Ashish R. Thadhani
Contributor since: 2007
Latest Articles
Infosys: Growth May Resume in December Quarter
51job: Online Revenue Trails Rival ChinaHR
Satyam: Why We're Terminating Coverage
Cognizant Technology: Expecting Growth in 2009
Ctrip's Unappealing Valuation
Rediff.com: Terminating Coverage with a Hold Rating
Monster's Equation: Global Upheaval + Slow Cost Restructuring = Vanishing EPS
Wipro: Despite Headwinds, Results Should Prove Resilient
Infosys Technologies: First-Rate Execution in a Daunting Environment
Afterthoughts on Satyam Computer Services
Satyam: A Shameful End
Satyam's Moment of Truth Is at Hand
India Offshoring Quarterly Snapshot
Satyam: Acquisition Raises Serious Questions About Governance and Strategy
Syntel: Competitive Pressures but Encouraging Pipeline
Ctrip: Short-Term Outlook Worsens
51job: Washed Out Valuation, Doubts Remain Unaddressed
Rediff.com: Embarrassing Execution but $24 Million Enterprise Value Is Attractive
Cognizant: Inexpensive, Even in a Pessimistic Scenario
Monster Worldwide: Lowering 2009 Estimates, Staying on the Sideline
Seeing Short-Term Weakness in Wipro, Long-Term Promise
Satyam: Tough Environment, Cheap Stock
Infosys: Traumatized Environment Affords Rare Buying Opportunity
India Offshoring Quarterly Snapshot
Ctrip.com: Industry-wide Slowdown Could Linger
Monster Worldwide: Inexpensive Valuation Overshadowed by Macro Headwinds
Downgrading 51job, Inc. to Sell
Cognizant: Reducing Estimates, Target Slightly
Syntel Misses on Revenue and EPS; IT Headcount Falls
Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
Cutting Rediff.com's Estimates Again
Trimming Wipro Estimates on More Cautious Revenue Outlook