Axis Intellect Aggressive AI - July 2025
Axis Direct
Axis Intellect (AI) Score based Top Ideas
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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04 Jul 2025 | Market Movement |
Axis Direct
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Strategy Note
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03 Jul 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:03 July 2025
Axis Direct
Asian markets are trading lower, as investors await details on the U.S.-Vietnam trade agreement announced by President Donald Trump on Wednesday and braced for a key U.S. jobs report that could support potential rate cuts by the Federal Reserve.
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03 Jul 2025 | Blue Star |
Axis Direct
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1845.30 | 1930.00 | 1842.30 (0.16%) | 4.59 |
Buy
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02 Jul 2025 | Automobiles & Auto Components |
Axis Direct
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Sector Update
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Auto Monthly Sales Volume - June 2025
Axis Direct
We prefer Hero Motocorp and Bajaj Auto in 2Ws (TVS, Eicher seem fully valued at CMP); M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also like Ashok Leyland in the CV space, followed by a close watch on Eicher (VECV) for any market share gains.
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02 Jul 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:02 July 2025
Axis Direct
Asian markets are trading mixed, as investors assess recent economic data, latest comments from U.S. Federal Reserve Chair Jerome Powell and a slew of central bank rhetoric. Nikkei and Shanghai are trading lower by 1.01% and 0.14%, respectively, while Hang Seng is trading higher by 0.52%.
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02 Jul 2025 | IDFC First Bank |
Axis Direct
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73.09 | 85.00 | 77.25 (-5.39%) | 16.29 |
Buy
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01 Jul 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:01 July 2025
Axis Direct
Asian markets are trading mixed, as investors evaluate the gains on Wall Street and consider the global effects of U.S. President Donald Trump's tariff measures, with his 90-day tariff pause set to expire next week. Nikkei and Hang Seng are trading lower by 1.06% and 0.87%, respectively
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01 Jul 2025 | Market Movement |
Axis Direct
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Top Picks
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Axis Top Picks for the month of July 2025
Axis Direct
We recommend the following stocks: HDFC Bank, Bajaj Finance, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Colgate, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera Engineer.
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30 Jun 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:30 June 2025
Axis Direct
Asian markets are trading mixed, as investors analyse trade negotiations and various economic data, including South Korea and Japan's industrial output figures for May, as well as China's purchasing managers' index readings for June. Nikkei and Shanghai are trading higher by 1.62% and 0.11%.
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30 Jun 2025 | HG Infra Engineering |
Axis Direct
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1101.70 | 1155.00 | 1078.00 (2.20%) | 4.84 |
Buy
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