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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

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

<ul>
<li>Colgate-Palmolive (NYSE:<a href="https://www.smartkarma.com/search?q=CL" target="_blank" rel="noopener">CL</a>) is hardly a business for risk-seeking and short-term oriented investors.</li>
<li>While the management has given us a <a href="https://seekingalpha.com/article/4502402-colgate-palmolive-a-masterclass-in-long-term-value-creation?source=all_articles_title" target="_blank" rel="noopener">master class in long-term value creation</a>, the share price is also unlikely to make anyone rich quickly.</li>
<li>On the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.
</li>
</ul>


Colgate-Palmolive (NYSE:CL) is hardly a business for risk-seeking and short-term oriented investors.
While the management has given us a master class in long-term value creation, the share price is also unlikely to make anyone rich quickly.
On the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.



Colgate-Palmolive: What Recent Results Mean For Long-Term Holders

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

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

Colgate-Palmolive: What Recent Results Mean For Long-Term Holders

While the management has given us a master class in long-term value creation, the share price is also unlikely to make anyone rich quickly.

Vladimir Dimitrov, CFA

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