IT: Supply-Side Constraints Persist; Demand Robust
IT Services sector is expected to report strong growth in Q4FY22 primarily on account of the new large deal wins and a ramp-up of deals won in the...
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Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
301 Views
S&P BSE Indices (SENSEX Family): Quiddity Leaderboard for June 2022 Rebalance
In this insight, we take a look at the leading candidates who could become Adds/Deletes during the June 2022 Semi-annual Rebalance for S&P BSE 500,...
284 Views
Persistent Systems: Robust Business; Strong Execution
We recommend a BUY rating on the stock and assign a 38x P/E multiple to its FY24E earnings of Rs 126.8/share to arrive at a TP of Rs 4,820/share,...
108 Views
Persistent Systems: Robust Business; Strong Execution
We recommend a BUY rating on the stock and assign a 36x P/E multiple to its FY24E earnings of Rs 126.7/share to arrive at a TP of Rs 4,520/share,...
64 Views