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Stock Analyst Notes (Household & Personal Products )
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Date Analyst Note Full Analyst Report
08-19-14 Raising Our Uncertainty Rating to Medium from Low for Hengan International Hengan International Group Co Ltd
08-15-14 Noise Clouds Estee Lauder's Fair 4Q Results and Fiscal 2015 Outlook; Shares Still Look Rich Estee Lauder Cos Inc
08-12-14 Henkel's Volume Grows Despite Intense Promotional Activity; Shares Fairly Valued Henkel AG & Co KGaA
08-06-14 Marico’s Narrow Moat is Intact as Growth in Hair Oils Picks Up, Despite Steep Price Increases Marico Ltd
08-06-14 Marico’s Narrow Moat is Intact as Growth in Hair Oils Picks Up, Despite Steep Price Increases Marico Ltd
08-01-14 Competitive Pressures Constrain Church & Dwight's 2Q Sales and Profits; Shares a Touch Rich Church & Dwight Company, Inc.
08-01-14 Despite Intense Competitive Activity, Brand Investments a Plus for Clorox; Shares Mildly Attractive Clorox Co
08-01-14 GCPL’s Q1 2015 revenue growth behind our full year estimates; Narrow moat intact Godrej Consumer Products Ltd
08-01-14 GCPL’s Q1 2015 revenue growth behind our full year estimates; Narrow moat intact Godrej Consumer Products Ltd
08-01-14 In-line 4Q Takes Backseat to News P&G Will Shed More Than Half its Brands; Shares Still Attractive Procter & Gamble Co
07-31-14 Avon Fails to Gain Traction; Shares Not for the Weak of Heart Avon Products Inc
07-31-14 Modest Growth Prospects Don't Sway Our Take on Colgate's Brand Strength Colgate-Palmolive Co
07-31-14 Breadth and Depth of L'Oreal's Business Mix Is a Plus in the First Half; Shares a Touch Rich L'Oreal SA
07-30-14 Despite a Disappointing Quarter, Our Long Term Investment Thesis on Dabur Remains Intact Dabur India Ltd
07-30-14 Despite a Disappointing Quarter, Our Long Term Investment Thesis on Dabur Remains Intact Dabur India Ltd
07-30-14 HUL’s First-Quarter 2015 EBIT Margins Beat Our Full-Year Estimates; Outlook on Stock Remains Upbeat Hindustan Unilever Ltd
07-30-14 HUL’s First-Quarter 2015 EBIT Margins Beat Our Full-Year Estimates; Outlook on Stock Remains Upbeat Hindustan Unilever Ltd
07-28-14 Reckitt Enhances CPG Focus With Planned Pharma Spin; Shares Modestly Overvalued Reckitt Benckiser Group PLC
07-25-14 Raising HUL's Fair Value Estimate; Margin Expansion Still Priced Into the Stock Hindustan Unilever Ltd
07-25-14 Raising HUL's Fair Value Estimate; Margin Expansion Still Priced Into the Stock Hindustan Unilever Ltd
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