Premium Living: Luxury hotel chains expand branded residences on rising demand
Luxury hotel chains in India are expanding their branded residences portfolio to cater to high-net-worth individuals. Marriott International, Hilton and EIH are among the companies involved. The demand is driven by the real estate market and the wealth of HNIs. Key Points
Economic TimesFor next 2-3-years, big alpha can be generated in branded generics and diagnostics: Aditya Khemka
“We generally like businesses that generate cash and we have seen lack of cash generation from Western Europe and US businesses. Yes they can give you scale, yes they can give you dollar revenues but does that translate to cash flow? Does that translate to high ROEs? The evidence of that is still not there.” Key Points
Economic TimesUnilever's India arm falls after costs hit quarterly profit
Shares of consumer goods major Hindustan Unilever (HLL.NS) fell as much as 2.4% on Friday after reporting a smaller-than-expected increase in June-quarter profit, hurt by higher costs and tepid demand for branded tea. Key Points
ReutersUnilever's India arm misses Q1 profit view on higher expenses
India's Hindustan Unilever (HLL.NS) reported a smaller-than-expected increase in quarterly profit on Thursday as the consumer goods major grappled with higher costs and tepid demand for branded tea. Key Points
ReutersShefali Shah says her sons want her to wear branded clothes since she's an actor
Shefali Shah took to Instagram to share a funny incident about how her sons wanted her to buy branded clothes. Here's what she replied to them. | Bollywood Key Points
Hindustan Times
Beneficiaries of move to organized sector: 4 branded apparel makers with an upside potential of up to 37%
Why do multinational companies, whose half of the products are outsourced to much smaller manufacturing units still enjoy a higher multiples than many others. Simple answer, they own the brands and hence the pricing power. There are many sectors where brands play an important role. branded apparel space has seen many tailwinds, right from implementation of GST which removed the tax arbitrage between organized and unorganized players to something which is not heard much on the street, which is China plus one sourcing. Is this industry finally reaching a stage where scale and brands will get desired valuations. Key Points
Economic TimesFMCG majors slash prices, hike advertising spends to beat regional brands
Top FMCG majors, including Hindustan Unilever, Marico, and Adani Wilmar, are reducing product prices and increasing marketing investments to combat competition from regional brands. These companies have faced a decline in market share due to lower-priced products from local and unorganised players. By lowering prices and increasing pack weight, they are already witnessing sales growth and expect further gains in the coming months. Hindustan Unilever anticipates that pricing corrections and increased pack weight in detergent bars will help in the fight against local players. Additionally, companies like Marico and Adani Wilmar have seen improved volume growth and doubled sales in their branded segments. Key Points
Economic TimesBrand bazaar lights up road to Ayodhya
Companies like Coca-Cola, Reliance, ITC, and Emami are rushing to get maximum visibility for their products in Ayodhya, ahead of the Ram temple consecration on January 22. They are setting up coolers, signboards, vending machines, and branded gates in shops, dhabas, and parks. Coca-Cola has even changed its branding colors to match the temple theme. Dabur is tying up with dhabas to create activity zones and experience centers for pilgrims to sample their products. Key Points
Economic Times3 branded apparel stocks with ‘Strong Buy’ recos having an upside potential of up to 31 %
While companies like Page industries have been well known for years. There are other companies in branded space which are not exactly in the same space but in similar space. The broad matrix of raw material prices, distribution and strength of the brand which governs their top and bottom line is very much the same. Also the list includes companies in the apparel export space. Key Points
Economic TimesThese 5 branded apparel stocks with ‘strong buy’ & ‘buy’ recos can rally up to 52%
While companies like Page industries have been well known for years. There are other companies in branded innerwear space which are not exactly in the same space but in similar space. The broad matrix of raw material prices, distribution and strength of the brand which governs their top and bottom line is very much the same. Also the list includes companies in the apparel export space. Key Points
Economic Times