No immediate change in board post stake sale; Jariwala to continue as MD: Bhavin Shah, Adi Finchem"Hopefully, there will be a call to discuss the near term outlook or the recent quarter results from the company"
05 Nov, 2015, 10.40 AM IST
Bullish on housing stocks, but valuations bit stretched: Bhavin ShahA lot of the stocks have seen strong expansion in valuations and that is where it is little tricky right now, says Shah.
24 Sep, 2015, 04.00 PM IST
Neutral to negative on the IT pack: Bhavin Shah, Equirus SecuritiesTCS has been under pressure for some time. It has corrected quite a bit from the highs.
15 Dec, 2014, 11.57 AM IST
Prefer TCS over Infosys among large cap IT stocks: Bhavin Shah"We are more comfortable with the growth outlook for TCS for sure. We think Infosys, whether it would declare an excellent revenue growth o...
19 Nov, 2014, 05.18 PM IST
Expect TCS to have a very strong quarter: Bhavin Shah, Equirus Securities"We do expect TCS to have a very strong quarter especially because they are going to integrate the revenues of the Mitsubishi joint venture...
10 Oct, 2014, 12.56 PM IST
See no fundamental reason for a sharp rally in IT stocks: Bhavin Shah, Equirus SecuritiesMarkets have always behaved this way that valuations can get unrealistic at times and then get readjusted.
19 Sep, 2014, 04.33 PM IST
TCS will grow way above the industry average: Bhavin Shah, Equirus Securities"The revenue growth has been clearly above our forecast by more than a per cent and it does seem that it is carried through the bottom line...
17 Jul, 2014, 07.08 PM IST
BG Srinivas’ exit is a material negative for Infosys: Bhavin Shah, Equirus Securities"The probability of the company looking at an external candidate increases to that extent. Obviously bringing in an external candidate has ...
29 May, 2014, 12.20 PM IST
Still see a lot of pain in PSU banking sector: Bhavin Shah, Equirus Securities"There is still a lot of pain in the PSU bank sector. So I am not surprised by the market reaction."
08 May, 2014, 05.41 PM IST
Expect Infosys to beat margin expectations: Bhavin Shah, Equirus SecuritiesWe have been telling investors to expect Infosys to beat margin expectations in general because there has been massive cost cutting.
15 Apr, 2014, 11.11 AM IST
Increase in Infosys guidance was inevitable: Bhavin Shah, Equirus Securities"The environment is good for the sector and that has been visible in comments from various companies and customers."
10 Jan, 2014, 10.46 AM IST
Infosys margins are below expectations: Bhavin Shah, Equirus SecuritiesIn a chat with ET Now, Bhavin Shah, CEO, Equirus Securities, shares his view on the Infosys numbers.
11 Oct, 2013, 12.05 PM IST
Investors should stay invested in Infosys: Bhavin Shah, Equirus Securities"Our advice will be to stay invested because this is now again NRN’s Infosys which can perform," says Bhavin Shah.
12 Jul, 2013, 11.38 AM IST
Infosys guidance does not set new trend for IT sector: Bhavin Shah, Equirus Securities"It is a slight positive but it does not really change the fundamental question about the growth rate for the IT sector and the valuations ...
11 Jan, 2013, 11.08 AM IST
- Expect 20% upside in Hexaware in 2012: Bhavin Shah, Equirus Securities
Hexaware is one of the few IT services companies that is doing what we think they should be doing, says Bhavin Shah, Equirus Securities.
04 Sep, 2012, 04.38 PM IST
- Expect IT sector to grow modestly: Bhavin Shah, CEO, Equirus Securities
In an Interview with ET NOW, Bhavin Shah, CEO, Equirus Securities, discusses IT sector. Excerpts:
15 Feb, 2012, 09.46 AM IST
- Expect modest outperformance by IT cos in Q2: Bhavin Shah, Equirus Securities
We are expecting Infosys to report about 5 per cent dollar revenue growth and about 7 per cent rupee revenue growth.
10 Oct, 2011, 01.14 PM IST