►Get 30% off on all plans on Tickertape: ttape.in/RQjILSIszjb ___________________________________ ►Signup for my stock market course here(Early bird price): docs.google.com/forms/d/e/1FAIpQLSd84NCNtOl_4QW7Wk1U4yO0KLJQbYRtklu2t6JYzP_3qK3Efw/viewform?usp=sf_link
Hi akshat you are doing great job of educating novice investors like me. I just have a request "please make more video on how to do fundamental analysis of stocks". It would be a mutual benefit.
Hey Akshat, every content you are explaining, which brings lot of insight HUL 1. Less risky stock 2. 15 to 20 return Key points 1. Power of Brand Value (Build by products n Service) A. Potential to grow stock n industry B. company pricing power - Increase prices of there product C. Profitabilty - Profit increase 2. Acquisition to bulid sub brands which in return increase profit by effective management and brand value A. Focusing through sub brands from middle class to higher (luxury) to increase profit B. Overall increase in ROCE Overall increase in stock price consistently
HUL has fallen down roughly 500 from its peak, and its great buying zone for stock like HUL, its the biggest player in FMCG industry. Has shown tremendous growth and given massive returns to the investors. Highly recommended to buy in the 2400 to 2500 region and wait or targets like 3500 in long terms.
humne to Tata motors buy kiye hue the 5000 shares 197 mai jo kal khulte hi 533 mai diye.....huge gain hua....Nippon life k 2000 shares liye kal 448 mai.....Nippon life is heading for a huge upside
Treat this as the constructive feedback for this video:: HUL previous ROCE and ROC were 114.7% and 84.2% respectively. It reduced recently. @Akshat: Not blaming, but I suggest you should do the historical analysis also. Sometimes it seems you just do the speculation. Market news based analysis and investment. You said you think the ROCE and ROE of HUL may increase from approx. 40% to 50%+, but you could not provide any reason for that. Indeed it will go up, but that is because they don't need any further equity capital, they can do self financing from their Cash Flows.
Bang On. Such videos give a wrong impression to new investors. Stock investment is not all sunshine and rainbows. Better stay with Index funds till you are ready
His mantra is to show big numbers on the thumbnail and provide generic info in the video. Intimidate a novice to get more views. Nothing in this video is substantial for fundamental projection.
Rightly said. Honestly, I was also not able to understand the comparison of the ROCE of Nestle with HUL given that Nestle deals with different customer segment. And coming to conclusion that HUL might also deal with this segment in near future seem vague.
Hey but he has mentioned roce is down due to the acquisations of gsk, vwash ect... Hence book value has increased so is equity. Results will be visible in the future
Hey Man! One feedback and I hope you take it in the right spirit. Stock prices are based on future potential of a company to generate cash. One thing which I have found missing in your investment videos is the valuation part. Your fundamental qualitative and maybe basic financial indicator analysis is ok and helpful also but what about finding out whether the stock is fairly priced already?? As I said stock prices are based on potential of generating cash flows in the future and the question that one needs to answer is whether your assumptions of future growth (not historic growth) are already built into the current sock price or not? If you feel that the growth potential is not completely accounted for in the current stock price, then you should place a buy bet on the stock, otherwise one can run into surprises. Now, HUL in general is a great stock to have and you may not see losses in the long term but without doing the fair valuation of the stock, your expected returns can be way below your expectations. Please consider this before investing and influencing others to invest large sums of their money into stock market
After studying the trajectory of great assets like real estate, dividend paying stocks of blue chip companies, gold, oil etc ,my conclusion is that most great assets never come down to the price that you want them to so you can buy. just buy the ones you can afford today.
@@brunohart9744 A lot of people think they should always be buying and selling something. thats a mistake. 99% of successful investing is waiting, learning and getting extremely lucky with the market.
@@nathanielmendy5727 Waiting and learning is paramount, then we can speak of luck. initially i never had those skill, i lost alot until at a point i had to use a coach in the person of *jessica meador jones* who grew my $115k capital to $175K in 3 months.
@@michealjoseph3460 Exactly, i will never go into this market without guidance, please who is this coach that helped you, can you possibly do a referral?
@@toddsotelo6016 It will be a financial blunder to invest without any form of professional advice or guidance unless you sincerely want to part ways with your money for no just cause. Anyways just google her and see what her services are like.
This is a very important topic. In my country, kids are going to schools and university to graduate with all kinds of fancy qualifications yet basic financial literacy remains very low. We need to start educating people at a young age.
The recommendation assumes that HUL can keep on increasing its price and so margins and hence its stock price will also increase tremendously. One basic point we are missing here is that unlike apple of microsoft who are well entrenched in the market, there are many barriers for new entrants, HUL is constantly facing competition from small brands. There are no barriers in its market. Dabour, Godrej, Pathanjali, Ujala superwhite group etc. come up with new products and make it difficult for established brands like HUL or Colgate. HUL had to introduce ayurvedic products thanks to Dabour taking away its market. Comparison with Nestle is not correct, because Nestle is not facing any competition on its coffee or maggi. Is there any brand of coffee that can match Nescafe? So many are there in the market like bru, tata coffee etc. but none can match Nescafe. HUL is not having any similar product like nescafe. Look at wheat flour aata brands, ITC has well established aashirvad, but new brands pilsbury and others constantly attack it. So I am not sure whether I should put all of my 25 lakhs in one share HUL and why not spread it in Dabour, ITC, Godrej etc.
@@housman2722 FMCG sector has the potential to grow in future due to large growing population. It's better to make diversified investment within sectors, like Nestle , HUL, Colgate, Dabur, Godrej, Tata consumer etc.. Britannia can be invested for long term but recent debt 🙄 with them as an investor make us to wait for investment after some time, nevertheless this brand will come out of debt in short span of time . Other factors is PE ratio which is all time higher for all FMCG stocks.. This is to an extent acceptable since FMCG stocks deals with high PE ratio. As an investor we will be definitely in right track if we follow for long term investment goals.
