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>Covid-19 Update: Moderation seen in the caseload across the world – The rise in Covid-19 cases across the world moderated in Sep’22 vis-à-vis previous months, providing much-needed relief from the anticipated COVID 4.0.</li><li>The large-scale vaccination drive undertaken by the Government of India picked up further pace in Sep’22 and crossed a remarkable milestone of 218 Cr (as of 28th Sep’22).</li><li>Average daily doses have moderated to 18.3 Lc/day in Sep’22 from 57 Lc/day in Nov’21 as COVID 3.0 retreated and the majority of the population is already vaccinated.</li></ul><p><em>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.</em></p>

Covid-19 Update: Moderation seen in the caseload across the world – The rise in Covid-19 cases across the world moderated in Sep’22 vis-à-vis previous months, providing much-needed relief from the anticipated COVID 4.0.The large-scale vaccination drive undertaken by the Government of India picked up further pace in Sep’22 and crossed a remarkable milestone of 218 Cr (as of 28th Sep’22).Average daily doses have moderated to 18.3 Lc/day in Sep’22 from 57 Lc/day in Nov’21 as COVID 3.0 retreated and the majority of the population is already vaccinated.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 Multi-Asset Strategy - Stay Focused on Asset Allocation

<ul><li>Axis Top Picks basket delivered flattish returns (+0.2%) in a highly volatile Sep’22 which reported a rather mixed performance across sectors and style indices.</li><li>While the NIFTY 50 index declined by over 4% during the month, our Top Picks basket outperformed the index by a superior margin, showcasing its resilience one more time.</li><li>Moreover, since its inception in May'20, Our Top Picks basket has delivered an impressive return of 143%, which stands significantly higher than the 84% return reported by NIFTY 50 over the same period.</li></ul><p><em>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.</em></p>

Axis Top Picks basket delivered flattish returns (+0.2%) in a highly volatile Sep’22 which reported a rather mixed performance across sectors and style indices.While the NIFTY 50 index declined by over 4% during the month, our Top Picks basket outperformed the index by a superior margin, showcasing its resilience one more time.Moreover, since its inception in May'20, Our Top Picks basket has delivered an impressive return of 143%, which stands significantly higher than the 84% return reported 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 - Oct 2022 - Earnings Commentary & Festival Demand to Drive the Market

Cross Asset Strategy

<ul><li>Q4FY22 is expected to be a roller coaster quarter with COVID 3.0 impacting the first month of the quarter.</li><li>However, Feb’22 witnessed some recovery as fewer fatalities revived the confidence in improving health conditions and thereby diminished the risk parameters.</li><li>OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech Mahindra</li></ul><p><em>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.</em></p>

Q4FY22 is expected to be a roller coaster quarter with COVID 3.0 impacting the first month of the quarter.However, Feb’22 witnessed some recovery as fewer fatalities revived the confidence in improving health conditions and thereby diminished the risk parameters.OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech MahindraContent 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.

Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical

Equity Bottom-Up

<ul><li>VBL delivered robust all-around performance, which was led by volume growth of 15.4% YoY and an increase in realization growth, up 5.6% YoY.</li><li>The said realization growth was led by strong growth in the international market.</li><li>The company’s International business reported 17.5% growth, thanks to the improved product mix, market share gains, and effective implementation of GTM strategy. </li></ul><p><em>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.</em></p>

VBL delivered robust all-around performance, which was led by volume growth of 15.4% YoY and an increase in realization growth, up 5.6% YoY.The said realization growth was led by strong growth in the international market.The company’s International business reported 17.5% growth, thanks to the improved product mix, market share gains, and effective implementation of GTM strategy. 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.

Varun Beverages Ltd - Strong Volume Led Growth; Maintain BUY

<div><div><div><div><ul><li>VBL is the second largest franchisee of PepsiCo in the world (outside the USA).</li><li>Products manufactured by VBL include Carbonated Soft Drinks - Pepsi, Mountain Dew, Seven Up, Mirinda; Non-Carbonated Beverages - Tropicana Slice, Tropicana Frutz; and Bottled water – Aquafina.</li><li>The company accounts for ~90% of PepsiCo’s beverage sales volume in India and present in 27 States and 7 UT. It is also the exclusive bottler for PepsiCo in Nepal, Sri Lanka, Morocco, Zambia, and Zimbabwe.</li></ul></div></div></div></div><p><em>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.</em></p>

VBL is the second largest franchisee of PepsiCo in the world (outside the USA).Products manufactured by VBL include Carbonated Soft Drinks - Pepsi, Mountain Dew, Seven Up, Mirinda; Non-Carbonated Beverages - Tropicana Slice, Tropicana Frutz; and Bottled water – Aquafina.The company accounts for ~90% of PepsiCo’s beverage sales volume in India and present in 27 States and 7 UT. It is also the exclusive bottler for PepsiCo in Nepal, Sri Lanka, Morocco, Zambia, and Zimbabwe.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.

Varun Beverages Ltd - Soaring Temperature to Aid Volume Growth

India

Varun Beverages Limited (VBL) is an Indian multinational company and one of the largest bottlers of PepsiCo beverages in the world outside the United States. It manufactures, bottles, distributes, and sells a wide range of carbonated soft drinks, non-carbonated beverages, and packaged drinking water under trademarks owned by PepsiCo, including popular brands like Pepsi, Mountain Dew, 7UP, Mirinda, Sting, Tropicana, Gatorade, and Aquafina. The company is headquartered in Gurugram, Haryana, India, and was founded in 1995.

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Varun Beverages (VBL IN)

Axis Multi-Asset Strategy - Stay Focused on Asset Allocation

The rise in Covid-19 cases across the world moderated in Sep’22 vis-à-vis previous months, providing much-needed relief from the anticipated COVID...

Axis Direct

Axis Top Picks - Oct 2022 - Earnings Commentary & Festival Demand to Drive the Market

Axis Top Picks basket delivered flattish returns (+0.2%) in a highly volatile Sep’22 which reported a rather mixed performance across sectors and...

Axis Direct

Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical

OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech...

Axis Direct

Varun Beverages Ltd - Strong Volume Led Growth; Maintain BUY

VBL delivered robust all-around performance, which was led by volume growth of 15.4% YoY and an increase in realization growth, up 5.6% YoY.

Axis Direct

Varun Beverages Ltd - Soaring Temperature to Aid Volume Growth

VBL is the second largest franchisee of PepsiCo in the world (outside the USA). Products manufactured by VBL include Carbonated Soft Drinks -...

Axis Direct

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