FII Interview

IT budget visibility issue for entire sector: Cowen & Co   

12 Jan 2012, 9.53 am  |  Source: CNBC-TV18

IT stocks are expected to be range bound until there is better visibility in budgets. "We are probably going to get that visibility in four to six wee...

Infosys Q2 EPS to outperform by 18%: Nomura India   

07 Oct 2011, 2.02 pm  |  Source: CNBC-TV18

Infosys is expected to announce its second quarter result on October 12. Most experts feel that the recent fall in the rupee will help boost Q2 earnin...

Upsides of Infy could be capped from here on: JP Morgan   

15 Oct 2010, 11.52 am  |  Source: CNBC-TV18

“We don’t see ourselves upgrading numbers, maybe our price targets will move up a little bit because we are slightly below that. From here on I think ...

Hike in attrition rate not good sign for Infy: Cowen & Co    

15 Oct 2010, 10.22 am  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Moshe Katri, MD, Cowen and Company said that fundamentals will remain healthy for Infosys. “Infosys numbers will continu...

Infy upside capped in single-digit gains: JPMorgan   

13 Jul 2010, 11.47 am  |  Source: CNBC-TV18

Infosys margins are below expectations, said Viju George, Executive Director, JP Morgan, in an exclusive interview to CNBC-TV18. "Likely wage hike and...

No concerns yet on IT pricing: Cowen & Co's Moshe Katri   

13 Jul 2010, 10.04 am  |  Source: CNBC-TV18

Moshe Katri, MD, Cowen & Co, said Europe remains an area of concern....

Visibility in IT sector cloudy: Cowen & Co   

13 Jan 2009, 9.51 am  |  Source: CNBC-TV18

Moshe Katri of Cowen & Co said visibility in technology sector is still very cloudy and that the sector may see couple of quarters with flat sequentia...

Expect Infy, Satyam full-yr $-guidance to be lower: JPM  

07 Oct 2008, 10.58 am  |  Source: CNBC-TV18

With the earnings season round the corner, Bhavin Shah of JP Morgan expects Infosys and Satyam to bring their full year dollar guidance at a lower end...

JPMorgan sees FY09 India IT $ revenue hit by 2-3%  

16 Sep 2008, 11.21 am  |  Source: CNBC-TV18

JPMorgan sees FY09 India IT USD revenue likely to hit by 2-3% if US problems rise. In FY10, IT USD revenue may hit upto 4-5% if US issue mount further...

Infy-Axon deal biggest concern shareholder value accretive  

26 Aug 2008, 11.50 am  |  Source: CNBC-TV18

Infosys has acquired Axon Group, a UK-based company, for £407.1 million. Infosys says the Axon Group deal would be completed by November. The Infosys ...

Macquarie downgrades Rel Comm to neutral on weak nos  

01 Aug 2008, 10.17 am  |  Source: CNBC-TV18

Macquarie has come out with results review report on Reliance Communication after its first quarter numbers. Report says among the worst quarterly res...

Infy to outperform guidance going forward: Moshe Katri  

11 Jul 2008, 11.31 am  |  Source: CNBC-TV18

Moshe Katri, MD, Cowen & Co expects Infosys to outperform guidance going forward. He still expect IT services to be resilient. According to him, there...

Infy may raise annual EPS guidance to Rs 100: JP Morgan   

10 Jul 2008, 12.13 pm  |  Source: CNBC-TV18

Bhavin Shah of JP Morgan, estimates an annual EPS of Rs 102 from Infosys for FY09. however, he does not see much bigger upside. He adds that Infosys c...

Expect Infy to raise Q1 guidance: Moshe Katri   

09 Jul 2008, 12.27 pm  |  Source: CNBC-TV18

Moshe Katri, MD of Cowen & Co, believes Infosys is likely to show improvement in key metrics. His outlook for 2008 spending remains robust....

Sun Pharma remains top pick; tgt of Rs 1523: M Stanley  

29 May 2008, 9.51 am  |  Source: CNBC-TV18

Morgan Stanley said the Sun Pharma setback on the Taro front was disappointing given the strategic rationale. Nevertheless the stock still remains ...