You’re contradicting yourself in your own opinion. You mention how HUL is facing competition by its counterparts, but you’re quick to disregard HUL giving Nestle and ITC competition. I’d argue that HUL is much more diversified than Nestle, because a bulk of Nestle’s revenue is from Maggi and Nescafe, whereas HUL has its hands in every pocket. And lastly, over-diversifying in one sector is extremely risky. Diversification doesn’t mean buying different companies in one sector, but one company in different sectors.
Marico never Advertises Parachute as "Hair Oil". Reason is Hair oil comes under cosmetic segment and attracts higher tax. If you read the Parachute ingredients, it says edible coconut oil
The stock market always speaks for itself and it's sorta the lifeline to this inflated economy. I just dumped $50k on AMC, GME and SOL all through the aid of my financial consultant
I agree with most points in the video except the pricing power of HUL. Brands make you buy at a higher price but you are not going to buy 500rs soap, there is a limit to HULs pricing power. Also in FMCG business, when any product gets profitable you will have other competitors also such as dabur, ITC, Pitanjali bringing in similar products which reduce the pricing power. Apart from this, great video
Thanks a bunch for this video! I have one doubt, if I may please. HUL is ~2398 today (I know it was more when you perhaps started). I see that the fair value as computed by Morningstar for HUL is 1694. I value your knowledge and wonder why you would begin to buy at higher price please. Wondering if the difference is due to discounting rate or different return expectation. Thanks.
You have a very unique and easy way of explaining stocks and what goes behind this. Regarding HUL stock specifically, I’ve been propagating same thoughts that One must invest in it. First time when I invested in HUL, it was 260 about 10 years back….hence the wisdom also lies in the fact that one mustn’t sell these stocks and keep them for long term. Thanks.
Gains can only be seen in a long term. If you are a day trader or swing trader you have to be more agile and keep booking profit. For long terms stock -10-20 year horizon is best. Hence, it’s impossible to predict any gain at the moment
HUL is a massive brand conglomerate which can help compete against itself which in turn can help drive out competition and try getting monopolistic / duopoly market conditions among big brands You can think of it as kind of BBK electronics (but in FMCG) where the brand under same parent company (Vivo, Oppp, etc) compete to drive out other competitors thereby profiting the parent company
@@rehansinrajvika I suggest you to hold Also if you have some extra money for investment and don't find other good investment you can think of investing in HUL again on the dips as well This might not be for get rich scheme, but for long term wealth creation...
Nice video, I admire the effort you put in making such videos, a lot of things being said. I wiII advice anyone that wants to invest never to invest in stocks because last year due to the pandemic I lost more than half a million dollars in my stock investments and I gained almost 2 million dollars with my investments in forex trade. So if you ask me what is best to invest on I will say forex because no matter how bad it turns you will always have your capital but in stock your capital is at stake whenever anything goes wrong with what you're investing on.
Most people remain poor only because friends and relatives discouraged and advised them against investing and trading forex while the wise ones kept investing and going higher financially
As a forex trader it’s almost inevitable that you’re going to experience some ups and down along the way, alertness and decisiveness are both fundamental ingredients in the recipe for a successful forex trader
@@baerbelayden3255 HeIIo sir, I’m new to forextrade and I have been making huge Iosses but I recently saw a Iot of peopIe earning from it. Can someone pIease tell me what I’m doing wrong?
HUL has no brand value. People who buy their products don't even know that the product is of HUL. People very easily switch soaps, detergents and toothpaste. HUL doesn't have any pricing power. Every time a competitor decreases its prices, HUL is forced to do the same. Just check how many times they have increased and decreased their prices or 20 percent extra or buy this and get that free offer they bring. (Now some people who come running and comment "I have been using xyz product for n number of years". Pls understand, you as an individual matter nothing to HUL's bottomline)
Akshat , Great insights. Can you please talk about and provide insights on how to assess or understand if HUL or other companies is reinvesting their surplus cash generated (those with higher ROCE) in to their own businesses year after year and then why this is a strategic aspect to consider ?
Hi Akshat, Thanks for your informative videos. I thoroughly enjoy them. Few questions: 1) which tools / sites / portals do you use for your stock / market analysis? 2) which tools / sites do you use for investing (trade execution) ? Thanks and looking forward to your response.
Boss, the thing you missed is not all acquisitions give profitability in the long run. It always causes stress and profits of the company goes on downtrends for years to follow. HPI acquiring csc and Verizon acquiring yahoo and many more incurring losses because of these acquisitions and mergers.
The main reason for the difference between PNB and HDFCBANK book values and CMP: Better business and balance sheet by HDFC, which is a private sector bank
Hi Akshat. Thanks for the video I had a question that how does one know "okay this stock to look at and analyse". Like analysis part is understandable but selecting stocks for it in the first place is not For ex the PNB stock where you talked about 123% returns. How does it come to your mind to look at it and realise its short term growth (which happened)
I had similar difficulty initially. I use the coffee can strategy now of filtering out stocks in screener (use specific filters for sales growth>10%, profit growth>10%, roe, roce>15%) and then put some additional filters that I want like debt to equity, cash flow, current ratio, etc. However it takes more time after that to open up each company in the screen, read about it and analyze it in and out.
I am trying to figure out a shortlisting mechanism myself. Coffee can strategy is good. But what I am trying even before that is to shortlist sectors which I feel would grow and more importantly sectors which I understand.
@@vanshkapil8347 To predict/understand how the market might move is very hard. It's a lot more to do with trends and macroeconomic factors. You need to be reading business news and stuff like ET daily to understand "sectors" and market trends. After that you can shortlist stocks depending on your risk appetite.
Please make one detailed video on ETF , how to invest and what are the advantage and disadvantages…. And mutual funds vs ETF… What Are Gold ETF… etc etc Looking forward to see the video soon
Brand value is already baked in the price. I don't agree that HUL is under valued because the brand or subbrands are not valued. Valuation purely should be based on future cash flows.
