The Big Future Brands in India - 2010
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Words of Wisdom
Forum Discription: Have you found a golden rule to profitable investing? Share experiences, articulate your thoughts quote a book or a guru.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1100
Printed Date: 07/May/2025 at 4:35pm
Topic: The Big Future Brands in India - 2010
Posted By: basant
Subject: The Big Future Brands in India - 2010
Date Posted: 21/Jul/2007 at 11:39pm
Though I may be biased but today CNBC and moneycontrol have become the biggest brands in their industry. Clearly these guys have displayed that irrespective of the analysts going worngh most of the time people remain glued to their TV sets. Even Vivek Sukhani and Kulman and basant and everybody else see CNBC irrespective of what we feel about the experts who come on air.
See stock prices are a commoditry business so why is it that people remain glued to CNBC? I have no answers. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Replies:
Posted By: kulman
Date Posted: 21/Jul/2007 at 11:53pm
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Apart from that any other names in other sectors come to your mind with a focus on Brand, Moat, Pricing power and most importantly visible growth over a longish period of say 8~10 years?
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 21/Jul/2007 at 12:00pm
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The old HDFC bank, LIC is there but not listed, COlgate and HUL are past their prime so lots of brand but no growth (sounds funny). I think someone on this site mentioned that the next big brands would come from the internet industry, google, yahoo, naukri etc.
The trick is to look for growth with brand.Airtel is one but at Rs 1500 - Rs 2000 we could be nearing terminal value for Bharti in terms of high growth. Anyone with some ideas on this one. SOunds interesting to do this analysis brands with visible growth. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: basant
Date Posted: 21/Jul/2007 at 12:13pm
This interesting post was made sometime back in the thread IT leaders. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: basant
Date Posted: 21/Jul/2007 at 12:18pm
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But we should look at companies that are maintaining or protecting market shares. I was disappointed to see Naukri losing market share to 37% from 50%. This indicates that growth is being dilutive to company. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 21/Jul/2007 at 12:31pm
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Yes, I was about to mention TV18 as my choice for the brand. Basant sir, you beat me to it!!
Also I feel Pantaloon is a solid brand in the making. It is half-way there. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: smartcat
Date Posted: 21/Jul/2007 at 2:03am
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In 2005, INFOSYS got their brand name evaluated by professionals and the http://www.thehindubusinessline.com/2005/05/16/stories/2005051600450200.htm - value came to around Rs. 14,000 crores . In India, the biggest brand name is and will remain 'RELIANCE'. Just the name put on a store selling ladies fingers and brinjals is enough to pull in hordes of people. It is not the prices or the quality - it is sheer brand pull.
Reliance Capital being so successful with the brokerage/insurance business is partly due to the brand name associated with it.
BISLERI is another solid Indian brand name that comes to my mind. Very few people go to stores and ask for 'mineral water'. They ask for a 'Bisleri'.
PVR/INOX might achieve a decent brand value in the future. Whenever a new movie is released, the first thing a large number of youngsters do is logon to PVR or Inox website to do online booking.
Suzuki owns majority stake in MARUTI. But they sell cars under the Maruti banner, unlike in other countries where they sell it as a Suzuki. Care to venture a guess as to why it is so? :)
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Posted By: nikhil090
Date Posted: 21/Jul/2007 at 8:43am
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e-choupal (for itc) and dabur are also good brands.. trusted by people in their segments. |
Posted By: basant
Date Posted: 21/Jul/2007 at 10:23am
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This thread is becoming interesting any more ideas on the brands for the future would be interesting but some brands like bisleri and dabur are either not listed or do not enjoy sustained long term growth. We will make money from companies that own brands and are also able to grow very fast over the longer term.
YOu may read the writeup http://www.theequitydesk.com/growth_rate.asp - Growth Rate - The one last thing that the markets would pay for to see how brands increase and influence growth rates. Companies which cannot grow inspite of having the best brands like HUL and COlgate seem to have entered a terminally low growth phase of operations.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kulman
Date Posted: 21/Jul/2007 at 10:31am
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Fevicol, M-Seal (both owned by Pidilite) and Asian Paints also enjoy the brand equity. How about Britannia?
