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)

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>Credit costs to moderate gradually: The net increase in Stage 2 and Stage 3 assets has stabilised, with BAF continuing to take proactive risk actions by cutting segments and pruning exposures.</li><li>BAF has also brought down the share of customers having 3+ live unsecured loans significantly, and as it exits FY25, the share will be at par with pre-COVID levels.</li><li>BAF has seen an improvement in collection efficiency (CE) across most segments in Dec’24- Jan’25 vs Oct-Nov’24 and expects the trend to continue. </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>

Credit costs to moderate gradually: The net increase in Stage 2 and Stage 3 assets has stabilised, with BAF continuing to take proactive risk actions by cutting segments and pruning exposures.BAF has also brought down the share of customers having 3+ live unsecured loans significantly, and as it exits FY25, the share will be at par with pre-COVID levels.BAF has seen an improvement in collection efficiency (CE) across most segments in Dec’24- Jan’25 vs Oct-Nov’24 and expects the trend to continue. 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.

Bajaj Finance Ltd. - Strong Quarter; Levers Identified to Drive Next Leg of Growth!