Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
398 Views
Mphasis - Growth Trajectory to Improve with Strong Exit to FY24E
Mphasis’ (MPHL) growth trajectory is expected to improve, supported by large non-BFS deal wins, bottoming out of the BFS portfolio (biggest...
267 Views
Mphasis: Growth Trajectory to Improve with Strong Exit to FY24E.
Mphasis’ (MPHL) growth trajectory is expected to improve, supported by large non-BFS deal wins, bottoming out of the BFS portfolio (biggest...
251 Views
Mphasis - Buy the Dip
Mphasis (MPHL) delivered weak Q3 performance, impacted by the steeper-than-expected decline in Digital Risk (mortgage business) and a higher...
329 Views
Mphasis - Near-Term Pain; Medium-Term Growth Drivers in Place
Furloughs, lesser number of working days, deferred spending, and continued weakness in mortgage (uptick in interest rates in the US) would weigh on...
691 Views