Thursday, September 5, 2013

Increase in cigarette price will increase profit of ITC

ITC: expecting profit to increase due to price increase

About ITC: 


ITC Limited or ITC is an Indian conglomerate headquartered in Kolkata, West Bengal. Its diversified business includes four segments: Fast Moving Consumer Goods, Hotels, Paperboards, Paper & Packaging and Agri Business.

 

Fundamentals

  • Cigaratte price of gold flake premium & classic milds is increased from Rs. 7 to Rs. 7.5. According to the research done by share khan, local retailers are selling these cigarattes at Rs. 8
  • Cigarattes have inelastic demand and price increase will work in positive for the company which is good from investors point of view.
  • Increased price will improve margin of the company.
  •  Presently ITC stock is trading at approx 28x . With expected profit going up, I expect that price of the share will go up in medium term.
  • Target price: Rs.379 

Technicals

Technically, the stock is getting momentum. The price increase has already shown effect with price increase from Rs. 295 to Rs. 308 in a single day. MACD is already shown crossover.

 

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