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Axis Direct
External broker reports(aggregated public sources)
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 06:50
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Broker
Top Conviction Ideas – “Retail”
Consumer demand remains tepid: The discretionary demand remains tepid with a greater impact seen on QSR, Footwear, and Apparel while the value...
Axis Direct
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20 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 06:48
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Broker
Top Conviction Ideas – “Metals and Mining”
Consolidated EBITDA grew by 42%/6% YoY/QoQ to Rs 8,029 Cr (11% beat vs. our and consensus), led by strong upstream Aluminium and Copper EBITDA.
Axis Direct
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20 Views
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bearish
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Thematic (Sector/Industry)
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21 Nov 2024 20:50
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Broker
Top Conviction Ideas – “FMCG” - November 2024
Staple companies have reported muted topline growth due to weak urban consumer demand, heavy rainfall across major parts of the country, and...
Axis Direct
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70 Views
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bullish
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PSP Projects
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21 Nov 2024 20:44
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Broker
PSP Projects Limited - Company Update Post Stake Sale To Adani Infra
According to management, this strategic deal is anticipated to create operational synergies by leveraging advanced technologies and expanding the...
Axis Direct
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199 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2024 20:45
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Broker
Top Conviction Ideas – “Pharmaceutical & Hospitals”
The pharmaceutical universe under our coverage reported Q2FY25 growth of 10.2% year-on-year (YoY) and 1.7% quarteron-quarter (QoQ), driven by...
Axis Direct
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122 Views
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