Bought hul when it corrected severely some months back at 2200 levels. Been holding it till now. Now I have the confidence to hold it alot longer after this video :)
Nice video. One clarification: B2B means your customer buys your product, uses it to add value and then sells the value-added product to ultimate consumers. In other words, the final product of the manufacturer reaches and is consumed by another business. B2C is where the buyer is the ultimate consumer. Distributors, stockists, retailers et al are the channels. They are common to Marico and HUL.
Great video, Akshat. Thank you. Two questions: 1. Don't you think that this space is absolutely brutal with price wars breaking out between the competitors, so frequently? Case in point being between Marico and HUL itself (with Marico prevailing). 2. IMHO, the lack of a competitive moat (unlike Nestle with its iron grip on Baby food) can severely affect margins going forward. Any Big player with a war chest (I am looking at you ITC) can severely disrupt HUL. Kindly correct me if I am wrong.
For Most house hold items HUL has iron grip..... Other companies , they have great 1,2 items. Let's take your examples, marico - parachute ITC - aashirwad and classmate.
@@hari-sankar Fair enough. Though in the future you may try to look at top 2 players of the sectors you are interested to invest in. TCS and Infy for example. I think in FMCG HUL and ITC work perfectly combining growth and dividend. I am still working it out on what best suits me but this is just my thought (for now!) 🙂
@@bhushan5641 That's a good point. However, I already have Nestle in my portfolio. So it's either HUL or ITC. Given ITC's reluctance to allocate capital properly, I'll take a bet on HUL. YMMV. 😀
BOOK VALUE IS TESERVES DIVIDED BY NO OF SHARES IN SIMPLE TERMS WHICH IS KIND OF A REPRESENTATIVE NUMBER. BUT MARKET VALUE IS RELATED TO EARNING PER SHARE (EPS) , THAT IS NET PROFIT DIVIDED BY NO OF SHARES , SO THE MARKET PRICE IS THE DISCOUNTING OR PE (PRICE EARNING MULTIPLE) PE IT GETS IN THE MARKET. AND IT REFLECTS THE FUTURE WARNING AS WELL IF PE IS HIGHER AND ALSO IF THE COMPANY HAS A COMMANFING MARKET SHARE, COMPETITION ADVANTAGE, PEDIGREE MGMT , STRONG BRAND ETC EX ASIAN PAINTS HAS HIGHER PER THAN MANY COMPANIES INCLUDING ITS COMPETITION
I read this book named " Start With why?" In it it's written That Apple became Apple because of Innovation, They knew what they are going to do with their products for examples with iPods other said 4GB storage Apple Said a 1000 songs in your Pocket
Very nice analysis, loved the flow and simplicity. With due respect to your thought process, I'd like to put forward a counter argument though. In my opinion, majority of the consumers which reside in the smaller cities in the case of HUL, don't even know the name of HUL. Growing middle class, evolving villages actually find it more comfortable to buy cheaper products. Rural areas are the places where a big chunk of our population resides and, they are price sensitive. Thus, pricing might make that larger chunk try out cheaper brands like Pril, Henko etc. Also, HUL is not pitching itself as a premium product like Apple does so, HUL has to target the volume of sales as well.
HDFC Bank is preferred by investors thereby driving the market price much higher than its book value. The presence of global asset managers and even government entities (especially Chinese) as shareholders further adds to the comfort that management would not engage in anything silly. PNB is loaded with NPAs and was also involved in scams (reputational hazard) which has led to trading below book value.
Not everything which Akshat says works. He also recommended Equitas holdings. The price isstill very close to the recommended 125 price range and nothing spectacular is happening there. HUL is also similar. The reason they are enjoying better margins is because they have shifted their focus to cosmetic/skin and hair care products which are price inelastic but which will not show very high volume growth. You should have an allocation to HUL ( not more than 5%) but not disproportionate. This stock is not going to give spectacular returns. Expect 10-15% per year . That's my view.
Sir, it would be very helpful if you start a series on how to do stock market analysis along with specific stock analysis videos explaining ratios and which parameters we need to look for ..while buying or selling a stock.
Screener values book value in the website u showed not accountants. The growth of balance sheets and growth of PE considered would be different for different valuators.
APPLE value creators/innovators , Be it any kind of creator. That's their success mantra. Indeed it's because of Creators/innovators that we're confident about forthcoming decade. ♥️
Fundamentals are no doubt good , and business too....which last for generations..but it's a laggard as far are price movements are concerned. As it can not grow exponentially.. You need to have a lot patience here to see ur money grow.
I don't think that there is a brand value angle behind HUL stock play, they have not increased the prices because of brand but pure inflation which has affected everything else.
Akshay love your videos , smile n effort .... It really makes my day to see someone smiling so much ....your videos really enlighten me ... thnk u for being so grounded n positive 😃
Does HDFC have a higher price because of the higher demand for its shares in the market? Cause at the end of the day its the demand that drives the price right ?
Can you explain how to figure out stock consolidation and when to decide to buy. It has not been performing much in the last month or so, wouldnt that be consolidation? May be you can do a video on this
I HAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN...I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED... CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG ?
Though I Was strictly warned not to go to the comment section but here and now I am sharing my testimony how profitably it is trading with Exp Mrs Laura
Probably any influencial person would have done that. "Use the influence to drive the trend for your liking". But many times it's difficult on market level.
People buying and selling stocks after watching advices through tv/videos will not be able to even move it 0.1%. That's because buying/selling deals worth lakhs or crores are only be able to move such big stocks. And people making such deals are not looking after advices here or in tv.
People investing crores and crores wont invest after listening him . If they have crores to invest , then they may be good investor or may have hired good investors
Great video Akshat..been following all your advuse for a while now. Any suggestions for starters in trading plus would you recommend any nice books as a good read?
