Infosys

Buy Hold Sell: HCL Technologies

What should we do with HCL Technologies after its quarterly and full year results
Stock market is sitting at all time high and more than 100 stocks at all-time high. Investors are confuse what to do with their current holdings. Should they buy their favourite stocks at all time high prices? Or should they sell […]

Understanding dividend policy: TCS 2017 financial results

We are looking a trend of rising dividend payout ratio and buying back own shares in the IT sector. What does this mean to you as an investor?

To us this is like dark clouds gathering over the company’s future outlook. Remember all the finance pundits advising you to invest in the stock market and […]

Infosys: Stock price is down 5% from past Friday…

Infosys is down 5% from the day the results got released. Are you still struggling to understand why prices are falling down? Or how much more down fall to expect? We will give you the answers for those questions. But there was also other valuable insight revealed when you join those dotted lines. We […]

By |April 19th, 2017|Portfolio Point|0 Comments|
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    Intrinsic value spectrum of IT companies are changing fast…

Intrinsic value spectrum of IT companies are changing fast…

Most of the big IT companies had come out with their second quarter and half yearly results. We had seen weak and negative numbers from most of the companies and are petrified will erase companies’ intrinsic values this financial year.

We are also watching closely this sector for any opportunities available to invest. Many IT […]

Infosys Q2 and half yearly report card

Infosys came out with its Q2 and half yearly results this morning. Revenues grew by 10% on YoY basis and 3.05% on QoQ basis to Rs 18,070 crore. Earnings before taxes stand at Rs 5,066 crore, up by 5.87% on YoY basis and 5.59% on QoQ basis. Net profits stood at Rs 3,606 crore […]

By |October 14th, 2016|Q2 - 2017|0 Comments|

5 IT businesses that look cheap to buy today

Successful investors are known for deploying their capital into the opportunities which are capable of producing favourable returns over time. Value investing is also of similar concept, where investor buys the securities for less than what they are worth. The concept is simple but it is not easy. Why? Because most of the time […]

By |August 29th, 2016|Uncategorized|2 Comments|

Wipro: Q1 – 2017

Wipro announced its results yesterday evening and they look like this:

Wipro
Q1 – 2017
Q4 – 2016
Q1 – 2016
% change Q-Q
% change Y-Y

Revenues
13,697.6
13,741.7
12,370.60
-0.32%
10.73%

EBIT
2,804.7
3,050.7
2,931.8
-8.06%
-4.34%

EBIT margin
20.48%
22.20%
23.70%
-1.72 Bpt
-3.22Bpt

Net Profits
2,059
2,257.5
2,207.4
-8.79%
-6.72%

 

Wipro results are like the last nail in the coffin of IT sector. The only positive thing was that revenues had grown by 11% on year on year basis. The managements […]

By |July 20th, 2016|Q1 - 2017|2 Comments|

Is Infosys trading at fair value after Q1 2017 results?

Infosys reported its first quarter results for 2017 last Friday, the results look like this:

Infosys
Q1: 2017
Q4: 2016
Q1: 2016
% Change: Q-Q
% Change: Y-Y

Revenues
17,535
17,322
15,110
1.22%
16.05%

EBIT
4,798
4,991
4,203
-3.87%
14.16%

EBIT Margins
27.36%
28.81%
27.82%
-1.45 Bpt
-0.46 Bpt

Net Profits
3,436
3,597
3,028
-4.48%
13.47%

 

The margins have contracted on Q- Q as well as Y-Y basis. This is not a good sign to add any value to the business. Cost of employees, travel […]

By |July 18th, 2016|Q1 - 2017|1 Comment|

Spectrum of valuations

Few weeks back we wrote about how to value any business and what different models are available to value them (click here to read). Of course, there was no perfect answer to which model to use to value any business, but we concluded that post by showing the importance of right variables to punch […]

Will NIFTY 50 index of India breach 8000 soon?

We do believe that nobody can predict when NIFTY50 will breach 8000 levels again. We know for sure, in the long run it will not only breach 8000 levels but will also breach 10,000.

If we look at the history, not too far ago, in September 2015 we were trading around same levels and talking […]