I have done some work on Nestle India that should be useful to you in understanding high quality stocks that seem to always trade at “high valuations”. Nestle India – needs no introduction Most of us have used Nestle’s products at least once in our lifetime, if not more. From the ubiquitous Maggi noodles […]
Good investing reading – 28 December 2012
A much politicized industry sector – sugar in Uttar Pradesh. A nice read. Gives you an idea of the economics of sugar industry and how constant government ratified sugarcane purchase price increase affects the sugar companies. What this article does not cover in detail is what happens after the sugar companies make losses. Essentially, farmers […]
Nestle, Britannia – these stocks may suffer with standard weights norms
I will share my views on why I feel certain FMCG stocks, with attention to Nestle and Britannia, could be under pressure in the next 1-2 years. They have been big beneficiaries of non-standard weights for their products for the last 6 years. This has changed now. And customers will not get fooled this time […]