Hindustan Unilever

Hindustan Unilever is predominantly engaged in manufacturing and distributing consumer products mainly in India. Co. operates five main business segments: Soaps and Detergents include soaps, detergent bars, detergent powders, detergent liquids, scourers, etc.; Personal Products include products in the categories of Oral Care, Skin Care (excluding soaps), Hair Care, Deodorants,Talcum Powder, Colour Cosmetics, Ayush services; Beverages include tea and coffee; Package Foods include Branded Staples (Atta, Salt, Bread, etc.), Culinary Products (tomato based products, fruit based products, soups, etc.) and Frozen desserts; Others include Exports, Chemicals, Water business, Infant Care Products.
  • TickerHINDUNILVR
  • ISININE030A01027
  • ExchangeNational Stock Exchange of India
  • SectorPersonal Goods
  • CountryIndia

HINDUSTAN UNILEVER LTD. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of HINDUSTAN UNILEVER LTD. (IN), active in the Personal Products & Services industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date April 24, 2020, the closing price was INR 2,283.10 and its target price was estimated at INR 1,946.81.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Stumbling Again We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the cards. This expectation is supported by price action during prior major waterfall declines in past recessionary periods. It is also worth noting that 15-25% rallies are to be expected within bear markets -- potentially multiple. During 2001-2002 the S&P 500 had two 20-25% rallies, and both ended up failing and breaking to new lows. During 2008-2009, there were four declines, each ranging from 16-25% in the S&P 500, and...

Hindustan Unilever Limited: 1 director sold

A director at Hindustan Unilever Limited sold 4,000 shares at 2,219.924INR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The ...

Krishnan Sambamoorthy

MOSL: HINDUSTAN UNILEVER (Buy)-Significant ‘levers’ for earnings growth

Hindustan Unilever: Significant ‘levers’ for earnings growth (HUVR IN, Mkt Cap USD65.4b, CMP INR2153, TP INR2490, 16% Upside, Buy)   Hindustan Unilever (HUVR) has been a stellar performer over the past decade, both in terms of earnings and stock price. Also, it has significantly outperformed some of its large-cap consumer peers over the same period. Factors that have led to HUVR’s strong earnings performance viz. nimbleness, stringent cost savings, premiumization and best-of- breed analytics are likely to benefit the company in the future as well. From a near-term perspective, favorabl...

Rohit Dokania

Hindustan Unilever's Q3FY20 results (Outperformer) - Superior execution in tough environment…

Q3FY20 result highlights Revenue grew by 2.6% yoy to Rs98.1bn (est: Rs99.9bn). EBITDA (including other op income) grew by 19.5% yoy to Rs24.5bn (est: Rs23.6bn), adjusting for benefits accruing from IndAS 116, comparable EBITDA grew by strong 14% yoy to Rs23.3bn and Adjusted PAT grew by 20.7% yoy to Rs16.9bn (est: Rs16.3bn). Domestic consumer business sales were up 3.6% yoy with a UVG of 5% (est: 4%). Home care grew by strong 9.8% led by both fabric and household. Beauty & Personal care fell by 2.8% yoy on account of decline in soaps (both volume fall and price cuts) and delayed winter impa...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Squarely in the neutral camp At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels, leaving us squarely in the neutral camp. • We need to see more from cyclical value. We believe the aforementioned major global indexes are likely to remain below resistance or have limited upside unless and until we see more definitive signs of bottoming within cyclical value areas of the market (e.g., Materials, Energy, banks, major autos & parts, etc.)... see page 2. • Indicators supportive of a neutral outlook. Sever...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Stumbling Again We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the cards. This expectation is supported by price action during prior major waterfall declines in past recessionary periods. It is also worth noting that 15-25% rallies are to be expected within bear markets -- potentially multiple. During 2001-2002 the S&P 500 had two 20-25% rallies, and both ended up failing and breaking to new lows. During 2008-2009, there were four declines, each ranging from 16-25% in the S&P 500, and...

Hindustan Unilever Limited: 1 director sold

A director at Hindustan Unilever Limited sold 4,000 shares at 2,219.924INR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The ...

Krishnan Sambamoorthy

MOSL: HINDUSTAN UNILEVER (Buy)-Significant ‘levers’ for earnings growth

Hindustan Unilever: Significant ‘levers’ for earnings growth (HUVR IN, Mkt Cap USD65.4b, CMP INR2153, TP INR2490, 16% Upside, Buy)   Hindustan Unilever (HUVR) has been a stellar performer over the past decade, both in terms of earnings and stock price. Also, it has significantly outperformed some of its large-cap consumer peers over the same period. Factors that have led to HUVR’s strong earnings performance viz. nimbleness, stringent cost savings, premiumization and best-of- breed analytics are likely to benefit the company in the future as well. From a near-term perspective, favorabl...

Rohit Dokania

Hindustan Unilever's Q3FY20 results (Outperformer) - Superior execution in tough environment…

Q3FY20 result highlights Revenue grew by 2.6% yoy to Rs98.1bn (est: Rs99.9bn). EBITDA (including other op income) grew by 19.5% yoy to Rs24.5bn (est: Rs23.6bn), adjusting for benefits accruing from IndAS 116, comparable EBITDA grew by strong 14% yoy to Rs23.3bn and Adjusted PAT grew by 20.7% yoy to Rs16.9bn (est: Rs16.3bn). Domestic consumer business sales were up 3.6% yoy with a UVG of 5% (est: 4%). Home care grew by strong 9.8% led by both fabric and household. Beauty & Personal care fell by 2.8% yoy on account of decline in soaps (both volume fall and price cuts) and delayed winter impa...

Krishnan Sambamoorthy

MOSL: HINDUSTAN UNILEVER (Buy)-Robust performance, margins surprise yet again

Hindustan Unilever: Robust performance, margins surprise yet again (HUVR IN, Mkt Cap USD61.7b, CMP INR2034, TP INR2280, 12% Upside, Buy)   Volume growth of 5% was remarkable, given the high base (double-digit growth in 3QFY19), the weak operating environment and its size versus peers. EBITDA and PAT increase of ~20% was also highly creditable, coming off a base of 22% EBITDA and 17% PAT growth. However, given the subdued operating outlook, we maintain our EPS forecast for FY21 and FY22, despite the beat over our estimates. Our numbers do not include the GSKCH merger (NCLT approval awai...

HINDUSTAN UNILEVER LTD. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of HINDUSTAN UNILEVER LTD. (IN), active in the Personal Products & Services industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date April 24, 2020, the closing price was INR 2,283.10 and its target price was estimated at INR 1,946.81.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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