Experts feel that investors should track EPS of at least four-five years while other important parameters which one should include are Return on Equity (RoE), as well as Return on Capital Employed (RoCE).
Analysts feel price and quantum of buyback better, but challenges in business environment on the back of H1-B visa issue, clarity on client budgets to impact the stock.
The domestic market will continue to move up as long as international markets remain stable. The recent liquidity rush will continue into emerging markets, says Ajay Srivastava, CEO of Dimensions Consulting.
Nandan Chakraborty of Axis Capital expects earnings growth of 14 percent in FY17 and 21 percent going forward in FY18 largely on the back of a strong economy.
Srivats Ram, Managing Director, Wheels India, said the company is facing a slowdown in its construction and mining segment and may remain this way for the coming months due to low commodity prices.
Sandip Bhatia of Macquarie Securities Group says despite the market rally, witnessed this week, Bhatia says Indian market is in a recovery phase and will take two to three years to bounce back fully.
Indian stocks should offer returns in the low-teens in dollar terms based on expectations of 10-14 percent growth in earnings, Goldman Sachs analysts including Sunil Koul said in a research note.
EPS have dropped 25 percent from their August 2011 peak, Garner said, pointing to MSCI data.
Experts believe that the Maruti Suzuki will continue to show better results in coming month on basis of above-expectation earnings.
A report released by the brokerage firm, UBS reveals that exposure to non-performing loans has increased 85 percent since financial year 2012. Yes Bank, ICICI Bank tops the list.
In an interview with CNBC-TV18, Mark Saldanha, Chairman of Marksans Pharma said the acquisition with Time Cap Laboratories will help in improving company's profitability and will help it entering the US market.
Brokerages are not very impressed with the performance put up by the FMCG majors HUL and ITC. They have cut their ratings for the stock and have also reduced estimates for the next two fiscals.
Hitesh Shah, IT Analyst, IDFC Securities sees FY14 Infosys growth at 0.1%, implying about 12 percent dollar revenue growth for full year. With rupee staying where it is, it should be able to do closer to Rs 190 on recurring earnings per share (EPS) for full year.
IBM said that a "substantional second-half gain" it was expecting in its previous EPS outlook "will not likely be achieved" by the end of 2013.
Kotak expects IT companies will get a EPS boost due to the recent Rupee depreciation, but there will not be much margin benefits due to increasing competition, and lower pricing push by clients.
Brokerage house Microsec has come out with its IPO analysis report on Just Dial Ltd. According to the research firm, company has a large untapped and potential market to enhance its platform.
SP Tulsian of sptulsian.com expects the March series to expire above 5700 levels.
Infosys October-December quarterly earnings could fall 1.8 percent short of consensus expectations, while revenues may disappoint by 3.2 percent, according to Thomson Reuters StarMine estimates.
Technology bellwether Infosys has raised its full year (2011-12) EPS (earnings per share) guidance slightly to Rs 128.20-130.08, compared with Rs 126.05-128.21 it had guided at the end of the fourth quarter. Revenue for the fiscal is expected to be in Rs 31,777-32,311 crore range, up 15.5-17.5%.
JP Morgan has retained its 'overweight' rating on Tata Consultancy Services following the fourth quarter numbers. The brokerage house has raised the price target and earnings per share estimates for Asia’s largest IT services firm, citing continued revenue growth and improved profitability.
The Infosys stock, which plunged 10% on Friday after disappointing earnings, fell other 2.5% today as brokerages looked at it with pursed lips and shaking heads. CNBC-TV18's Reema Tendulkar wraps up the brokerage views.
Infosys Technologies expects demand environment to be “normal” for the I-T industry in 2011-12 (April-March), although the company’s earnings per share guidance was well below what the analysts were expecting.