In the non-listed space, Amul of NDDB comes to mind with a catchy tagline A taste of India and also Parle-G.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 21/Jul/2007 at 10:59am
Being listed and enjoying high rates of growth is the crieteria for making big money from brands. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: tigershark
Date Posted: 21/Jul/2007 at 11:25am
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TANISHQ is becoming a BIG brand and in due course so also GOLD PLUS ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: tigershark
Date Posted: 21/Jul/2007 at 11:28am
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if the tatas mkt it properly maybe HIMALAYAN- mt everest could becom a big brand not only in india but also globally ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: tigershark
Date Posted: 21/Jul/2007 at 11:30am
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FINN ONE is already a well established brand in the asia pacific region ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: smartcat
Date Posted: 21/Jul/2007 at 11:45am
We should get to this part later. First, we need to identify the brands that have made it big in India, and try to find out what they did right. Or else, we will only end up with usual suspects like TV18, Pantaloon, Dish TV, Indiabulls etc.
For a brand to be successful, advertising plays a major role. Who can forget the fiesty Sardar from Indiabulls "Looking at your annual report page sixteen can you explain the implications of floating your long term debt in a potentially inflationary economy, awaiting your reply, thank you Kulwant Bhatia"
So if you want to find out if Dish TV or Tata Sky will make it big in 2010, just keep watching the ads. If prices, features, customer service are comparable, brand communication will play a decisive role.
Bingo from ITC is already a massive success purely because of its unique ad campaign. The ads might not please the senior citizens but it is a hit among the target audience. Unfortunately, the market size of snack foods is only about Rs. 1000 crores.
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Posted By: basant
Date Posted: 21/Jul/2007 at 11:55am
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Point taken and accepted. Corporate Communication (new jargon for adv) does say a lot and I almost forgot Kulwant Bhatia!!! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kulman
Date Posted: 22/Jul/2007 at 12:00pm
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The rating agencies Crisil & Icra have kind of moat as well as brand equity owing to foreign promoters S&P and Moody's respectively. And the business is growing.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 22/Jul/2007 at 12:06pm
BINGO  ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kulman
Date Posted: 22/Jul/2007 at 12:22pm
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On a lighter note......Rating, Betting & Dating are all-time growing businesses!!
P.S.: Sorry for digressing a bit, as they say old habits die hard!!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: tigershark
Date Posted: 22/Jul/2007 at 12:24pm
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more than the adv i would give more weightage to the quality of the product a poor quality product with a great adv in the long run wont sell a great quality product with a great adv will sell a great qproduct with no adv will also sell finaly it boils down to q.q.q ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: tigershark
Date Posted: 22/Jul/2007 at 12:26pm
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DIE HARD 5 starring KULMAN! ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: smartcat
Date Posted: 22/Jul/2007 at 12:58pm
You forgot to add Alcohol and Indulgence. The all time growing businesses are RABID - Rating, Alcohol, Betting, Indulgence and Dating.
When you have a great product but poor brand communication, the brand will take lots of time to grow. Good advertising has to go hand in hand with great product.
PARACHUTE is such a massive brand that Marico is launching most of its new products (scented hair oil, shower gel, anti-dandruff cream etc) under this brand name. If Marico launches an airline, I'm pretty sure that they will call it the 'Parachute Airways'.
This is a case of a company capitalizing on strength of an existing brand to enter into new territories.
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Posted By: kulman
Date Posted: 22/Jul/2007 at 1:07pm
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The all time growing businesses are RABID - Rating, Alcohol, Betting, Indulgence and Dating.
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Wow....that's a great one indeed
 Especially so when the RABID's literal meaning is Marked by excessive enthusiasm for and intense devotion to a cause or idea!!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 22/Jul/2007 at 1:58pm
I hope that in that airline Parachute remains more symbolic rather then a means of getting out opf that aircraft.
 Without doubt PARACHUTE has been a huge brand but when we look at it from the monetization point of view we could look at emerging brands that are scalable in nature and can become BIG in terms of business because though FEVICOL is a big brand how much of it is actually used by us. Comparing a FEVICOL or a COLGATE to an AIRTEL will tell us that the usage factor is very high in AIRTEL. For example a family spends Rs 35 a month on a toothpaste and more then Rs 1500 month on mobile bills. SImilarily though FEVICOL is a big brand the spending basket is limited.
Some other brands that we consume a lot but which ghave no pricing power (due to regulations) are SERVO, SPEED etc but that does not help because these brands have grown big but still have little or no pricing power. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: smartcat
Date Posted: 22/Jul/2007 at 3:03pm
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True, Fevicol is mostly a B2B product - not used by consumers directly. Though the brand can help Pidilite rule over the Do-It-Yourself segment, it won't help the company scale up its revenues exponentially.
From the monetary point of view, I cannot think of any other brand that comes even close to good old Reliance. Both the Ambani bros are literally milking the brand by getting into new consumer sectors. A large number of posters at TED ask the question - Where should I invest? Reliance Capital or Indiabulls Financial?
