External broker reports(aggregated public sources), Axis Direct

Axis Direct

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

<ul><li>HDFC Bank (HDFCB) is the second-largest bank in the country with a Balance Sheet size of ~Rs 23 Tn.</li><li>As of Dec’22, the bank has 7,183 branches and 19,007 ATMs spread across 3,552 Indian cities.</li><li>The bank also has two subsidiaries, HDB Ltd (NBFC Subsidiary with Loan book of ~Rs 651 Bn) and HDFC Securities (which provides stock broking and capital market services).</li></ul>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.

HDFC Bank (HDFCB) is the second-largest bank in the country with a Balance Sheet size of ~Rs 23 Tn.As of Dec’22, the bank has 7,183 branches and 19,007 ATMs spread across 3,552 Indian cities.The bank also has two subsidiaries, HDB Ltd (NBFC Subsidiary with Loan book of ~Rs 651 Bn) and HDFC Securities (which provides stock broking and capital market services).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.

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Hope everyone had a nice weekend! Collisions Ahead? As some food for thought, I am listing out a few “collisions” I am focusing on in the short to intermediate term that I believe are important signposts to monitor.</li><li>I am calling them collisions for now because markets usually never follow a nice and simple linear movement as competing forces, new trends, data, and developments emerge which is what make markets interesting and extremely difficult to predict in the short term.</li><li>Below are 4 “collisions” I am keeping on eye on.</li></ul>

Hope everyone had a nice weekend! Collisions Ahead? As some food for thought, I am listing out a few “collisions” I am focusing on in the short to intermediate term that I believe are important signposts to monitor.I am calling them collisions for now because markets usually never follow a nice and simple linear movement as competing forces, new trends, data, and developments emerge which is what make markets interesting and extremely difficult to predict in the short term.Below are 4 “collisions” I am keeping on eye on.

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>With roughly a week left in the reference period, we take a look at the potential ADDs/DELs for the NIFTY 50, 100, and 500 Indices for the March 2023 Rebalance.</li>
<li>For NIFTY 50, <a href="https://www.smartkarma.com/entities/pidilite-industries-ltd" target="_blank" data-smartkarma-citation="entities:20573:1" rel="noopener">Pidilite Industries (PIDI IN)</a> is the highest-ranked Potential ADD while <a href="https://www.smartkarma.com/entities/bharat-petroleum-corp-ltd" target="_blank" data-smartkarma-citation="entities:10222:1" rel="noopener">Bharat Petroleum Corp (BPCL IN)</a> is the highest-ranked Potential DELETE according to our estimates.</li>
<li>In this insight, we take a look at the recent price performance of names that can potentially be involved in index changes and our flow expectations.</li>
</ul>


With roughly a week left in the reference period, we take a look at the potential ADDs/DELs for the NIFTY 50, 100, and 500 Indices for the March 2023 Rebalance.
For NIFTY 50, Pidilite Industries (PIDI IN) is the highest-ranked Potential ADD while Bharat Petroleum Corp (BPCL IN) is the highest-ranked Potential DELETE according to our estimates.
In this insight, we take a look at the recent price performance of names that can potentially be involved in index changes and our flow expectations.


Quiddity Final Expectations for NIFTY Mar 23: Pidilite Could Be an Interesting Pre-Event Bet

<ul>
<li>In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, 100, 200, and 500 Indices in the June 2023 Rebalance.</li>
<li>
<a href="https://www.smartkarma.com/entities/adani-enterprises-ltd" target="_blank" data-smartkarma-citation="entities:245:1" rel="noopener">Adani Enterprises (ADE IN)</a> could be added and <a href="https://www.smartkarma.com/entities/wipro-ltd" target="_blank" data-smartkarma-citation="entities:15360:1" rel="noopener">Wipro Ltd (WPRO IN)</a> could be deleted from the SENSEX Index. There could be multiple changes for BSE 100, 200, and 500.</li>
<li>Below is a look at our estimated rankings for potential ADDs/DELs, their recent price performance vs peers, and potential trading opportunities.</li>
</ul>


In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, 100, 200, and 500 Indices in the June 2023 Rebalance.

Adani Enterprises (ADE IN) could be added and Wipro Ltd (WPRO IN) could be deleted from the SENSEX Index. There could be multiple changes for BSE 100, 200, and 500.
Below is a look at our estimated rankings for potential ADDs/DELs, their recent price performance vs peers, and potential trading opportunities.


