Nomura on IT Buy Call On Tech Mah In Large-caps Buy Call On Coforge, Birlasoft & eClerx In Midcaps Reduce Call On TCS, WPRO, LTIMindtree, L&T Tech & Mphasis Accenture Cuts FY24 Revenue Growth Guidance Cut To +1-3% Y-Y Guidance Cut On Delayed Decision-Making & Weak Discretionary Spends Retain Cautious Stance As Discretionary Revival Still … Read more
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Jefferies on Bharti Airtel Buy Call, Target Rs 1,300 Focus On Driving A Steady, Organic Increase In ARPU Steady, Organic Increase In ARPU Via Improving Subscriber Mix & Better Monetisation There Is Clear Headroom For Tariff Increases But Timing Of Tariff Hikes Remains Uncertain Higher Tariffs Will Be Key For 5G Monetisation And Improving ROCEs … Read more
Guess what the crucial raw materials for running a profitable steel company are? Iron ore, coke, a lot of energy and data. Tata Steel, for one, will never face any shortage or cost spike of the last. And, with artificial intelligence (AI), the company is squeezing data to extract profits. Around 2018, the $33 billion … Read more