Market Analysis Archives

Baird/Koning/BPO: Industry Comments: Takeaways from Oracle OpenWorld Conference | Market Analysis

David J. Koning CFA

Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high

Catalyst Needed to Drive Results Dividend | Market Analysis

Joseph D. Foresi

Back to Market Analysis home INVESTMENT CONCLUSION: We maintain our NEUTRAL rating on Paychex following better than forecast first quarter results. Paychex lacks a immediate catalyst as new business formation remains muted and margins are held back by investments. There

Outsourcing: Top 10: Stocks Have Moved Up, But Are Things Better? | Market Analysis

Joseph D. Foresi

Back to Market Analysis home The market has moved up recently, implying the economy has improved. Although there may be small incremental gains, we are far from being out of the woods in our opinion. We are getting indications that

BPO Analysts Take on the Market Notes from Our NelsonHall Fireside Chat | Market Analysis

Joseph D. Foresi

Back to Market Analysis home INVESTMENT CONCLUSION: We caught up with BPO industry analysts NelsonHall. First half 2012, BPO deal conversion rates have been hampered by macro factors and risk aversion following a strong 2011, potentially leading to pent up

Outsourcing: Top 10 Takeaways | Market Analysis

Joseph D. Foresi

Back to Market Analysis home The outsourcing space is facing two factors heading into 2013. The first is the macro. The space is at a critical juncture with price declines taking place, but contained to specific verticals (capital markets). If

Top 10 Takeaways: Earnings Season Ends on Up Note | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Earnings season came to an end this week for the outsourcing group. Cognizant reported solid results and maintained 2012 guidance. The results ended the season on an up note. As we cross through the mid

Time To Start Thinking About the Merger | Market Analysis

Joseph D. Foresi

Back to Market Analysis home VanceInfo reported quarterly results roughly in line with expectations. FY12 revenue guidance was raised but FY12 EPS guidance was lowered as the company attempts to shift impacted employees to other projects as a result of

1Q13 First Take; Better than Expected | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Our Thoughts: CSC reported results above expectations highlighted by improved margins. Management did not provide official FY13 guidance. In order to develop a creditable investment thesis, investors will need further color on the prospects for the

First Take-Model Showing Some Resilience | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Our Thoughts: Cognizant reported better than expected quarterly results and maintained guidance. The model showed some resilience this quarter which should be positively viewed by the market given concerns over the lowering of the guidance.

WIT: In Line Quarter, But Soft Guidance | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Wipro reported IT Services results in line with expectations, but guidance fell short of estimates. Similar to Infosys, Wipro is caught in the perfect storm of facing organizational changes and a weakening demand backdrop. The

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Baird/Koning/BPO: Industry Comments: Takeaways from Oracle OpenWorld Conference | Market Analysis

Catalyst Needed to Drive Results Dividend | Market Analysis

Outsourcing: Top 10: Stocks Have Moved Up, But Are Things Better? | Market Analysis

BPO Analysts Take on the Market Notes from Our NelsonHall Fireside Chat | Market Analysis

Outsourcing: Top 10 Takeaways | Market Analysis

Top 10 Takeaways: Earnings Season Ends on Up Note | Market Analysis

Time To Start Thinking About the Merger | Market Analysis

1Q13 First Take; Better than Expected | Market Analysis

First Take-Model Showing Some Resilience | Market Analysis

WIT: In Line Quarter, But Soft Guidance | Market Analysis

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