No evidence from whistleblower reduces probability of lapse at Infosys: Urmil Shah, IDBI Capital
Expect volatility in Infosys stock as probe continues at company level and by USSEC.
TCS results a miss on all parameters: Urmil Shah, IDBI Capital
Headline numbers are clearly a miss across revenue.
Reliance Jio broadband ramp-up likely to be gradual: Urmil Shah, IDBI Capital
For the media sector as a whole and content providers, Jio broa...
TCS, Infosys & Tech M to do much better than Cognizant: Urmil Shah, IDBI Capital
The problems are more specific to Cognizant and that quarterly volatility might continue, says Shah
Expecting 20 bps decline in Wipro EBIT, eyes on share buyback: Urmil Shah, IDBI Capital
We are expecting a Rs 11,000-crore buyback from Wipro like last time, says Shah
Ranga’s exit should not affect Infosys in medium to long term: Urmil Shah, IDBI Capital
“There should not be any change in the capital deployment strategy.”
Outlook for TCS and IT sector as a whole to improve going forward: Urmil Shah, IDBI Capital
“Eyes are on Infosys as CEO Salil Parekh is expected to discuss his new strategy during an analyst meet.”
Recommend investors to tender to Infosys buyback: Urmil Shah, IDBI Capital
“What would change our view is who is the new CEO and how aligned he or she is to the new technologies roadmap for Infosys”
For TCS, expecting 1.5% constant currency growth this qtr: Urmil Shah, IDBI Capital
“Expecting 2018 to be better than 2017 on IT spend by clients and for verticals like BFSI, manufacturing and retail.”
2 deep value plays that will make money in long term: Urmil Shah, IDBI Capital
For Cyient, expect the momentum to continue for next two years
L&T Infotech is a miss for us: Urmil Shah, IDBI
In absolute short term it would be good to be with the under owned kind of stocks which we think are HCL Tech, Tech Mahindra and Wipro in that sequence
TCS beat our forecast in Q3, accumulate at Rs 2528 target: Urmil Shah, IDBI Capital
The net profit is significantly higher than our forecast. Need to see how much forex gain impact over here, says Shah.
Infosys remains our top pick in IT sector: Urmil Shah, IDBI Capital
In FY14 and till mid of FY15, they struggled with winning the large deals which they are picking up right now
Indian IT cos have cut down on H1-B visa applications in last two years: Urmil Shah, IDBI Capital
Whatever change comes in the H1-B Visa policy, would be a long drawn process, says Shah.
Don’t expect Wipro to post double digit growth even in FY18: Urmil Shah, IDBI Capital
“Amongst all the largecaps, our pecking order is HCL, Infy, TCS, Tech M and then Wipro”
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