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India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
● Starting this week we will be publishing an Indian IT services
fortnightly report, India Tech Pulse, with the aim to capture the
current pulse of the sector, including current themes, important
newsflow and research, and movement of prices, consensus
estimates and valuations. Click here for the full report.
● Two recurring concerns that investors have are: (1) the sectorís
exposure to financial services and (2) trough valuations in case of
a global double-dip (based on feedback from our recent marketing
trip in Asia). Overall, significantly higher number of investors is
cautious on the sector than positive.
● In case of a double-dip, we expect revenue from financial services
to slow, but to be in line with revenue from other industries. A
similar trend was observed during the 2008 financial crisis, and
one could argue that the US financial services sector (to which the
Indian companies have a much larger exposure versus the
European one) was in worse shape then.
● The focus over the next two weeks will be on the September
quarter reports. Infosys reports on 12 Oct 12 and TCS on 17 Oct.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
● Starting this week we will be publishing an Indian IT services
fortnightly report, India Tech Pulse, with the aim to capture the
current pulse of the sector, including current themes, important
newsflow and research, and movement of prices, consensus
estimates and valuations. Click here for the full report.
● Two recurring concerns that investors have are: (1) the sectorís
exposure to financial services and (2) trough valuations in case of
a global double-dip (based on feedback from our recent marketing
trip in Asia). Overall, significantly higher number of investors is
cautious on the sector than positive.
● In case of a double-dip, we expect revenue from financial services
to slow, but to be in line with revenue from other industries. A
similar trend was observed during the 2008 financial crisis, and
one could argue that the US financial services sector (to which the
Indian companies have a much larger exposure versus the
European one) was in worse shape then.
● The focus over the next two weeks will be on the September
quarter reports. Infosys reports on 12 Oct 12 and TCS on 17 Oct.
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