FII Interview

  • IT budget visibility issue for entire sector: Cowen & Co   

    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 weeks from now," he added.

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

  • Infosys Q2 EPS to outperform by 18%: Nomura India   

    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 earnings of the Indian IT companies like Infosys. Ashwin Mehta from Nomura India too f...

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

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

    We dont 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 upsides could be capped at single digit in percentage terms, George explained. ...

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

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

    In an interview to CNBC-TV18, Moshe Katri, MD, Cowen and Company said that fundamentals will remain healthy for Infosys. Infosys numbers will continue to gradually move higher, he added.

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

  • Infy upside capped in single-digit gains: JPMorgan   

    Infosys margins are below expectations, said Viju George, Executive Director, JP Morgan, in an exclusive interview to CNBC-TV18. "Likely wage hike and pricing pressures may have impacted margins." He feels the results are neutral ...

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

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

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

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

  • Visibility in IT sector cloudy: Cowen & Co   

    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 sequential growth. He said that this time around focus has shifted from earnings numbers ...

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

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

    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. Infosys is likely to report 5% (QoQ) revenue growth in dollar-terms and may se...

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

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

    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. It expects no change in FY09, FY10 rupee EPS outlook for IT companies, reports...

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

  • Infy-Axon deal biggest concern shareholder value accretive  

    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 management said the deal is at 33% premium to the six-month average price of Axo...

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

  • Macquarie downgrades Rel Comm to neutral on weak nos  

    Macquarie has come out with results review report on Reliance Communication after its first quarter numbers. Report says among the worst quarterly results have seen in the Indian telecom sector. They downgraded Reliance Communicat...

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

  • Infy to outperform guidance going forward: Moshe Katri  

    Moshe Katri, MD, Cowen & Co expects Infosys to outperform guidance going forward. He still expect IT services to be resilient. According to him, there are no signs of pricing stress. He said that the Q2 guidance is 5-15% higher th...

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

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

    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 could raise annual EPS guidance to about Rs 100 per share.

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

  • Expect Infy to raise Q1 guidance: Moshe Katri   

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

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

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

    Morgan Stanley said the Sun Pharma setback on the Taro front was disappointing given the strategic rationale. Nevertheless the stock still remains their top pick, with a target of Rs 1,523

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

  • JP Morgan overweight on Infosys  

    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 Decent IT Services Demand. It has further said that the company will Meet Guidanc...

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

  • Morgan Stanley overweight on JSW Steel  

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

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

  • Buy Reliance Ind, tgt Rs 3460: Citigroup  

    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.

    14 Feb 2008, 5.44 pm  |  Source:

  • Buy Thermax tgt Rs 748: Citi Research  

    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 power and environment technologies. The company offers one of the highest ROEs of 36...

    14 Feb 2008, 4.00 pm  |  Source:

  • JP Morgan overweight on Punj Lloyd  

    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 legacy orders of Sembawang Engineers.

    08 Feb 2008, 3.12 pm  |  Source:

  • Buy Cairn India, target Rs 288: CLSA  

    CLSA has maintained buy rating on Cairn India with target price of Rs 288. Cairns latest corporate presentation indicates an 8% upgrade to Mangala 2P gross in-place resources to 1.293 billion boe.

    07 Feb 2008, 3.14 pm  |  Source:

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

    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 potential upside of 17%. Given the bright prospects of reserve accretion, we thi...

    06 Feb 2008, 4.57 pm  |  Source:

  • Merrill Lynch neutral on Subex Azure  

    Merrill Lynch has recommended neutral rating on Subex Azure, in its report dated 04 February, 2008. While valuations are attractive we would need to see stability in order intake and improvement in implementation before revisiting...

    06 Feb 2008, 4.53 pm  |  Source:

  • Buy Redington India; tgt Rs 451: CLSA  

    CLSA maintains buy rating on Redington, with a target price of Rs 451, in its report dated 04 February, 2008. Redingtons investment in setting up an NBFC in its domain of choice, IT product distribution, will enable it to levera...

    05 Feb 2008, 4.40 pm  |  Source:

  • Buy Sobha Developers; tgt Rs 1222: CLSA  

    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 contribute just 15% of Sobhas landbank and account for 29% of its NAV value.

    05 Feb 2008, 4.36 pm  |  Source:

  • Buy NTPC, target Rs 242: Merrill Lynch  

    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 order placements for XI Plan and MLe all the projects ex-gas & super-critical to...

    05 Feb 2008, 3.47 pm  |  Source:

  • City Union Bank Q3 PAT at Rs 25.4 cr  

    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 million).

    30 Jan 2008, 2.00 pm  |  Source:

  • Buy Dishman Pharma: Citi  

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

    30 Jan 2008, 1.48 pm  |  Source:

  • Sell Dr Reddy's Labs: Merrill Lynch  

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

    30 Jan 2008, 12.39 pm  |  Source:

  • Morgan Stanley upgrades HCL Tech to overweight   

    Morgan Stanley has maintained overweight rating on HCL Technologies with target price of Rs 310 implying upside potential of 24%. We expect revenue and earnings CAGR of 26% and 13% for HCLT for F2008-10e.

    30 Jan 2008, 10.21 am  |  Source:

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