External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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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.

Thematic (Sector/Industry)

<ul><li>Marico: Marico posted an in-line revenue performance, with a marginal beat in EBITDA</li><li>Consolidated revenue was up 1% YoY while domestic revenue/volume were down 4/6% YoY (three-year revenue CAGR at 4% vs that of HUL/Emami/GCPL at 9/3/12%)</li><li>Domestic volume, excluding Saffola (inflationary headwind led a double-digit decline), was up 1% YoY</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>

Marico: Marico posted an in-line revenue performance, with a marginal beat in EBITDAConsolidated revenue was up 1% YoY while domestic revenue/volume were down 4/6% YoY (three-year revenue CAGR at 4% vs that of HUL/Emami/GCPL at 9/3/12%)Domestic volume, excluding Saffola (inflationary headwind led a double-digit decline), was up 1% YoYContent 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.

HSIE Results Daily: Marico, IRB Infra, Computer Age Management Services

Equity Bottom-Up

Cholamandalam Investment and Finance / Equity Bottom-Up

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<li>Steady P&amp;L outcomes, increasing opex intensity: Chola reported stable NII growth (+10% YoY), in line with AUM growth, as NIMs remained steady at 8.1%.</li>
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<li>Receding stress pool; normalised credit costs: The aggregate stress pool has nearly halved to 12%, from the Q1FY22 peak of 21%, driven largely by strong collections and recoveries.</li>
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<li>New businesses to augment growth; build-out key monitorable</li>
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<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>





Steady P&amp;L outcomes, increasing opex intensity: Chola reported stable NII growth (+10% YoY), in line with AUM growth, as NIMs remained steady at 8.1%.





Receding stress pool; normalised credit costs: The aggregate stress pool has nearly halved to 12%, from the Q1FY22 peak of 21%, driven largely by strong collections and recoveries.





New businesses to augment growth; build-out key monitorable










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.

HSIE Results Daily: Cholamandalam Investment and Finance Company

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

Computer Age Management Services / Equity Bottom-Up

<p>About the stock: CAMS is a mutual fund transfer agency. It provides technology driven financial infrastructure &amp; services to MFs and other financial institutions.</p><ul><li>Largest registrar and transfer agent (RTA) of MFs with ~70% market share</li><li>It has consistently operated with high (&gt;30%) margins and return ratios</li></ul><div class="content-highlight"><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></div>

About the stock: CAMS is a mutual fund transfer agency. It provides technology driven financial infrastructure &amp; services to MFs and other financial institutions.Largest registrar and transfer agent (RTA) of MFs with ~70% market shareIt has consistently operated with high (&gt;30%) margins and return ratiosContent 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.

Computer Age Management Services: Traction in MF AUM, Non-MF Products to Aid Revenue

India

Computer Age Management Services Private Limited provides transaction processing and customer care services. The Company offers online transaction, mailback, capital accounting, subscription, sales systems support, and investment services. Computer Age Management Services serves customers in India. 

Computer Age Management Services (CAMS IN)

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Computer Age Management Services (CAMS IN)

HSIE Results Daily: Marico, IRB Infra, Computer Age Management Services

Consolidated revenue was up 1% YoY while domestic revenue/volume were down 4/6% YoY (three-year revenue CAGR at 4% vs that of HUL/Emami/GCPL at 9/3...

HDFC Securities

HSIE Results Daily: Cholamandalam Investment and Finance Company

Back-book near normal; poised for strong growth; Chola’s Q4FY22 earnings were 18% ahead of our estimates, largely on the back of reversal of COVID...

HDFC Securities

Computer Age Management Services: Traction in MF AUM, Non-MF Products to Aid Revenue

CAMS is a mutual fund transfer agency. It provides technologydriven financial infrastructure & services to MFs and other financial institutions.

ICICI Securities Limited

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52-week Range

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