Posts in category All News
Prism Cement Limited – Annual General Meeting Updates (11-09-2015)
China confirms Chinese man captured by IS militants (11-09-2015)
Intellect Design Arena PICK for 2015 (11-09-2015)
HI all,,,
Had a look at this company ..the story seems to be going good.. but few questions come to mind..
1.. their biggest vertical and the one showing most growth is IGTB( transaction banking) and the reason is the market itself is expanding , Banks are spending more on transaction banking suites.
My understanding is they are integrating their IGTB product with banks incumbent core banking systems( correct me if i am worng)
What is stopping other well placed competitors( Infosys,TCS,Temenos,etc) from developing similar offerings?
And how well they are placed against their top competitors in this space :ACI ,Fundtech,Bottomline ??
2.The core banking software market seems to be mature, with lot of well entrenched competitors. And intellect's product at the best is Top 5.
See http://www.gartner.com/technology/reprints.do?id=1-2GD9K69&ct=150525&st=sb&elqaid=582&elqat=2&elqTrackId=6231b676966146b98f4480ebeda1e2d7
3. Inusrance and RTM products yet to gain traction .
So how confident are we that the growth will come for 4-5 years.? for a shorter time frame 3-4 quarters , i think they have lot of deals in pipeline which will give growth.
M&M: TUV 300 may not be a game-changer (11-09-2015)
IIP rises 4.4 % in July versus 4.2 % in June (11-09-2015)
Euro auto parts suppliers set to weather China slowdown in 2015: Moody’s (11-09-2015)
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