No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Tuesday, October 28, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

long-term investment strategies: Are fertilizer and QSR stocks poised for a comeback? Neeraj Dewan answers

by TheAdviserMagazine
5 months ago
in Business
Reading Time: 4 mins read
A A
long-term investment strategies: Are fertilizer and QSR stocks poised for a comeback? Neeraj Dewan answers
Share on FacebookShare on TwitterShare on LInkedIn


“Fertilizer sector is definitely a long-term space to be invested in, but it is important at what price you enter. You should enter into these stocks when no one is talking about it and the stocks correct 10-15%,” says Neeraj Dewan, Market Expert.Want to get your sense on the QSR space that we have seen. It has been an unexpectedly good quarter coming in for QSR. If you talk about select companies like Jubilant has done well, Westlife has done pretty decently. Yesterday, we had numbers for Restaurant Brands Asia also they have also done very well. So, seems like there has been a recovery both in the delivery and dining segment. What are you making of this sector? And do you believe that now this is time for a turnaround for QSR because it has been absolutely lacklustre for the past couple of quarters?Neeraj Dewan: Yes, actually, there has been disappointment earlier from the QSR segment. A lot of these companies had corrected and they had not done well, but because of the inflation scenario, inflation is also coming down and it is staying low, so that scenario should continue for some more time and we have seen some demand pickup happening for these companies so that should continue for some time more because of the raw material cost pressure coming in control, but I do not have any specific buy or exposure in the sector, but according to my understanding after seeing the Jubilant Food result, I am positive that this trend should continue for the next couple of quarters at least. Let me get your view on fertiliser space because we tend to only speak about this sort of a segment or the space just in the run-up to budget because everyone is hoping that there would be some subsidy announcement from the government or we talk about the fertiliser space just in and around the monsoon season. Do you think that this one is a long-term investment opportunity or given the fact the volatility and the regulations that surround it, it is a very dicey sector to be invested in.Neeraj Dewan: Yes, it is definitely a long-term space to be invested in, but it is important at what price you enter. You should enter into these stocks when no one is talking about it and the stocks correct 10-15%.

You do not see major corrections also happening in fertiliser space because our country this is a very important space and the demand picks up around this monsoon time and before the budget is definitely more of speculative buying, some returns expected because of the subsidy announcement but around the monsoon the pickup happens because demand also picks up now and then going ahead with the kind of monsoon forecast we have demand should pick up and there will be a strong demand for the space and the prices in the stocks will also reflect that.

Though because of the international prices going up if government also gives some subsidy to cover the companies from the additional pressure which may happen in the margin, that will also be somewhat positive for the companies. So, it is a long-term investing sector, but one needs to be very careful what stock, at what prices you enter once you make a long-term investment.

Live Events

Let me get your view on the OMC space because that entire space was quite heated up given the fact that you saw the sharp drop in crude oil prices, everyone started putting focus on the OMCs, there was also the dollar drop also that actually came by along with it, that also boded well. What is your take now for the OMCs? If you are actually trying to gauge this one on a longer-term structural story, do you think it really makes sense?Neeraj Dewan: If one is invested, one should stay invested because the momentum is strong and there is very good possibility that the oil prices will stay low and may drift a little lower from these levels also. So, it is a momentum play which one should stay invested. As far as the long-term structural story is concerned, I am not too sure of that because somewhere down the line even domestically prices need to trend low as far the petrol prices or the diesel price are concerned at the petrol pump, so that may also have some impact whenever it happens. But for the time being one can stay invested with the momentum still looking strong.Just want to get your sense on Eternal. Now, this stock has been in focus ever since its earnings, that day when the numbers were slightly tepid, you had the stock that went up, ever since then that stock has been consolidating. We now have news flow on this stock that the shareholders have approved for the 49.5% stake when it comes to that cap on foreign ownership. Tell us how if at all this could have any ramification on the stock considering that now this is largely going to be DII owned and what is the outlook going ahead for Eternal? Also, if you compare it at par with Swiggy, it has been doing comparatively better. So, what is the take on Eternal?Neeraj Dewan: Last results were pretty disappointing and the news flow is also not very positive. The kind of capex that is being put behind the quick commerce is too high and that is something where a lot of competition is also going to come their way.

So, I would rather than the news flow regarding the DII ownership, I would focus more on the business where I feel there is strong competition which is going to come their way. So, one needs to be really careful at what price you get into this because right now it is more of a wait and watch and see, if the internals improve, if the numbers improve going ahead. So, I would rather see couple of more quarters to see what is the trend which is happening, the kind of growth that we are expecting from the quick commerce will that continue or not, so that is what is important to watch. So, it is more like a wait and watch for now.



Source link

Tags: AnswersComebackDewanfertilizerInvestmentLongTermNeerajpoisedQSRstocksStrategies
ShareTweetShare
Previous Post

Gold Price Prediction: Gold prices off Rs 6,500 from peak. Time to buy now?

Next Post

Latam Insights Encore: Meliuz Case Developing—Is There Demand for a Latam-Based Strategy?

