Monetary Policy Review
Ventura
Dovish policy with flood of liquidity
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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09 Apr 2025 | Indian Economy |
Ventura
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Economy Update
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09 Apr 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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09 Apr 2025 | Nifty 50 |
SBI Securities
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24634.60 |
Daily Note
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09 Apr 2025 | Nifty 50 |
SBI Securities
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24634.60 |
Daily Note
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08 Apr 2025 | Pharmaceuticals & Biotech. |
Axis Direct
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Sector Update
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08 Apr 2025 | Bank Nifty |
SBI Securities
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54655.45 |
Daily Note
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08 Apr 2025 | Banks |
Axis Direct
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Sector Update
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Q4FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
Axis Direct
Positive Result Plays: Banks ICICI Bank, HDFC Bank, SBI, Kotak Mahindra Bank NBFCs Shriram Finance, Bajaj Finance, Cholamandalam Negative Result Plays: CreditAccess Grameen, Equitas SFB
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08 Apr 2025 | Bank Nifty |
SBI Securities
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54655.45 |
Daily Note
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08 Apr 2025 | Automobiles & Auto Components |
Prabhudas Lilladhar
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Sector Update
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Automobiles Jan-Mar'25 Earnings Preview Soft earnings amid tariff...
Prabhudas Lilladhar
reported robust growth. Within categories, 2W OEMs reported flattish growth in domestic market owing to softer wedding seasons sales and moderation in urban markets. On the flipside, 2W exports recorded strong growth led by recovery in key markets and diversification towards different regions. Tractors dispatches grew in mid-teens aided by strong rabi outlook and positive farm...
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08 Apr 2025 | Banks |
Prabhudas Lilladhar
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Sector Update
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Banks Jan-Mar'25 Earnings Preview Large private banks to...
Prabhudas Lilladhar
better NIM movement. Due to seasonality in case of PSU banks, fees might grow at 11.4% QoQ, to Rs429.7bn (vs -1.3% in Q3FY25), which would be more than offset by rise in opex to Rs971bn (+7.2% QoQ). Core PPoP may be Rs944bn (-0.7% QoQ). Large private banks (ex-IIB) may outperform on core PPoP. Gross slippage ratio might improve slightly post elevated agri slippage in Q3FY25. Banks' PAT is expected to decrease by 5.7% QoQ to Rs634.3bn due to lower...
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