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Intentionally Trolled Company ITC
Pls don’t tag me with ITC joke. My first trade was in ITC in 2005 and I was in Rs 400 profit.
ITC me kabhi koi aaye na rabba. Aaye jo fir to kabhi jaaye na rabba.
ITC is not behaving the way it should. Banking surely has a problem. I just don't blve SBI BELOW 180 weak n above 190 strong. The ground reality banks are not doing well. But highly oversold n both should go up
Did I said it's bullish ?? I hv put a historical perspective of nature of stock named #ITC
#ITC started from 5-25 Chart 1 consolidation in range of 10-23 for 5 yrs BO of zone n went from 23-70 Chart 1 consolidation in range of 43-70 for 3 yrs BO of zone n went from 70-370 Chart 2 Currently in downtrend from 370-170 Chart 3 Funda
🔴🔴How ITC is transforming? Check their corporate presentation 👇👇 https://t.co/DugS3M2
ITC had meet some institutional investors and attended some conferences last week Here are some inputs of these meetings #ITC : Shares non-cigarettes strategy FMCG Business has grown 4x in 10 years Now, claims to be 3rd largest FMCG player in India 1/2
ESG Criteria Explained - Is ITC Doomed?
Yesterday saw a Bloomberg Quint video where Saurabh Mukherjea says he expects 17% CAGR from ITC, which falls short of their benchmark of 20%. Hence he sold ITC. I'm sharing the above statement without any comment.
Summary of Kotak Institutional Equity report on ITC.
Yesterday Kotak Institutional Equity has released a report on ITC. If someone has it, request to mail the same to [email protected] Thanking in advance.
Reading- consumer goods show signs of weakness after initial pre covid bounce. Already HUL n ITC chiefs have red flagged concerns. My take- Biggest loser in this? The most over hyped retail stock
While it is constantly discussed and many pin point that ITC is a Cig. company, a important aspect that goes unnoticed is that the total revenue share from Cig. industry is going down and in recent years less than 50% Data from 2002
Other than cigarettes, ITC's all other businesses have world class ESG rating. The day they list cigarette business separately, all other businesses would have huge rerating. Only time should answer if and when it would happen.
Muthu Sir, Preparing a report on ITC to share next week. When reading the AR of ITC, the first few pages gave a impression that i am reading AR of a FMCG. Only detailed mention on Cig. is at MDA. I too had the same conclusion, but other way. FMCG would become a new entity.
Government makes as much money as ITC on cigarettes; if not more.
Though management never talks about cigarettes, that's not going away. It'll continue to flood ITC with money but would rarely be spoken. ITC sells 4 out of 5 cigarettes in India. Once FMCG profits are good, wouldn't be surprised if cigarettes are hived off as a separate entity.
7 main reasons why I entered #ITC yesterday: -Faith in management -Cash rich -Dividend Bonanza -The revenue side of this FMCG business is good -Developing sustainable brands like Sunfeast,Arshiwad,Yipee,classmate etc -Sin stocks globally perform well in LONG run-Damaniji -Bargain