Primer: Oracle Financial Services (OFSS IN) - Aug 2026
Oracle Financial Services Software (OFSS) is a leading provider of IT solutions to the financial services industry, with a comprehensive...
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Oracle Financial Services Software Q1 FY27: A Record Quarter Built on One Deal—Do Not Annualise It!
​Q1 FY27 revenue and profit surged, driven by significant growth in licence and cloud fees, making it a milestone quarter with valuation closer to...
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Technology Buys; Downgrading Spain to Market Weight. Buys in Tech, Energy, Industrials, Materials
Technology Buys; Downgrading Spain to Market Weight; Remain overweight Tech which remains our primary focus ever since April 16. We also highlight...
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2025 Learnings | Short the Stagnant
​Analysis of across markets showed that earnings inflection, ROE improvement, and cash-flow recovery drove returns, highlighting the importance of...
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Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
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