Morgan Stanley-India Technology IT Services How to be positioned ahead of...-107271388

2024-04管理咨询66免费

📄 文件全名: 《Morgan Stanley-India Technology IT Services How to be positioned ahead of...-107271388.pdf》
🎯 适合读者: 战略规划行业研究员
📊 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
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India Technology: IT Services | Asia Pacific Morgan Stanley India Company Private Limited+ Gaurav.Rateria@morganstanley.com +91 22 6118-2237

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《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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