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Ashish R. Thadhani

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Ashish R. Thadhani

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Infosys: Growth May Resume in December Quarter
on Sun, Apr 19, 2009 • INFY • 1 Comment
51job: Online Revenue Trails Rival ChinaHR
on Fri, Mar 6, 2009 • JOBS • Comment!
Satyam: Why We're Terminating Coverage
on Mon, Feb 23, 2009 • SAY • Comment!
Cognizant Technology: Expecting Growth in 2009
on Wed, Feb 18, 2009 • CTSH • Comment!
Ctrip's Unappealing Valuation
on Wed, Feb 11, 2009 • CTRP • Comment!
Rediff.com: Terminating Coverage with a Hold Rating
on Thu, Feb 5, 2009 • REDF • Comment!
Monster's Equation: Global Upheaval + Slow Cost Restructuring = Vanishing EPS
on Tue, Feb 3, 2009 • MWW • Comment!
Wipro: Despite Headwinds, Results Should Prove Resilient
on Tue, Jan 27, 2009 • WIT • Comment!
Infosys Technologies: First-Rate Execution in a Daunting Environment
on Wed, Jan 21, 2009 • INFY • 1 Comment
Afterthoughts on Satyam Computer Services
on Wed, Jan 14, 2009 • SAY, WIT, CTSH • 2 Comments
Satyam: A Shameful End
on Wed, Jan 7, 2009 • SAY • 11 Comments
Satyam's Moment of Truth Is at Hand
on Tue, Jan 6, 2009 • SAY • 12 Comments
India Offshoring Quarterly Snapshot
on Tue, Dec 23, 2008 • SAY, INFY, CTSH • 1 Comment
Satyam: Acquisition Raises Serious Questions About Governance and Strategy
on Wed, Dec 17, 2008 • SAY • 1 Comment
Syntel: Competitive Pressures but Encouraging Pipeline
on Wed, Dec 3, 2008 • SYNT • 1 Comment
Ctrip: Short-Term Outlook Worsens
on Thu, Nov 20, 2008 • CTRP • 1 Comment
51job: Washed Out Valuation, Doubts Remain Unaddressed
on Mon, Nov 17, 2008 • JOBS • Comment!
Rediff.com: Embarrassing Execution but $24 Million Enterprise Value Is Attractive
on Mon, Nov 10, 2008 • REDF • 3 Comments
Cognizant: Inexpensive, Even in a Pessimistic Scenario
on Fri, Nov 7, 2008 • CTSH • Comment!
Monster Worldwide: Lowering 2009 Estimates, Staying on the Sideline
on Mon, Nov 3, 2008 • MWW • Comment!
Seeing Short-Term Weakness in Wipro, Long-Term Promise
on Mon, Oct 27, 2008 • WIT • Comment!
Satyam: Tough Environment, Cheap Stock
on Wed, Oct 22, 2008 • SAY • 3 Comments
Infosys: Traumatized Environment Affords Rare Buying Opportunity
on Tue, Oct 14, 2008 • INFY • 1 Comment
India Offshoring Quarterly Snapshot
on Tue, Sep 16, 2008 • INFY, WIT, CTSH • 1 Comment
Ctrip.com: Industry-wide Slowdown Could Linger
on Fri, Aug 15, 2008 • CTRP • 1 Comment
Monster Worldwide: Inexpensive Valuation Overshadowed by Macro Headwinds
on Thu, Aug 14, 2008 • MWW • Comment!
Downgrading 51job, Inc. to Sell
on Thu, Aug 7, 2008 • JOBS • Comment!
Cognizant: Reducing Estimates, Target Slightly
on Tue, Aug 5, 2008 • CTSH • Comment!
Syntel Misses on Revenue and EPS; IT Headcount Falls
on Fri, Aug 1, 2008 • SYNT • Comment!
Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
on Wed, Jul 30, 2008 • CTSH, ACN, INFY • 1 Comment
Cutting Rediff.com's Estimates Again
on Tue, Jul 29, 2008 • REDF • Comment!
Trimming Wipro Estimates on More Cautious Revenue Outlook
on Fri, Jul 25, 2008 • WIT • Comment!