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KAWALJEET SALUJA
Fundamental Radar: Mphasis stock may correct to Rs 2,100; Kotak Equities explains whyMphasis works with all the top-10 US banks and has a presence across most sub-verticals within the banking, and financial services (BFS) se...
Uptick seen in Infy’s cost saving-based deals: Kotak reportOn operating margins, Infosys is expected to weather some of the headwinds, especially attrition-related costs and compensation increases.
Accenture’s BFSI commentary holds out some hope for Indian ITFears of a looming recession had lead banking and financial services companies, who contribute about a third of Indian IT’s revenue, to hol...
Indian IT firms are budgeting for a year of slowdown: KotakIndian IT cos were budgeting for a year of slowdown fearing a disorderly Brexit and a potential US recession.
Infosys and Tech Mahindra are top picks: Kawaljeet Saluja, Kotak Institutional EquitiesThere are multiple changes which the company has made and that should basically reflect in solid growth rate over the next four quarters.
Tier-I IT firms to see 2.5-3.5% constant currency growth: Saluja, Kotak InstitutionalSaluja expects headwinds in energy and utilities verticals, and a chain reaction of them may impact certain CG and industrial companies.
Strong demand environment to help Infosys address internal problems: Kawaljeet Saluja"We expect from Infosys, not an industry-leading revenue growth, but a 12.5% to 13% revenue growth in FY15 and changes which Mr Murthy has ...
Expect the IT pack to do well going ahead: Kawaljeet Saluja, Kotak Institutional EquitiesThere is a reasonable upside across many names in the IT sector. The sector will perform well. We are pushing Infosys, Tech Mahindra and Mi...
Positive view, constructive rating on Tech Mahindra: Kawaljeet SalujaWe like to stock, and have a positive view and a constructive rating.
Keep a cautious stance on Wipro, says Kawaljeet Saluja"Our expectation is that the growth of Wipro will still trail tier 1 peers hence we have a cautious stance on the stock."
Infosys, TCS, Tech Mahindra & MindTree top picks from the IT space: Kawaljeet Saluja"The sector will perform well and within that, we are pushing Infosys, TCS, Tech Mahindra and MindTree."
Markets a bit disappointed with HCL Tech: Kawaljeet SalujaMarkets are a little bit disappointed with the revenue growth. They expected some kind of an uptick in the revenue growth trajectory.
- Expect 4% dollar revenue growth from TCS: Kawaljeet Saluja, Kotak Institutional Equities
In an interview with ET Now, Kawaljeet Saluja, Executive Director and Head of Research, Kotak Institutional Equities, shares his expectatio...
- Financial services, telecom problem areas for IT: Kotak Securities
"We have a 'sell' rating on every stock and every tier-one IT name. Therefore, we do not recommend you to stay in any of these stocks," Kaw...
- Rs 20,000 crore cash pile: Analysts call for Infosys to return cash to shareholders through share buy-back
There is a strong case for share buyback as a means of returning excess cash, Kotak Institutional Equities, argued in clients note dated Ju...
- Don't expect any positive surprises in IT firms' Q4 results: Kotak Institutional Equities
Managements of most of IT cos have indicated that it has been slow start to the year and that will be reflected in March quarter numbers.
- Hexaware Technologies and MindTree our top picks: Kawaljeet Saluja, Kotak Institutional Equities
In an interview with ET Now, Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, gives his views on mid ...
- Infy’s earning may slip by 7% this quarter: Kotak Equities
In an interview with ET Now, Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, shares his views on the...
- Even midsized IT cos will benefit from demand recovery: Kawaljeet Saluja, Kotak Institutional Equities
Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, talks with ET Now about the IT sector earnings previ...
How one equity analyst almost nailed SatyamThere was at least one analyst who almost blew the lid off the Satyam scam. That too, as early as in October.