BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Indian IT Sector: 4Q Results Don't Really Justify the Irrational Exuberance
The overall 4Q result from top four companies in Indian Information Technology (IT) space was disappointing. Of course, except for Tata Consultancy...
139 Views
Wipro Q4 Results: Reminder on Challenges for Indian IT Industry
Wipro Ltd (WPRO IN) has disappointed the market in Q4 ResultsWipro Ltd (WPRO IN) has reported 4Q results today post market hours and the numbers...
114 Views
Infosys CEO Outlined His Three Year Plan, Realistic Certainly but Is It Extra Conservative?
Infosys Ltd (INFO IN) communicates its strategy after the leadership changeInfosys has uploaded an interesting seventy six page investor...
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TCS Q4 FY18: Neither Too Bad, Nor Too Good
TCS numbers are between 'Average' and 'Good'Tata Consultancy Svcs Ltd (TCS IN) has reported the 4Q and FY18 numbers today evening post market hours...
154 Views