Thanks to Bhatia saab, Indiabulls is pretty well known among the investing community. But ask your non-stock market acquiantances like your mom/dad/friend/sister if they have heard about Indiabulls and the answer would probably be negative. While Indiabulls has been successful with their brokerage business, they will have to work a lot harder to be successful in consumer finance business.
Reliance Capital, on the other hand, has to just 'launch' a new business. The customers will roll in almost automatically, just to check out what they have to offer this time. That is the power of the brand RELIANCE. Some of the TED members use Reliance Money - I'm pretty sure they will concur with me that 'Reliance' factor made them try out the new service.
Of course, Reliance still needs to have a solid back-end to please the customers they've got. That's the easy part. The difficult part for any new business is to get the customers in the first place - and RELCAP has got that covered. Unfair Advantage - that's what Reliance has got.
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Posted By: us121
Date Posted: 22/Jul/2007 at 3:07pm
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YOu may read the writeup ---------------- Basantji, You have great knowledge on graphology. I have been noticing many a times you type first two letters in capital, as in above sentence... Any insight on this ... your typing speaks.................... ------------- ABILITY will get u at d top. CHARACTER will retain u at d top |
Posted By: basant
Date Posted: 22/Jul/2007 at 3:54pm
No that is because my fingers work faster then my mind. The mind says take the finger off the shift key but by that time the finger has already punched in another letter.
SMartcat your point on Reliance is absolutely bang on. It does give them a head start no doubt, these days it is more powerful then the TATA brand.
But I think the agreement between the Ambani brothers have a claiuse whereby marathon Ambani can use the Reliance brand only for some years. See he has already made a new logo for himself.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: basant
Date Posted: 22/Jul/2007 at 6:25pm
While CRISIL has displayed its strong growth profile ICRA is yet to establish itself in terms of consistent growth in revenues and profits as a listed company. Also CRISIL is the leader here and its revenues exceed that of ICRA by a huge margin.
One interesting brands that will not work as much as its brand's strength from the stock market point of view is SBI. Any ideas why? My take is that SBI has reached its saturation in terms of growth and will remain a value stock and value stock by the mere definition will grow only to the extent of the undervaluation.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: deveshkayal
Date Posted: 22/Jul/2007 at 8:07pm
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RBI & Indian Railways...it doesnt get any bigger than this!!!
But both are unlisted...most of the brands i think are already discussed here...why dont contact the man who knows the Future Brands...............................................Santosh Desai ------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: basant
Date Posted: 22/Jul/2007 at 8:14pm
I hope that the country's finances do not get to the point where they have to list RBI ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: BubbleVision
Date Posted: 22/Jul/2007 at 8:38pm
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One brand, which I hope closes sooner rather than later is "Pan Parag". I dont want "Pan Parag" or "Tulsi Zarda" in India in 2010. I know Kothari Products will not agree with me. ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: smartcat
Date Posted: 22/Jul/2007 at 10:18pm
Bubble, watch where you are going. You just stepped on cow dung :)
Gentleman: Loan? You want a loan?
Me: No, No. I want a credit card. Do you have the application form?
Gentleman: Saar, credit card is like a loan. We don't have the form with us.
Me: Oh ok.
Gentleman: Go to ICICI Bank. They give credit cards quickly.
Me:
 |
Posted By: India_Bull
Date Posted: 22/Jul/2007 at 3:43am
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SBI is still like a metergauge train in the age of bullet trains !!
I have similar experiences with SBI (I am working with Pvt company so you know they wont even allow me to fill up any application form !!)
Its not that the people are dumb etc, but there is a complancey in Govt sector and organisations like SBI, LIC etc people are still not ready for the change unless someone threatens them with job losses to improve !!
------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: xbox
Date Posted: 22/Jul/2007 at 5:25am
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people are still not ready for the change unless someone threatens them with job losses to improve !!
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Excellent point Sandeep jee. All world lives the same way.  ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: vip1
Date Posted: 22/Jul/2007 at 10:40am
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Gentleman: Go to ICICI Bank. They give credit cards quickly.
Me:
 Samir Arora said that one should get into sectors where private competition will take away the Market share from these PSU's , but as you rightly point out these banks themseves have these signboards .