S&P BSE/​​Sensex Quiddity Leaderboard Jun 23: Adani Enterprises, Wipro, & The Usual F&O Questions

<ul><li>Credit demand remains healthy – HDFC Bank (HDFCB) continues to witness strong credit off-take within the retail segment with growth being broad-based.</li><li>Similarly, the demand from the NBFCs, PSUs, PLI-related and Infrastructure sectors in the wholesale credit segment continues to remain buoyant.</li><li>Asset Quality remains stable – While slippages during the quarter were marginally higher owing to the seasonal slippages from the agri book, we expect the bank’s slippage ratio to gravitate to long term average of ~1.5-1.7%.</li></ul>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.

Credit demand remains healthy – HDFC Bank (HDFCB) continues to witness strong credit off-take within the retail segment with growth being broad-based.Similarly, the demand from the NBFCs, PSUs, PLI-related and Infrastructure sectors in the wholesale credit segment continues to remain buoyant.Asset Quality remains stable – While slippages during the quarter were marginally higher owing to the seasonal slippages from the agri book, we expect the bank’s slippage ratio to gravitate to long term average of ~1.5-1.7%.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.

HDFC Bank Ltd - Steady Quarter, Growth Momentum Likely To Sustain!

India

HDFC Bank Ltd. offers a wide range of services to the global corporate sector. The Bank provides corporate banking and custodial services and is active in the treasury and capital markets. HDFC also markets project advisory services and capital market products such as Global Deposit Receipts, Euro currency loans, and Euro currency bonds.

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HDFC Bank (HDFCB IN)

Pick of the Week - HDFC Bank Ltd.

HDFC Bank (HDFCB) is the second-largest bank in the country with a Balance Sheet size of ~Rs 23 Tn. As of Dec’22, the bank has 7,183 branches and...

Axis Direct

Weekly Stock Bullfinder - Week of 1/23

Collisions Ahead? As some food for thought, I am listing out a few “collisions” I am focusing on in the short to intermediate term that I believe...

Weekly Stock Bull Finder

Quiddity Final Expectations for NIFTY Mar 23: Pidilite Could Be an Interesting Pre-Event Bet

There could be 3.8mn shares to buy in Pidilite in March 2023 which is around 11.3 days of volume and translates to a flow size of US$115mn.

Janaghan Jeyakumar, CFA

S&P BSE/Sensex Quiddity Leaderboard Jun 23: Adani Enterprises, Wipro, & The Usual F&O Questions

I see one change for SENSEX, four changes for BSE 100, and three changes for BSE 200 based on the latest available data. There could be around...

Janaghan Jeyakumar, CFA

HDFC Bank Ltd - Steady Quarter, Growth Momentum Likely To Sustain!

Credit demand remains healthy – HDFC Bank (HDFCB) continues to witness strong credit off-take within the retail segment with growth being broad-based.

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Pick of the Week - HDFC Bank Ltd.

HDFC Bank (HDFCB) is the second-largest bank in the country with a Balance Sheet size of ~Rs 23 Tn. As of Dec’22, the bank has 7,183 branches and...

Axis Direct

Weekly Stock Bullfinder - Week of 1/23

Collisions Ahead? As some food for thought, I am listing out a few “collisions” I am focusing on in the short to intermediate term that I believe...

Weekly Stock Bull Finder

Quiddity Final Expectations for NIFTY Mar 23: Pidilite Could Be an Interesting Pre-Event Bet

There could be 3.8mn shares to buy in Pidilite in March 2023 which is around 11.3 days of volume and translates to a flow size of US$115mn.

Janaghan Jeyakumar, CFA

S&P BSE/​​Sensex Quiddity Leaderboard Jun 23: Adani Enterprises, Wipro, & The Usual F&O Questions

I see one change for SENSEX, four changes for BSE 100, and three changes for BSE 200 based on the latest available data. There could be around...

Janaghan Jeyakumar, CFA

HDFC Bank Ltd - Steady Quarter, Growth Momentum Likely To Sustain!

Credit demand remains healthy – HDFC Bank (HDFCB) continues to witness strong credit off-take within the retail segment with growth being broad-based.

Axis Direct

S&P BSE/Sensex Quiddity Leaderboard Jun 23: Adani Enterprises, Wipro, & The Usual F&O Questions