Stage set for IT sector to see bounceback, top stock picks

Vidhi Khanna · Dec 25, 2015

The big IT names such as Infosys (down 7 per cent in one month), Tata Consultancy Services (7 per cent), HCL Technologies BSE -0.37 % (2 per cent) have been the biggest sufferers in the recent market downtrend. Management commentaries for third and fourth quarter earnings have been weak, which has raised concerns among investors. Experts say such concerns are part of the transition process as the big IT players are falling prey to the base effect.

Read more at:
https://economictimes.indiatimes.com/articleshow/50319388.cms

Sachin S Shah · Dec 31, 2015

Vidhi Khanna said: ↑

The big IT names such as Infosys (down 7 per cent in one month), Tata Consultancy Services (7 per cent), HCL Technologies BSE -0.37 % (2 per cent) have been the biggest sufferers in the recent market downtrend. Management commentaries for third and fourth quarter earnings have been weak, which has raised concerns among investors. Experts say such concerns are part of the transition process as the big IT players are falling prey to the base effect.

Read more at:
https://economictimes.indiatimes.com/articleshow/50319388.cms
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Stage set for IT sector to see bounceback, top stock picks

Vidhi Khanna Active Member Staff Member

Sachin S Shah New Member

Analysis of 23 “CUBs” i.e quality small-cap cos in the early stages of their growth cycle

Archean is a robust play on the expanding footprint in high-growth derivative & technology sectors.

Repco Home Finance is the beneficiary of tailwinds in the housing sector. TP ₹610 (+32%)

Vikas Khemani is "highly bullish" on the IT sector

IREDA's business growth & margins are aided by Govt’s focus on renewable sector. TP ₹280 (25%)

Log in

Stage set for IT sector to see bounceback, top stock picks

Vidhi Khanna Active Member Staff Member

Sachin S Shah New Member

Analysis of 23 “CUBs” i.e quality small-cap cos in the early stages of their growth cycle

Archean is a robust play on the expanding footprint in high-growth derivative & technology sectors.

Repco Home Finance is the beneficiary of tailwinds in the housing sector. TP ₹610 (+32%)

Vikas Khemani is "highly bullish" on the IT sector

IREDA's business growth & margins are aided by Govt’s focus on renewable sector. TP ₹280 (25%)

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