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IT budget visibility issue for entire sector: Cowen & Co         12th-Jan-2012
IT stocks are expected to be range bound until there is better visibility in budgets. "We are probably going to get that visibility in four to six weeks from now," he added.
Infosys Q2 EPS to outperform by 18%: Nomura India         7th-Oct-2011
Infosys is expected to announce its second quarter result on October 12. Most experts feel that the recent fall in the rupee will help boost Q2 earnings of the Indian IT companies like Infosys. Ashwin Mehta from Nomura India too feels that Infosys is
Upsides of Infy could be capped from here on: JP Morgan         15th-Oct-2010
“We don’t see ourselves upgrading numbers, maybe our price targets will move up a little bit because we are slightly below that. From here on I think upsides could be capped at single digit in percentage terms,” George explained.
Hike in attrition rate not good sign for Infy: Cowen & Co          15th-Oct-2010
In an interview to CNBC-TV18, Moshe Katri, MD, Cowen and Company said that fundamentals will remain healthy for Infosys. “Infosys numbers will continue to gradually move higher,” he added.
Infy upside capped in single-digit gains: JPMorgan         13th-Jul-2010
Infosys margins are below expectations, said Viju George, Executive Director, JP Morgan, in an exclusive interview to CNBC-TV18. "Likely wage hike and pricing pressures may have impacted margins." He feels the results are neutral to slightly lower. George
No concerns yet on IT pricing: Cowen & Co's Moshe Katri         13th-Jul-2010
Moshe Katri, MD, Cowen & Co, said Europe remains an area of concern.
Visibility in IT sector cloudy: Cowen & Co         13th-Jan-2009
Moshe Katri of Cowen & Co said visibility in technology sector is still very cloudy and that the sector may see couple of quarters with flat sequential growth. He said that this time around focus has shifted from earnings numbers to balance sheet credibility.
Expect Infy, Satyam full-yr $-guidance to be lower: JPM       7th-Oct-2008
With the earnings season round the corner, Bhavin Shah of JP Morgan expects Infosys and Satyam to bring their full year dollar guidance at a lower end. Infosys is likely to report 5% (QoQ) revenue growth in dollar-terms and may see about 100 bps recovery
JPMorgan sees FY09 India IT $ revenue hit by 2-3%       16th-Sep-2008
JPMorgan sees FY09 India IT USD revenue likely to hit by 2-3% if US problems rise. In FY10, IT USD revenue may hit upto 4-5% if US issue mount further. It expects no change in FY09, FY10 rupee EPS outlook for IT companies, reports CNBC-TV18, quoting NewsWire18.
Infy-Axon deal biggest concern shareholder value accretive       26th-Aug-2008
Infosys has acquired Axon Group, a UK-based company, for £407.1 million. Infosys says the Axon Group deal would be completed by November. The Infosys management said the deal is at 33% premium to the six-month average price of Axon.
Macquarie downgrades Rel Comm to neutral on weak nos       1st-Aug-2008
Macquarie has come out with results review report on Reliance Communication after its first quarter numbers. Report says among the worst quarterly results have seen in the Indian telecom sector. They downgraded Reliance Communication to neutral with a
Infy to outperform guidance going forward: Moshe Katri       11th-Jul-2008
Moshe Katri, MD, Cowen & Co expects Infosys to outperform guidance going forward. He still expect IT services to be resilient. According to him, there are no signs of pricing stress. He said that the Q2 guidance is 5-15% higher than consensus.
Infy may raise annual EPS guidance to Rs 100: JP Morgan         10th-Jul-2008
Bhavin Shah of JP Morgan, estimates an annual EPS of Rs 102 from Infosys for FY09. however, he does not see much bigger upside. He adds that Infosys could raise annual EPS guidance to about Rs 100 per share.
Expect Infy to raise Q1 guidance: Moshe Katri         9th-Jul-2008
Moshe Katri, MD of Cowen & Co, believes Infosys is likely to show improvement in key metrics. His outlook for 2008 spending remains robust.
Sun Pharma remains top pick; tgt of Rs 1523: M Stanley       29th-May-2008
Morgan Stanley said the Sun Pharma setback on the Taro front was disappointing given the strategic rationale. Nevertheless the stock still remains their top pick, with a target of Rs 1,523

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Source : Dion Global Solutions Limited