Now , Someone will run his/her mind and invest heavily tomorrow for swing trade or intraday or long term cause it'll go up with 25lac of Mr.Akshat sir 🥳💯🔥
Its a Bank … not a smart phone company… their pricing will always be monitored by RBI …once PSBs get privatised …HDFC and ICICI will loose their edge as all banks will provide equally impressive customer service.
Sir, firstly, this is the first video of yours, that I saw. Loved the content and had to subscribe to your good channel. Secondly, I had entered stock market with only 1 goal and that is to be a long term investor. Lastly, I'm already invested in HUL but this video of yours gave me further confidence to continue with my monthly SIP. Just a humble request Sir, if you may post such videos on stocks with regard to long term investments 😊🙏🏻
Ashoka Buildcon & Sterling Wilson both 9-10 % up. Now buy: Apollo Micro Systems Next Paras Defence. Multi Bagger. Defence related share. IPO in 2018 @ 275. Listed in 2018 at 478. Now @ 120. Low PE. FV 10 Promoters holding 59%.
Please make more stock recommendations videos. I become a contrarian investor to that stock. As the stocks you bought went down and the one's you sold went up (one bank stock and ITC)...No offence plz..
I think most people who use HUL products dont even know they are from HUL, its the sub brands that are more popular amongst the customers.like All out,Colgate,Lifebouy, etc
►Get 30% off on all plans on Tickertape:
ttape.in/RQjILSIszjb
___________________________________
►Signup for my stock market course here(Early bird price): docs.google.com/forms/d/e/1FAIpQLSd84NCNtOl_4QW7Wk1U4yO0KLJQbYRtklu2t6JYzP_3qK3Efw/viewform?usp=sf_link
Ooppss.. loss on my being proavtive.. today morning i bought one plan already 😣
I'm already using ticker tape from 5 yrs
Actually "mujhe 40 ke baad akal aayi hai".. .. so start karte hi loss.. (kiding.. m here for pennies, will learn .. vasool kar hi lunga baad me )
Hi akshat you are doing great job of educating novice investors like me.
I just have a request "please make more video on how to do fundamental analysis of stocks". It would be a mutual benefit.
ICICI Bank
Hey Akshat, every content you are explaining, which brings lot of insight
HUL
1. Less risky stock
2. 15 to 20 return
Key points
1. Power of Brand Value (Build by products n Service)
A. Potential to grow stock n industry
B. company pricing power - Increase prices of there product
C. Profitabilty - Profit increase
2. Acquisition to bulid sub brands which in return increase profit by effective management and brand value
A. Focusing through sub brands from middle class to higher (luxury) to increase profit
B. Overall increase in ROCE
Overall increase in stock price consistently
th-cam.com/video/GMcK1Ef1aOs/w-d-xo.html
HUL LTP as of 17/12/21
2230
HUL has fallen down roughly 500 from its peak, and its great buying zone for stock like HUL, its the biggest player in FMCG industry.
Has shown tremendous growth and given massive returns to the investors. Highly recommended to buy in the 2400 to 2500 region and wait or targets like 3500 in long terms.
humne to Tata motors buy kiye hue the 5000 shares 197 mai jo kal khulte hi 533 mai diye.....huge gain hua....Nippon life k 2000 shares liye kal 448 mai.....Nippon life is heading for a huge upside
Reduce TIMING to less than 12 mins. For traction.
play at 1.5x. Thank you
Treat this as the constructive feedback for this video::
HUL previous ROCE and ROC were 114.7% and 84.2% respectively. It reduced recently. @Akshat: Not blaming, but I suggest you should do the historical analysis also. Sometimes it seems you just do the speculation. Market news based analysis and investment. You said you think the ROCE and ROE of HUL may increase from approx. 40% to 50%+, but you could not provide any reason for that. Indeed it will go up, but that is because they don't need any further equity capital, they can do self financing from their Cash Flows.
Bang On. Such videos give a wrong impression to new investors. Stock investment is not all sunshine and rainbows. Better stay with Index funds till you are ready
His mantra is to show big numbers on the thumbnail and provide generic info in the video. Intimidate a novice to get more views. Nothing in this video is substantial for fundamental projection.
Rightly said. Honestly, I was also not able to understand the comparison of the ROCE of Nestle with HUL given that Nestle deals with different customer segment. And coming to conclusion that HUL might also deal with this segment in near future seem vague.
very clearly HIGH PRICE ; new investors to be caution....
Hey but he has mentioned roce is down due to the acquisations of gsk, vwash ect... Hence book value has increased so is equity. Results will be visible in the future
Thanks
i always wanted to be a trader..but after watching your video..it motivates me to become a long term investor 😅😅
But one thing how to have courage and hold patience for long term investing ?
Hey Man! One feedback and I hope you take it in the right spirit. Stock prices are based on future potential of a company to generate cash. One thing which I have found missing in your investment videos is the valuation part. Your fundamental qualitative and maybe basic financial indicator analysis is ok and helpful also but what about finding out whether the stock is fairly priced already?? As I said stock prices are based on potential of generating cash flows in the future and the question that one needs to answer is whether your assumptions of future growth (not historic growth) are already built into the current sock price or not? If you feel that the growth potential is not completely accounted for in the current stock price, then you should place a buy bet on the stock, otherwise one can run into surprises. Now, HUL in general is a great stock to have and you may not see losses in the long term but without doing the fair valuation of the stock, your expected returns can be way below your expectations. Please consider this before investing and influencing others to invest large sums of their money into stock market
Exceptional and very valuable may not be as popular as akshat but this a great wisdom
True!
How will you ever buy fair priced large cap in India?? I guess you will have 1 or 2. Then you will just keep on sitting
@@dont_talk2me HULtoday trading at around 2000
@@marketknowledgeshow1598 so???
My strategy is; buy quality companies, expect to hold no matter what, pay up but don’t over pay, keep track, sell rarely, be ready to course correct
After studying the trajectory of great assets like real estate, dividend paying stocks of blue chip companies, gold, oil etc ,my conclusion is that most great assets never come down to the price that you want them to so you can buy. just buy the ones you can afford today.