"Jaldi Hai to ICICI and HDFC Bank just 50 metres to our LEFT and Right "
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Posted By: tyler_durden
Date Posted: 23/Jul/2007 at 7:39pm
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cant even threaten them .... public sector employees give a sh*t to job security bcos they kno ..nobody can take that away from them.....
thats the reason sbi trades at a discount to icici/hdfc ------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: basant
Date Posted: 23/Jul/2007 at 8:03pm
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The biggest brands were in the PSU's DD, AirIndia are all a result of what inefficiency can do to a business. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: SORUB
Date Posted: 19/Dec/2007 at 7:38am
king fisher is a good brand,all depends on the king of good time  ------------- K.I.S.S(keep it simple silly) is the most easy management formula i ever came across!!! but it is very hard to follow!!! |
Posted By: gcpradhan1
Date Posted: 19/Dec/2007 at 10:35am
 ------------- Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years - Buffet |
Posted By: SORUB
Date Posted: 19/Dec/2007 at 11:28am
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i like sun t.v and landmark....any views on sun t.v basanthji? ------------- K.I.S.S(keep it simple silly) is the most easy management formula i ever came across!!! but it is very hard to follow!!! |
Posted By: kulman
Date Posted: 19/Dec/2007 at 11:51am
Luckily.... such things do not happen to Market CAP, or do they? ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 20/Dec/2007 at 12:27pm
Sun tv is a huge brandd and a great business just that valuations and family feud are some concerns. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: SORUB
Date Posted: 20/Dec/2007 at 1:36pm
i have bought sun t.v in a very small quantity,thinking of buying at lower levels.they have good programs expecially chutty t.v(kidz channel)...its a hit with the kids and its in local language...and they are opening new FM stations  ------------- K.I.S.S(keep it simple silly) is the most easy management formula i ever came across!!! but it is very hard to follow!!! |
Posted By: Ajith
Date Posted: 20/Dec/2007 at 1:44pm
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I think Jockey is going to get a good share of the innerwear market now mostly unorganized. Nestle will do well as people become richer. MRF,Godrej ,Dabur, Emami ,Parachute Fevicol ETC are great also because they are Indian-owned. ------------- Ajith |
Posted By: getmanoj
Date Posted: 20/Dec/2007 at 2:34pm
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Just adding to the list: NDTV : Whenever i talk to any of my friends about news channel, they all say that this is the ONLY available "NEWS" channel in India. rest are "gossip" or "page 3 " channels. And i always agree with them. Few years back it was "AAJ TAK". Can we think of "YashRaj Movies" as a brand? No doubt, it has a very big appeal. manoj |
Posted By: basant
Date Posted: 20/Dec/2007 at 3:01pm
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Onr person working in the more glamorous rival 18 company conceeded that NDTV was a school for young journalists.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: furkanalam
Date Posted: 20/Dec/2007 at 4:02pm
| But i think after the launch of CNN-IBN ......NDTV is no more the best news channel.....I really like the content of CNN-IBN..... |
Posted By: Ajith
Date Posted: 20/Dec/2007 at 4:10pm
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I think as a (small-sized) shareholder for 2 years ,NDTV can only improve hereon.
------------- Ajith |
Posted By: omshivaya
Date Posted: 20/Dec/2007 at 6:20pm
Off late, I have seen the appearance of NDTV has become better. But, IBN still has a more professiOnal image. Citizen Journalist rocks. They should try to bring more viewer-interactive content, something which runs 24X7 like news. CJ is only one which currently fits that bill.
Also, IBNLIVE still has way to go to comepete with NDTV's two programes, which I feel has a very strong brand of their own:
1) We the People
2) Big Fight
If CNN can truly beat these two programmes of NTDV, everythIng else is alreAdy there in IBN. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: Vivek Sukhani
Date Posted: 03/Feb/2008 at 8:53am
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Although a lot is being said about Colgate being past its prime, the brand ratings totally tell it otherwise. No one and I repeat no one can beat Colgate, not even the HUL's Pepsodent/Close-Up or the indian company's Neem, Amar, babool and whatever non-sense you have. You visit any mall, and see the coverage Colgate has in terms of space and compare it with Himalaya, Dabur, marico, pepsodent and close-Up, Babool, Amar etc etc.
Similarly, look at nestle's coverage....people use the term Maggi for noodles and the biggest evidence of the strength of the brand when its name starts becoming generic for the product. How many people say, get me a adhesive, most of them say get me a fevicol. Horlicks' coverage is again mindblowing, although Bournvita and Complan shout a lot more.
