External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>Bajaj Finance: Bajaj Finance (BAF) delivered a strong set of numbers on the back of higher-than-expected growth in AUM (+32% YoY), customer additions (+42% YoY) and new loans booked (+34% YoY)</li><li>Asset quality improved marginally with GS-II/GS-III at 1.2%/0.9% however, credit costs were slightly higher on the back of prudent provisioning</li><li>Operating efficiency remained steady with the C/I ratio at 34%</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance: Bajaj Finance (BAF) delivered a strong set of numbers on the back of higher-than-expected growth in AUM (+32% YoY), customer additions (+42% YoY) and new loans booked (+34% YoY)Asset quality improved marginally with GS-II/GS-III at 1.2%/0.9% however, credit costs were slightly higher on the back of prudent provisioningOperating efficiency remained steady with the C/I ratio at 34%Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Bajaj Finance, Axis Bank, Tech Mahindra, Colgate Palmolive

House of Market Insights, Market Radar

Market Radar

House of Market Insights

Quick market updates and lot of ideas for your investments from a multi-asset portfolio manager working for a family office.

Quick Market Updates

Technical Analysis

Advanced Micro Devices / Technical Analysis

<ul><li>The Chinese Government has not been very friendly with the Chinese tech companies in the last year: it imposed several fines and introduced new anti-monopoly laws, that hurt company business and profitability</li><li>Now the SEC is trying to look better into the balance sheet of these companies, threatening a possible delisting from U.S. exchanges. This is another big risk for chinese tech stocks.</li><li>An almost 70% drawdown already happened. Will there ever be a reversal?</li></ul>

The Chinese Government has not been very friendly with the Chinese tech companies in the last year: it imposed several fines and introduced new anti-monopoly laws, that hurt company business and profitabilityNow the SEC is trying to look better into the balance sheet of these companies, threatening a possible delisting from U.S. exchanges. This is another big risk for chinese tech stocks.An almost 70% drawdown already happened. Will there ever be a reversal?

Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Colgate-Palmolive's share price performance over the past few years is not as grim as it might look on the surface.</li>
<li>Improving gross margin remains the only game in town for future shareholder returns, according to the company.</li>
<li>Colgate-Palmolive Company (NYSE:CL) is rarely seen as an attractive investment opportunity as the company significantly underperformed the S&amp;P 500 and the consumer staples sector in particular over the past 5-year period.</li>
</ul>


Colgate-Palmolive's share price performance over the past few years is not as grim as it might look on the surface.
Improving gross margin remains the only game in town for future shareholder returns, according to the company.
Colgate-Palmolive Company (NYSE:CL) is rarely seen as an attractive investment opportunity as the company significantly underperformed the S&amp;P 500 and the consumer staples sector in particular over the past 5-year period.


<ul>
<li>General Mills continues to perform exceptionally well relative to the broader equity market.</li>
<li>The ability to offset a record high input cost inflation highlights the importance of a strong brand portfolio in strategic areas.</li>
<li>As volumes return to positive territory, profitability in the pet food segment remains an area of concern, according to the company.</li>
</ul>


General Mills continues to perform exceptionally well relative to the broader equity market.
The ability to offset a record high input cost inflation highlights the importance of a strong brand portfolio in strategic areas.
As volumes return to positive territory, profitability in the pet food segment remains an area of concern, according to the company.


General Mills: Recent Quarterly Results Highlight Some Important Areas Of Progress

<ul>
<li>Colgate's management seems to be making the right moves in pet food, but performance would need to improve in other segments as well.</li>
<li>Upside appears limited in the short-run and I will be looking for more evidence that management could deliver higher gross margins, I am cautiously optimistic that Colgate will deliver better results in 2023.</li>
<li>Performance of Colgate-Palmolive (NYSE:<a href="https://www.smartkarma.com/search?q=CL" target="_blank" rel="noopener">CL</a>) in recent years could hardly be described as success.</li>
</ul>


Colgate's management seems to be making the right moves in pet food, but performance would need to improve in other segments as well.
Upside appears limited in the short-run and I will be looking for more evidence that management could deliver higher gross margins, I am cautiously optimistic that Colgate will deliver better results in 2023.
Performance of Colgate-Palmolive (NYSE:CL) in recent years could hardly be described as success.


Colgate-Palmolive: Well-Positioned For The Future, But I Wouldn't Hold My Breath

United States

Colgate-Palmolive Company is a consumer products company that markets its products throughout the world.  The Company's products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.

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Colgate Palmolive Co (CL US)

HSIE Results Daily: Bajaj Finance, Axis Bank, Tech Mahindra, Colgate Palmolive

Bajaj Finance (BAF) delivered a strong set of numbers on the back of higher-than-expected growth in AUM (+32% YoY), customer additions (+42% YoY)...

HDFC Securities

Charts to Watch

The Chinese Government has not been very friendly with the Chinese tech companies in the last year: it imposed several fines and introduced new...

Market Radar

Colgate-Palmolive: The Only Game In Town

Colgate-Palmolive Company (NYSE:CL) is rarely seen as an attractive investment opportunity as the company significantly underperformed the S&P 500

Vladimir Dimitrov, CFA

General Mills: Recent Quarterly Results Highlight Some Important Areas Of Progress

The ability to offset a record high input cost inflation highlights the importance of a strong brand portfolio in strategic areas.

Vladimir Dimitrov, CFA

Colgate-Palmolive: Well-Positioned For The Future, But I Wouldn't Hold My Breath

Colgate's management seems to be making the right moves in pet food, but performance would need to improve in other segments as well.

Vladimir Dimitrov, CFA

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52-week Range

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