2023年6月23日

(圖片來源:HCL科技公司/ Facebook) HCL科技公司有限公司將實現有機增長最快,與同行相比,據麥格理資本,一直保持著“跑贏大盤”評級的股票。增長的關鍵因素包括金融服務、生命科學和醫療、通訊垂直,周四在一份研究報告中表示。公司一直保持收入增長預期FY24在6 - 8%不變……HCL科技公司有限公司將實現有機增長最快,與同行相比,據麥格理資本,一直保持著“跑贏大盤”評級的股票。增長的關鍵因素包括金融服務、生命科學和醫療、通訊垂直,周四在一份研究報告中表示。公司一直保持收入增長預期FY24在6 - 8%不變的貨幣計算,報告說。HCL科技是預測未來五年的兩位數增長結構性增長機會。該公司的目標是達成pre-Covid利息和稅收的19 - 20%。為了實現這一點,它計劃利用人工智能在企業級的采用在未來12 - 18個月,該報告說。大量成本外賣交易的公司有一個管道,可以極大地改善經濟增長前景在下半年的財政。HCL科技打算追求戰略盛宴收購,以增強其功能和有助於中期有機增長,據麥格理資本。Facebook Twitter投資者擔心HCL科技投資的基礎設施管理服務預計將消退,導致該公司可能會得到重估,麥格理研究說。 Investors are anticipated to view the company's $1.8-billion investment in the software business in 2019 favourably, it said. The brokerage's positive outlook on HCL Tech is in contrast to the industry scenario, where lower-than-expected June quarter demand and fears of a potential U.S. recession have impacted the earnings of several Indian IT companies. The research report highlights a more cautious view of the sector due to the increasing risk of demand recovery in the later half of the year and discretionary IT spending remaining under pressure. Facebook Twitter Despite industry-wide growth estimates being cut down by 50–150 basis points, Macquarie Capital maintains HCL Tech's 'outperform' rating with a 12-month target price of Rs 1,520. ADVERTISEMENT ADVERTISEMENT