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Posted By: johnnybravo
Date Posted: 03/Feb/2008 at 10:17am
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Agreed Vevikji, But toothpastes, soaps, detergents and shampoos have become more of a commodity. I mean what innovation have the providers of these companies carried out in the past 25 years. A toothpaste still remains a toothpaste (with x chemical, y flavor and z taste). Same goes for soaps. Sometimes, I am shocked to see the kind of money these companies spend on marketing and advertisements. 7 out of every 10 adds belong to them! What people fail to understand is: "sabun se Nahana is more important than kyon se sabun se nahana". Coming back to the brand discussion, colgate might be a big brand, but i doubt, whether it carries a huge brand recall/loyalty. ------------- Saab Moh Maya hai! |
Posted By: Vivek Sukhani
Date Posted: 03/Feb/2008 at 10:36am
| Strongly Disagree........does anyone talk about RBI, ICRA, LIC or pantaloon or HDFC on being asked which brands they fancy the most? If you ask me my most favorite brand, it will always be Horlicks for my day begins with the horlicks biscuits. Next will come dettol. Brand recall will be very high for consumer non-durables. So, soaps, toothpastes, biscuits, food items will have extremely strong recalls. Now, how much that translates into money???? And over there, I see the potential is very immense. We will make a dent by both killing the competitors as well as increasing the reach/penetration. |
Posted By: chetan
Date Posted: 22/Feb/2008 at 3:29pm
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APPOLLO HOSPITAL This is one of the largest brand and player in the healthcare sector. Ask any lay man for speciality medical treatment 90% wont be able to recall anything else .This brand and trust associated with it has been built in 25 years. ------------- SUCCESS IS THE ABILITY TO BE GOOD ON YOUR OWN TERMS-CHETAN |
Posted By: romanov
Date Posted: 25/Feb/2008 at 11:27am
It's intresting how two people perceive a same set of event very differently,Their are lot of sectors(all Public oriented enterprises) lacking to Dominate the Private markets only because of lack of Technological prowess.
For example ,,,I consider issuance of Credit Cards easily, to be an extremely bad Banking practice on ICICI's part...and at the same time I understand that trust commanded by SBI is 100 times greater than any Private bank.......Now consider what's ailing the SBI bank..among plethora of other things ...it's Technology which will eventually iron out all these bugs from an efficient functioning...what remains is matter of time...which should not be an issue for Long term investor.
Lessons learnt : Focus on IT players who are capable of catering to these Public organizations(Banking Sectors..with time their Demand and value will increase).
Focus on Organization..which command trust(there is always an inherent difference between Trust and Popularity) but lack efficiency..Efficiency will come(It's Inevitable..10 years from now we will be surprised to inclusion of Technology in our day-2-day life)
ICICI bank is surely not the one which commands Trust..however it's headstart will keep it ahead for some time.
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Posted By: dhanaji
Date Posted: 01/Mar/2008 at 10:12am
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Basant sir,
What do u think of VIP in luggage and RAYMOND in textile.
All other listed companies with having good brands and are discovered by market even raymond. but VIP is not...your views pls. ------------- dhanaji |
Posted By: basant
Date Posted: 01/Mar/2008 at 11:08am
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I liked thair advertisements but as stocks I am not bullish on them. Not sure of the growth in these two companies. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: stocktin
Date Posted: 10/Mar/2008 at 3:05am
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Basantji,
Would you consider new products like Ethanol additives and biodiesel as potential future brands? And Praj and Tata Chemicals and their investment in Sweet Sorghum for a pilot plant? The fact that Tatas, RJ and Vinod Khosla have invested in Praj? That Praj is now making plants in Brazil and working on projects with the Philipines Government. Are the products too complex and long drawn to be consdered future brands? Can anyone give any information? Regards, ------------- taggy |
Posted By: basant
Date Posted: 10/Mar/2008 at 8:50am
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While we cannot predict how far stocks can go but the Praj story has been around for mroe then 3 years now.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: tigershark
Date Posted: 11/Mar/2008 at 3:31pm
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i dont see praj becoming a brand larsen is not a brand nor is bhel but both do a great job.asof today praj has rs 900crs of orders in hand to be executable over a 12month period.their margins are in the 20% range.the world will continue to search for alt sources of fuel. ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: Janak.merchant1
Date Posted: 11/Mar/2008 at 4:42pm
I agree with you abt Colgate and Nestle and Pidilite.
