reports
Birlasoft Ltd: 2 directors
Two Directors at Birlasoft Ltd sold 85,000 shares at between 463.750INR and 465.000INR. The significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
KPIT TECHNOLOGIES LTD. sees an upgrade to Slightly Positive due to a b...
The general evaluation of KPIT TECHNOLOGIES LTD. (IN), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 22, 2022, the closing p...
MOSL: KPIT TECHNOLOGIES (Buy)-Strong Engineering traction but at the e...
KPIT TECHNOLOGIES: Strong Engineering traction but at the expense of margins (KPIT IN, Mkt Cap USD0.6b, CMP INR215, TP INR280, 30% Upside, Buy) Operating performance below estimate: KPIT's USD revenue/EBITA/PAT grew 8.3%/45.7%/32.7% YoY in 9MFY19. 3QFY19 revenue declined 1.7% QoQ in constant currency (3% miss). While Engineering SBU (43% of revenue) grew 6.4% QoQ, IT Business dragged with a decline of 7.5% QoQ due to completion of a few large projects. EBITDA margin shrank 60bp QoQ (exclu...
- Team Research
MOSL: KPIT TECHNOLOGIES (Upgrade to Buy)-Engineering traction and Marg...
KPIT Technologies: Engineering traction and Margins beat; Upgrade to Buy (KPIT IN, Mkt Cap USD0.6b, CMP INR211, TP INR275, 31% Upside, Upgrade to Buy) Performance better than expectations: KPIT’s 2QFY19 revenue grew 2.9% QoQ CC (our estimate: +2.7%), led by strength in Engineering, partly offset by weakness in IT Services. EBITDA margin expanded 150bp QoQ to 13.6% (130bp beat), aided by operational efficiencies, a change in business mix and INR depreciation. Despite the strong operational...
MOSL: KPIT TECHNOLOGIES (Neutral)-Riding high on the optionality of de...
KPIT TECHNOLOGIES: Riding high on the optionality of demerger benefits; Reinstating our Neutral rating (KPIT IN, Mkt Cap USD0.8b, CMP INR289, TP INR320, 9% Upside, Neutral) Earlier this year, KPIT announced a demerger of its Engineering business and a merger of the remainder (IT services) with Birlasoft, which is likely to be executed this year. However, because of the earlier non-availability of the financial performance of Birlasoft, we chose to be on the sidelines and put our rating u...
MOSL: KPIT TECHNOLOGIES (Under Review)-Exhibiting consistency in reven...
KPIT Technologies: Exhibiting consistency in revenue; under review until demerger (KPIT IN, Mkt Cap USD0.8b, CMP INR287, Under Review) Revenue in-line: KPIT's 1QFY19 revenue grew 12% YoY (flat QoQ) to USD151m, in line with our estimate of 13% growth. Engineering services (+5.5% QoQ, +22% YoY) continued to drive growth. Adjusted operating margins continue inching up: EBITDA margin expanded 75bp QoQ to 12.1%, in line with our estimate. The quarter included expenses related to the demerger...
MOSL: KPIT TECHNOLOGIES (Neutral)-KPIT to merge with Birlasoft, demerg...
KPIT Technologies: KPIT to merge with Birlasoft, demerge Engineering (KPIT IN, Mkt Cap USD0.6b, CMP INR219, TP INR250, 14% Upside, Neutral) Merger with Birlasoft; Demerger of Engineering: KPIT announced a merger with Birlasoft and a subsequent demerger of its Engineering business, effectively implying creation of two separate businesses – the combined KPIT-Birlasoft entity and the Engineering entity. As part of the deal, shareholders of Birlasoft will receive 22 equity shares of the combined...
MOSL: KPIT TECHNOLOGIES (Neutral)- An all-round beat-Sustainable execu...
​KPIT Technologies:An all-round beat; Sustainable execution crucial for re-rating(KPIT IN, Mkt Cap USD0.5b, CMP INR148, TP INR160, 8% Upside, Neutral)Strong revenue beat: 2QFY18 revenue growth of 4.3% QoQ CC beat our estimate of 1%. Growth was driven by a strong pick-up in the overlapping vertical of Automotive & Transportation (43% of revenue; 12% QoQ) and the service line of Product Engineering Services (38% of revenue; +13% QoQ). Growth would have been higher by 150bp had it not been for th...
MOSL: KPIT TECHNOLOGIES (Neutral)-Profitability resurrection pushed fu...
KPIT Technologies: Profitability resurrection pushed further ahead(KPIT IN, Mkt Cap USD0.4b, CMP INR134, TP INR140, 4% Upside, Neutral)Revenue beat driven by license sale: KPIT’s 1QFY18 revenue growth of 3.5% QoQ CC beat our estimate of 1.3%. Growth was primarily driven by ~50% growth in Products & Platforms, which included a one-time license sale of USD2m. Excluding this, revenue growth was largely in-line. The strong start to the year has resulted in an ask rate of -2% to 0% to achieve its g...
MOSL: KPIT TECHNOLOGIES (Neutral)-Momentum still elusive
KPIT Technologies: Momentum still elusive(KPIT IN, Mkt Cap USD0.4b, CMP INR130, TP INR150, 15% Upside, Neutral)Revenue driven by acquisition: KPIT’s 4QFY17 revenue of USD128m (+4.4% QoQ) was ahead of our estimate. The quarter included USD4m from the acquisition of MicroFuzzy, excluding which growth was 1.2%, in line with our estimate. Mirroring the past trends, Engineering and Product & Platforms exhibited strength, while growth was weighed upon by softness in IES.Margins yet to show meaningfu...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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