Tuesday, June 20, 2017

HUL Annual Report : 2017


HUL Annual Report : Analysis


1,000 CRORE + BRANDS
1. Lux 2. Dove 3. Clinic Plus 4. Pond’s 5. Vim

2,000 CRORE + BRANDS
1. Surf excel 2. Brooke Bond 3. Wheel 4. Rin 5. Lifebuoy 6. Fair & Lovely

Net Sales: 34K cr
Net Profit :6K


What in case a single soap is used by all households of India?

Out of total 25 crore (approx) households, only 20 crore uses it.

20 Cr (households) * 20 Rs (some minimum cost of soap that last for 1 month for whole family) * 10 ( approx 1 per month) =  4000 Cr

A single brand can also make 4 K cr in case it is used by maximum number of households.

Houeholds covered by 1K cr brands
   approx 1000/25*12=1000Cr/300=10Cr/3=3 Cr households (approx)

Houeholds covered by 2K cr brands
   approx 6 Cr households



Friday, June 16, 2017

Top Equity Stocks : 2017

Alcohol
UNITED BREWERIES LTD
UNITED SPIRITS LIMITED

Auto
AMARA RAJA BATTERIES LTD
APOLLO TYRES LTD
ASAHI INDIA GLASS LIMITED
BAJAJ AUTO
BALAKRISHNA INDUSTRIES
BOSCH
CEAT
EXIDE INDUSTRIES
HERO MOTOCORP LIMITED
J K TYRE
MAHINDRA & MAHINDRA LIMITED
MARUTI SUZUKI INDIA LTD
MOTHERSON SUMI SYSTEMS LIMITED
SKF INDIA LIMITED
TATA MOTORS LIMITED
TUBE INVESTMENTS OF INDIA LTD
TVS MOTORS
VSTTILLERS TRACTORS LTD

Aviation
INTERGLOBE AVIATION LIMITED

Finance
AXIS BANK LIMITED
CREDIT ANALYSIS & RESEARCH LTD
CRISIL LIMITED
HDFC BANK LIMITED
HOUSING DEVELOPMENT FINANCE CO
ICICI BANK LIMITED
ICICI PRUDENTIAL LIFE INS CO
ICRA
KOTAK MAHINDRA BANK
LIC HOUSING FINANCE LIMITED
MUTHOOT FINANCE LIMITED
POWER FINANCE CORPORATION
RURAL ELECTRIFICATION CORPORATION
STATE BANK OF INDIA

Cement
ACC LIMITED
AMBUJA CEMENTS LTD
ULTRATECH CEMENT LIMITED

Chemicals & Fertilizers
BASF INDIA LIMITED
BAYER CROPSCIENCE LIMITED
COROMANDEL INTERNATIONAL LIMIT
MONSANTO INDIA LIMITED
RALLIS INDIA LTD
TATA CHEMICALS LTD
UPL LIMITED

Real Estate, Construction, Building Material
BRIGADE ENTERPRISES LIMITED
CENTURY PLYBOARDS (INDIA) LTD
CERA SANITARYWARE LIMITED
DLF LIMITED
GODREJ PROPERTIES LIMITED
GREENLAM
HSIL (Hindustan Sanitaryware & Industries Limited)
KAJARIA CERAMICS LTD
NCC LIMITED
PRESTIGE ESTATES PROJECTS LIMI
PURAVANKARA LIMITED
SOBHA LIMITED

Consumer Durables
EVEREADY INDUSTRIES INDIA LTD
HAVELLS
TTK PRESTIGE
VIP INDUSTRIES LTD
VOLTAS LTD
WHIRLPOOL OF INDIA LTD

Education
ZEE LEARN

Engineering (Capital Goods)
ABB INDIA LIMITED
CUMMINS INDIA LTD
HONEYWELL AUTOMATION
KSB PUMPS LIMITED
LARSEN AND TOUBRO LIMITED
SIEMENS LTD

FMCG
AVANTI FEEDS LTD
BRITANNIA INDUSTRIES LTD
COLGATE-PALMOLIVE (INDIA) LTD
DABUR INDIA LTD
EMAMI LIMITED
GILLETTE INDIA LTD
HINDUSTAN UNILEVER LIMITED
ITC LIMITED
MARICO LIMITED
NESTLE INDIA LIMITED
PIDILITE INDUSTRIES LTD
PROCTER & GAMBLE HYGIENE & HEA
TATA GLOBAL BEVERAGES LIMITED
TATA COFFEE
VARUN BEVERAGES

