Axis Top Picks April 2022
Commodities and IT sectors are the biggest winners of FY22. In the last one year, the Metals sector has gone up 53%, Energy by 40%, commodities by...
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Connecting The Dots: UPI drags payments fee yields; BNPL endgame ahead
Mobile payments continue to gain incremental market share at a furious pace, constituting ~52% of retail digital P2M payments during 11MFY22 While...
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ICICI Bank: Outperformance Continues; Maintain BUY
We maintain a BUY rating on the stock with a revised target price of Rs 990/share (SOTP basis core book at 2.8x FY24E and Rs 182 Subs. Value),...
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HSIE Results Daily: Reliance Industries, ICICI Bank, Kajaria Ceramics
Kajaria Ceramics: We reiterate our BUY rating on Kajaria Ceramics (KJC), with an unchanged target price of INR1,450/sh (21x its Dec-23E...
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Leadership position to strengthen; Tech capabilities to drive sustainable growth
ICICIBC has been the best performer in the Banking sector (despite the consensus Buy tag) as it delivered 80%/42% returns over FY21/FY22 YTD. Its...
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