Morgan Stanley-India Technology IT Services How to be positioned ahead of...-107271388
India Technology: IT Services | Asia Pacific Morgan Stanley India Company Private Limited+ Gaurav.Rateria@morganstanley.com +91 22 6118-2237
报告摘要
India Technology: IT Services | Asia Pacific Morgan Stanley India Company Private Limited+ Gaurav.Rateria@morganstanley.com +91 22 6118-2237
报告信息
- 文件全名
- 《Morgan Stanley-India Technology IT Services How to be positioned ahead of...-107271388.pdf》
- 适合读者
- 核心数据
- margins for some companies, driving 2-11% cuts to F25/26 EPS estimates.
- (we expect YoY growth trends to improve in 4Q vs 3Q and see QoQ growth of -1.3%
- to +1.6% for large caps with TCS leading the pack); b) it sets the tone for FY25
- outlook of 3-6% YoY and 5-7% YoY. In the context of recent corrections in stock
- 核心议题
常见问题
《Morgan Stanley-India Technology IT Services How to be positioned ahead of...-107271388》主要包含哪些内容?
India Technology: IT Services | Asia Pacific Morgan Stanley India Company Private Limited+ Gaurav.Rateria@morganstanley.com +91 22 6118-2237核心数据:margins for some companies, driving 2-11% cuts to F25/26 EPS estimates.;(we expect YoY growth trends to improve in 4Q vs 3Q and see QoQ growth of -1.3%;to +1.6% for large caps with TCS leading the pack); b) it sets the tone for FY25。
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本报告由Morgan Stanley发布,发布于 2024 年。
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覆盖 2024 年,全文约 66。
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适合战略规划、行业研究员等读者参考。
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