Related Posts

edit post
Wizz Air uncompromising on demands for Israel hub

Wizz Air uncompromising on demands for Israel hub

by TheAdviserMagazine
October 28, 2025
0

Senior officials from Israel’s Ministry of Transport have traveled to Hungary for intensive talks with top Wizz Air executives...

edit post
Trump says he is prepared to send ‘more than the National Guard’ into US cities

Trump says he is prepared to send ‘more than the National Guard’ into US cities

by TheAdviserMagazine
October 28, 2025
0

President Donald Trump told U.S. troops assembled in Japan on Tuesday that he was prepared to send "more than the...

edit post
Nokia shares jump on B Nvidia investment to grow AI networking, cloud footprint (NVDA:NASDAQ)

Nokia shares jump on $1B Nvidia investment to grow AI networking, cloud footprint (NVDA:NASDAQ)

by TheAdviserMagazine
October 28, 2025
0

BING-JHEN HONG/iStock Editorial via Getty ImagesTop chipmaker Nvidia (NASDAQ:NVDA) is investing $1B in Nokia (NYSE:NOK)—the former Finnish cellphone giant, which...

edit post
Amazon is pushing out thousands of workers into a job market that suddenly isn’t hiring

Amazon is pushing out thousands of workers into a job market that suddenly isn’t hiring

by TheAdviserMagazine
October 28, 2025
0

Amazon will cut about 14,000 corporate jobs as the online retail giant ramps up spending on artificial intelligence while cutting...

edit post
Secondary rounds in tech sector make a comeback

Secondary rounds in tech sector make a comeback

by TheAdviserMagazine
October 28, 2025
0

Secondary rounds in the tech industry - employees and founders selling shares as part of bringing new investors into...

edit post
JPMorgan boss Jamie Dimon renews return-to-office push

JPMorgan boss Jamie Dimon renews return-to-office push

by TheAdviserMagazine
October 28, 2025
0

JPMorgan Chase boss Jamie Dimon is doubling down on pushing workers back into the office despite a recent petition from...

Next Post
edit post
Latam Insights Encore: Meliuz Case Developing—Is There Demand for a Latam-Based Strategy?

Latam Insights Encore: Meliuz Case Developing—Is There Demand for a Latam-Based Strategy?

edit post
Bilawal Bhutto being used as a pawn against India? New, unexpected claims stir post-Pahalgam pot even as war fog settles

Bilawal Bhutto being used as a pawn against India? New, unexpected claims stir post-Pahalgam pot even as war fog settles

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Another Violent Outburst – Democrats Inciting Civil Unrest

Another Violent Outburst – Democrats Inciting Civil Unrest

October 24, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Wizz Air uncompromising on demands for Israel hub

Wizz Air uncompromising on demands for Israel hub

0
edit post
Estate Planning Myths That Can Haunt Families

Estate Planning Myths That Can Haunt Families

0
edit post
Dollar mixed as investors eye central bank decisions, trade talks

Dollar mixed as investors eye central bank decisions, trade talks

0
edit post
Unlocking Stock Market Success: Why You Should Embrace the Skew

Unlocking Stock Market Success: Why You Should Embrace the Skew

0
edit post
Why Republics Will Collapse | Armstrong Economics

Why Republics Will Collapse | Armstrong Economics

0
edit post
Dogecoin Price Hasn’t Begun Its 3rd Wave Yet, ATH Above alt=

Dogecoin Price Hasn’t Begun Its 3rd Wave Yet, ATH Above $0.8 Still In The Cards

0
edit post
Wizz Air uncompromising on demands for Israel hub

Wizz Air uncompromising on demands for Israel hub

October 28, 2025
edit post
Dogecoin Price Hasn’t Begun Its 3rd Wave Yet, ATH Above alt=

Dogecoin Price Hasn’t Begun Its 3rd Wave Yet, ATH Above $0.8 Still In The Cards

October 28, 2025
edit post
Trump says he is prepared to send ‘more than the National Guard’ into US cities

Trump says he is prepared to send ‘more than the National Guard’ into US cities

October 28, 2025
edit post
183 Million Credentials Stolen, Including Millions of Gmail Logins. Google Says Reports Are ‘Greatly Exaggerated.’ Are Your Details Safe?

183 Million Credentials Stolen, Including Millions of Gmail Logins. Google Says Reports Are ‘Greatly Exaggerated.’ Are Your Details Safe?

October 28, 2025
edit post
Nokia shares jump on B Nvidia investment to grow AI networking, cloud footprint (NVDA:NASDAQ)

Nokia shares jump on $1B Nvidia investment to grow AI networking, cloud footprint (NVDA:NASDAQ)

October 28, 2025
edit post
Risks, Shifts & Strategic Design

Risks, Shifts & Strategic Design

October 28, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Wizz Air uncompromising on demands for Israel hub
  • Dogecoin Price Hasn’t Begun Its 3rd Wave Yet, ATH Above $0.8 Still In The Cards
  • Trump says he is prepared to send ‘more than the National Guard’ into US cities
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.