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...
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Sector Update: Accenture Q3 FY24 Result Update
Accenture’s reported Q3FY24 results stood below street expectations on all financial and operational terms. Revenue for the quarter stood at $16.5 Bn
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Top Sector Ideas - IT Services (Q4FY24)
Disappointing revenue growth: Most IT companies have reported disappointing revenue growth in Q4FY24, indicating subdued demand from the world’s...
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IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
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IT Services: Q3FY24 Review – Hits & Misses
Many Indian IT service companies sees the demand for new edge technology like generative AI, IoT Machine learning etc despite the lack of near-term...
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