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)

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

Cholamandalam Investment and Finance / Equity Bottom-Up

Cholamandalam Investment and Finance (CIFC IN)

<ul><li>CIFC reported a healthy disbursement growth of 65/20% led by robust growth across segments.</li><li>Strong disbursements translated into an equally solid AUM growth of 38/12% YoY/QoQ, with VF/Home Loans/LAP/New Businesses growing at 27/60/26/480% YoY respectively.</li><li>NII grew by 29/10% YoY driven by healthy AUM growth and margin improvement of 20bps QoQ.</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>

CIFC reported a healthy disbursement growth of 65/20% led by robust growth across segments.Strong disbursements translated into an equally solid AUM growth of 38/12% YoY/QoQ, with VF/Home Loans/LAP/New Businesses growing at 27/60/26/480% YoY respectively.NII grew by 29/10% YoY driven by healthy AUM growth and margin improvement of 20bps QoQ.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.

Cholamandalam Invst. & Finance Company Ltd. - Stellar Quarter; Growth Levers Intact!