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)

State Bank of India (SBIN IN): Reserve Bank of India Day Patterns Offer a Tactical Trade Setup

Relative Value Opportunity: Bank of India (BOI IN) Vs. Union Bank of India (UNBK IN)

ICICI Lombard (ICICIGI IN) Vs. SBI Life (SBILIFE IN): Mean Reversion Delivers Gains, Trade Exit

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

SBI (State Bank of India) / Equity Bottom-Up

<ul><li>Growth buoyancy to continue: SBI’s credit growth in FY25 was a shade below its guidance of 14-16%, primarily owing to a slightly slower growth in the corporate portfolio owing to unusually high pre-repayments from certain large PSUs, while retail growth continued to remain healthy.</li><li>However, the management has indicated that the corporate loan pipeline continues to remain healthy at Rs 3.4 Lc Cr.</li><li>Thus, corporate growth in FY26 is expected to be healthy at ~12-13%. </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>

Growth buoyancy to continue: SBI’s credit growth in FY25 was a shade below its guidance of 14-16%, primarily owing to a slightly slower growth in the corporate portfolio owing to unusually high pre-repayments from certain large PSUs, while retail growth continued to remain healthy.However, the management has indicated that the corporate loan pipeline continues to remain healthy at Rs 3.4 Lc Cr.Thus, corporate growth in FY26 is expected to be healthy at ~12-13%. 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.

State Bank of India - RoA Delivery of 1% Does Not Seem Challenging Despite NIM Headwinds