SELL WiseTech (WTC AU): Slowing Growth, Negative Real Cashflow and Blackbox Accounting
Adobe (ADBE US), the original Software as a Service (SaaS) success story, showed that online conversion could drive revenue, operating leverage and...
416 Views
SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
345 Views
Medallia Inc IPO Preview
Medallia Inc (MDLA US) is an enterprise software company in the US which is expected to complete its IPO in the US in the next two weeks. The IPO...
545 Views
Capgemini Snaps Up Smaller Rival Altran
After the market closed on Monday 24th June, French-based IT consultancy firm Capgemini SA (CAP FP) announced its plan to acquire smaller domestic...
473 Views
Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
577 Views