Market Analysis Archives

Start Thinking About Taking A Chance On Vance | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Our thoughts: We are warming up to VanceInfo at present levels. Our confidence in the margin outlook is improving as inflation moderates. No company is immune to a macro economic slow down. Vance has a

Top Takeaways: Channel Checks Okay | Market Analysis

Joseph D. Foresi

Key Points 1. India Survey Shows Expectation for Rupee to fall to 58 INR/USD (6/4/12). A ING Vysya survey of 220 organization (440 respondents) has the majority expecting the currency to fall as low as 58 INR/USD. The INR (Rupee)

Industry Report Consulting and Global Outsourcing | Market Analysis

Joseph D. Foresi

Industry Report Consulting and Global Outsourcing Nothing is Immune from Macro, But BPO Makes Sense Business Trends Remain Steady, Healthy KEY POINTS: BPO demand trends remain healthy, positive. Channel checks confirm that demand for BPO remains healthy thus far in the

Top 10 Takeaways: Is the Market Pricing Everything? – Market Analysis

Joseph D. Foresi

Top 10 Takeaways: Is the Market Pricing Everything In? Data Points For Your Investment Mosaic 1. Gartner reports worldwide IT outsourcing grew 8% in 2011 to $246.6 bn from $228.7 bn (5/21/12). Vendors with cloud based offerings and Indian providers

"Taking IT Offshore" Weekly: Now The Real Fun Begins – Market Analysis

Joseph D. Foresi

Crucial June Results Key to 2012 Success KEY POINT: Our main takeaway this week was our upgrade of WNS to BUY due to a desirable entry point. We think the catalysts are in place (large contract ramp, salesforce increases, &

Automatic Data Processing – Market Analysis

Joseph D. Foresi

Back to Market Analysis home ADP Looking to Innovate. Interest Rates Continue to be a Drag. INVESTMENT CONCLUSION:We attended the ADP analyst day held in NYC today. Our main takeaways: business is overall fundamentally sound (Europe still difficult), ADP is

Computer Sciences Corporation – Market Analysis

Joseph D. Foresi

A Little More Light Shed on Changes – Some Heavy Lifting Coming INVESTMENT CONCLUSION: CSC reported quarterly results roughly in line with the preliminary announcement. Although most of the bad news appears to be built into the stock price from

Top 10 Takeaways: CTSH’s Guidance Revives Macro Concern Data Point’s for Your Investment Mosaic – Market Analysis

Joseph D. Foresi

1. Cognizant lowers annual guidance (5/7/12) reviving Macro concerns. Takeaway: discretionary spending in Financial Services (capital markets) and pharma slow to start 2012. CTSH didn’t see the acceleration it expected in April. Hard to tell if there is another revision

Taking IT Offshore Weekly: Macro Scare Is In the Air 2012 Off to Less than Optimal Start – Market Analysis

Joseph D. Foresi

IT services was in focus this week. Investor’s began the week on a sour note with Cognizant lowering annual guidance three months into the year. The adjustment comes on the heals of some lackluster March performances and mediocre June guidance.

Taking IT Offshore" Weekly: BPO takes Center Stage – Market Analysis

Joseph D. Foresi

The BPO demand environment took center stage this week as Genpact and EXLService reported results. Our takeaway was that the demand environment for BPO is healthy. There are a number of data points to confirm this. Solid quarterly results from

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Start Thinking About Taking A Chance On Vance | Market Analysis

Top Takeaways: Channel Checks Okay | Market Analysis

Industry Report Consulting and Global Outsourcing | Market Analysis

Top 10 Takeaways: Is the Market Pricing Everything? – Market Analysis

"Taking IT Offshore" Weekly: Now The Real Fun Begins – Market Analysis

Automatic Data Processing – Market Analysis

Computer Sciences Corporation – Market Analysis

Top 10 Takeaways: CTSH’s Guidance Revives Macro Concern Data Point’s for Your Investment Mosaic – Market Analysis

Taking IT Offshore Weekly: Macro Scare Is In the Air 2012 Off to Less than Optimal Start – Market Analysis

Taking IT Offshore" Weekly: BPO takes Center Stage – Market Analysis

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