Analysts bullish on HUL post Q1 show
Macquarie said the quarterly result highlighted the company's ability to balance volume growth and Ebitda margin in an inflationary environment. "While high-cost inventory will hurt 2Q (second quarter) margin, we remain constructive on expansion in the second half post recent commodity cost correction, especially in palm," said Macquarie.
Multiple headwinds likely to weigh on consumer stocks
Jefferies has cut FMCG giant Hindustan Unilever's earnings estimates for 2022-23 by 9% and by 3% for 2023-24. With soaps and detergents - the most impacted categories in the current inflation surge - accounting for around 40% of HUL's overall revenues, near-term margin headwinds are likely, said the brokerage.
Brokerages keep 'buy' on HUL, see 16% EPS growth
Hindustan Unilever on Thursday reported a 18.7% increase in consolidated net profit to ₹2,300 crore for the December quarter. The company had posted a net profit of ₹1,938 crore in the same period of the previous financial year.
ICICI Bank pips HUL to become 5th most valued stock on D-Street
This is the first time since May 2015 that HUL lost to ICICI Bank in the m-cap race.
Why HUL remains Jefferies' top pick in Indian staples space
Jefferies said Hindustan Unilever has historically shown resilience and has even outperformed its peers during disruptions like demonetization and GST rollout.
HUL a top pick in spite of near-term uncertainties
Analysts said the share valuations, measured by Price to Earnings (P/E) ratio, at almost 75 times are pricey, but the premium valuations will remain.
Buy Hindustan Unilever, target price Rs 2,525: Jefferies
The brokerage says there may be margin pressure in the short-term as the mix will shift awaya from the most profitable personal care.
Brokerages cut price targets for HUL by 2-8%
Investec said the below-estimate result reflects on-ground realty of FMCG sector during Covid-19.
Falling input costs a plus for FMCG stocks: Jefferies
Jefferies found risk-reward less compelling for HUL, Britannia and Godrej Consumer.
Brokerages maintain divergent views on HUL despite steady Q1
The FMCG major on Monday reported at 19.17 per cent year-on-year jump in net profit.
HUL overtakes ITC in m-cap; which stock can add value?
HUL posted 14.2 per cent jump in its standalone net profit to Rs 1,351 crore for the fourth quarter.
Third-quarter results may bring HUL’s rally to a halt
The stock’s stellar performance is due to positive triggers, such as the fall in crude oil prices and the peaking of interest rate cycle leading to earning upgrades by brokerages.
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