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
HSIE Results Daily: Hindustan Unilever, Axis Bank, Indian Hotels
Hindustan Unilever: HUL reported 2% UVG with flat value growth as pricing remained negative (passing on softening RM benefits to consumers)
357 Views
HSIE Results Daily: Hindustan Unilever, Axis Bank,
Hindustan Unilever: HUL reported 2% UVG with flat value growth as pricing remained negative (passing on softening RM benefits to consumers)
188 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...
254 Views