@@brunohart9744 A lot of people think they should always be buying and selling something. thats a mistake. 99% of successful investing is waiting, learning and getting extremely lucky with the market.
@@nathanielmendy5727 Waiting and learning is paramount, then we can speak of luck. initially i never had those skill, i lost alot until at a point i had to use a coach in the person of *jessica meador jones* who grew my $115k capital to $175K in 3 months.
@@michealjoseph3460 Exactly, i will never go into this market without guidance, please who is this coach that helped you, can you possibly do a referral?
@@toddsotelo6016 It will be a financial blunder to invest without any form of professional advice or guidance unless you sincerely want to part ways with your money for no just cause. Anyways just google her and see what her services are like.
My goal is to become a millionaire. Tell me how many people became millionaires from middle class?
This is a very important topic. In my country, kids are going to schools and university to graduate with all kinds of fancy qualifications yet basic financial literacy remains very low. We need to start educating people at a young age.
businesses and investment are the easiest way to make money irrespective of which party makes it first.
I got into TSLA and digital currencies employing the help and Advise of Jeannette Michelle Monroe, Making a smart move keeps you one step.
@@mooreleigh8928 Jeannette is good I'm on a stable $165k weekly with her help.
@@mooreleigh8928 How do I reach out to her?
The recommendation assumes that HUL can keep on increasing its price and so margins and hence its stock price will also increase tremendously.
One basic point we are missing here is that unlike apple of microsoft who are well entrenched in the market, there are many barriers for new entrants, HUL is constantly facing competition from small brands. There are no barriers in its market. Dabour, Godrej, Pathanjali, Ujala superwhite group etc. come up with new products and make it difficult for established brands like HUL or Colgate. HUL had to introduce ayurvedic products thanks to Dabour taking away its market.
Comparison with Nestle is not correct, because Nestle is not facing any competition on its coffee or maggi. Is there any brand of coffee that can match Nescafe? So many are there in the market like bru, tata coffee etc. but none can match Nescafe.
HUL is not having any similar product like nescafe. Look at wheat flour aata brands, ITC has well established aashirvad, but new brands pilsbury and others constantly attack it.
So I am not sure whether I should put all of my 25 lakhs in one share HUL and why not spread it in Dabour, ITC, Godrej etc.
Is Britannia and Tata consumer products can be invested for long term.
Yes Patanjali showed us that a new entrant can shake the established players
@@housman2722 FMCG sector has the potential to grow in future due to large growing population. It's better to make diversified investment within sectors, like Nestle , HUL, Colgate, Dabur, Godrej, Tata consumer etc.. Britannia can be invested for long term but recent debt 🙄 with them as an investor make us to wait for investment after some time, nevertheless this brand will come out of debt in short span of time . Other factors is PE ratio which is all time higher for all FMCG stocks.. This is to an extent acceptable since FMCG stocks deals with high PE ratio. As an investor we will be definitely in right track if we follow for long term investment goals.
You’re contradicting yourself in your own opinion. You mention how HUL is facing competition by its counterparts, but you’re quick to disregard HUL giving Nestle and ITC competition. I’d argue that HUL is much more diversified than Nestle, because a bulk of Nestle’s revenue is from Maggi and Nescafe, whereas HUL has its hands in every pocket.
And lastly, over-diversifying in one sector is extremely risky. Diversification doesn’t mean buying different companies in one sector, but one company in different sectors.
@@sanathrajesh5580 agreed diversifying in one sector is risky. But why diversification is limited to one company in one sector 🙄..
Marico never Advertises Parachute as "Hair Oil". Reason is Hair oil comes under cosmetic segment and attracts higher tax. If you read the Parachute ingredients, it says edible coconut oil
I have started investing and gaining confidence after coming across your channel. You have sparked the confidence in your viewers. Thank you so much 💯
Please share your stocks
The stock market always speaks for itself and it's sorta the lifeline to this inflated economy. I just dumped $50k on AMC, GME and SOL all through the aid of my financial consultant
This is quite relatable and i believe a diversified porfolio is more profitable but can be complex
Sir I wish to know compare HDFC and Kotak which is the best for long term investment. Please.
True
I agree with most points in the video except the pricing power of HUL.
Brands make you buy at a higher price but you are not going to buy 500rs soap, there is a limit to HULs pricing power. Also in FMCG business, when any product gets profitable you will have other competitors also such as dabur, ITC, Pitanjali bringing in similar products which reduce the pricing power.
Apart from this, great video
I learnt something new today! :)...More swing trading videos pls.
well parachut is not hair oil. its coconut edible oil as mentioned on product to save tax
Thanks a bunch for this video! I have one doubt, if I may please. HUL is ~2398 today (I know it was more when you perhaps started). I see that the fair value as computed by Morningstar for HUL is 1694. I value your knowledge and wonder why you would begin to buy at higher price please. Wondering if the difference is due to discounting rate or different return expectation. Thanks.
today price is 2369!!
2270
today it's 2020
You have a very unique and easy way of explaining stocks and what goes behind this. Regarding HUL stock specifically, I’ve been propagating same thoughts that One must invest in it. First time when I invested in HUL, it was 260 about 10 years back….hence the wisdom also lies in the fact that one mustn’t sell these stocks and keep them for long term. Thanks.
Awesome
How much did u gain from it??
Gains can only be seen in a long term. If you are a day trader or swing trader you have to be more agile and keep booking profit. For long terms stock -10-20 year horizon is best. Hence, it’s impossible to predict any gain at the moment
HUL is a massive brand conglomerate which can help compete against itself which in turn can help drive out competition and try getting monopolistic / duopoly market conditions among big brands
You can think of it as kind of BBK electronics (but in FMCG) where the brand under same parent company (Vivo, Oppp, etc) compete to drive out other competitors thereby profiting the parent company
I have 20 HUL shares .I have a long time investment plan for 15 years .Should I continue these stocks or sell these and invest in new stocks ?
