Joseph D. Foresi
Back to Market Analysis home VanceInfo reported quarterly results roughly in line with expectations. FY12 revenue guidance was raised but FY12 EPS guidance was lowered as the company attempts to shift impacted employees to other projects as a result of cancellations with two large clients. Synergies of the merger with hiSoft include scale to compete …
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 historically executed through difficult economic times, has little exposure to Europe, and is naturally conservative …
Joseph D. Foresi
Top 10 Takeaways: Intra Quarter Channel Checks Key Data Points for Your Investment Mosaic 1. Syntel optimistic about prospects (5/14/12). Takeaways: demand environment healthy, SYNT taking market share due to client service, & earnings protection from margin flexibility exists. 2. VanceInfo reports healthy results raising top line annual guidance, but EPS guidance unchanged (5/15/12). Takeaways: …
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