Best wishes ------------- I love my money, not my opinion. So i am ready and willing to change my opinion for the sake of protecting my money. |
Posted By: Ajith
Date Posted: 11/Mar/2008 at 5:08pm
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Vivekjee's assessment is perfect.Colgate,Maggi and Pidilite have become generic. Soon some of the biggest brands in India will emerge from the the world of internet. ------------- Ajith |
Posted By: Vivek Sukhani
Date Posted: 11/Mar/2008 at 8:49pm
| Although, they dont become generic names , but sometimes product connected directly and indirectly with Autos assume an ionic status. Something like a Harley davidson. We dont have many Powerful brands connected with Autos over here, but in other places, they are surely very big brands. |
Posted By: Ajith
Date Posted: 11/Mar/2008 at 8:44am
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You are right.Not generic but in the nature of generic if the companies keep on making the effort.Top Ramen(I prefer it) is clearly as good a product but all the shelf place is with Maggi.We clearly agree. HDFC is a great brand nameeand HDFC Bank will therefore attract customers on name alone. ------------- Ajith |
Posted By: gopal
Date Posted: 12/Mar/2008 at 8:58pm
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what about the newly running metro system ......
today in TV there was news that they are going to run animated advertisements through out there tunnels for which they are now installing special lights & equipment so that passengers when they stare out of the windows will be blasted by these adverts ......
they are demanding a high premium for these in tunnel spots since they say that in running metro train the passenger will get much greater exposure to advert then in normal situation and also he can not avoid seeing them ........
news is that kotak is ready to shell out more money to get maximum animated adverts in this .......
Further to this they will now charge more for banners & hordings near escalators, token windows, entry & exit points ...
If they charge so much for advert I think that soon this side income would start to contribute a high percentage of profit too ...
feedback & comments plz ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: nitin_jagtap
Date Posted: 12/Mar/2008 at 9:20pm
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In this regard ...it would be nice to have Parle list Bisleri ...as of now pure water means Bisleri ...just as Photocopying means Xerox....though we have many players. ------------- Warm REgards Nitin Jagtap |
Posted By: stocktin
Date Posted: 12/Mar/2008 at 11:59pm
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"Brands and creative capitalism"
At the recent annual World Economic Forum, Davos, the redoubtable Bill Gates spoke of “creative capitalism”—an approach where governments, businesses, and nonprofits work together to stretch the reach of market forces so that more people can make a profit, or gain recognition, doing work that eases the world's inequities. There is an increasing recognition and acceptance of this new and more complex definition of business. And at a different level, it could be the harbinger of a new way of building sustainable brands and corporations. Unilever group has a tool called ‘Brand Imprint’ that essentially requires the company to qualify and quantify the impact that its brands have – emotionally, socially, physically, spiritually, intellectually and environmentally. It’s like a tool to figure out if there is a holistic contribution towards bettering of the communities being served. This recognition is not based on a sense of charity alone, it could actually mean reaching out to a new market that was largely untapped, but has much potential. More often than not, market forces fail to make an impact in many segments not because there's no demand, or because money is lacking, but because not enough time, effort and resources, are spent studying the needs and limits of those markets. True, in the current scenario, this may sound like one of those management principles, which has a place in the CEO speeches, union budgets and marketing books only, but, at a deeper level and if practiced genuinely, it could actually be the way forward for many sagging brands’ future and fortunes, as it could show a new market with untapped demand. That there’s wealth at the bottom of the pyramid, nobody doubts, and it has been brought to the fore by C K Prahalad in his bestselling ‘The Fortune at the Bottom of the Pyramid’. Companies are recognising the needs of that largely unserved market and its consumers, and looking at serving it innovatively. Innovation could take many forms, from the model of co-operative and inclusive growth that is followed by companies like Amul or SEWA, to Hindustan Unilever’s Project Shakti, which is a unique programme that provides micro-enterprise opportunity to rural women in remote villages, making them entrepreneurs and in the process increasing the company’s rural reach phenomenally. Or it could be distribution and packaging-led innovations like Hindustan Petroleum’s low-cost rural pumps called “Hamara Pump”, to the pastes and shampoos being sold in smaller amounts in sachets, both for value and convenience. What Dr Mohammad Yunus has done with the Grameen Bank in Bangladesh and elsewhere, is a classic case and a successful way of doing banking with the bottom of the pyramid, with an entirely different model. His innovative way of doing banking for this stratum of society and yet managing to remain profitable, keeping the default-rates minimal, has been feted globally, even fetching him the Nobel Prize. Since then, many others have taken the cue. The importance of microfinance and the strategies adopted by many banks such as Citigroup, ICICI, HSBC