IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
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IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
215 Views
IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
255 Views
HSIE Results Daily: L&T Technology Services, Federal Bank
L&T Technology Services: L&T Technology Services (LTTS) maintained its FY24E outlook implying a strong exit in Q4FY24E, even as Q3 performance was...
171 Views
IT Sector - Soft Q2, Status Quo Remains
Most of the demand indicators are trailing 10-15% below levels at the beginning of the year and only slightly better than the July lows
522 Views