REAL ACTIVE BRAND

FMCG sector: Street might treat it as saviors in some phases & there is more to it than HUL, 13 stocks, with upside potential of up to 42 %

On the day of the election result and the day after that, two days in succession, everyone was talking about FMCG stocks. Explanations about why they are safe heaven stocks, how the focus on rural income and consumption will benefit them. Third day, the broader market recovered and FMCG was probably the only loser. This is not the first time that it has happened. For ages, FMCG stocks have been considered defensive stocks. Whether FMCG stocks should be defensive is a different issue. What is relevant is that there is a probability that going forward, there will be phases, where a narrative about FMCG stocks being defensive will keep coming to the street. Given the fact that their valuations are expensive, there is hardly any growth in business, it would be worthwhile to understand that sector otherwise one might end up buying stocks and make the capital underperform. We look at 28 stocks from every segment, right from food and beverage to cosmetics.

How brands should inspire politicians to move away from 'divide' and 'drown’ to ‘unify' and 'thrive’

Political parties should be emulating those marketers who have already cracked New India. To narrow-cast our population as a fundamental oneness, courtesy technology and aspiration. Then to engage experientially, with customer-centric regional empathy.

Listen closely: From Google smart speakers to Paytm soundboxes, these businesses are thriving in manufacturing

Making for others can be more lucrative than building a brand for themselves — this realisation has created a brigade of small contract manufacturers who are making India’s place prominent in the global electronics manufacturing services map.

Aurum Analytica: Transforming real estate with Data Science and AI

Aurum Analytica, a data analytics firm in real estate, uses data science and AI. CEO Prakash Tejwani and co-founders Sahil and Vishal discuss the company's mission and growth.

Strong demand tailwinds are for all the players: 5 small and midcap real-estate stocks with upside potential of up to 34%

Four years ago, the real estate industry was defined by excess inventory, over leveraged balance sheets and weak demand. Today, a housing project getting launched is getting sold within a few days. The average prices on a per square ft basis have inched upward very sharply in the last one year and still there is no dearth of demand. Now the question is whether this kind of sharp rise in demand is having an impact only on large players or also on mid-sized companies which are focussed in a region only. The fact is that in the case of sectors like real estate, when the tide of demand changes, it changes for every player, be it large or medium. Yes, when it comes to medium-sized players it would be important to look at the players where they have a track record of implementing projects on time. Delivering the project on time is key metrics which determines whether the company which is mid-sized today will become large or not in years to come. As the large ones have seen a sharp rise in the valuations, the focus of the street is now also on mid-sized by well managed companies.

Offline stores are trending as new set of D2C firms emerge

Investors and startup founders are noticing a trend: D2C businesses across various sectors, like fashion, electronics, and food and beverage, are opening physical stores (going offline) even after their initial funding round.

Nexus REIT in talks to buy Marina Mall in Chennai

Nexus Select Trust in talks to acquire The Marina Mall in Chennai, developing a diverse portfolio with Grade-A malls in Hyderabad. Plans to double assets to 20M sq ft in 5 years, reflecting India's retail growth and mall consumption surge.

Crypto Gems: Top crypto assets to watch & buy in May 2024

Ondo Finance (ONDO) facilitates the tokenization of real-world assets such as real estate, commodities, and art. This allows investors to access fractional ownership of traditionally illiquid assets, diversifying their portfolio beyond typical crypto assets.

Adobe Sensei GenAI aims to enable businesses to deliver exceptional CX

Pidilite Industries' Q4 Results: Profit rises 6% to Rs 301 crore on lower costs

India's Pidilite Industries , which makes Fevicol adhesives and Dr. Fixit waterproofing products, posted a 6.2% jump in fourth-quarter profit on Tuesday, driven by lower input costs.

Best Meme Tokens to Invest In May 2024

As the meme coin landscape matures, certain projects stand out. Here are the top 10 meme tokens that exhibit strong growth signals fueled by dedicated communities, real-world use cases, and evolving technologies.

We have emerged as a large, growing real estate company working in three cities: Arvind Management

​We work with about 100,000 farmers to grow sustainable cotton. We are rapidly decarbonizing our energy footprint. So, a lot of renewables, we are replacing fossil fuels for thermal energy using agro waste, so sustainability is a very, very strong theme. So, I think these are the couple of big themes right now -- consolidation, more verticality, and a huge focus on sustainability.

