Banks – Q2FY24 Performance Review
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment and some pick-up in the corporate segment.
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HSIE Results Daily: State Bank of India, Titan, Gujarat Gas, Relaxo Footwears, Orient Electric
SBIN’s Q2FY24 outcomes missed estimates because of lower-than-expected non-interest income and higher opex stemming from wage arrears, partly...
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Axis Research Scorecard Report for Oct 2023
Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23. Calls that successfully achieved their target were Nestle India (~10%),...
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Axis Top Picks - ‘Growth at a Reasonable Price’ – an Overarching Theme - Nov 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 25% in the last one year, beating the benchmark Nifty 50 index
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BFSI Q2FY24 Earnings Preview
The systemic credit growth (as reported till 22nd Sep’23) of ~20% YoY factoring in the HDFC-HDFC Bank merger (~15.3% YoY ex-HDFC) continues to...
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