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Emkay行业报告(信息技术)
Emkay Sector Reports (Information Technology )
The global business landscape is rapidly changing, as businesses around the world are turning incrementally more software-dependent. Most of today’s leading brands such as Amazon, Google, Uber etc are driven by a collection of powerful softwares. Keeping in mind these rapid technological changes, we have zeroed in on India-listed software products businesses that are more transformational in nature and are not just tactical plays (IT Services businesses currently look more a tactical play given their challenging growth dynamics and profitability pangs).
MINOR Companies Major Disruptors
Transformational opportunity, not just tactical play
Fintech boom to force banks to become API powered aggregators
Which product software will perform?
MINOR companies - Major disruptors
Company section
Majesco Initiating Coverage — Most promising Insurance Solution
Intellect Design Initiating Coverage — IP repository - set for monetisation
Nucleus Software Initiating Coverage — Nucleus 2.0: growth returns
Oracle Financial Services Initiating Coverage — Business with impregnable ‘moat’
Ramco Systems Initiating Coverage — Workday of the East