@@rehansinrajvika hold
@@rehansinrajvika I suggest you to hold
Also if you have some extra money for investment and don't find other good investment you can think of investing in HUL again on the dips as well
This might not be for get rich scheme, but for long term wealth creation...
@@rehansinrajvika bhai, a person is investing massive money at this level and you are still confused?
@@mayureshnirgun1516 he is not going to now, waiting for consolidation of stocks. So not clear when he is going to invest.
I had pleasure of working with this top brand. Its massive company. proudly known as CEO factory of India..
Nice video, I admire the effort you put in making such videos, a lot of things being said. I wiII advice anyone that wants to invest never to invest in stocks because last year due to the pandemic I lost more than half a million dollars in my stock investments and I gained almost 2 million dollars with my investments in forex trade. So if you ask me what is best to invest on I will say forex because no matter how bad it turns you will always have your capital but in stock your capital is at stake whenever anything goes wrong with what you're investing on.
Yes in forex trade there is 0% loss most especially when you're trading with a professionaI forex trader
Most people remain poor only because friends and relatives discouraged and advised them against investing and trading forex while the wise ones kept investing and going higher financially
As a forex trader it’s almost inevitable that you’re going to experience some ups and down along the way, alertness and decisiveness are both fundamental ingredients in the recipe for a successful forex trader
@@baerbelayden3255 HeIIo sir, I’m new to forextrade and I have been making huge Iosses but I recently saw a Iot of peopIe earning from it. Can someone pIease tell me what I’m doing wrong?
@@sarrasiege6934 All you need now is a professional broker else you gonna continue blowing off your account
HUL has no brand value. People who buy their products don't even know that the product is of HUL. People very easily switch soaps, detergents and toothpaste.
HUL doesn't have any pricing power.
Every time a competitor decreases its prices, HUL is forced to do the same. Just check how many times they have increased and decreased their prices or 20 percent extra or buy this and get that free offer they bring.
(Now some people who come running and comment "I have been using xyz product for n number of years". Pls understand, you as an individual matter nothing to HUL's bottomline)
Akshat , Great insights. Can you please talk about and provide insights on how to assess or understand if HUL or other companies is reinvesting their surplus cash generated (those with higher ROCE) in to their own businesses year after year and then why this is a strategic aspect to consider ?
Excellent presentation. I have seen it earlier. Enjoyed it more second time around! Keep it up!
Hi Akshat,
Thanks for your informative videos. I thoroughly enjoy them.
Few questions:
1) which tools / sites / portals do you use for your stock / market analysis?
2) which tools / sites do you use for investing (trade execution) ?
Thanks and looking forward to your response.
++
++
Boss, the thing you missed is not all acquisitions give profitability in the long run. It always causes stress and profits of the company goes on downtrends for years to follow. HPI acquiring csc and Verizon acquiring yahoo and many more incurring losses because of these acquisitions and mergers.
If this dude was in my society then I would have been hanging out with him only. Absolute knowledge powerhouse.
Akshat is very smart I think he chooses his fri nds also smartly 😂😂😂😂 just kidding 👍
But you need to think, why would he hang out with you? 😀
Thanos & Ironman Have Curse of Knowledge
@@factualproof I think these are the kind of friends we should aspire to have. Atleast we will get a IQ rub.
@@hiteshdua3746 Bro that's our skill set. Make him hang out with us!
The main reason for the difference between PNB and HDFCBANK book values and CMP: Better business and balance sheet by HDFC, which is a private sector bank
Stock name : HUL
Thanks me later 😉
Thanks❤
Thanks bro
Not all heroes wear capes
which platform you are using in this video to study the technicals of the stock?
It would be really nice if you could do a series on different industries and their current scenario in terms of Indian and International perspective.
I really appreciate the way you put forth facts in such an easy n simple manner for everyone to grasp...Thankyou for sharing your knowledge n wisdom
I entered HUL at 2,397 based on my analysis good to see I learned well.
Ur explanations r super simple and I must say that ur analysis of any company is excellent....
Hi Akshat. Thanks for the video
I had a question that how does one know "okay this stock to look at and analyse". Like analysis part is understandable but selecting stocks for it in the first place is not
For ex the PNB stock where you talked about 123% returns. How does it come to your mind to look at it and realise its short term growth (which happened)
I had similar difficulty initially. I use the coffee can strategy now of filtering out stocks in screener (use specific filters for sales growth>10%, profit growth>10%, roe, roce>15%) and then put some additional filters that I want like debt to equity, cash flow, current ratio, etc. However it takes more time after that to open up each company in the screen, read about it and analyze it in and out.
I am trying to figure out a shortlisting mechanism myself. Coffee can strategy is good. But what I am trying even before that is to shortlist sectors which I feel would grow and more importantly sectors which I understand.
@@vanshkapil8347 To predict/understand how the market might move is very hard. It's a lot more to do with trends and macroeconomic factors. You need to be reading business news and stuff like ET daily to understand "sectors" and market trends. After that you can shortlist stocks depending on your risk appetite.
@@harshvardhan2180 agree + need clean accounts
Please make one detailed video on ETF , how to invest and what are the advantage and disadvantages…. And mutual funds vs ETF…
What Are Gold ETF… etc etc
Looking forward to see the video soon
Already have HUL @ 2045.
What is your view about NESTLE in the long run ?
Thanks for the video. 👍
@admin.• hi
Brand value is already baked in the price. I don't agree that HUL is under valued because the brand or subbrands are not valued. Valuation purely should be based on future cash flows.
Bought hul when it corrected severely some months back at 2200 levels. Been holding it till now. Now I have the confidence to hold it alot longer after this video :)
Hi Akshat, which website are you using for analysis in this video?
Nice video. One clarification:
B2B means your customer buys your product, uses it to add value and then sells the value-added product to ultimate consumers. In other words, the final product of the manufacturer reaches and is consumed by another business. B2C is where the buyer is the ultimate consumer. Distributors, stockists, retailers et al are the channels. They are common to Marico and HUL.