Gold 
RELIANCE ETF GOLD BEES
HDFC GOLD ETF
KOTAK  GOLD ETF
SBI-ETF GOLD
UTI GOLD ETF

Gems & Jewelry
P C JEWELLERS
RAJESH EXPORTS LIMITED (REL)
TITAN COMPANY LIMITED

Hospitality
COX & KINGS LIMITED
EIH LIMITED
INDIAN HOTELS CO LTD
JUBILANT FOODWORKS LIMITED
MAHINDRA HOLIDAYS & RESORTS IN
THOMAS COOK (INDIA) LTD

Index Fund
CPSE ETF
KOTAK MAHINDRA MF - NIFTY ETF

Information Technology
HCL TECHNOLOGIES LIMITED
INFO EDGE (INDIA) LIMITED
INFOSYS LTD
TATA CONSULTANCY SERVICES LTD
TECH MAHINDRA
WIPRO LTD

Entertainment & Media

DISH TV
PVR LIMITED
ZEE ENTERTAINMENT ENTERPRISES

Metals & Minerals (Steel)
COAL INDIA LIMITED
HINDALCO INDUSTRIES LIMITED
HINDUSTAN ZINC LTD
JSW STEEL LIMITED
NATIONAL ALUMINIUM CO LTD
NMDC LIMITED
TATA STEEL LIMITED
VEDANTA LIMITED

Misc : Trading
ADANI ENTERPRISES LIMITED

Misc : Cafe (Should be in hospitality)
COFFE DAY

Misc : Retail
FUTURE RETAIL LIMITED

Misc : Fitness
TALWALKARS BETTER VALUE FITNES

Paints

AKZO NOBEL
ASIAN PAINTS INDIA LTD
BERGER PAINTS
KANSAI NEROLAC PAINTS

Paper
JK PAPER LIMITED

Pharma
APOLLO HOSPITALS ENTERPRISES L
AUROBINDO PHARMA
CIPLA LIMITED
DR REDDY LABS
FORTIS HEALTHCARE
LUPIN LIMITED
NARAYANA HRUDAYALAYA LIMITED
PIRAMAL ENTERPRISES
SUN PHARMACEUTICAL INDUSTRIES

Plastic
NILKAMAL LIMITED
SUPREME INDUSTRIES LTD

Power/Energy
NTPC LIMITED
POWER GRID CORPORATION OF INDI
TATA POWER CO LTD

Refineries/Oil/Gas

BHARAT PETROLEUM  (Poor Margin < 5%)
CASTROL INDIA LIMITED
GAIL
HINDUSTAN PETROLEUM (Poor Margin < 5%)
INDIAN OIL CORPORATION
OIL AND NATURAL GAS CORPORATION
OIL INDIA
PETRONET LNG
RELIANCE INDUSTRIES

Retail
BATA INDIA LIMITED
FUTURE LIFESTYLE FASHIONS LTD
RELAXO FOOTWEAR
SHOPPERS STOP LIMITED
TRENT LTD (LAKME LTD)

Logistics
BLUE DART EXPRESS LTD
VRL LOGISTICS LIMITED

Sugar
EID PARRY (INDIA) LTD

Telecom
BHARTI AIRTEL LTD
IDEA CELLULAR LTD

Textile
ADITYA BIRLA FASHION & RTL LTD
PAGE INDUSTRIES (JOCKEY INDIA & SPEEDO)

*DIVERISIFED*
3M Industries


Top Mutual Funds : 2017


Mutual Funds Recommendation for 2017


Name
Birla Sunlife Frontline Equity Fund
DSP Blackrock Equity Fund
Franklin India Prima Plus
HDFC Equity Fund
HDFC Mid Cap Opportunities
ICICI Prudential focussed bluechip equity
ICICI Prudential Value Discovery
IDFC Premier Equity Fund

Kotak Select Focus
L&T Equity Fund
Principal Emerging Bluechip
Reliance Equity Opportunities Fund
SBI Bluechip Fund

Tata Equity PE Fund
UTI Equity Fund