1.5 times smaller in 2009, now TCS 2.5 times bigger than InfosysThe Tata Group showpiece on Monday kissed the $100 billion m-cap mark, although briefly.
M&A norms have made telcos’ consolidation difficult: Harit Shah, Nirmal Bang'Even if Bharti does not win the case in the Supreme Court also, at the most they will have to reinstate the shareholding of Econet Wireles...
HCL Tech, TCS may outperform Infosys this quarter: Harit Shah, Nirmal Bang Institutional Equities"Infosys is trading at about 15-15.5 times FY15 earnings. TCS is trading close to 19.5 to 20x. That is 20-25% kind of a gap."
HCL Tech and TCS could outperform Infosys this quarter: Harit ShahHCL Tech and TCS could outperform Infosys this quarter, says Harit Shah.
Balance-sheet of Idea best in telecom sector: Harit ShahHarit Shah, Senior Research Analyst, Nirmal Bang Institutional Securities, shares his views on Idea.
Expect IT pack to outperform with rupee providing good support: Harit Shah, Nirmal Bang Institutional EquitiesFrom a stock-specific perspective, we prefer HCL Tech among the large caps, says Harit Shah.
100% FDI good news for foreign telecom operators: Harit Shah, Nirmal Bang"The government may be hoping to see some foreign players participate in the 2G auction."
- Deal with Qatar Foundation augurs well for Bharti Airtel, say analysts
Airtel has got pretty substantial debt on its balance sheet, of some Rs 70,000 crore plus, said Harit Shah of Nirmal Bang.
- Government may have overestimated outcome of 2G auction: Harit Shah, Nirmal Bang Institutional Equities
In an interview with ET Now, Harit Shah, Senior Research Analyst, Nirmal Bang Institutional Equities, shares his views on 2G auction as wel...
- Valuation gap between Infosys & TCS will continue to widen: Harit Shah, Nirmal Bang Securities
While Infy is facing company-specific & client-specific problems due to which its revenue growth is weak, TCS does not seem to be having su...
- TDSAT order on 3G a big blow for telecom cos: Harit Shah, Nirmal Bang Institutional Equities
This will make it more difficult to monetise 3G investments, which have been substantial, given that the auction was so competitive, Harit ...
- 4G will still take a lot of time to pick up: Harit Shah, Nirmal Bang Institutional Equities
"At this point, even 3G is something that has not really come near recovering the operating prices that the companies paid in auction."
- We have negative rating on all top tier IT stocks: Harit Shah, Nirmal Bang Institutional Equities
At least until the next year, you will not see any significant outperformance from IT, says Harit Shah, Nirmal Bang Institutional Equities.
- Negative on IT sector despite rupee depreciation: Harit Shah, Nirmal Bang Institutional Equities
Nirmal Bang Institutional Equities has come out with a report stating about how rupee at 28-month low vs the dollar has certain implication...
- IT firms Infosys, TCS will now have to look at non-linear growth: Harit Shah, Nirmal Bang Inst Equities
On a broad level basis we believe that you need to be a little selective on the mid-tier IT front, says Harit Shah of Nirmal Bang.
- Infotech Enterprise weak, Angel maintains ‘neutral’
Angel Broking has maintained a ‘neutral’ stance on the stock as deteriorating global business environment has clearly worsened and would ha...
- Investors may fancy IT solution providers now
Investors are likely to resume scouring for value picks within the IT sector, following some of the proposals in the Union Budget.