Sector Update: Accenture Q1FY24 Result Update
We believe strong investments in Digital Technologies, Cloud Transformation,Generative AI, and Machine Learning across verticals will support the...
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LTIMindtree (Update): In the Big League. Maintain BUY
We prefer LTIMindtree (LTIM) within large-cap IT and expect the company to outperform tier-1 IT peers on growth despite challenges in the BFSI...
427 Views
LTIMINDTREE Ltd. - Inline Results; Near-Term Challenges Persist
In Q2FY24, LTIMindtree Ltd (LTIMINDTREE) reported revenue of Rs 8,905 Cr, up 2% QoQ (0.1% QoQ in CC terms). This was in line with our expectations
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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
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
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