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SANJAY MANYAL
Asian Paints Q2 earnings better than expectedSemi-urban and rural India is probably coming almost back to normal and that would have resulted in higher volume growth, says Sanjay Manya...- We will be upgrading our target on HUL: Sanjay Manyal, ICICI Securities“Premium brands contribute 10% to the sales, which we believe will probably go up.”
- Sanjay Manyal is betting on these FMCG countersRural growth would come back this year and we can see good volume growth across companies which are having higher contribution of rural sal...
- GST is a positive move for the cigarette companies: Sanjay Manyal, ICICI Securities"As there is anti profiteering clause the prices should go down by at least 5-7% or maybe even more which probably will benefit the compani...
- Tea stocks perk up, but experts remain cautiousWhile tea prices have been stable in ten years, analysts said an expected drop in production in Kenya could push up overseas prices.
- Strong outlook for tea prices lifts shares of tea companiesThese stocks have surged 13-30% so far this month, outperforming the Nifty Midcap 100 and Nifty Smallcap 100 indices, which have gained 9% ...
- Wait for Maggi test results before making a bet on Nestle: Sanjay Manyal, ICICI Securities'The best-case scenario for Nestle would probably be that they get Maggi back on shelves in the next three to four months.'
- ITC stocks surge, Q1 net profit rises to Rs 2,265 croreShares of cigarettes-to-hotels major ITC were trading at day’s high after the company reported a net profit of Rs 2,265 crore.
- Betting on ITC purely on valuation basis: Sanjay Manyal, ICICI Securities'We have seen regulations gripping ITC for quite a few years now. Another case is the ban on loose cigarettes in Maharashtra.'
- ITC falls as CS, CLSA cut target price to Rs 310 post Q4 earningsPost the results, Credit Suisse cut target price for ITC to Rs 310 from Rs 320, maintaining its 'Underperform' rating.
- ITC Q4 results disappoint; PAT up 3.5% at Rs 2360 cr; stock likely to react negatively on MondayITC has reported a disappointed set of numbers for quarter ended March 2015. The stock is likely to open with a gap-down on Monday.
- See HUL clocking around 6% volume growth this quarter: Sanjay Manyal, ICICI Securities"We expect benefits for HUL post the commodity price fall. We see approximately 17.7% kind of an operating margin for this quarter."
- Urgent need to link sugarcane and sugar prices: Sanjay Manyal, ICICI SecuritiesIn an interview with ET Now, Sanjay Manyal, Research Analyst, ICICI Securities, gives his views on the ailing sugar sector and sugar stocks.
- Marico, Dabur remain favourite picks in FMCG segment: Sanjay Manyal, ICICI SecuritiesWhether it is Jyothy Lab or Marico or for that matter Britannia, there has been a huge advertisement expenditure.
- Not positive on ITC’s hotel business: Sanjay Manyal, ICICI Securities" There has been a prolonged slowdown in the hotel sector as a whole. "
- Expect HUL to surge 10-12% today: Sanjay Manyal, ICICI Securities"You could see 10% to 12% move, but Rs 600 again would be the cap"
- Balrampur Chini, Bajaj Hindustan to benefit most from sugar decontrol: Sanjay ManyalThe major beneficiary surely would be those companies which have a pretty strong balance sheet, whose cash flows are good and debt levels a...
- Bullish on ITC in large cap, and Dabur, Marico in midcap space: Sanjay Manyal, ICICI Securities"We are very much neutral on the HUL stock and that is majorly because of the volume slowdown in HUL segments"
- HUL’s volume growth is a concern: Sanjay Manyal, ICICI SecuritiesThe volume growth has taken a hit in the personal care product business which was their major growth driver for the last two years, says Sa...
- FMCG companies benefitting from increasing rural demand: Sanjay Manyal, ICICI SecuritiesRural demand is increasing because of various reasons, whether it is higher MSP prices or government’s focus on rural India.
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