tag:blogger.com,1999:blog-4985507920781384945.post4111449921355602573..comments2024-03-27T21:22:19.883+05:30Comments on InvestorZclub: Indian IT companies Result and Valuation comparisonAmit Agarwalhttp://www.blogger.com/profile/17507490232990482319noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4985507920781384945.post-10498960956360603302013-11-03T12:58:17.722+05:302013-11-03T12:58:17.722+05:30Hello Sridhar, wish you too a very happy and prosp...Hello Sridhar, wish you too a very happy and prosperous diwali. Regarding IT in general and overall midcap IT basket, I am not that too bullish as most of the good news are priced in. With immigration bill overhang it would be too risky to be long on IT midcaps in a major way. Largecaps specially HCL tech and Infosys will provide safety as they are trading at 15-16 time PE multiples which is ok. If at all one has to look at midcap IT then Mindtree and Zensar Tech in my view looks good from 1-2 years perspective. One can accumulate them on correction. However it must be remembered that no more than 10% of your equity portfolio should go to 1 single stock. Amit Agarwalhttps://www.blogger.com/profile/17507490232990482319noreply@blogger.comtag:blogger.com,1999:blog-4985507920781384945.post-69833509534777217852013-11-02T19:06:43.356+05:302013-11-02T19:06:43.356+05:30Hi Amit,
This article provides interesting points...Hi Amit, <br />This article provides interesting points on the large IT players and your observations are very good. <br />I just wanted to know your observations or comments on two mid-sized IT companies, which are<br />1) Mphasis & <br />2) Mindtree<br />From what I know Mphasis' performance has not been consistent but valuations seems attractive. But Mindtree's performance is consistent. <br />I've also been hearing about Tech Mahindra and how its joining the top IT names after its merger with Mah. Satyam. Any comments on that will also be great. <br /><br />Thanks and Wish you and the Investorzclub Team a Happy and Prosperous Diwali. <br />Srihttps://www.blogger.com/profile/15112102835408439937noreply@blogger.com