Viju George

JP Morgan IT analyst Viju George told CNBC-TV18 that the there is some value in select IT stocks and sees huge value in company's like Infosys and Tech Mahindra.

Telcos will watch for Jio launch; won't act in haste: JPMorgan

Speaking to CNBC-TV18, Viju George of JPMorgan said that telecom players will be watching for Reliance Jio's launch, its pricing and implied value in the ARPU (average revenue per user) bundle.

Why is HCL Tech's PE multiple not reflecting good earnings?

HCL Technologies has risen over 60 percent in the last one year, and its EBIT (earnings before interest, taxes) margins are up 400bps since Jan 2012, but interestingly the P/E multiple has not kept pace with the EPS (earning per share) upgrades.

Infosys money, market share to flow into TCS: JPMorgan

Viju George, executive director at JPMorgan, says that money will start moving out of Infosys and into TCS soon because of a higher valuation premium.

NASSCOM defends IT growth forecast; JPM cuts Infy EPS

Infosys raised a storm on Friday by declaring it cannot meet NASSCOM's growth projections, following which the stock crashed near 10% on Friday. NASSCOM had said the sector's revenue is likely to grow between 11% and 14% for fiscal 2013, whereas Infosys pegged its own revenue growth at 8-10%, way below the industry target.

IT sector: TCS could steal the show in FY13, says JPMorgan

Infosys posted a good performance for the third quarter of FY’12. Viju George, executive director of JPMorgan says, 2012 could be another year of polarisation in performance for the IT sector. “TCS could steal the show once again in FY13. There could be polarisation in stock returns as well,” he adds.

Infosys surges 5% on Q2 results; what lies ahead?

It took a beating over a disappointing first quarter and then uncertain global economic environment. However, Infosys shares have seen good momentum over the last one month rising over 15% as the rupee has depreciated.

IT stocks could slide 5-10% from current level: JP Morgan

Viju George, executive director of JP Morgan in an interview to CNBC-TV18, said, it is very difficult to call a bottom in the IT sector in the current market scenario. But, he foresees a 5-10% decline in IT stocks from current levels.

How is JPMorgan reading Q3 nos of tech majors?

Not surprised with Wipro's performance in the said quarter, Viju George of JPMorgan said the company has bee lagging for the last six-seven quarters and the trend may continue going forward. "It needs to shift its topline growth trajectory," he said.