and Barclays, among others, to reach the remote masses, is a case in point. As Gary Hoffman, vice chairman, Barclays Bank Plc, UK, addressing a CII-forum said, “Developing responsible business is not about philanthropy but an opportunity for the financial industry, the government and the social sector to meet the needs of the masses together.” Bottomlines are no more uni-dimensional and financial alone. Increasingly, the CEOs of corporations are talking a new language of growth that is inclusive, marketing that is reaching out to various levels and bottomlines that are taking into account all the stakeholders. The power of technology and specifically, internet, has made it imperative for companies to think like corporations and act responsibly, by doing business in a manner that recognises the role of the various stakeholders of the business, and not of shareholders alone. Convergence is no longer a media and entertainment-restricted phenomenon, but is having far-reaching and long-lasting ramifications on businesses and the way they are conducted across categories. Companies can no longer afford to assume their market being the one which they might be serving at that given time, for technically the world is the market, if not direct then as an indirect consumer base of tomorrow, if not today. For instance, Wal-Mart is grappling with the image-beating that the brand has taken, owing to its business practices in certain markets, and the impact felt is global. Today brands are seen as good or bad, responsible or irresponsible, irrespective of the geographies and the markets. Finally, marketing and brand-building is about having a good image and the recognition as a responsible corporate, and tangible profits may not always be possible or be the prime motive when business tries to serve the very poor. The benefit in such cases is often intangible and non-quantifiable in nature, but it’s of immense value and long-lasting. This recognition enhances a company's reputation, makes a case for the company and its brands by appealing to customers and ultimately, makes the company seen as a responsible corporation. And that would be the biggest benefit of the creative capitalism, or whatever name this new way of doing business could be addressed by. THIS ARTICLE APPEARED IN TODAY'S HINDUSTAN TIMES My point is: So do we now look for products which necessarily reach the bottom of society? Look for brands which serve not "the exclusive" but "the all inclusive". ------------- taggy |
Posted By: stocktin
Date Posted: 12/Mar/2008 at 2:55am
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In continuation, is something like Cipla with cheaper AIDs drugs for Africa and Asia one such potential brand trying to reach the masses? Can TEDies come out with a few more? Any of our banks trying micro-finance? ------------- taggy |
Posted By: subu76
Date Posted: 29/Mar/2008 at 2:37pm
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Adding some more brands which i could think of...not sure about the stock potential though
-Eureka Forbes
-Balaji Telefilms
-Monsanto
-Asian Paints
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Posted By: MuKeShHaRlAlKa
Date Posted: 31/Mar/2008 at 7:08pm
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Nestle(maggi & nescafe) is there to stay even after years. I personally like maggi too. i havent seen any kid who doesn't like maggi and i havent seen any coffee-taker who doesnt like nescafe. in the past maggi has edged out many competetors like Top Ramen etc while Nescafe has edged out many like BRU etc. these are signs of strong brands with strong moat. one important thing about maggi & nescafe is that you can have them many times in a day which is not the case for something like Colgate & fevicol.Warren Buffet chose coco-cola because u can have cola as many times u like in a day. u never get bored of it. since nescafe has established its brands, it doling out differnt varities of its products to capture market share. also one thing which i noticed about maggi is that it has been able to maintain its moat without increasing the price( i dont remember when was the last time nestle raised the price of maggi maybe 6-7 years back ------------- In Cricket & Stock Markets, everyone seems to be an expert but only a few really are. |
Posted By: Mahidhar
Date Posted: 06/May/2008 at 11:19pm
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Asian paints is my brand name
------------- Good company business are simple to understand and hard to replicate. |
Posted By: India_Bull
Date Posted: 06/May/2008 at 2:53am
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Bisleri-- ( there may be hundreds of mineral water companies but they are known as Bisleri !!) Terrific Brand. Just dont know when Mr Chauhan sells it. Titan-Another Terrific Brand Ryamonds- Good Brand but dont know abt whether it gave anything to shareholders !! Vimal- Once upon a time it used to be a strong brand Pantaloons/Big Bazzar- Superb Brand ------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: Vivek Sukhani
Date Posted: 06/May/2008 at 7:58am
In case you are bullish on Bisleri, you may look at a company called Orient Beverages. hey have exclusive distribution rights of Bisleri for the states of West Bengal, Jharkhand and Orissa.
the stock trades at just a little over 4 times its reported EPS for 2007-08, is available at 20-25 p.c. to its book-value.
However, this stock is not a dividend paying stock till now. The quality of asset is quite poor. And is also into real estate business and derives a very steady rental income
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Posted By: mahesh004
Date Posted: 07/May/2008 at 6:22pm
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How about Radio Mirchi from ENIL. Bulls of radio business will agree on that...
