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>Logistical issues continue to hit margins: During the quarter, a shortage of containers not only led to increased container rates but also resulted in inventory buildup and elevated warehousing and transportation costs.</li><li>Management mentioned that freight costs increased by as much as twice those of last year.</li><li>Despite these issues and uncertain global macroeconomic conditions, the company continued deliveries to the US with limited disruption and impact on revenues. </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>

Logistical issues continue to hit margins: During the quarter, a shortage of containers not only led to increased container rates but also resulted in inventory buildup and elevated warehousing and transportation costs.Management mentioned that freight costs increased by as much as twice those of last year.Despite these issues and uncertain global macroeconomic conditions, the company continued deliveries to the US with limited disruption and impact on revenues. 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.

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Welspun India

Welspun Living Ltd - Resilient Performance Amidst External Headwinds; Maintain BUY!