Motilal Oswal - MOSL: CONSUMER-Commodity costs largely benign; Some inflationary trend witnessed in specific commodities recently

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Motilal Oswal

Krishnan Sambamoorthy

EUR 120.00 For Business Accounts Only

MOSL: CONSUMER-Commodity costs largely benign; Some inflationary trend witnessed in specific commodities recently

Consumer: Commodity costs largely benign; Some inflationary trend witnessed in specific commodities recently

In this edition of our consumer sector update, we analyze the price movement of key commodities and identify companies under our coverage that could benefit or get negatively impacted from it. Analysis of the price trends is more relevant from the perspective of 3QFY20 earnings and beyond, as the sector’s topline growth is expected to be subdued due to various issues.

06/01/2020 6 EN

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Motilal Oswal

Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services and Online Trading with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.

Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock trading company and has blossomed into well diversified firm offering a range of financial products and services. Motilal Oswal has built a reputation as the source for best stock trading company and this has taken a wealth of experience, knowledge and expertise, constantly working in tandem, over the years.

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Analysts

Krishnan Sambamoorthy

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MOSL: CONSUMER-Commodity costs largely benign; Some inflationary trend witnessed in specific commodities recently

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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