JP Morgan overweight on Infosys  

15 Apr 2008, 12.20 pm  |  Source: CNBC-TV18

JP Morgan is positive on Infosys post its Q4 numbers. It maintains Overweight Rating; Price Target Rs 1,875. According to JP Morgan results Indicate D...

Morgan Stanley overweight on JSW Steel  

15 Feb 2008, 4.53 pm  |  Source: CNBC-TV18

Morgan Stanley has maintained overweight rating on JSW Steel in its report dated 12 Feb, 2008....

Buy Reliance Ind, tgt Rs 3460: Citigroup  

14 Feb 2008, 5.44 pm  |  Source: Moneycontrol.com

Citi Research is bullish on Reliance Industries and has recommended buy rating on the stock with a target of Rs 3460 in its Feburary 13, 2008 report. ...

Buy Thermax tgt Rs 748: Citi Research  

14 Feb 2008, 4.00 pm  |  Source: Moneycontrol.com

Citi Research is bullish on Thermax and has recommended buy rating on the stock with a target of Rs 748. The company is a niche player in captive powe...

JP Morgan overweight on Punj Lloyd  

08 Feb 2008, 3.12 pm  |  Source: Moneycontrol.com

JP Morgan has maintained overweight rating on Punj Lloyd. Punj Lloyd reported a 90bp yoy dip in operating margin on the back of Rs680MM losses on lega...

Buy Cairn India, target Rs 288: CLSA  

07 Feb 2008, 3.14 pm  |  Source: Moneycontrol.com

CLSA has maintained buy rating on Cairn India with target price of Rs 288. Cairn’s latest corporate presentation indicates an 8% upgrade to Mangala 2P...

Buy Cairn India; tgt Rs 245-247: Merrill Lynch  

06 Feb 2008, 4.57 pm  |  Source: Moneycontrol.com

Merrill Lynch maintains buy rating on Cairn India with price target of Rs 245 to Rs 247, in its report dated 04 February, 2008. Our current PO offers ...

Merrill Lynch neutral on Subex Azure  

06 Feb 2008, 4.53 pm  |  Source: Moneycontrol.com

Merrill Lynch has recommended neutral rating on Subex Azure, in its report dated 04 February, 2008. While valuations are attractive we would need to s...

Buy Redington India; tgt Rs 451: CLSA  

05 Feb 2008, 4.40 pm  |  Source: Moneycontrol.com

CLSA maintains buy rating on Redington, with a target price of Rs 451, in its report dated 04 February, 2008. Redington’s investment in setting up an ...

Buy Sobha Developers; tgt Rs 1222: CLSA  

05 Feb 2008, 4.36 pm  |  Source: Moneycontrol.com

CLSA has recommended buy rating on Sobha Developers with target price of Rs 1222, in its report dated 04 February, 2008. Ongoing and planned projects ...

Buy NTPC, target Rs 242: Merrill Lynch  

05 Feb 2008, 3.47 pm  |  Source: Moneycontrol.com

Merrill Lynch has maintained buy rating on NTPC with target price of Rs 242. MLe NTPC capex for FY08E of Rs 111 billion (+42%YoY). It has accelerated ...

City Union Bank Q3 PAT at Rs 25.4 cr  

30 Jan 2008, 2.00 pm  |  Source: Moneycontrol.com

City Union Bank has announced its third quarter results. The company's Q3 net profit was at Rs 25.4 crore (Rs 254 million) from Rs 13.8 crore (Rs 138 ...

Buy Dishman Pharma: Citi  

30 Jan 2008, 1.48 pm  |  Source: Moneycontrol.com

Citi has maintained buy rating on Dishman Pharma with target price of Rs 372 in its January 28, 2008 research report....

Sell Dr Reddy's Labs: Merrill Lynch  

30 Jan 2008, 12.39 pm  |  Source: Moneycontrol.com

Merrill Lynch has maintained sell rating on Dr Reddys Laboratories in its January 28, 2008 report....

Morgan Stanley upgrades HCL Tech to overweight   

30 Jan 2008, 10.21 am  |  Source: Moneycontrol.com

Morgan Stanley has maintained overweight rating on HCL Technologies with target price of Rs 310 implying upside potential of 24%. We expect revenue an...