Motilal Oswal - MOSL: Morning India (5/June/17)-1. GST; 2. Hindustan Unilever-3. Bulls Bear (Fifth consecutive month of positive returns for Nifty); 4. Cement (Capacity addition slowing)

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Motilal Oswal

Team Research

MOSL: Morning India (5/June/17)-1. GST; 2. Hindustan Unilever-3. Bulls & Bear (Fifth consecutive month of positive returns for Nifty); 4. Cement (Capacity addition slowing)

â€‹MOrning India (5/June/17): 1. GST; 2. Hindustan Unilever; 3. Bulls & Bear (Fifth consecutive month of positive returns for Nifty); 4. Cement (Capacity addition slowing); 5. Auto; 6. SAIL

â€‹Todayâ€™s top research theme
Key takeaways from HUL Analyst meet: Strengthening the Core; Higher premiumization to drive earnings
Clear focus on thought leadership far ahead of peers and improving accessibility of their core brands in each segment.
Strengthening the Naturals portfolio across segments.
Zero based budgeting across all areas will yield significant margin improvement
We believe that a confluence of positives including expectations of normal monsoon, moderate inflation, government schemes aiding growth, weak base of the past three years, end of commodity price deflation, continued premiumization, and cost savings is leading to strong outlook for rural-focused companies. HUVR with its high salience of rural sales, wide brand portfolio, and broad distribution reach is uniquely positioned to take advantage of this confluence of positive factors.

05/06/2017 30 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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MOSL: Morning India (5/June/17)-1. GST; 2. Hindustan Unilever-3. Bulls & Bear (Fifth consecutive month of positive returns for Nifty); 4. Cement (Capacity addition slowing)

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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