External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen in Q3FY24</li><li>While urban markets continue to outgrow rural markets, price rollbacks on softening commodity inflation have aided the narrowing of the gap</li><li>Nonetheless, we expect a gradual recovery in CY2024, led by (1) moderating inflation, (2) government spending, (3) a positive outlook for rabi crop harvest, (4) conducive consumer pricing across categories, and (5) expectation of normal monsoon</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.

Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen in Q3FY24While urban markets continue to outgrow rural markets, price rollbacks on softening commodity inflation have aided the narrowing of the gapNonetheless, we expect a gradual recovery in CY2024, led by (1) moderating inflation, (2) government spending, (3) a positive outlook for rabi crop harvest, (4) conducive consumer pricing across categories, and (5) expectation of normal monsoonContent 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.

FMCG/Alco Bev & QSR - Challenging Demand Environment

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>ICICI Securities research report onMarico Over the last few years, Nestle and Jyothy Labs delivered volume outperformance thanks to activating the sales growth vector effectively (numeric distribution expansion and improved line selling).</li><li>Marico, with its new urban distribution (expansion) strategy and likely outperformance in D2C brands, has material potential to outperform in FY24-26E.</li><li>Apart from this, it is focusing on improving distributor ROI, better credit terms, range, assortment, etc.</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.

ICICI Securities research report onMarico Over the last few years, Nestle and Jyothy Labs delivered volume outperformance thanks to activating the sales growth vector effectively (numeric distribution expansion and improved line selling).Marico, with its new urban distribution (expansion) strategy and likely outperformance in D2C brands, has material potential to outperform in FY24-26E.Apart from this, it is focusing on improving distributor ROI, better credit terms, range, assortment, etc.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.

Marico - Acceleration in Diversified Portfolio While Core Stabilises

External broker reports(aggregated public sources), Axis Direct

Axis Direct

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

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Mar’24.</li><li>Calls that successfully achieved their target were P I Industries Ltd (11%)</li><li>Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in FY24, beating the benchmark Nifty 50 index (28.6% return over the same period) by a wide margin. </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 Mar’24.Calls that successfully achieved their target were P I Industries Ltd (11%)Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in FY24, beating the benchmark Nifty 50 index (28.6% return over the same period) by a wide margin. 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 March 2024

<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

<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.

India

Nestle India Ltd. manufactures brand name milk products and other food products. The Company's products include Everyday dairy whitener, milk powder and ghee, Milkmaid sweetened condensed milk and Cerelac weaning foods. Nestle's beverages include Nescafe and Sunrise coffee and Nesfit enriched glucose powder. Nestle also manufactures Maggi noodles, soups and sauces.

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Nestle India (NEST IN)

FMCG/Alco Bev & QSR - Challenging Demand Environment

Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen...

HDFC Securities

Marico - Acceleration in Diversified Portfolio While Core Stabilises

ICICI Securities research report onMarico Over the last few years, Nestle and Jyothy Labs delivered volume outperformance thanks to activating the...

ICICI Securities Limited

Axis Research Scorecard Report for March 2024

Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Mar’24. Calls that successfully achieved their target were...

Axis Direct

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

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

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