Is Wipro Ltd (WPRO IN) the New Infosys Ltd (INFO IN) for the Market?
Wipro Ltd (WPRO IN) has been the best performer among large cap IT stocks in September and the stock has done significantly better vs. others such...
315 Views
Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
707 Views
Indian IT: Big Deals and Falling INR, Exuberance Is Not Irrational but Overexcitement Could Hurt
After Wipro Ltd (WPRO IN) announced a US$ 1.5 bn contract and reports emerged that Tata Consultancy Svcs (TCS IN) could also be frontrunner in a...
315 Views
What's Really Wrong with Hcl Technologies (HCLT IN)?
In CY18, Hcl Technologies (HCLT IN) has significantly underperformed both Tata Consultancy Svcs (TCS IN) and Infosys Ltd (INFO IN). This is...
395 Views
Infosys Ltd (INFO IN): One Year After Sikka, Market Has Forgotten but Uneasy Questions Still Remain
It has been exactly one year since Vishal Sikka decided to leave Infosys Ltd (INFO IN) and the top management and board at Infosys Ltd (INFO IN)...
261 Views