External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Thematic (Sector/Industry)

<ul><li>AxisTop Picks basket delivered impressive returns of 46% in FY24, against the 28.6% return posted by the benchmark Nifty 50, implying a commendable outperformance of 17.5% over the benchmark.</li><li>On a YTD basis, this basket advanced by 6% vs. the Nifty returns of 2.7% for the same period.</li><li>We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 263% since its inception (May’20), which stands well above the 141% return delivered by NIFTY 50 over the same period. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

AxisTop Picks basket delivered impressive returns of 46% in FY24, against the 28.6% return posted by the benchmark Nifty 50, implying a commendable outperformance of 17.5% over the benchmark.On a YTD basis, this basket advanced by 6% vs. the Nifty returns of 2.7% for the same period.We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 263% since its inception (May’20), which stands well above the 141% return delivered by NIFTY 50 over the same period. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Top Picks for the Month of April 2024

Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst, Event-driven

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, 100, and 200 Indices in the June 2024 index rebal event.</li>
<li>As things stand, there could be one index change for the SENSEX index but there is room for these names to change during the remainder of the reference period.</li>
<li>Separately, there could be five ADDs/DELs for the BSE 100 index and six ADDs/DELs for the BSE 200 index.</li>
</ul>


In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, 100, and 200 Indices in the June 2024 index rebal event.
As things stand, there could be one index change for the SENSEX index but there is room for these names to change during the remainder of the reference period.
Separately, there could be five ADDs/DELs for the BSE 100 index and six ADDs/DELs for the BSE 200 index.


Quiddity Leaderboard BSE/​​​​SENSEX Jun 24: Who Will Replace Wipro?

<ul><li>Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Feb’24.</li><li>Calls that successfully achieved their target were Coal India (10%) and ACC (10%) Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in the last one year, beating the benchmark Nifty 50 index (27% return over the same period) by a wide margin.</li><li>In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal India (7.4%), TVS Motor (7.2%), and Lupin (7.1%). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Feb’24.Calls that successfully achieved their target were Coal India (10%) and ACC (10%) Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in the last one year, beating the benchmark Nifty 50 index (27% return over the same period) by a wide margin.In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal India (7.4%), TVS Motor (7.2%), and Lupin (7.1%). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Research Scorecard Report for Feb 2024

<ul><li>Axis Top Picks basket delivered impressive returns of 46% in the last one year, against the 27% return posted by the benchmark Nifty 50, implying a commendable outperformance of 19% over the benchmark.</li><li>In Feb’24 (Since 2 nd Feb’24), the basket inched up further by 1.8%.</li><li>We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 264% since its inception (May’20), which stands well above the 137% return delivered by NIFTY 50 over the same period. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Top Picks basket delivered impressive returns of 46% in the last one year, against the 27% return posted by the benchmark Nifty 50, implying a commendable outperformance of 19% over the benchmark.In Feb’24 (Since 2 nd Feb’24), the basket inched up further by 1.8%.We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 264% since its inception (May’20), which stands well above the 137% return delivered by NIFTY 50 over the same period. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Hindalco’s Indian operations delivered robust performance.</li><li>Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream Aluminium and copper division.</li><li>Nalco reported a strong set of numbers with Revenue/EBITDA/PAT beating ours and consensus estimates. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindalco’s Indian operations delivered robust performance.Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream Aluminium and copper division.Nalco reported a strong set of numbers with Revenue/EBITDA/PAT beating ours and consensus estimates. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Top Sector Ideas - Metals and Mining Q3FY24

India

Coal India Limited produces and markets coal and coal products, as well as provides related consulting services.

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Coal India Ltd (COAL IN)

Axis Top Picks for the Month of April 2024

AxisTop Picks basket delivered impressive returns of 46% in FY24, against the 28.6% return posted by the benchmark Nifty 50, implying a commendable...

Axis Direct

Quiddity Leaderboard BSE/SENSEX Jun 24: Who Will Replace Wipro?

I see Wipro as a high conviction DEL for SENSEX in June 2024 but there are questions marks over who will replace Wipro as size-based rankings and...

Janaghan Jeyakumar, CFA

Axis Research Scorecard Report for Feb 2024

In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal...

Axis Direct

Axis Top Picks - Mar 2024

We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 264% since its inception (May’20), which stands...

Axis Direct

Top Sector Ideas - Metals and Mining Q3FY24

Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Axis Top Picks for the Month of April 2024

AxisTop Picks basket delivered impressive returns of 46% in FY24, against the 28.6% return posted by the benchmark Nifty 50, implying a commendable...

Axis Direct

Quiddity Leaderboard BSE/​​​​SENSEX Jun 24: Who Will Replace Wipro?

I see Wipro as a high conviction DEL for SENSEX in June 2024 but there are questions marks over who will replace Wipro as size-based rankings and...

Janaghan Jeyakumar, CFA

Axis Research Scorecard Report for Feb 2024

In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal...

Axis Direct

Axis Top Picks - Mar 2024

We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 264% since its inception (May’20), which stands...

Axis Direct

Top Sector Ideas - Metals and Mining Q3FY24

Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream...

Axis Direct

Quiddity Leaderboard BSE/SENSEX Jun 24: Who Will Replace Wipro?