FYI, you can’t find a single drop of coconut oil in a bottle of parachute. It is totally synthetic and byproduct of petroleum
Great video, Akshat. Thank you.
Two questions:
1. Don't you think that this space is absolutely brutal with price wars breaking out between the competitors, so frequently? Case in point being between Marico and HUL itself (with Marico prevailing).
2. IMHO, the lack of a competitive moat (unlike Nestle with its iron grip on Baby food) can severely affect margins going forward. Any Big player with a war chest (I am looking at you ITC) can severely disrupt HUL.
Kindly correct me if I am wrong.
For Most house hold items HUL has iron grip.....
Other companies , they have great 1,2 items.
Let's take your examples, marico - parachute
ITC - aashirwad and classmate.
Why not buy both itc and hul to cover all the bases 🙂
@@bhushan5641 Haha. Two Reasons:
1. Finite funds
2. Concentrated profile
@@hari-sankar Fair enough. Though in the future you may try to look at top 2 players of the sectors you are interested to invest in. TCS and Infy for example. I think in FMCG HUL and ITC work perfectly combining growth and dividend. I am still working it out on what best suits me but this is just my thought (for now!) 🙂
@@bhushan5641 That's a good point. However, I already have Nestle in my portfolio. So it's either HUL or ITC. Given ITC's reluctance to allocate capital properly, I'll take a bet on HUL. YMMV. 😀
I like that advice he mentions at the beginning ,watch @1.5x, time saving info
Very informative . Thanks 🙏😊
BOOK VALUE IS TESERVES DIVIDED BY NO OF SHARES IN SIMPLE TERMS WHICH IS KIND OF A REPRESENTATIVE NUMBER. BUT MARKET VALUE IS RELATED TO EARNING PER SHARE (EPS) , THAT IS NET PROFIT DIVIDED BY NO OF SHARES , SO THE MARKET PRICE IS THE DISCOUNTING OR PE (PRICE EARNING MULTIPLE) PE IT GETS IN THE MARKET. AND IT REFLECTS THE FUTURE WARNING AS WELL IF PE IS HIGHER AND ALSO IF THE COMPANY HAS A COMMANFING MARKET SHARE, COMPETITION ADVANTAGE, PEDIGREE MGMT , STRONG BRAND ETC EX ASIAN PAINTS HAS HIGHER PER THAN MANY COMPANIES INCLUDING ITS COMPETITION
I read this book named " Start With why?" In it it's written That Apple became Apple because of Innovation, They knew what they are going to do with their products for examples with iPods other said 4GB storage Apple Said a 1000 songs in your Pocket
Ok..
That's just a marketing gimmick, don't undermine their tech!!!!
what is the difference between "commodity-like goods" and "commodity goods" ? @16:03
Very nice analysis, loved the flow and simplicity. With due respect to your thought process, I'd like to put forward a counter argument though. In my opinion, majority of the consumers which reside in the smaller cities in the case of HUL, don't even know the name of HUL. Growing middle class, evolving villages actually find it more comfortable to buy cheaper products. Rural areas are the places where a big chunk of our population resides and, they are price sensitive. Thus, pricing might make that larger chunk try out cheaper brands like Pril, Henko etc. Also, HUL is not pitching itself as a premium product like Apple does so, HUL has to target the volume of sales as well.
Can you also suggest the application you use for investing in stocks
HDFC Bank is preferred by investors thereby driving the market price much higher than its book value. The presence of global asset managers and even government entities (especially Chinese) as shareholders further adds to the comfort that management would not engage in anything silly.
PNB is loaded with NPAs and was also involved in scams (reputational hazard) which has led to trading below book value.
nirav modi leaves the chat
@@arkasarkar3901 🤣🤣🤣🤣
Not everything which Akshat says works. He also recommended Equitas holdings. The price isstill very close to the recommended 125 price range and nothing spectacular is happening there. HUL is also similar. The reason they are enjoying better margins is because they have shifted their focus to cosmetic/skin and hair care products which are price inelastic but which will not show very high volume growth. You should have an allocation to HUL ( not more than 5%) but not disproportionate. This stock is not going to give spectacular returns. Expect 10-15% per year . That's my view.
INVESTING IN CRYPTO NOW SHOULD BE IN EVERY WISE INDIVIDUAL'S LIST, IN SOME MONTHS TIME YOU WILL BE ECSTATIC WITH THE DECISION YOU MADE TODAY.
Most intelligent words I've heard,
Crypto is the new gold,
I'm a huge fan of crypto, I hold some few coins in my wallet.
crypto... is the act of
speculating an cryptocurrency price,
movement via a CFD trading account,
Please do a video on taxation w.r.t earnings from stock market, in detail 🙏
Sir, it would be very helpful if you start a series on how to do stock market analysis along with specific stock analysis videos explaining ratios and which parameters we need to look for ..while buying or selling a stock.
HUL, Dmart, Marico, Dabur, ITC, Colgate,TataConsumer, VBL all are good for long term
Hicking prices can hamper sales?? People might go to buy other companies products?? But as u said brand value HUL sales might not hamper right?
*HUL is a vry good stock to hav in portfolio, It will make ur 25 L into 25Cr one day*
I think you missed "in" before 25 cr
@@BarkaDog *nhi bhai 25-30 yrs me ho jayega, Coz 20% CAGR makes 100× in almost 25yrs*
😂😂😂 well its not Adani btw
Screener values book value in the website u showed not accountants.
The growth of balance sheets and growth of PE considered would be different for different valuators.
18:45 I am slightly surprised to see Kimberly Clark in the list😁
Good information , thank you 👌👌👌
I just love your Time Stamps😘😘❤️❤️❤️
Time is such an important thing and you understand that❤️
Thanks bro, good way of explaining..
APPLE value creators/innovators , Be it any kind of creator. That's their success mantra.
