Syntel Inc. (SYNT)

All Comments on SYNT

  • commenter
    Sep 18 06:04 AM
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    Jun 17 12:46 PM
    India Offshoring Quarterly Snapshot [view article]
    What about iGate? Could be the biggest winner of all! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on SYNT
    Is this a buy or a sell? Reply
  • commenter
    Feb 29 05:34 PM
    Syntel Misses Operating Income Estimates, Margin Plunges [view article]
    Good Analysis, I could not agree more!!!

    Syntel lacks the basic prespective and quote from you -- "inability to attract seasoned talent". Also, I don't think they have good team in any area to sustain growth, they are just a cheap alternative to the other outsourcing companies like Infosys, Satyam, Wipro etc. They can't even retain the guy who built the Pune facility in record time.

    Syntel is more or less works like Government organization, with an exception, there is no accountability for wrong doing. This is because insecurity among the employees at every level.

    Syntel is trying to achive 1-5-10, that mean $1B revenue, $5B market cap by year 2010. And your analysis shows they are going to fail by very big margin - your are projecting $0.5B by 2009, that means they have to double their revenue(YoY) in 2010 to achieve their target. Any ideas ?
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  • commenter
    Oct 18 06:26 PM
    My Website
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    That's a good point. I do tend to use high analyst ratings as a negative input, though WHQ didn't really have such strong opinion behind it. I think that there is a persistent investment arbitrage potential in buying the names that aren't so recognized and trading them out potentially when they become recognized. Reply
  • commenter
    Oct 18 01:02 AM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Alan, the analyst optimism in WHQ would appear to be misplaced, at least in the short term, after the pre-announcement and lower guidance for the company. Your screen might be improved if a sell discipline was built. Maybe there's a "critical mass" of analysts at which excessive optimism is sure to result in underperformance. Given there's a finite number of sell-side firms with any real power over sentiment, there might be a trigger to sell when all the bulge-bracket firms cover a stock. (Note that I'm *not* suggesting that smaller-firm sell-side or independent analysts can't be more "right" than the big boys, just that they by definition they reach fewer people who actually follow their advice (blindly or not). Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Jun 24 01:32 AM
    Is Syntel Ready to Become a Tier-1 IT Outsourcing Company? [view article]
    Check out INFOSYS trend analysis
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    Reply