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...
445 Views
Axis Research Scorecard Report for Aug 2024
A few picks that reported excellent returns included Lupin (17.2%), TVS Motor Company (11.2%), Aurobindo Pharma (9.4%), HCL Technologies (6.7%) and...
294 Views
It Services Q1fy25 Result Preview – Moderated Growth; Recovery Expected
Many large enterprises are likely to prioritize cost optimizations, resulting in an increase in cost take-out deals, vendor consolidation, and...
210 Views
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...
278 Views
Tech Mahindra (Q4FY24): Work in progress. Maintain REDUCE
The medium-term goals are promising and the leadership changes as well as the rejig in org structure do add credibility to the plan, in our opinion
431 Views