Indeed it's because of Creators/innovators that we're confident about forthcoming decade. ♥️
Proud to have worked in the company , got the stock at 900 levels
The quality of information is quite impressive. Your sense of humour is good too.
Thanks:)
@@AkshatZayn does investing 25 lakh rupees attracts income tax because investing more than 10 lakhs attracts income tax eyes... ??
Just one correction..HUL has exited the JV with Kimberly Clark and not acquired it as you said.
One of the finest and brilliant mind to listen to,, thanks Akshat..
Loved it. Such simple explanation. Thank you.
Fundamentals are no doubt good , and business too....which last for generations..but it's a laggard as far are price movements are concerned. As it can not grow exponentially.. You need to have a lot patience here to see ur money grow.
Hi Akshat... Why not DMART instead of HUL. It's a store for multi brand..
I don't think that there is a brand value angle behind HUL stock play, they have not increased the prices because of brand but pure inflation which has affected everything else.
How to understand the roce of a co.
Akshay love your videos , smile n effort .... It really makes my day to see someone smiling so much ....your videos really enlighten me ... thnk u for being so grounded n positive 😃
Does HDFC have a higher price because of the higher demand for its shares in the market? Cause at the end of the day its the demand that drives the price right ?
excellent video ,do more such videos like companies making acquisitions
Can you explain how to figure out stock consolidation and when to decide to buy. It has not been performing much in the last month or so, wouldnt that be consolidation? May be you can do a video on this
I HAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN...I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED... CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG ?
I will advice you should
stop trading on your own if you keep losing and start trading with Mrs Laura Morgan trading services
I lost £1200 carelessly trading on a
platform then I was referred to Mrs Laura Morgan she recovered the loss and made an extra profit of £4600
I'm so happy for taking the bold step in working and investing $2000 with Expert Mrs Laura Morgan after a week I received $19,680 to my bank
I stumbled upon one of her clients testimonies and decided to try her out...I'm Expecting my third cashout in 2days
Though I Was strictly warned not to go to the comment section but here and now I am sharing my testimony how profitably it is trading with Exp Mrs Laura
For someone who just wanted the name It's - HUL
Wt about P&G. Already down.. can you please suggest
I am wondering if Akshat can manipulate prices with his transparency regarding investments considering how big his following is. 🤔
Probably any influencial person would have done that. "Use the influence to drive the trend for your liking". But many times it's difficult on market level.
In other scenarios it’s easier. But in the share market, we are talking about crores and crores.
People buying and selling stocks after watching advices through tv/videos will not be able to even move it 0.1%. That's because buying/selling deals worth lakhs or crores are only be able to move such big stocks. And people making such deals are not looking after advices here or in tv.
People investing crores and crores wont invest after listening him . If they have crores to invest , then they may be good investor or may have hired good investors
Stock market cannot be moved but a few people buying or selling stocks. It is the Pareto principle that is at play here. Talk with data.
Great video Akshat..been following all your advuse for a while now. Any suggestions for starters in trading plus would you recommend any nice books as a good read?
When I think if HDFC , I think of my money deducted without my knowledge and I keep cally customer care and I do not get any refund. 😁
Hi Akshat
Basing on your analysis I bought HUl today for a time horizon of 5 years for my child education. What is your opinion
Thanks
Venu
AP
Now , Someone will run his/her mind and invest heavily tomorrow for swing trade or intraday or long term cause it'll go up with 25lac of Mr.Akshat sir 🥳💯🔥
Hi. Can I do an SIP in HUL?
We're was this analysis when hul was struggling at 2300
Great explanation...thanks for explaining how to think on market....or even do analysis..
What do you mean by waiting for the stock to consolidate?
When the price stops going higher, and starts going sideways or down
Price reduction measured by technicals (ie buy near support price).
Its a Bank … not a smart phone company… their pricing will always be monitored by RBI …once PSBs get privatised …HDFC and ICICI will loose their edge as all banks will provide equally impressive customer service.
Sir, firstly, this is the first video of yours, that I saw. Loved the content and had to subscribe to your good channel. Secondly, I had entered stock market with only 1 goal and that is to be a long term investor.
Lastly, I'm already invested in HUL but this video of yours gave me further confidence to continue with my monthly SIP. Just a humble request Sir, if you may post such videos on stocks with regard to long term investments 😊🙏🏻
Ashoka Buildcon & Sterling Wilson both 9-10 % up.
Now buy:
Apollo Micro Systems Next Paras Defence.
Multi Bagger. Defence related share.
IPO in 2018 @ 275.
Listed in 2018 at 478. Now @ 120.
Low PE. FV 10
Promoters holding 59%.
Investment is the stepping stones for success. Waiting for the government to provide is total waste
Miss Christina is legit and her method works like magic I keep on earning every single week with her new strategy
I think I'm blessed because if not I wouldn't have met someone who is as spectacular as expert miss Christina
has been handling my account for years now
wow I'm just shock someone mentioned and recommended expert Miss Christina I thought I'm the only one trading with her
you don't need to be shock because I'm also a huge beneficiary of expert miss Christina
Hi Akshat, could you please share the weblink you are using to screen the stock!
Could u pls explain swing trading completely
Buy a stock and hold it until you reach the target profit %. Once reached say 10%, sell it and book profit.
what does consolidation of a stock mean???
Please make more stock recommendations videos. I become a contrarian investor to that stock. As the stocks you bought went down and the one's you sold went up (one bank stock and ITC)...No offence plz..
HUL also!!!
Because of the brand
I think most people who use HUL products dont even know they are from HUL, its the sub brands that are more popular amongst the customers.like All out,Colgate,Lifebouy, etc
Colgate is not from HUL its from Colgate Palmolive
Pepsodent is from HUL
@@samarthpandey8483 then colgate is of?
@@prasannakamath9972 Colgate Palmolive
Colgate 😂
@@prasannakamath9972 lol.
Excellent presentation ! Will surely invest in Unilever stock!