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APURVA PRASAD
What should investors do with TCS stock? Apurva Prasad answersThe miss is probably more to do with margins because of the skew of the BSNL deal in the quarter, but this is also going to be a tailwind i...- IT stocks close to peak multiples; a stock-selective approach is better: Apurva PrasadApurva Prasad of HDFC Securities suggests that IT companies with higher BFSI exposure, such as TCS, might exceed earnings expectations. He ...
- How much positivity in IT stocks is already priced in? Apurva Prasad answersApurva Prasad says s that the IT pack has experienced a positive movement in the last two months. However, he believes that a significant p...
- What should investors expect from TCS going ahead? Apurva Prasad answersNo, but we do expect improvement. Now, whether it happens say second half Q3 or it starts Q4 or it gets a bit more protracted, I think that...
- What does muted Accenture guidance mean for Indian IT companies? Apurva Prasad explainsThe decline in Accenture's consulting business is a significant factor in their first guidance, and the negative impact is felt in vertical...
- We expect normalization in IT sector from Q3, Q4 onwards: Apurva Prasad" If I have to name a few stocks within the tier ones, within the largecaps an LTI and MindTree, there is certainly an opportunity. If I lo...
- We expect TCS and HCL Tech to be outperforming on growth in near term: Apurva PrasadSo, while you may argue that in PE terms it is low, but if I have to look on a PEG basis which is I think a better reflection because that ...
- Can start nibbling in Infosys; midcap IT may outperform largecaps: Apurva PrasadHDFC Securities has downgraded Infosys from a buy to an add rating, cutting estimates by 5%. While there is an element of sectoral risk fol...
- What to expect from TCS Q3 results? Apurva Prasad answersI think most of the forward-looking indicators are things which would be very important. So investors would be looking at the deal booking ...
- IT sector can deliver double digit growth; BFSI expected to be a strong driver: Apurva Prasad“The BFSI vertical is expected to be a strong driver for the IT sector. Some of the smaller part of their portfolio – be it utilities, trav...
- Can inflation derail the IT story? Apurva Prasad answers“While some of the risks, which are associated with the macroeconomic environment can get bigger, it is manifesting more from an increasing...
- 5 attractive bets in IT largecap and midcap space“The structural benefits will play through even in the margins for the IT companies.”
- Mphasis and Hexaware are our top midcap IT picks: Apurva Prasad, HDFC SecuritiesWe are expecting flattish quarter-on-quarter performance from Wipro.
- We expect double digit growth to continue in TCS: Apurva Prasad, HDFC SecuritiesA large divergence across IT companies in terms of growth, margins is expected.
- Half-a-billion is what Infosys wants from India in 3 yearsIT companies have stepped away from focusing on India due to issues with payments, say analysts.
- Nasscom guidance in line with expectation: Apurva Prasad, HDFC Securities“Revenue-wise, mid-cap IT is growing almost 1.7-1.8x large cap IT. Earnings side is growing much faster.”
- Continue to be bullish on IT mid-cap space: Apurva Prasad, HDFC Securities“There is a very clear premium that TCS is holding for a variety of reasons. We do not really see a re-rating on the multiple.”
- HCL likely to outperform IT largecap peers this quarter: Apurva Prasad, HDFC SecuritiesConsidering the fact that it has underperformed, there is strong value at play in Infosys and we would be positive on Infosys, says the HDF...
- Intellect Design falls 12% after Jhunjhunwalas sell a chunkHDFC Securities has reiterated its positive stance on the stock despite the recent bulk sale by Jhunjhunwala.
- Nasscom predicts Information Technology industry growth at 13-15 per cent in fiscal year 2015ET, five expect Nasscom to say that IT exports will grow 13-15% during fiscal year through March 2015, compared with the 12-14% range for t...
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