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.

External broker reports(aggregated public sources)

Indian Banks: Stick with Baroda and UBI on the Buy List, Downgrading Canara

Exiting the Long Position “pain Trade” on Union Bank of India; Stick with Long Position on Baroda

Indian Public Sector Banks: Taking Profits on Bank of Baroda (BOB IN)

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.

Equity Bottom-Up

<ul><li>Near-Term Pressure On Margins to Continue; Recovery Expected in H2: BoB’s managed margin compression better (at 7 bps QoQ) than most peers, who have reported a sharper NIM decline.</li><li>With the Jun’25 repo rate cut reflecting in Q2, NIMs are set to contract further.</li><li>Currently, 35% of the portfolio is EBLR-linked, 45% is MCLR-linked, 6% is fixed rate, and the balance 14% is linked to G-Sec and T-bills. </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>

Near-Term Pressure On Margins to Continue; Recovery Expected in H2: BoB’s managed margin compression better (at 7 bps QoQ) than most peers, who have reported a sharper NIM decline.With the Jun’25 repo rate cut reflecting in Q2, NIMs are set to contract further.Currently, 35% of the portfolio is EBLR-linked, 45% is MCLR-linked, 6% is fixed rate, and the balance 14% is linked to G-Sec and T-bills. 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.

Bank of Baroda - NIMs Better Managed Vs. Peers; BUY Stays on Reasonable Valuations!

Bank Of Baroda

Bank of Baroda - NIMs Better Managed Vs. Peers; BUY Stays on Reasonable Valuations!