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...
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India Equity Strategy: Input Cost Benefits Drive Earnings Growth, Revenue Contribution Muted
Q3FY24 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 5%/20%...
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Union Bank of India QIP - Well-Flagged and Just in Time for Index Inclusion
Union Bank Of India (UNBK IN) is looking to raise up to US$370m (INR30bn) via its QIP. In this note, we talk about the deal dynamics.
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Juniper Hotels IPO - Looks Somewhat Fairly Valued
Juniper Hotels is looking to raise up to US$217m in its upcoming India IPO. We have looked at the past performance earlier. In this note, we talk...
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Top Sector Ideas - BFSI
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment, with some pick-up in corporate lending.
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