Titan, Marico, Tata Consumer Over Paint Stocks: Morgan Stanley Picks Consumer Stocks To Watch
Titan Company is in focus.
· NDTV Profit
Morgan Stanley prefers Marico and Tata Consumer among staples, Titan in discretionary and sees near-term upside potential in Nestle India.
The analysis
Against that, the stock is -0.2% on the day at ₹4,370.00, and has returned -4.2% over three months. It sits 16% below its 52-week high. The consumer durables sector has moved -6.6% over the same period, so Titan Company is running 2.4 points ahead of its peers.
For Titan Company, the question is how much of this is already reflected in the price and how much re-rates the consumer durables peer set alongside it.
Market context
- The company directly in focus is TITAN.
- Sector exposure: Consumer Durables, FMCG.
In this story
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