Also ACT II pop corn brand....It is world wide leader.
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Posted By: subu76
Date Posted: 07/Oct/2008 at 2:12am
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Assuming that a brand investor went with stocks in this thread blindly here's how he would have done over the last 2 years.
Wish i could generate 5 years data as well.
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Posted By: basant
Date Posted: 07/Oct/2008 at 5:44am
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Very interesting analysis but the sensex is nearing or rather broken its 2 year low and several of these are midcaps which fall hareder then the market and rise faster then the same depending on the tide.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: subu76
Date Posted: 07/Oct/2008 at 10:22am
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For the midcaps in the list i wish I had easy access to 5 year data.
I think folks who were in these over 5 years would have still been quite
+ve. |
Posted By: praveen
Date Posted: 08/Oct/2008 at 5:49pm
You can visit Bloomberg.com and find easily find 5 year charts.
I would love to see that comparision over 5 years.
Also please add VIP industries to the list. Once last month while on the Mumbai airport, waiting for my luggage I was counting for recognized brands of luggage. Samsonite & VIP were almost equal in counts and at top of the heap. I didn't recall any other brand even at 25% of the counts.
Rergards,
Praveen ------------- The quest for knowledge is a never ending Journey |
Posted By: subu76
Date Posted: 20/Oct/2008 at 2:09am
| Can't forget Rayban in this list. |
Posted By: sureshbazi
Date Posted: 16/Jul/2009 at 7:12pm
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"BATA" is left out which is house hold name in India. especially in rural most of the people use only BATA. ------------- 'It is only when you combine sound intellect with emotional discipline that you get rational behavior.' – WB. |
Posted By: mxf3f983
Date Posted: 30/Jan/2013 at 12:54pm
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le salarié est déclaré inapte. Sauf dans le cas où le maintien du salarié à son poste de travail entraîne un danger immédiat pour sa santé ou sa sécurité ou celles de tiers, le médecin du travail doit procéder à une étude du poste et des conditions de travail dans l'entreprise et confirmer l'inaptitude lors d'une seconde visite espacée de deux semaines (article R.4624-31 du code du travail), http://www.guidedumobilhome.com/sitesmap.asp - abercrombie france . Si le salarié est déclaré inapte à reprendre l'emploi qu'il occupait précédemment, l'employeur est tenu de lui proposer un autre emploi approprié à ses capacités, compte tenu des conclusions écrites du médecin du travail.
Je me souviens très bien de notre première rencontre, toi et moi. J'avais cinq ou six ans, je ne savais pas encore lire. Un appartement haussmannien où il faisait toujours froid. Car oui, le drame est bien là, http://www.guidedumobilhome.com/sitesmap.asp - abercrombie , omniprésent. Difficile de croire que l'écrivain ait choisi un tel chemin pour son héroïne, à nous fendre le coeur, tellement ce traitement fait est osé et rare. On ne peut rester indifférent face à une telle épreuve. Nous en sommes donc désormais officiellement à plus de 26 millions d'euros. alors qu'on ne voit pas encore les fondations du bâtiment ! Un vote a suivi la présentation, http://www.guidedumobilhome.com/sitesmap.asp - abercrombie soldes . Signalons que sur 45 conseillers, 38 étaient présents, 5 des 7 absents ayant donné une procuration de vote. Il existe, au Japon bien entendu, peut-être quelques rares exemplaires de l'époque, mais là je n'en suis même pas sûr. L'important, c'est les messages que délivre le livre, et plus important encore, l'application de ces messages, ce qui là est une autre histoire. Ces infos viennent du célèbre historien et pratiquant de bujutsu, l'américain Donn Draeger. La planche de montée en sensibilité devrait apporter une réponse. Les Jpeg sont très traités, à l'habitude de Sony, mais le résultat est flatteur : le lissage est limité jusqu'à 3200 ISO et les images à 6400 ISO sont encore utilisables. Le G1 X fait logiquement un peu mieux, mais les Nikon 1 ne fournissent pas vraiment de meilleurs Jpeg malgré une densité de pixels inférieure de moitié..Related articles： http://mediaspecialistsinc.com/node/238677 - Et un dernier que j'aime également beaucoup http://lotuschinesecresteds.com/forum/viewtopic.php?f=8&t=151979 - après quinze jours d du film http://law.uniten.edu.pl/index.php?title=User:Pwfs659zm#Pour_ce_qui_est_des_ennuis_de_m.C3.A9moire - Pour ce qui est des ennuis de mémoire |