Excellent approach shared by @BaigShayan1234

👉 Here is what years back i shared with someone when #NESTLE #NATF was being preferred over #COLG being part of chemical sector. 

May help many readers to take this interesting analogy for their future conclusions/ researches:-

Someone just gave a call for #NESTLE without any rationale so here is how i approached:-

👉 What make you think it will do good in future 🤔
In last five years sales grew only 25% & profits almost 23% wherein real return was negative.
In 2018 it was earning 80% more than today 

👉🏻 Each & every shop in nook & hook is having some Nestle products places so don't think can find more places to accommodate 
👉🏻 Size grown to a level where only it will keep on meeting demand & growth will be seen as increase in population & urban influx (Means pegged with GDP size almost)
👉🏻 Pricing power lost due to alot of local players which will easily grab market share
👉🏻 Distribution cost is more as compared to local competitors especially in dairy segment 
👉🏻 FFL share in market increasing so as FCEPL muscling a/w small players PREMA ADAMS Sharkarganj Gourmet Anhaar etc
👉🏻 Chocolate segment losing share due to alot of reasons, Inflation, health & awareness, 🇵🇰  temperature increasing preserving costs etc
👉🏻 Same goes for cereals & food secror

♦️😔😔 In short if Pakistan per capita GDP doesn't improve & people especially middle class suffer more & more you will see people going back to basics & simplified lifestyle within means 
😬😬 same were my thoughts when year back someone asked for NATF so my question was ho much more it can grow almost every household of Pakistan using it moreover local players & shan not giving it space in Karachi & exports to Canada ME are low.... 

Can discuss for a day & Night