Nestle's Suresh Narayanan on Nespresso & nutraceuticals, sugar in baby food controversy and more

Suresh Narayanan of Nestle India points out that the operating margins are up by 270 basis points, net profits by 250 basis points and cash generation by over 41 billion, that is about 17% of sales. The core fundamentals of the organisation demonstrates resilient growth in core categories. He also talks about the company's commitment to reducing sugar content for sustainable long-term success.

Prestige Estate Projects set to double hospitality portfolio with Rs 1,700 crore investment

Prestige Estate Projects plans to double its hospitality portfolio over the next three to four years, investing Rs1700 crore. The company currently manages 1849 keys of hospitality assets across India, with the potential to generate revenue of Rs 1800 crore. The company is exploring new markets and expanding its portfolio in existing ones. The hospitality assets are generating an average occupancy rate of 70%, and the company is evaluating monetizing the portfolio to unlock value and alleviate cash flow stress.

Staying with a select few is better option: 4 real-estate stocks with upside potential of up to 41%

After the desire to find the next multibagger, probably the second biggest desire is to find the next sector which might see a bull run. If one looks at the history of Indian markets, many sectors through a cycle where they will take a liking to a particular sector in such a manner that valuations will go through the roof. Then comes a phase, where the same sector is thrown down the dumps. It was with the IT sector in the year 2000 Then came the infrastructure and real estate sector between 2005 to 2008. The valuations peaked in 2008 and then declined for more than 12 years. By the start of 2020 valuations were in the dumps. After a phase of strong liking and getting thrown into dumps, comes a phase a move toward normal valuations. But only select companies participate in this process. While they will not get the same price earning multiples, but in absolute terms returns which are more sustainable is the question and the answer is probably, Yes.

Deal activity on the rise in consumer & retail sector

India's consumer and retail sector experienced a surge in M&A and private equity deal activity in the March quarter. The sector recorded 102 deals valued at $1.74 billion, with a focus on acquisitions and investments in the food processing and healthy food market segments.

DLF to invest Rs 2,200 cr to build shopping mall in Gurugram

At present, DLF has a retail footprint of around 42 lakh square feet comprising nine properties, including malls and shopping centres, mainly across Delhi-NCR. Around 3.4 lakh square feet of retail portfolio is under DLF Ltd and the rest under the DLF Cyber City Developers Ltd (DCCDL), a joint venture between DLF and Singapore sovereign wealth fund GIC.

Embassy Group may invest more in Indiabulls, add assets to drive growth

Embassy Group, led by chairman Jitendra Virwani, plans to infuse additional capital and assets into Indiabulls Real Estate Limited (IREL), of which it holds the largest stake. The merger of Embassy's residential and commercial projects with IREL, once approved by the National Company Law Appellate Tribunal, will create the country's largest real estate developer.

Brands latch on to Snapchat lingo with Gen Z in mind

Although Instagram and YouTube remain the platforms of choice for mass digital advertising, Snapchat is increasingly becoming the social messaging app that brands are using to target Gen Z, or people in the age group of 12 to 27 years.

Myntra is bolstering strategic international brand partnerships to elevate consumer experience

Myntra's success in attracting international brands is fueled by understanding India's market dynamics. By merging global brands' strengths with Indian insights, Myntra sets new standards for customer satisfaction.

As valuations run ahead, time to be selective? 4 real estate stocks with upside potential of up to 20%

Like business and economic cycles, stock markets also have cycles where they will take a liking to a particular sector in such a manner that valuations will go through the roof. Then comes a phase, where the same sector is thrown down the dumps. Real estate sector is one sector where in 2008, valuations were at their peak. then come and fall and by the start of 2020 valuations were in the dumps. Thanks to many factors, including sudden spurt in demand in covid and post, sector being cleaned both due to pressure from the banks and the impact of new laws like RERA, there was an upswing in the industry. This happened at a time when liquidity was high and we have seen a resurgence of select real estate stocks. If one looks at the announcements coming from the industry about projects getting sold, it indicates that demand is high. Whether the stock prices are already reflecting the rosy picture?

Premium Living: Luxury hotel chains expand branded residences on rising demand

Luxury hotel chains in India are expanding their branded residences portfolio to cater to high-net-worth individuals. Marriott International, Hilton and EIH are among the companies involved. The demand is driven by the real estate market and the wealth of HNIs.

Kartik Aaryan's brand empire: How the new superstar is ruling advertising world

Kartik Aaryan has emerged as a dominant force in both Bollywood and the advertising world, leveraging his successful film career and charismatic persona to become a sought-after brand ambassador. With a string of blockbuster films and a relatable on-screen presence, Aaryan's brand value has soared, attracting a diverse range of endorsements.